# Jay Hatfield's Bold CPI Call: Negative Inflation Tomorrow?

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Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/jay-hatfield-s-bold-cpi-call-negative-inflation-tomorrow.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-14T01:53:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN5370963689.mp3
Audio file: https://traffic.megaphone.fm/FPMN5370963689.mp3
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Duration seconds: 166

## Resource

Could Wall Street be completely wrong about tomorrow's inflation report? On this episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could show a negative month-over-month headline inflation reading, driven by collapsing gasoline prices, lower oil prices, and what he believes is the market's failure to properly account for rapidly changing energy dynamics. Is the Federal Reserve relying on outdated data? Could lower inflation reignite expectations for rate cuts? And what happens if Jay's forecast is right? Topics include: Why Jay expects a negative June CPI print The impact of an 18% decline in gasoline prices Why oil falling toward $60 matters for inflation How the Strait of Hormuz reopening changed the outlook Why the Fed's "data-dependent" approach may be behind the curve What investors should watch after the CPI release Watch Hatfield Economics exclusively on Biz Talk Today TV. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital pl…

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## Transcript

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