Mish Schneider: Record Copper, $100 Oil & the Warning Signal Hiding in Retail

Copper is hitting historic levels, oil remains a major inflation threat, retail stocks are struggling—and Mish Schneider says the divergence across markets may be telling investors something important. On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Founder of the Economic Modern Family and Chief Strategist for MarketGauge.com, to break down what commodities, consumers and key market sectors are signaling about the economy. Mish explains why the weakness in retail deserves attention even as biotech and semiconductors show relative strength. With consumers becoming increasingly selective about where they spend, could retail be an early warning that the broader economy isn't as strong beneath the surface as the headline numbers suggest? The conversation turns to commodities, where Mish discusses record copper prices, her outlook for oil potentially reaching $104–$105 per barrel, and one surprising inflation indicator investors rarely watch: sugar. Mish explains why sugar's move toward $0.21 per pound could provide another clue about where inflation is headed. Todd and Mish also examine the upcoming Federal Reserve meeting, the possibility of another shift in interest-rate policy, the proposed $5,000 payment to Americans, and whether additional government spending could ultimately influence inflation and financial markets. The episode closes on a deeply personal note as Mish recalls September 11, 2001, and how a last-minute change of plans kept her husband, Keith Schneider, from attending a conference at Windows on the World that morning. Copper. Oil. Inflation. The consumer. The Fed. Mish Schneider connects the signals Wall Street may be overlooking. 🔗 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 platforms is provided for informational and educational purposes only.  Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results.  Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction.  #FinancialCompass #MishSchneider #StockMarket #WallStreet #Commodities #Copper #OilPrices #Inflation #FederalReserve #Fed #InterestRates #RetailStocks #Biotech #Semiconductors #MarketGauge #EconomicModernFamily #Investing #Markets #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices