Fed Hike Coming? Jay Hatfield Says Wall Street Has It Wrong—and Sees S&P 9,000

Wall Street is bracing for higher rates—but Jay Hatfield says the data tells a very different story. On this episode of ⁠Hatfield Economics⁠, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Jay Hatfield⁠, CEO of Infrastructure Capital Management and CIO of the ⁠ICAP ETFs⁠, for a wide-ranging discussion on the Federal Reserve, inflation, interest rates, AI, stocks and where the market goes next. Hatfield argues that a Federal Reserve rate hike is extremely unlikely, saying properly adjusted measures of PCE, CPI and real-time inflation indicate inflation is running significantly cooler than headline numbers suggest. He also explains why he believes Fed Chair Kevin Warsh's hawkish rhetoric may have as much to do with demonstrating the Fed's independence as signaling an actual rate increase. Then comes Hatfield's big market call. His base-case S&P 500 target is 8,250, with a bullish scenario that could take the index toward 9,000 if geopolitical pressures ease and interest rates decline. But getting there may not be a straight line: Hatfield warns investors about the possibility of a near-term market “stall” and explains the catalysts he's watching. The conversation also turns to artificial intelligence and individual stocks. Hatfield makes the investment case for Marvell, discusses why he remains constructive on AI infrastructure and data-center development, and explains why alternative asset manager KKR remains attractive as assets under management continue to expand. Finally, Jay reveals how Infrastructure Capital is positioning portfolios amid the uncertainty—including maintaining approximately 15% cash, emphasizing valuation, and taking a long-term approach while Wall Street reacts to short-term volatility. Is Wall Street overestimating the Fed—and underestimating how much upside remains in stocks? Watch the full episode of Hatfield Economics on Biz Talk Today TV. 🔗 Website: ⁠https://biztalktodaytv.com⁠ 📧 Contact on Email: ⁠[email protected]⁠ 📲 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. #HatfieldEconomics #JayHatfield #FederalReserve #Fed #InterestRates #Inflation #StockMarket #SP500 #WallStreet #Investing #MarketOutlook #ArtificialIntelligence #AIStocks #Marvell #KKR #StockPicks #ICAPETFs #InfrastructureCapital #FinancialMarkets #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.