4-30-26 Fed Holds Rates as Powell Stays On

The Federal Reserve held interest rates steady at 3.5%–3.75%, but the bigger story may be what comes next. Powell announced he plans to remain on the Federal Reserve Board as a governor after his term ends—an unusual move that limits a potential board vacancy and keeps his influence in play. Lance Roberts & Michael Lebowitz examine what this means for monetary policy, market expectations, and the timing of future rate cuts. Key topics include: 0:00 - INTRO 1:02 - Closing Out April, Moving Into May: earnings season winding down 3:52 - Eli Lilly & GLP-1 4:21 - No Change in Fed Stance & Oil Prices 6:04 - Market Consolidation Continues 9:56 - Mrs. Roberts Moderates & Likes for Lebo 11:47 - Mag-4 Earnings Review 16:16 - Eli Lilly & Myriad Applications for GLP-1 19:13 - Most Uneventful Eventful Fed Meeting 23:22 - Office Politics at The Fed 26:01 - The Hawkish Take is the Correct One 27:41 - What Really Drives Inflation (not car insurance) 31:47 - Inflation Varies by Location 33:15 - The Fed is Stuck 34:59 - Oil Futures Pricing & the "Sweet Spot" 36:47 - Earnings & Profit Margins - Where's the Risk? 39:08 - Caterpillar Earnings & Data Center Construction Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: ------- Watch Today's Full Video on our YouTube Channel: ------- Watch today's "Before the Bell" feature, "Market Stalls as Risks Build," here: ------- Watch our previous show, "Q&A Wednesday: Markets & Your Money ," ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" -------- Resources Mentioned in Today's Show: "Hormuz: Why Markets Are Shrugging Off The Oil Shock" "The Dollar’s Funeral Keeps Getting Rescheduled" ------- Download Lance's Latest e-book, "Laws of Money & Wealth:" --------

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4-30-26 Fed Holds Rates as Powell Stays On is an episode from Lance Roberts' Real Investment Hour by The Real Investment Show/Full Show.

This episode is 00:44:59 long.

This episode was published on Apr 30, 2026.

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