DATA · BREADTH
Charlie Bilello
As of 28 September 2026, Charlie Bilello holds 20 current views on Headge, 13 Bullish, 7 Bearish. The latest is Higher on USO over 1 Month. Every view links to the original post or video.
Data-led market strategist. Breadth, valuation, inflation, asset returns and historical comparisons. Weekly Week in Charts. Shared channel skipped until attribution.
VIEWS 2
LAST PUBLISHED 23H AGO
Catch-Up
Generated 08:00 ET
Energy inflation is broadening: gasoline is unusually high for late September, while record diesel prices are set to feed through to freight, farming, shipping and household costs. The near-term inflation pressure is tied to the post-Iran war fuel shock, even as the earlier liquidity-focused warning is no longer part of the picture.
At Generation 2 Higher · 0 Neutral · 0 Bear
Mix By Horizon
1 Week
0 BULL 0 NEUT 0 BEAR
1 Month
2 BULL 0 NEUT 0 BEAR
1 Year
0 BULL 0 NEUT 0 BEAR
New Views
USO
HIGHER
U.S. gasoline prices average $4.48 per gallon, the highest for this point in September and 42% above a year ago. MonthHeld
Inflation
HIGHER
US diesel at a record $6.53 per gallon, up 74% since the Iran war began, will raise freight, farming, shipping, and consumer prices. MonthGone
Liquidity
HIGHER
US money supply grew 5.7% over the last year, the largest year-over-year increase since June 2022, signaling that money printing has resumed. YearA daily catch-up of talking heads, in fifteen minutes.
Sentiment Graph
Today
SENTIMENT GRAPH
Current Views
ANALYSTDIRECTIONTOPICSUMMARYHORIZONFRESH
Charlie Bilello DATA · BREADTH HIGHER Strong
USO U.S. gasoline prices average $4.48 per gallon, the highest for this point in September and 42% above a year ago. LEVELS · TARGET 4.48
Month 23h Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation US diesel at a record $6.53 per gallon, up 74% since the Iran war began, will raise freight, farming, shipping, and consumer prices. DIRECTION ONLY
Month 4d Charlie Bilello DATA · BREADTH HIGHER Strong
Liquidity US money supply grew 5.7% over the last year, the largest year-over-year increase since June 2022, signaling that money printing has resumed. DIRECTION ONLY
Year 6d Charlie Bilello DATA · BREADTH LOWER Strong
Housing US housing affordability has deteriorated as the income needed for a median-priced home reached a record $126,000, versus median household income of $86,000. DIRECTION ONLY
Year 7d Charlie Bilello DATA · BREADTH HIGHER Strong
Tariffs & Geopolitics A longer Iran war is expected to intensify economic pressure by extending food and energy price increases across the economy. DIRECTION ONLY
Month 11d Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation Food and energy prices are exploding higher, and a prolonged Iran war could spread those increases through the economy and make inflation harder to contain. DIRECTION ONLY
Month 11d Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation US gasoline prices reached $4.43 per gallon, the highest ever for this point in September, signaling that the inflation problem remains unresolved. LEVELS · RESISTANCE 4.43
Month 11d Charlie Bilello DATA · BREADTH TIGHTER Strong
Fed Policy The Fed raised rates 25 basis points to 3.75%-4.00%, its first increase since 2023, and signaled further hikes before year-end. DIRECTION ONLY
Month 12d Charlie Bilello DATA · BREADTH BULLISH Moderate
USO Gasoline and diesel spending has risen about $107 billion during the Iran war versus a no-war scenario, indicating materially higher US fuel costs. DIRECTION ONLY
Month 12d Charlie Bilello DATA · BREADTH TIGHTER Strong
Fed Policy Federal Reserve raised rates 25 basis points to 3.75%-4.00%, the first hike since 2023, while signaling additional tightening ahead. DIRECTION ONLY
Month 13d Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation Inflation has persisted despite 175 basis points of Fed rate cuts since September 2024, with the 10-year Treasury yield rising from 3.7% to above 5%. DIRECTION ONLY
Year 14d Charlie Bilello DATA · BREADTH LOWER Moderate
Growth US economic growth will increasingly depend on productivity gains as 25-to-64 population growth slows to 0.3% annually over the next decade. DIRECTION ONLY
Year 15d Charlie Bilello DATA · BREADTH HIGHER Strong
Fiscal & Treasury US trillion-dollar deficits, exploding national debt, and money printing reflect disappearing fiscal discipline and leave Americans bearing the resulting costs. DIRECTION ONLY
Year 15d Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation US inflation has accumulated nearly 40% over a decade as fiscal and monetary discipline disappeared, leaving Americans to absorb the resulting costs. DIRECTION ONLY
Year 15d Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation Consumer prices have risen at a 4% annualized rate since January 2020 and remain 13% above the 2% inflation trend line, indicating persistent price instability. DIRECTION ONLY
Year 15d Charlie Bilello DATA · BREADTH LOWER Moderate
Inflation US health insurance costs have declined 35% over the last four years in official CPI data, signaling lower measured healthcare inflation. DIRECTION ONLY
Year 15d Charlie Bilello DATA · BREADTH TIGHTER Strong
Fed Policy The Fed is far behind on price stability after 66 consecutive months, making coming rate hikes the straightforward policy outcome. DIRECTION ONLY
Month 15d Charlie Bilello DATA · BREADTH HIGHER Strong
Fiscal & Treasury US federal spending reached $6.8 trillion against $4.8 trillion of receipts in the first 11 months of fiscal 2026, leaving a large deficit. DIRECTION ONLY
Year 17d Charlie Bilello DATA · BREADTH TIGHTER Strong
Fed Policy The Fed needs to hike rates next week as US consumer-price inflation remains far above its 2% target. DIRECTION ONLY
Week 17d Charlie Bilello DATA · BREADTH HIGHER Strong
Inflation US consumer prices rose 3.4% over the last year and 4.1% annualized over five years, making 2% inflation increasingly unattainable. DIRECTION ONLY
Year 17dWordcloud
Direction By Day
| 15 SEP | 16 SEP | 17 SEP | 18 SEP | 19 SEP | 20 SEP | 21 SEP | 22 SEP | 23 SEP | 24 SEP | 25 SEP | 26 SEP | 27 SEP | 28 SEP | |
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| Growth | ▼ | ▼ | ▼ | ▼ | · | · | · | · | · | · | · | · | · | · |
| Housing | ▼ | · | · | · | · | · | · | ▼ | ▼ | ▼ | ▼ | ▼ | · | · |
| Inflation | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · | ▲ | ▲ | ▲ | ▲ | ▲ |
| Liquidity | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · |
| Tariffs & Geopolitics | ▲ | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · |
| TLT | ▼ | · | · | · | · | · | · | · | · | · | · | · | · | · |
| USO | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · | ▲ |
Sentiment Heatmap
| 15 SEP | 16 SEP | 17 SEP | 18 SEP | 19 SEP | 20 SEP | 21 SEP | 22 SEP | 23 SEP | 24 SEP | 25 SEP | 26 SEP | 27 SEP | 28 SEP | |
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| Fed Policy | ▼ | ▼ | ▼ | ▼ | ▼ | ▼ | ▼ | · | · | · | · | · | · | · |
| Fiscal & Treasury | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · | · | · | · | · |
| Growth | ▼ | ▼ | ▼ | ▼ | · | · | · | · | · | · | · | · | · | · |
| Housing | ▼ | · | · | · | · | · | · | ▼ | ▼ | ▼ | ▼ | ▼ | · | · |
| Inflation | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · | ▲ | ▲ | ▲ | ▲ | ▲ |
| Liquidity | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · |
| Tariffs & Geopolitics | ▲ | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · |
| TLT | ▼ | · | · | · | · | · | · | · | · | · | · | · | · | · |
| USO | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · | ▲ |
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