The inflation narrative is still intact when looking at the latest round of import and export prices, according to Kevin Green. He explains how the dynamic sets the stage for the Fed's interest rate meeting at the end of October and complication for the final quarter of 2026. However, equities may get a lift from a falling U.S. dollar. One stock KG's keeping an eye on is Walmart (WMT) as the long-term chart shows breakout potential as investors flooding to find safety and value amid a shaky AI trade.