Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
Why China Export Prices Are Driving a Global Disinflation Wave
In this episode of The Macro Memo, Lucas and Luna examine how declining export prices from China are rippling through global inflation dynamics. With China's producer price index rising to a near-four-year high while consumer prices stagnate, the hosts explore the deflationary pressure on manufactured goods and its impact on core inflation readings worldwide. They tie this to the latest US CPI data, the Federal Reserve's policy dilemma, and what it means for investors. The conversation also touches on the 'funflation' trend and the surprising resilience of consumer…
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