Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Supply Chain Friction Fuels Stagflation
In this episode of Stagflation Conversations, Lucas and Luna dissect the structural friction in global logistics that is keeping inflation sticky despite slowing growth. With the S&P 500 hovering near seven thousand six hundred fifty and real GDP growth down to one point five percent, the traditional deflationary forces aren't working as expected. They explore how transport costs, energy shocks from geopolitical tensions, and the resilience of core services are locking in price increases. Using specific data on job openings, hourly earnings, and breakeven inflation rates, the hosts…
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