Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Inflation Persists Despite Falling Oil Prices
Lucas and Luna explore the disconnect between collapsing crude prices and sticky consumer inflation. With Brent falling over ten percent in five days while core CPI remains elevated, we ask why the traditional transmission mechanism is broken. Using September 29, 2026 data, including thirty-year Treasury yields hitting twenty-two year highs, we examine how services pricing and wage growth are decoupling from energy costs. This episode breaks down the specific mechanics keeping headline numbers high even as gas stations see relief.
#Inflation #Commodities #Economics #OilPrices #CPI…
The skinny
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