Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
Why Inflation Fears Are Surging Despite Cooling Data
With the S&P 500 holding near 7,816 and the ten-year Treasury yield dipping to 5.24 percent, markets are signaling calm even as consumer anxiety spikes. This episode examines why the one-year inflation outlook in the latest Fed survey has hit its highest level since May twenty twenty three, while core CPI remains sticky at 337.8. Lucas and Luna dissect the disconnect between headline economic indicators and household reality, exploring how tariff-driven price hikes on everyday goods are reshaping the inflation rulebook and why bond yields might be underestimating the political pressure on the…
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