Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
Why the Fed Is Watching China's Factory Slump
On this episode of The Macro Memo, Lucas and Luna dig into the latest China factory activity data and what a surprise contraction in July means for global inflation and the Federal Reserve's next move. With US core inflation at 3.3% and the Fed holding steady, how much does a slowdown in China's manufacturing matter for US price pressures? The hosts break down the transmission channels—from export prices to commodity demand—and discuss why the Fed might be paying closer attention than you'd think. They also touch on the recent GDP slowdown to 1.5% and what it signals for the…
The skinny
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