Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Supply Chain Price Tag Fueling Modern Stagflation
In Episode 210 of Stagflation Conversations, Lucas and Luna dissect how logistics costs have become the silent engine of today's price pressures. With core PCE holding steady at one hundred thirty point five and job openings falling to seven thousand seventy nine thousand, we explore why goods prices remain sticky despite slowing growth. Using the recent New York Fed analysis on tariff-driven inflation and current CPI data at three hundred thirty four point one, we trace the path from warehouse floors to consumer wallets. This is a deep dive into structural supply chain frictions that…
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