Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
Why the Bond Market Is Ignoring Sticky Inflation
Core PCE has been stuck above 3 percent for months, yet the 10-year Treasury yield is falling. Lucas and Luna dig into the data to explain why bond traders are betting the Fed wins the inflation fight anyway, and what the breakdown between real yields and breakevens is signaling about the economy's direction.
#BondMarket #TreasuryYields #Inflation #CorePCE #FederalReserve #RealYields #BreakevenRate #Economy #Macro #Investing #InterestRates #GDP #JobsMarket #FOMC #Economics #FexingoBusiness #BusinessPodcast #TheMacroMemo
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