How Inflation Disguises Rising Corporate Margins

Inflation and Your Money with Fexingo: Protecting Purchasing Power and Beating Inflation · May 27, 2026 · 8m · transcript

Lucas and Luna explain how inflation has allowed companies to quietly increase profit margins without triggering consumer backlash. Using recent data on the personal consumption expenditures index and corporate earnings reports from May 2026, they show how consumers are paying more for the same goods while companies enjoy record margins. They discuss why the Federal Reserve's focus on headline inflation might miss this structural shift, and what it means for your purchasing power. Drawing on a new academic paper and comments from Jamie Dimon about JPMorgan's acquisition appetite…