Tariffs And The Inflation Shock

Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes · Oct 8, 2026 · 11m · transcript

Lucas and Luna dissect the New York Fed's latest finding that tariff-driven price hikes are distorting inflation metrics. With core CPI holding at three hundred thirty-seven point eight and real GDP growth slowing to two point two percent, they explore how import taxes create a stagflationary feedback loop. The conversation examines why this specific cost push differs from previous supply chain shocks, analyzing the disconnect between nominal GDP growth and consumer purchasing power in October two thousand twenty-six.

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