Latest / Inflation Explained with Fexingo: CPI, Prices, and the Cost of Living for Everyday People
Why Factory Job Cuts Signal a New Kind of Inflation
Factory job cuts in June 2026 are nearing levels seen during the financial crisis and Covid, according to S&P. In this episode, Lucas and Luna explore why a softening labor market in manufacturing doesn't mean deflation is coming. They break down the 'wage-price spiral' that runs in reverse, how service sector inflation stays sticky even as goods cool, and what the divergence between the S&P 500 and the small-cap Russell 2000 tells us about the economic crosscurrents. Using the latest CPI data and the 10-year breakeven rate at 2.23%, they argue that the Fed's 3.63%…
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