Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The Trade War Inflation Shock
Lucas and Luna dissect the immediate economic shock of the U.S. import ban on Canadian goods, analyzing how retaliatory tariffs and rising wholesale prices are reshaping inflation expectations right now in September 2026. With core CPI holding at 336.8 and the ten-year Treasury yield climbing toward five percent, they explore why the Federal Reserve may be forced to raise rates despite softening GDP growth.
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The skinny
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