Latest / Inflation Explained with Fexingo: CPI, Prices, and the Cost of Living for Everyday People
Why Bond Markets See Inflation Risk Despite Falling CPI
The June CPI ticked down to 332.6, but the bond market's breakeven inflation rate rose to 2.26% from 2.20%. Lucas and Luna unpack why investors are pricing in higher inflation ahead, even as headline numbers soften. They explore the role of rising oil prices, new tariff risks, and sticky services inflation, and what this divergence means for the Fed's next move amid a slowing economy.
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