Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
How Falling Inflation Is Reshaping Consumer Behavior
In this episode of The Macro Memo, Lucas and Luna examine how the latest CPI data—showing a 3.5% annual increase, below expectations—is influencing consumer behavior and Federal Reserve policy. They discuss the concept of 'funflation' and why staying home is no longer cheaper, drawing on recent headlines and economic indicators. The conversation also touches on the 10-year breakeven inflation rate at 2.26% and what it signals about market expectations. Lucas and Luna explore the implications for rate cuts, corporate pricing power, and household budgets, offering a nuanced look at…
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