Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
Why Bond Markets Are Ignoring Tariff Inflation Threats
In this episode of The Macro Memo, Lucas and Luna explore a surprising disconnect: the 10-year breakeven inflation rate has fallen to 2.26%, its lowest in weeks, even as import prices from China hit levels not seen since 2008. They unpack why bond markets remain calm despite tariff headlines, what the Fed's steady hand at 3.63% signals, and how the Singapore central bank's surprise tightening contrasts with the Fed's patience. Plus, the hosts examine the latest PCE and CPI data, and what weakening inflation expectations mean for the GDP growth picture. A data-driven…
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