Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
How UK Inflation Shocked The Global Markets
Lucas and Luna dissect the unexpected jump in UK inflation to three point five percent, analyzing how this shift challenges the global narrative of cooling prices. They explore the structural pressures from housing costs and supply chain frictions that are keeping price tags elevated despite central bank rate hikes. With US Treasury yields climbing to five point one five percent, the hosts examine what this transatlantic divergence means for investors and the Federal Reserve's upcoming policy decisions. This episode offers a concrete look at how localized inflation spikes can ripple…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.