Bond Markets See Low Inflation Despite Import Price Surge

Import prices from China just hit their highest level since 2008. That sounds inflationary. But the 10-year breakeven inflation rate — the bond market's best guess for future inflation — is actually falling. In this episode, Lucas and Luna unpack the disconnect. They explain why bond traders see tariffs and import surges as one-time price shocks rather than lasting inflation. They also contrast the breakeven with the Fed's preferred PCE gauge, which is still rising. With the Fed funds rate at 3.63% and CPI falling, the hosts explore what the bond market's signal means for interest rate cuts later this year. Plus: what falling breakeven inflation means for your mortgage and savings. A compact guide to reading the bond market's mind on inflation. #Inflation #BondMarket #BreakevenInflation #ImportPrices #ChinaTariffs #FederalReserve #CPI #PCE #InterestRates #Economics #FexingoBusiness #BusinessPodcast #Tariffs #SupplyChain #TreasuryYields #FedPolicy #InvestmentStrategy #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo