EPISODE · May 31, 2026 · 7 MIN
How Core PCE Inflation Reshapes Your Bond Strategy
from The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio · host Fexingo
In this episode, Lucas and Luna dive into the latest Core PCE inflation data released April 1st, 2026, which ticked up to 129.6 from 129.32. With the Fed funds rate stuck at 3.64% and the 10-year breakeven inflation sliding to 2.38%, they explore what these numbers mean for bond investors. Lucas breaks down why the Core PCE matters more than CPI for Fed policy, and how the market is pricing in a 'higher for longer' rate environment. They also discuss the recent slide in oil stocks like Exxon and Chevron, and what that signals about inflation expectations. Plus, a nod to the Berkshire Hathaway cash pile and what it says about current valuations. The episode closes with a thoughtful look at whether bonds are finally becoming attractive again for long-term portfolios. #CorePCE #Inflation #Bonds #FedPolicy #InterestRates #PortfolioStrategy #Exxon #Chevron #BerkshireHathaway #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketData #CPI #BondMarket #TreasureYields #Macro Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
In this episode, Lucas and Luna dive into the latest Core PCE inflation data released April 1st, 2026, which ticked up to 129.6 from 129.32. With the Fed funds rate stuck at 3.64% and the 10-year breakeven inflation sliding to 2.38%, they explore what these numbers mean for bond investors. Lucas breaks down why the Core PCE matters more than CPI for Fed policy, and how the market is pricing in a 'higher for longer' rate environment. They also discuss the recent slide in oil stocks like Exxon and Chevron, and what that signals about inflation expectations. Plus, a nod to the Berkshire Hathaway cash pile and what it says about current valuations. The episode closes with a thoughtful look at whether bonds are finally becoming attractive again for long-term portfolios. #CorePCE #Inflation #Bonds #FedPolicy #InterestRates #PortfolioStrategy #Exxon #Chevron #BerkshireHathaway #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketData #CPI #BondMarket #TreasureYields #Macro Keep every episode free: buymeacoffee.com/fexingo
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How Core PCE Inflation Reshapes Your Bond Strategy
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