How Import Prices from China Are Distorting the Feds Inflation Data

In Episode 123 of The Federal Reserve Podcast, Lucas and Luna dig into a surprising data point that has the Fed's attention: import prices from China hit their highest level since 2008, even as overall inflation is cooling. They explore how this one channel is complicating the central bank's read on the economy, why it's not triggering a rate hike, and what it means for the inflation outlook through the rest of 2026. With wholesale prices deflating and core PCE still sticky, the hosts break down the conflicting signals the Fed is juggling. A deep dive into the geopolitics and economics of trade-driven inflation, without the hot takes. #FederalReserve #ImportPrices #ChinaTrade #Inflation #MonetaryPolicy #Economics #CorePCE #WholesaleDeflation #FOMC #RatePath #TradeWar #Tariffs #SupplyChain #BreakevenRate #FedWatch #BusinessPodcast #FexingoBusiness #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo