How Inflation Disguises Rising Corporate Margins

Lucas and Luna explain how inflation has allowed companies to quietly increase profit margins without triggering consumer backlash. Using recent data on the personal consumption expenditures index and corporate earnings reports from May 2026, they show how consumers are paying more for the same goods while companies enjoy record margins. They discuss why the Federal Reserve's focus on headline inflation might miss this structural shift, and what it means for your purchasing power. Drawing on a new academic paper and comments from Jamie Dimon about JPMorgan's acquisition appetite, the hosts explore how inflation acts as a cover for higher markups. They also share a brief, sincere note on listener support that keeps the show ad-free. #Inflation #CorporateMargins #PurchasingPower #FederalReserve #JamieDimon #JPMorgan #PCE #ConsumerPrices #Markups #ProfitMargins #Finance #PersonalFinance #Business #Economics #FexingoBusiness #BusinessPodcast #May2026 #PurchasingPowerErosion Keep every episode free: buymeacoffee.com/fexingo