How PPI Inflation Is Hitting Small Business Margins

Lucas and Luna dig into the May 2026 Producer Price Index report—up 1.1%, double expectations—and trace the surge in energy costs through to small business net margins. They explain why wholesale inflation matters more than CPI for Main Street, how the 10-year breakeven rate is falling even as PPI spikes, and why the transmission from input costs to consumer prices has never been faster. With fresh data from the NFIB survey and historical comparisons to 2021, this episode gives you a practical lens on margin pressure in a weird, stagflation-adjacent economy. #PPI #WholesaleInflation #SmallBusiness #NetMargins #EnergyCosts #SupplyChain #Inflation2026 #NFIB #ProducerPrices #CPI #BreakevenRate #TreasuryYields #CorePPI #Margins #Economics #USEconomy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo