How the Iran War Tariff Is Reshaping Consumer Spending

Lucas and Luna examine how the Iran war tariff is hitting American households in the wallet, with average families paying an extra $450 on gas and energy according to CNBC. They discuss how this geopolitical shock is combining with lingering inflation psychology to create a 'double scar' effect on consumer confidence and spending patterns. The hosts break down what this means for the Fed's interest rate path, the upcoming holiday shopping season, and whether the impact is temporary or structural. They also look at how different income brackets are responding — from cutting discretionary purchases to trading down in grocery brands — and what the VIX's drop below 16 signals about market complacency. A timely look at the intersection of geopolitics, inflation expectations, and everyday household economics. #IranWarTariff #ConsumerSpending #GasPrices #EnergyInflation #InflationExpectations #FedPolicy #GeopoliticalRisk #HouseholdEconomics #DoubleScarEffect #DiscretionarySpending #ConsumerConfidence #VIX #CPI #PCE #Economics #FexingoBusiness #BusinessPodcast #EconomicForecast Keep every episode free: buymeacoffee.com/fexingo