How the New York Fed Survey Is Splitting Currency Markets

The New York Fed's Survey of Consumer Expectations just hit a three-year high for household financial worry. Lucas and Luna dig into how that anxiety is showing up in the real economy — and what it means for the dollar. They connect the May CPI print of 4.2% to the trade-weighted dollar index at 120.1, arguing that the 'vibecession' narrative is now backed by hard data. They also explore why the euro and yen are moving differently despite similar inflation pressures, and what the Fed's next move might look like when consumers feel this fragile. #NewYorkFed #ConsumerExpectations #HouseholdFinances #USDollar #TradeWeightedDollar #CPI #Inflation #FedPolicy #InterestRates #Euro #Yen #CurrencyMarkets #Economics #FX #Vibecession #FexingoBusiness #BusinessPodcast #CurrencyConversations Keep every episode free: buymeacoffee.com/fexingo