Import Prices Hit 2008 High – Why That's a Warning for CPI

CPI is falling, but last week's import price report showed a surprise jump – costs from China hit their highest since 2008. Lucas and Luna unpack why this number matters even though you haven't felt it at the store yet, how front-loading and tariffs are distorting the data, and whether this could stall the disinflation trend. They also touch on the bond market's calm reaction and the new generic drug tariff proposal. If you've ever wondered why economists watch obscure trade data, this episode explains the connection to your wallet. Recorded July 28, 2026. #Inflation #CPI #ImportPrices #China #Tariffs #Fed #Disinflation #Economics #CostOfLiving #PriceSurge #TradePolicy #FexingoBusiness #BusinessPodcast #PodcastEpisode #GlobalTrade #SupplyChain #ConsumerPrices #BondMarket Keep every episode free: buymeacoffee.com/fexingo