The 10-Year Breakeven Tells a Different Inflation Story -...

What this episode covers

On this episode of The Macro Memo, Lucas and Luna dig into the 10-year breakeven inflation rate — currently at 2.21 percent — and explain why it's sending a more reassuring signal than the headline CPI or core PCE numbers. They unpack the mechanics of TIPS versus nominal Treasuries, why the breakeven has barely budged even as the core PCE hit 3.4 percent in May, and what this divergence means for the Fed's next move. With the fed funds rate stuck at 3.63 percent and real GDP growth running at just 2.1 percent annualized, the bond market is betting that today's inflation spike is transitory. Lucas and Luna explore whether that bet holds up — and what happens if it doesn't. Specific, data-driven, and grounded in the latest figures as of June 26, 2026. #BreakevenInflation #FederalReserve #TIPS #NominalTreasuries #CorePCE #Inflation #BondMarket #EconomicIndicators #FedPolicy #RealRates #CPI #Macro #Economics #FexingoBusiness #BusinessPodcast #TreasuryYields #LucasAndLuna #TransitoryInflation Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy?

This episode is 8 minutes long.

When was this The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy episode published?

This episode was published on June 26, 2026.

What is this episode about?

On this episode of The Macro Memo, Lucas and Luna dig into the 10-year breakeven inflation rate — currently at 2.21 percent — and explain why it's sending a more reassuring signal than the headline CPI or core PCE numbers. They unpack the mechanics...

Can I download this The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy episode?

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