The 2.26 Percent Breakeven That Has the Fed Second-Guessi...

What this episode covers

This episode dives into one of the most telling signals the bond market is sending right now: the 10-year breakeven inflation rate has dropped to 2.26 percent, well below the current CPI reading of 4.2 percent. Lucas and Luna explore what this gap means for the Federal Reserve's next move, why the breakeven is falling even as headline inflation remains sticky, and how the Fed's new chairman Kevin Warsh might interpret the data. They also discuss the surprising jump in job openings to 7.6 million and what that says about the labour market's resilience. If you want to understand why the bond market and the Fed seem to be speaking different languages right now, this episode lays it out clearly. #BreakevenInflation #FederalReserve #BondMarket #Inflation #KevinWarsh #CPI #JobOpenings #JOLTS #10YearYield #MonetaryPolicy #Economics #FOMC #RealRates #LaborMarket #TIPS #Macro #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

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 18, 2026.

What is this episode about?

This episode dives into one of the most telling signals the bond market is sending right now: the 10-year breakeven inflation rate has dropped to 2.26 percent, well below the current CPI reading of 4.2 percent. Lucas and Luna explore what this gap...

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

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.