The Iran War Energy Surcharge Hitting US Households

In episode 20 of Macro Tuesdays, Lucas and Luna break down the hidden economic impact of the Iran war on American consumers. With energy inflation more persistent than expected, the average U.S. household is paying an extra $450 annually on gas and utilities. They explore how this 'double scar' from past inflation shocks and geopolitical instability is reshaping spending patterns, why the Fed's preferred core PCE gauge still shows 3.3% inflation, and what it means for rate policy through mid-2026. Using fresh data from May 30, 2026, including the 10-year breakeven rate at 2.39% and the Fed funds rate stuck at 3.62%, they connect the dots between oil prices, consumer sentiment, and the bond market's mixed signals. No fluff—just a clear-eyed look at the real cost of conflict on your wallet. #IranWar #EnergyInflation #ConsumerEconomy #FedPolicy #CorePCE #HouseholdSpending #GeopoliticalRisk #GasPrices #Inflation2026 #Macroeconomics #FexingoBusiness #BusinessPodcast #MacroTuesdays #LucasAndLuna #EconomicData #BondMarket #FederalReserve #CostOfLiving Keep every episode free: buymeacoffee.com/fexingo