The Sticky Core CPI Puzzle Explained

Core inflation is cooling slower than headline CPI, and the latest data shows why. In this episode, Lucas and Luna break down the gap between the 332.6 CPI reading and the 336.1 core, using July's soft ADP report and the 10-year breakeven at 2.22 percent to illustrate. They explain how shelter costs, used cars, and services keep core sticky, why the Federal Reserve under Warsh cares more about core than headline, and what it means for your wallet and hiring. Along the way, they dig into the disconnect between soft survey data and solid hard data, and why a 76.1 percent capacity utilization rate matters. You'll come away understanding why core CPI is the number to watch, and how the Fed's inflation fight is evolving in 2026. #CoreCPI #Inflation #FederalReserve #EconomicIndicators #PCE #ADP #JobMarket #CapacityUtilization #BreakevenRate #ShelterCosts #CPI #Economics #FexingoBusiness #BusinessPodcast #FedWatch #InflationData #MacroData #Episode151 Keep every episode free: buymeacoffee.com/fexingo