The Tariff Inflation Trap Explained

Lucas and Luna dissect the latest New York Fed finding that recent inflation spikes were driven almost entirely by tariffs, not supply shocks. With the ten-year breakeven rate slipping to 2.33 percent while core PCE remains sticky at 130.5, they explore how this specific data point reshapes the Federal Reserve's outlook for October. The conversation anchors on the disconnect between headline CPI at 334.1 and the underlying cost pressures facing American households, asking whether tariff-induced price hikes are a one-time shock or a persistent drag on real GDP growth. #FexingoBusiness #BusinessPodcast #Economics #TariffInflation #FederalReserve #CPIReport #CorePCE #Macroeconomics #InflationData #NYFed #MonetaryPolicy #ConsumerPrices #TradePolicy #EconomicGrowth #InterestRates #MarketAnalysis #FinancialNews #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo