Why Bond Markets Are Ignoring Tariff Inflation Threats

In this episode of The Macro Memo, Lucas and Luna explore a surprising disconnect: the 10-year breakeven inflation rate has fallen to 2.26%, its lowest in weeks, even as import prices from China hit levels not seen since 2008. They unpack why bond markets remain calm despite tariff headlines, what the Fed's steady hand at 3.63% signals, and how the Singapore central bank's surprise tightening contrasts with the Fed's patience. Plus, the hosts examine the latest PCE and CPI data, and what weakening inflation expectations mean for the GDP growth picture. A data-driven conversation on why markets are betting against the tariff scare. #BondMarkets #InflationExpectations #Tariffs #FederalReserve #ImportPrices #China #BreakevenRate #PCE #CPI #SingaporeTightening #MonetaryPolicy #USGDP #JoblessClaims #JOLTS #MacroMemo #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo