Why CPI at 4.2 Percent Is Hitting Stocks Harder Than It Should

With the S&P 500 down 4% in a week and headline CPI hitting 4.2% annually, Lucas and Luna unpack why this inflation reading feels different than the 2022 surge. They drill into the bond market signal: the ten-year yield climbing to 4.54% while breakeven inflation is actually falling. The hosts break down how the composition of inflation matters more for equities than the headline number, and why services-driven CPI is a tougher problem for the Fed than goods-driven inflation was. A focused macroeconomic conversation for anyone wondering why markets are selling off despite a still-low 4.3% unemployment rate. #CPI #Inflation #BondMarket #StockMarket #FederalReserve #TenYearYield #BreakevenInflation #ServicesInflation #MarketSelloff #S&P500 #MacroEconomics #Economy #FexingoBusiness #BusinessPodcast #MacroTuesdays #EconomicData #MonetaryPolicy #ConsumerPrices Keep every episode free: buymeacoffee.com/fexingo