Why Energy Inflation Is Different This Time

What this episode covers

Lucas and Luna dig into why energy inflation in 2026 is behaving differently from previous oil shocks. With the Iran conflict adding $450 to the average household's monthly bills, core PCE holding at 3.3 percent, and 10-year breakevens actually falling, they explore how the pass-through to core inflation has changed. Lucas points to the rise of renewable capacity and a more services-heavy economy as structural shifts that are muting the second-round effects. They also discuss what this means for the Fed's rate path and why bond markets are pricing lower long-term inflation expectations despite near-term price pressure. #EnergyInflation #IranWar #CorePCE #BreakevenInflation #FederalReserve #Inflation #RenewableEnergy #ConsumerSpending #BondMarket #SupplyChain #ServicesEconomy #MonetaryPolicy #EconomicData #MacroEconomics #FexingoBusiness #BusinessPodcast #MacroTuesdays #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data?

This episode is 8 minutes long.

When was this Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data episode published?

This episode was published on June 1, 2026.

What is this episode about?

Lucas and Luna dig into why energy inflation in 2026 is behaving differently from previous oil shocks. With the Iran conflict adding $450 to the average household's monthly bills, core PCE holding at 3.3 percent, and 10-year breakevens actually...

Can I download this Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data episode?

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