EPISODE · Jun 23, 2026 · 8 MIN
Why Factory Job Cuts Signal a New Kind of Inflation
from Inflation Explained with Fexingo: CPI, Prices, and the Cost of Living for Everyday People · host Fexingo
Factory job cuts in June 2026 are nearing levels seen during the financial crisis and Covid, according to S&P. In this episode, Lucas and Luna explore why a softening labor market in manufacturing doesn't mean deflation is coming. They break down the 'wage-price spiral' that runs in reverse, how service sector inflation stays sticky even as goods cool, and what the divergence between the S&P 500 and the small-cap Russell 2000 tells us about the economic crosscurrents. Using the latest CPI data and the 10-year breakeven rate at 2.23%, they argue that the Fed's 3.63% interest rate still isn't restrictive enough to tame the services side. A concrete look at why factory layoffs and rising streaming bills can coexist. #FactoryJobCuts #ManufacturingSlowdown #LaborMarket #Inflation #CPI #CoreServices #FederalReserve #InterestRates #SmallCaps #Russell2000 #SP500 #BreakevenRate #WagePriceSpiral #ServicesInflation #EconomicCrosscurrents #FexingoBusiness #BusinessPodcast #EconomicsShow Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Factory job cuts in June 2026 are nearing levels seen during the financial crisis and Covid, according to S&P. In this episode, Lucas and Luna explore why a softening labor market in manufacturing doesn't mean deflation is coming. They break down the 'wage-price spiral' that runs in reverse, how service sector inflation stays sticky even as goods cool, and what the divergence between the S&P 500 and the small-cap Russell 2000 tells us about the economic crosscurrents. Using the latest CPI data and the 10-year breakeven rate at 2.23%, they argue that the Fed's 3.63% interest rate still isn't restrictive enough to tame the services side. A concrete look at why factory layoffs and rising streaming bills can coexist. #FactoryJobCuts #ManufacturingSlowdown #LaborMarket #Inflation #CPI #CoreServices #FederalReserve #InterestRates #SmallCaps #Russell2000 #SP500 #BreakevenRate #WagePriceSpiral #ServicesInflation #EconomicCrosscurrents #FexingoBusiness #BusinessPodcast #EconomicsShow Keep every episode free: buymeacoffee.com/fexingo
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Why Factory Job Cuts Signal a New Kind of Inflation
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