Why Shelter Inflation Is the Feds Biggest Headache

CPI fell in June, but shelter costs remain stubbornly above 5 percent year-over-year. Lucas and Luna break down the lag between market rents and official inflation measures, what the Fed watches instead, and why the ten-year breakeven rate at 2.21 percent suggests investors expect the Fed to win — but not just yet. With global central banks tightening and tariffs resurfacing, the housing data may be the deciding factor for the September meeting. #ShelterInflation #FederalReserve #CPI #CoreCPI #BreakevenInflation #HousingMarket #MonetaryPolicy #InterestRates #FOMC #InflationData #Economics #FedWatch #RentData #ZillowIndex #SingaporeTightening #Tariffs #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo