Why the 10-Year Breakeven Rate Matters Now

On Macro Tuesdays, Lucas and Luna dig into the 10-year breakeven inflation rate, which has dropped to 2.39% even as core PCE inflation runs at 3.3%. They explore what the bond market's inflation expectations signal about the Fed's next move, why breakevens diverging from actual CPI matters for rate policy, and how investors should read the gap between the two-year Treasury yield at 3.59% and the ten-year at 4.45%. With unemployment at 4.3% and JOLTS job openings declining, the hosts debate whether the Fed can cut rates without reigniting inflation. Tune in for a data-driven breakdown of the breakeven puzzle. #BreakevenInflation #FederalReserve #BondMarket #InflationExpectations #CorePCE #CPI #TreasuryYields #InterestRates #JOLTS #Unemployment #MacroEconomics #FOMC #Economics #Business #FexingoBusiness #BusinessPodcast #MacroTuesdays #Podcast Keep every episode free: buymeacoffee.com/fexingo