How Tariffs Are Reshaping Fed Rate Decisions

Lucas and Luna examine how the escalating trade war and Iran conflict are complicating the Fed's inflation fight. With core CPI at 335.4 and the ten-year breakeven rate at 2.40%, the bond market is signaling persistent price pressures. The hosts dissect why Chair Kevin Warsh is stuck at 3.64% while tariffs and supply shocks are creating a 'stagflation-lite' scenario. They also explore the divergence between the Russell 2000's 6.3% weekly surge and the S&P 500's more muted gains, asking whether small caps are hedging against tariff risks or just chasing a fleeting rotation. #FederalReserve #KevinWarsh #Tariffs #Inflation #CoreCPI #BondMarket #TenYearYield #BreakevenRate #SmallCaps #Russell2000 #SupplyShock #TradeWar #IranConflict #Stagflation #MonetaryPolicy #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo