Episode
How Higher Energy Prices Are Reshaping Inflation Expectations
- Published
- Jun 11, 2026
- Duration seconds
- 565
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Summary
Lucas and Luna examine the latest CPI print showing 4.2% annual inflation in May 2026 — the highest in three years — and dig into what's really driving it: an energy-price surge connected to global supply shocks and the ECB's first rate hike since 2023. They break down the gap between headline and core CPI, explain why breakeven inflation rates matter now more than ever, and explore what higher energy costs mean for Fed policy, consumer expectations, and the broader economic outlook. Specific data points include the May CPI release, the 10-year breakeven rate holding at 2.34%, and the ECB's decision to lift rates amid Iran-related energy pressures. #CPI #Inflation #EnergyPrices #FederalReserve #ECB #BreakevenInflation #CoreCPI #May2026CPI #MonetaryPolicy #InterestRates #MacroEconomics #EconomicIndicators #SupplyShock #Iran #GlobalMarkets #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo