# Why Import Prices from China Are Reshaping Inflation

Page: https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/why-import-prices-from-china-are-reshaping-inflation
Text version: https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/why-import-prices-from-china-are-reshaping-inflation.md
Podcast: [The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next](https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824)
Published: 2026-07-18T07:46:42+00:00
Episode link: https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0118.mp3
Audio file: https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0118.mp3
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Duration seconds: 482

## Resource

In this episode of The Economic Forecast Podcast, Lucas and Luna dig into a surprising data point: import prices from China just hit their highest level since 2008. With consumer-facing inflation cooling but producer costs rising, they explore how this pressure is building beneath the surface of the U.S. economy. Lucas walks through the mechanics of pass-through inflation, the role of tariffs and supply chain shifts, and why a 0.3 percent drop in wholesale prices may not last. Luna questions whether the Fed is too focused on services inflation while goods-sector pressures quietly rebuild. Using July 2026 live data including the CPI dip to 332.6, core PCE at 130.1, and the 10-year breakeven rate at 2.24 percent, they connect the dots between Chinese producer costs and the outlook for consumer prices. A must-listen for anyone trying to understand where inflation is really headed next. #ImportPrices #ChinaInflation #Inflation2026 #ProducerPrices #TradePolicy #SupplyChain #FedPolicy #CPI #CorePCE #BreakevenRate #WholesaleInflation #Tariffs #GlobalTrade #Economics #EconomicForecast #FexingoBusiness #BusinessPodcast #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo

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