Episode
Why India's Inflation Surprise Matters for Global Markets
- Published
- Jul 13, 2026
- Duration seconds
- 521
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Summary
India's inflation rate jumped to 4.38 percent in June, well above the Reserve Bank of India's target and most economists' forecasts. Lucas and Luna break down what's driving the spike — from food price volatility to a weakening rupee — and why this matters far beyond Mumbai and Delhi. They connect the dots to US Treasury yields, emerging market portfolio flows, and the Fed's own inflation fight. Along the way, they reference the latest core PCE reading of 130.1 and the 10-year breakeven inflation rate of 2.24 percent to show how India's data fits into the global inflation mosaic. A focused, data-rich conversation for anyone tracking cross-border inflation dynamics. #Inflation #India #ReserveBankOfIndia #EmergingMarkets #GlobalEconomy #FoodPrices #CurrencyRisk #Rupee #CPI #MonetaryPolicy #USTreasuries #YieldCurve #PortfolioFlows #EconomicForecast #FexingoBusiness #BusinessPodcast #Economics #July2026 Keep every episode free: buymeacoffee.com/fexingo