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What the PPI and CPI Spread Tells Us Now

What the PPI and CPI Spread Tells Us Now

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In this episode, Lucas and Luna dive into the growing gap between the Producer Price Index and the Consumer Price Index—and what that divergence signals about corporate margins, inflation pass-through, and the Federal Reserve's next move. With core PCE hitting 3.4% in May 2026—the highest since October 2023—they unpack whether producers are absorbing costs or passing them along, and why the PPI-CPI spread matters more than either number alone. Drawing on recent data and the Fed's preferred gauge, they explore what the pipeline from factory to store shelf reveals about the true inflation picture. If you've been wondering why inflation feels sticky despite cooling producer prices, this episode offers a clear framework. #PPI #CPI #Inflation #ProducerPriceIndex #ConsumerPriceIndex #CorePCE #FederalReserve #CorporateMargins #PassThrough #InflationPipeline #EconomicIndicators #MacroData #Economics #FexingoBusiness #BusinessPodcast #June2026 #LucasAndLuna #EconShow Keep every episode free: buymeacoffee.com/fexingo
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