Why the Bond Market Is Ignoring Higher Core Inflation

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Why the Bond Market Is Ignoring Higher Core Inflation

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On this episode of Economic Indicators with Fexingo, Lucas and Luna examine a puzzling divergence: core inflation hit 3.4% in May 2026, its highest since October 2023, yet long-term bond yields have fallen. The hosts walk through the bond math, explaining why the 10-year Treasury yield dropped 13 basis points this week despite hot inflation data. They connect the dots to the 10-year breakeven inflation rate slipping to 2.18%, the industrial production index at 102.6, and the wider geopolitical backdrop. The conversation drills into whether the bond market is betting on a growth slowdown or simply trusting the Fed's forward guidance. A focused look at how fixed-income markets are pricing a contradictory macro picture in late June 2026. #EconomicIndicators #BondMarket #CoreInflation #TreasuryYields #FederalReserve #BreakevenInflationRate #IndustrialProduction #MacroData #Economics #InvestmentStrategy #InflationOutlook #FixedIncome #GDPGrowth #LucasAndLuna #FexingoBusiness #BusinessPodcast #June2026 #MacroAnalysis Keep every episode free: buymeacoffee.com/fexingo

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