The Tariff Inflation Trap Explained

With the Consumer Price Index hitting 334.1 in August and core measures stubbornly elevated, we dissect how recent tariff policies are reshaping price signals. We look at the New York Fed’s finding that inflation on many everyday items is now directly tied to import taxes rather than demand. By examining the divergence between nominal GDP growth and real output, we explore why your grocery bill feels heavier even as industrial production holds steady. This episode cuts through the noise of conflicting macro data to show exactly where the cost push is coming from and what it means for the Federal Reserve’s path forward.

#FexingoBusiness #BusinessPodcast #Economics #Inflation #Tariffs #CPI #CorePCE #MacroData #FederalReserve #NewYorkFed #ImportPrices #ConsumerSpending #GDP #MonetaryPolicy #SupplyChain #CostPush #EconomicOutlook #October2026

Keep every episode free: buymeacoffee.com/fexingo