The Silent Tax of Tariff Inflation

With October 2026 data showing core CPI at 337.8 and job openings falling to 7,079 thousand, we examine how tariff policies are reshaping consumer prices. The New York Fed recently attributed everyday inflation spikes directly to tariffs, creating a unique economic environment where monetary policy struggles against imported cost shocks. Lucas and Luna break down the mechanics of this price transmission, why the ten-year Treasury yield is reacting with caution despite low volatility, and what it means for the Federal Reserve's path ahead.

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