This CPI Report Just Exposed the Fed’s Biggest Problem
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Show Notes
Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why that isn't happening on a far broader basis. We got more evidence for why from American bank balance sheets.
Eurodollar University's Money & Macro Analysis
BLS June 2025 CPI
https://www.bls.gov/news.release/cpi.htm
Bloomberg US Core CPI Rises Less Than Expected Again Despite Tariff Impact
https://www.bloomberg.com/news/articles/2025-07-15/us-core-cpi-rises-less-than-expected-for-a-fifth-straight-month
Bloomberg US 30-Year Yield Tops 5% as Traders Pare Bets on Rate Cuts
https://www.bloomberg.com/news/articles/2025-07-15/treasuries-gain-after-inflation-report-meets-economists-forecast
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU