This week on Inside the Economy, we explore stable increases in inflation, emerging issues in credit card and auto loan delinquencies, U.S. markets, and slow changes in China. Inflation has remained relatively sticky, with slight increases in the past few months. What sector appears to be driving this rise? Auto loan and credit card delinquencies, which had been less of an issue over the last few years, are climbing, with auto delinquencies reaching 6.5%, the highest since 1994. Which consumers are experiencing the highest delinquency rates, and how might this be contributing to stress in the fixed-income markets? Turning to China, productivity has shown signs of weakening, and tariffs have contributed to a decline in total U.S. imports from China in 2025. What trends are emerging in China’s manufacturing capacity and production levels? Tune in to learn more!

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