CPI vs. the Fed: Why Inflation Is the Real Constraint

The Fed isn’t your problem right now. Inflation is.

That’s a harder reality to plan around than it sounds.

For the past two years, dealmakers have been watching the Fed. Waiting for cuts, modeling the spread compression, building around the easing cycle. That playbook made sense at the time. But something shifted in May, and it’s worth paying attention to.

Headline CPI climbed as high as 4.2%, a three-year high, driven largely by energy and food prices that don’t respond to Fed policy the way core inflation does. Meanwhile, real wages turned negative for the second consecutive month. Paychecks are still growing in dollar terms, but inflation is outrunning them. Consumer purchasing power is quietly eroding.

And the Fed is stuck.

The effective funds rate sits around 3.6%. The market is no longer just debating when cuts begin. It’s questioning whether cuts are appropriate at all while headline inflation is reaccelerating. The 10-year Treasury is holding around 4.5%, and the yield curve is pricing in a longer period of elevated capital costs, not a near-term reprieve.

For sponsors and operators, this matters in a very practical way. Financing is still available. Banks are well-capitalized, private credit is active, and lenders are engaged. But the cost of capital isn’t coming down on the timeline most models assumed six months ago. Deals underwritten to an easing cycle need to be pressure-tested against a higher-for-longer reality.

The businesses that will perform best in this environment are the ones that don’t need rates to fall to justify the investment thesis. Strong cash flow. Pricing power. Operating leverage that isn’t dependent on a refinance tailwind.

Those businesses exist. And for them, the market remains open.

At Bankers Edge Advisory, we help our clients stress-test assumptions and find the right financing structure for the environment that actually exists, not the one that was expected six months ago.

If you’re navigating a capital raise or refinancing decision in this environment, reach out. Getting the structure right from the start is what separates a good outcome from an expensive one.

Source: Atlanta Fed GDPNow; U.S. Bureau of Labor Statistics; Bankers Edge Advisory analysis

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Meet Mitch Vermet,

CFA, CAIA
Managing Director
Our other Managing Director, Mitch Vermet, CFA, CAIA, has a decade of experience in institutional asset management and investment banking. He has served as an integral asset within close-knit investment teams responsible for building portfolios and allocating tactical assets for over $30 billion in institutional capital.
Since earning a BA in Economics from the University of Michigan and an MA in Management from the Ross School of Business at the University of Michigan, Mr. Vermet has demonstrated mastery in helping clients manage and structure their balance sheets with strategic asset liability management solutions. He has built a reputation for helping clients strategically manage risk while capitalizing on opportunities across unique macroeconomic scenarios, lending valuable expertise and foresight to clients.  

Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.

Meet Richard Consul,

CFA
Managing Director
Richard Consul, CFA, brings unmatched expertise and experience as one of our Managing Directors. Mr. Consul has over 20 years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist.
Since earning a BBA in Finance and an MSE in Financial Engineering from the University of Michigan, Mr. Consul has served as a dedicated business partner to many corporate, banking, and insurance clients. He has built a reputation for helping clients solve and overcome various complex liquidity, risk management, ALM, and secondary market challenges. 
Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. He is a member of the CFA Institute and has received certifications in Securities Industry Essentials (SIE), Series 82, and Series 63 through FINRA.