Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Weighs Tariff and Oil Shocks Against Soft Inflation
On July 24, 2026, President Trump announced a new global tariff, and import prices from China hit their highest level since 2008. Meanwhile, core CPI fell and the Fed's preferred PCE measure rose. In this episode, Lucas and Luna explore how the Federal Reserve is reconciling these contradictory signals: supply-side inflation pressures from tariffs and rising oil versus cooling domestic demand. With the fed funds rate flat at 3.63% and breakeven inflation edging down, the Fed faces a delicate balancing act. We discuss the implications for the next FOMC meeting, the role of the PCE index…
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