Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Balance Sheet Squeeze
With the FOMC meeting approaching on October 28, 2026, the Federal Reserve faces a unique dilemma: inflation is sticky at 3.5 percent while labor data shows sudden weakness. Lucas and Luna examine how the Bank of Japan’s recent rate hike and widening US trade deficits are forcing central banks to decouple their strategies. They explore why the yield curve remains inverted despite rising stock markets, and what the September jobs report reveals about the true state of consumer demand. This episode breaks down the mechanics of quantitative tightening without the jargon, offering listeners a…
The skinny
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