Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Energy Inflation Like a Hawk
The Fed's preferred inflation gauge hit 3.3% in April, but energy inflation is running even hotter due to the Iran conflict. Lucas and Luna break down why the Fed can't ignore energy passthrough into core services, and how the 10-year breakeven at 2.39% signals stubborn expectations. Plus: why the 4.45% 10-year yield and 3.64% Fed funds rate create a political tightrope for Chair Warsh.
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The skinny
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