Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Fears a Silent Liquidity Crisis
The Federal Reserve is navigating a complex landscape in September 2026. With the S&P 500 down over half a percent this week and the ten-year Treasury yield climbing to nearly 4.8%, markets are signaling stress. But Lucas and Luna argue the real danger isn't just inflation or growth—it's the quiet drying up of liquidity in the repo market. They explore how falling bank reserves and rising short-term rates could trigger a sudden freeze in financial plumbing, forcing the Fed to choose between fighting inflation and preventing a systemic crunch. This episode breaks down the mechanics…
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