Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What Sticky Core PCE Means for the Fed's Next Move
On June 25, 2026, the Fed's preferred inflation gauge showed core PCE hitting 3.4%, the highest since October 2023. Lucas and Luna dig into this specific number: why it's sticky, what it tells us about services inflation versus goods disinflation, and how the FOMC might react at the next meeting. They connect the data to the 4.39% ten-year yield and the flat Fed funds rate at 3.63%, asking whether the market's rate-cut expectations are too optimistic. A focused, numbers-driven conversation on the inflation puzzle that keeps Fed officials up at night.
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The skinny
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