Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the May CPI Print
On June 10, 2026, the May consumer price index landed at 4.2 percent annual inflation — the highest in three years. Lucas and Luna break down exactly what the Fed sees in that number: which components are sticky, which are transient, and why the bond market's reaction (ten-year breakevens actually dipped) suggests the central bank might not need to hike. They look at the split between core services ex-housing and energy, the New York Fed's household anxiety survey hitting a four-year high, and how the Fed's communications team is likely to frame this ahead of the July FOMC…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.