Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Oil Prices Are Reshaping Fed Rate Decisions
With oil prices climbing due to geopolitical tensions in the Middle East, households are facing a $1,700 hit per household on average. Lucas and Luna explore how this energy shock is feeding into core inflation metrics like the PCE price index and CPI. They analyze why the Federal Reserve might hesitate to cut rates despite softening labor data, focusing on the tension between transport costs and consumer purchasing power. This episode breaks down the specific mechanics of how fuel shocks impact services inflation and what it means for the ten-year Treasury yield heading into September 2026…
The skinny
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