Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Watches the Consumer Stress Signal in July 2026
Lucas and Luna dig into a less-discussed indicator the Fed is eyeing in July 2026: consumer stress signals from restaurants and bars, especially after the World Cup bump. With the effective fed funds rate steady at 3.63% and core CPI barely budging, the Fed is parsing mixed data to decide its next move. Lucas breaks down why the Fed's Beige Book noted a World Cup boost for bars — but also that consumers are flashing warning signs. They connect that to the surprise gain in import prices from China, now at the highest since 2008, and what it means for inflation expectations as the ten-year…
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