Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Decodes Conflicting Signals from CPI and PCE
In this episode of The Federal Reserve Podcast, hosts Lucas and Luna examine a puzzling split in the latest inflation data: headline CPI fell for the third straight month, while core PCE edged up. They explore why the Fed's preferred measure, PCE, is bucking the trend, how the 10-year breakeven rate suggests expectations remain well-anchored, and what this means for the rate path as the committee enters the August lull. With Fed watchers parsing Kevin Warsh's recent comments and import prices from China at their highest since 2008, the hosts debate whether the central bank will hold…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.