Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Canada's Tariffs
The U.S. and Canada are locked in a tit-for-tat trade dispute as of September 2026, with Canadian retaliatory tariffs hitting CA$27.6 billion and new U.S. import bans taking effect. For the Federal Reserve, this isn't just geopolitics; it is an immediate supply chain shock that threatens to push core inflation back up at a time when the central bank has barely blinked. Lucas and Luna break down how border taxes on intermediate goods act like a hidden tax on American manufacturers, driving up the price of everything from auto parts to electronics. With the Fed Funds rate holding steady at…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.