Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Shelter Inflation Is the Feds Biggest Headache
CPI fell in June, but shelter costs remain stubbornly above 5 percent year-over-year. Lucas and Luna break down the lag between market rents and official inflation measures, what the Fed watches instead, and why the ten-year breakeven rate at 2.21 percent suggests investors expect the Fed to win — but not just yet. With global central banks tightening and tariffs resurfacing, the housing data may be the deciding factor for the September meeting.
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The skinny
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