Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Watches the Manufacturing Price Hike Signal
In this episode of The Federal Reserve Podcast, Lucas and Luna dig into a surprising new signal that has Fed Chair Kevin Warsh's attention: a manufacturing survey from August 2026 showing price pressures 'worse than the pandemic era.' While headline CPI is cooling and the Fed funds rate sits at 3.63 percent, this factory-level inflation reading hints at a different story. They unpack what the survey's price index actually measures, why it conflicts with softer consumer inflation data, and whether it's a blip or a sign of a new supply-side shock. Lucas explains how the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.