Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What Falling Core CPI Means for the Fed Rate Path
The June CPI report showed core inflation slipping slightly, but the Fed is watching a more stubborn measure: the supercore services index, which excludes housing. Lucas and Luna break down why the Fed is laser-focused on the cost of haircuts, auto repairs, and hotel rooms—and how that data is shaping the rate outlook for the second half of 2026. They discuss the latest import price surprise from China, the 10-year breakeven inflation rate ticking up, and what the FOMC's July meeting might signal. A closer look at the inflation metrics that actually move policy.
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The skinny
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