Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Labor Market Tightness Number
Lucas and Luna break down why the Federal Reserve is zeroing in on a specific labor market metric: the ratio of job openings to unemployed workers. With the Fed funds rate stuck at 3.64% and core PCE inflation at 3.3%, the hosts explain how this single number — which has dropped from 2:1 to 1.2:1 — could determine whether the Fed cuts rates in 2026. They discuss recent comments from Minneapolis Fed President Neel Kashkari, the impact of the Iran war on energy prices, and why the labor market remains surprisingly resilient despite geopolitical shocks. Lucas argues that the…
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