Latest / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Import Prices From China
Episode 120 of The Federal Reserve Podcast with Fexingo. Lucas and Luna drill into a surprising data point from July 2026: import prices posted a surprise gain, with costs of goods from China hitting their highest since 2008. They explore why the Fed, which has been focused on domestic services inflation and wholesale deflation, now has to factor in a resurgent imported goods channel. How does this complicate the rate path when the Fed funds rate sits at 3.63 percent and core PCE is creeping up? And what does China's slowest quarterly growth since 2022 mean for global pricing pressure?…
The skinny
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