Shows / The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Lucas and Luna dissect the Federal Reserve's every move—from FOMC rate decisions and dot-plot projections to the arcane mechanics of open market operations. Each episode opens with a live data snapshot: the current fed funds rate, Treasury yield curve slope, and the latest reading on the Fed's preferred inflation gauge (PCE). Then they argue over what the data actually means. Should the market price in a cut? Is QT about to end? Why did one regional Fed president break with the consensus? The…
Episodes
The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary PolicyThe Fed's New Data Dependency
With the S&P 500 climbing and GDP hitting 3.4% in Q3, Lucas and Luna dissect why the Federal Reserve is shifting from reactive rate cuts to a data-dependent…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Quiet Liquidity Trap
With the S&P 500 at 7,744 and ten-year yields holding near 5.05 percent, we examine how the Federal Reserve’s current policy stance is creating a hidden…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Squeeze On Small Business
With the federal funds rate holding near 3.8 percent and the ten-year Treasury yield hovering around five percent, the pressure on corporate balance sheets is…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's New Problem With Sticky Services Inflation
With the S&P 500 down half a percent and ten-year Treasury yields holding near five percent, the Federal Reserve faces a stubborn problem: services inflation…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's New Problem With Sticky Services Inflation
As October 25, 2026 arrives with the ten-year Treasury yield hovering near five percent and CPI edging up to 336.3, the Federal Reserve faces a stubborn new…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Hidden Cost of Low Jobless Claims
With weekly jobless claims hitting levels not seen since the 1960s, the labor market appears incredibly tight. But this extreme resilience is creating a…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Quiet Housing Squeeze
With housing affordability flashing warning signs just as the Federal Reserve weighs its next interest rate decision, Lucas and Luna dissect why the labor…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Squeeze On Small Business
With the ten-year Treasury yield climbing back toward five percent and jobless claims hitting multi-decade lows, the Federal Reserve faces a new dilemma. Lucas…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Housing Squeeze
With the ten-year Treasury yield holding above five percent and housing affordability at historic lows, we examine how the Federal Reserve’s monetary policy is…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Quiet Housing Squeeze
With the Federal Reserve holding rates steady at a three point seven five percent target as of mid-October twenty twenty six, the broader market is looking…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Squeeze On Housing Affordability
With the Federal Funds rate holding near 3.75 percent and core inflation stubbornly above target, housing affordability has become the hidden casualty of…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Wholesale Price Shock And The Fed's Dilemma
With the U.S. budget deficit swelling to nearly two trillion dollars and wholesale prices jumping 6.3 percent annually in September, the Federal Reserve faces…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Wholesale Price Shock And The Fed's Dilemma
Lucas and Luna examine the September Producer Price Index data, which revealed a startling 6.3 percent annual jump in wholesale prices—the highest reading…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Fiscal Squeeze
With the U.S. budget deficit swelling to nearly two trillion dollars for fiscal 2026, the Federal Reserve faces a unique macroeconomic trap. Lucas and Luna…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Squeeze On Corporate Cash
With the federal funds rate holding near 3.75 percent and the ten-year Treasury yield hovering around 5.24 percent, corporate treasurers are facing a maturity…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Tariffs Are Rewiring Inflation Expectations
Inflation data from August shows core prices holding steady, yet consumer sentiment is shifting rapidly. This episode examines the New York Fed’s finding that…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Wage Squeeze
With the Fed Funds rate holding at three point seven five percent and core PCE stubbornly above two percent, the Federal Reserve faces a new dilemma. Inflation…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Hidden Inflation Trap
With the Federal Reserve Funds rate holding at 3.75 percent and core CPI ticking up to 337.8 in August, inflation is refusing to die quietly. Lucas and Luna…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Tariffs And The Inflation Trap
The New York Fed recently attributed rising prices on everyday goods directly to tariffs, not supply chains. With core PCE holding at 130.5 and the ten-year…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Inflation Blind Spot
Lucas and Luna examine why the Federal Reserve’s latest policy stance may be missing a critical signal: sticky services inflation driven by AI-driven…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Balance Sheet Squeeze
With the FOMC meeting approaching on October 28, 2026, the Federal Reserve faces a unique dilemma: inflation is sticky at 3.5 percent while labor data shows…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Wage Squeeze
With the September jobs report showing only twenty-nine thousand new positions and the unemployment rate ticking up to four point two percent, the Federal…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The September Jobs Report And The Fed's Next Move
With the September jobs report showing just twenty-nine thousand new positions and the unemployment rate climbing to four-point-two percent, the Federal…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why The Fed Is Betting On Soft Labor Data
With the September jobs report showing just twenty-nine thousand new positions and unemployment rising to four point two percent, the Federal Reserve faces a…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Balance Sheet Squeeze
With the September jobs report showing only twenty-nine thousand new roles and unemployment ticking to four point two percent, the Federal Reserve faces a…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed's Silent Balance Sheet Squeeze Is Reshaping Policy
With the ten-year Treasury yield climbing past five percent and the effective federal funds rate holding at three point six three percent, the Federal Reserve…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Squeeze On Corporate Cash
With the federal funds rate holding near 3.6 percent and global debt topping 365 trillion dollars, companies are facing a new reality. We look at how the shift…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Debt Wall
With global debt surpassing three hundred and sixty-five trillion dollars and Treasury yields climbing above five percent, the Federal Reserve faces a…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Yield Curve Trap And The Fed's Silent Crisis
With the ten-year Treasury yield surging past five point two percent and the S&P 500 pulling back, we examine how rising long-term rates are quietly strangling…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Debt Maturity Risks Reshape Central Bank Policy
With global debt surpassing three hundred sixty-five trillion dollars and U.S. Treasury yields spiking, the Federal Reserve faces a new constraint: refinancing…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Surging Yields Are Breaking The Fed Playbook
Lucas and Luna dissect the structural shift in Treasury markets, focusing on the ten-year yield hitting five point one eight percent as of late September…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Surging Yields Are Breaking The Fed Playbook
Lucas and Luna dissect the paradox of September 2026: as the Federal Reserve holds rates steady, Treasury yields have spiked nearly five percent in just five…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Rising Yields Are Breaking the Fed's Playbook
With the ten-year Treasury yield climbing to five point fifteen percent and global debt hitting three hundred sixty-five trillion dollars, the Federal Reserve…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Climate Shocks Are Rewiring Central Bank Policy
The Federal Reserve is no longer treating climate risk as a peripheral environmental issue. With the Consumer Price Index hitting 334.1 in August and core PCE…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Climate Shocks Are Rewiring Central Bank Policy
With the ten-year Treasury yield hovering near five percent and core PCE prices stubbornly above target, the Federal Reserve faces a new variable…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Climate Shocks Are Rewiring Central Bank Policy
With France’s wine production hitting a seventy-year low and global transport costs spiraling, climate change is no longer an environmental sidebar—it is a…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Japan’s Rate Hike Confused Global Markets
When the Bank of Japan raised rates, stocks fell and bonds rallied — a move that defied decades of conventional wisdom. Lucas and Luna break down why this…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Happiness Gap in US Inflation Data
Lucas and Luna explore why consumer sentiment remains stubbornly low despite solid economic indicators like a core CPI of 337.8 and a PCE price index of 130.7…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Global Central Banks Are Decoupling From The Fed
With the Federal Reserve holding rates steady at three point six three percent while the Bank of England leaves its benchmark unchanged and Japan navigates…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Iran War Oil Prices Reshape Fed Policy
With oil prices surging due to geopolitical tensions in the Middle East, households face a steep $1,700 bill. We analyze how this energy shock interacts with…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Oil Prices Are Reshaping Fed Rate Decisions
With oil prices climbing due to geopolitical tensions in the Middle East, households are facing a $1,700 hit per household on average. Lucas and Luna explore…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Liquidity Trap
With the S&P 500 dipping and ten-year yields climbing to five percent, the Federal Reserve faces a quiet but dangerous constraint. We explore how shrinking…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Wage-Inflation Trap Locking Fed Rates Higher
With August CPI data showing inflation outpacing wage growth, we examine the squeeze on American paychecks and what it means for Federal Reserve policy. Lucas…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Wage-Inflation Trap Locking Fed Rates Higher
Inflation is once again outpacing wage growth, squeezing American paychecks and complicating the Federal Reserve’s next move. With August CPI data showing…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Sticky Services Inflation Locks Fed Rates Higher
With the August CPI reading at 3.3 percent and core services excluding housing still stubborn, the Federal Reserve faces a delicate balancing act. Lucas and…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Treasury General Account
With August CPI holding at three point three percent and bond yields climbing, the Federal Reserve faces a delicate balancing act. This episode explores how…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Might Hike Rates Next Week
With markets down sharply this week and wholesale prices ticking up, the Federal Reserve faces a rare dilemma. Lucas and Luna break down why the probability of…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Canada's Tariffs
The U.S. and Canada are locked in a tit-for-tat trade dispute as of September 2026, with Canadian retaliatory tariffs hitting CA$27.6 billion and new U.S…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Silent Liquidity Drain Explained
With the Treasury General Account fluctuating wildly and foreign reserves shifting globally, we explore how the Federal Reserve navigates liquidity without…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why August Payrolls Confuse the Fed
The August jobs report delivered one of the most confusing signals for monetary policy in recent memory. With payrolls rising by one hundred and sixty-two…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Private Security Costs Are Eating Your Paycheck
As August payrolls surprised to the upside and unemployment held at four point one percent, a quiet structural shift is reshaping the American labor market. We…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Labor Market's Silent Shift
August payrolls rose 162,000 with women driving nearly all the gains while the unemployment rate held at 4.1 percent. Lucas and Luna explore why this K-shaped…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why August Jobs Data Confuses the Fed's Next Move
The August jobs report showed a surprise gain of one hundred sixty-two thousand payrolls with unemployment holding at four point one percent, yet women…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why The Fed Is Watching Labor Market Friction
With the September FOMC meeting days away, market participants are fixated on whether the Federal Reserve will cut rates or hold steady. While headline…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Bank Reserves
With the S&P 500 down nearly one percent over the last five days and Treasury yields climbing, the market is signaling anxiety about liquidity. But while…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Fears a Silent Liquidity Crisis
The Federal Reserve is navigating a complex landscape in September 2026. With the S&P 500 down over half a percent this week and the ten-year Treasury yield…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Ten-Year Breakeven Rate
The ten-year breakeven inflation rate has dipped to 2.31 percent, down from 2.33 last week. That small move might be the most telling signal in the bond market…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Quiet Pivot on Bank Reserves
In this episode, Lucas and Luna unpack a subtle but significant shift at the Federal Reserve: the slow drift in how the central bank manages the floor under…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the K-Shaped Recovery
The economy is growing, but not for everyone. This episode of The Federal Reserve Podcast digs into the K-shaped recovery — the split between upper-income…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Core PCE Surprise
Core inflation came in hotter than expected in July, with the Fed's preferred gauge rising 0.3 percent for the month. That nudges the annual rate to 3.3…