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 PolicyHow Funflation Is Reshaping the Feds Interest Rate Calculus
Lucas and Luna dive into the latest inflation data and how the 'funflation' phenomenon—rising costs for entertainment, dining out, and experiences—is…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Funflation Is Reshaping the Feds Inflation Battle
In this episode of The Federal Reserve Podcast, Lucas and Luna examine the 'funflation' trend — where the cost of at-home experiences like streaming…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the 2-Year Breakeven Rate
Episode 109 of The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy. Lucas and Luna dive into the 2-year breakeven…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the 10-Year Breakeven Inflation Rate
Episode 108 of The Federal Reserve Podcast examines the 10-year breakeven inflation rate, which currently sits at 2.24%. Lucas and Luna discuss how this…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the 10-Year Breakeven Inflation Rate
The Fed has a favorite inflation signal that markets watch even more closely than CPI or PCE: the 10-year breakeven inflation rate. As of July 10, 2026, that…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads the Falling Participation Rate
In this episode, Lucas and Luna examine the latest labor force participation data, which has fallen to its lowest level in 50 years outside the pandemic. They…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads the Rising Participation Rate
In Episode 105 of The Federal Reserve Podcast with Fexingo, Lucas and Luna explore a surprising development: after years of decline, the labor force…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Real Rates More Than Headline CPI
In this episode of The Federal Reserve Podcast, Lucas and Luna break down why the Fed is increasingly focused on real interest rates — the nominal rate minus…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads the Rising Participation Rate
In this episode, Lucas and Luna explore a surprising shift in the labor market: after months of falling participation, the rate ticked up slightly in June…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Inverted Yield Curve Again
The yield curve has been inverted for over two years — the longest stretch since the 1970s. This episode digs into why the Fed isn't ignoring it, even as…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Losing Its Best Inflation Signal
The Federal Reserve has long relied on core PCE inflation as its primary compass for rate decisions. But Lucas and Luna unpack a growing problem: the core PCE…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Falling Participation Reshapes Fed Rate Path
In this 100th episode, Lucas and Luna examine how the recent drop in labor force participation to its lowest level in 50 years outside the Covid era is forcing…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Cares About Falling Participation Rate
In episode 99 of The Federal Reserve Podcast, Lucas and Luna break down why the U.S. labor force participation rate has fallen to its lowest level in 50 years…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Six-Month Eurodollar Curve
Episode 98 of The Federal Reserve Podcast digs into a specific market signal the Fed is watching closely right now: the six-month Eurodollar futures curve…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Falling Participation Is Reshaping Fed Rate Path
Lucas and Luna dive into the latest labor force participation rate drop to its lowest in 50 years outside Covid, and what that means for the Fed's rate…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Falling Labor Force Participation Forces the Fed's Hand
In Episode 96 of The Federal Reserve Podcast, Lucas and Luna dig into a single startling data point: the U.S. labor force participation rate has fallen to its…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Payrolls of 57000 Change the Feds Calculus
The June jobs report showed payroll growth of just 57,000 and the unemployment rate ticking up to 4.2 percent. Lucas and Luna break down why this number…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Falling Participation Forces the Feds Hand
The July 2 jobs report showed payrolls growth of just 57,000 and the unemployment rate ticking up to 4.2 percent. But the number that should worry the Fed most…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Falling Labor Force Participation Reshapes Fed Policy
In Episode 93 of The Federal Reserve Podcast with Fexingo, Lucas and Luna examine the Fed's growing concern over falling labor force participation, which…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Cant Ignore Falling Labor Force Participation
In this episode of The Federal Reserve Podcast, Lucas and Luna tackle a puzzle that's been quietly worrying central bankers: the labor force participation…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Cares About People Giving Up on Jobs
On Episode 91 of The Federal Reserve Podcast with Fexingo, Lucas and Luna drill into the one labor market number that might matter more than the headline…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How a Falling Participation Rate Confuses the Fed
In this episode of The Federal Reserve Podcast with Fexingo, Lucas and Luna examine the surprising drop in the U.S. labor force participation rate to a 50-year…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the June Jobs Miss Changes the Feds Rate Path
The June 2026 jobs report landed with just 57,000 new payrolls — well below expectations — while the labor force participation rate hit a 50-year low outside…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Feds Rate Pause Means for Small-Cap Stocks
The Fed has held rates steady since January, and the Russell 2000 is barely budging. Lucas and Luna dig into why small-cap stocks are stuck despite a resilient…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the ADP Miss Number Means for the Fed
The latest ADP report showed private payrolls added just 98,000 in June, well below expectations. Lucas and Luna examine what this 'miss' signals to…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Interprets Job Satisfaction Surveys
In this episode of The Federal Reserve Podcast with Fexingo, Lucas and Luna explore why the Federal Reserve is paying close attention to job satisfaction data…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Feds Preference Cascade Tells Us About Rate Policy
Lucas and Luna dig into the Fed's latest Senior Loan Officer Opinion Survey to unpack a surprising pattern: banks aren't just tightening credit —…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Cares About Job Satisfaction
A new Gallup survey shows that 70 percent of American workers say they 'really love' their jobs — the highest level since the question was first…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Can't Ignore the Strait of Hormuz Anymore
Lucas and Luna dig into how the fragile shipping recovery in the Strait of Hormuz is complicating the Fed's inflation outlook. With core PCE at 3.4…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads Core PCE at 3.4 Percent
On June 25, 2026, the Fed’s preferred inflation gauge hit 3.4% year-over-year, matching the highest since October 2023. Lucas and Luna break down what that…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of Core PCE at 3.4 Percent
Core PCE hit 3.4% in May 2026, the highest since October 2023. Lucas and Luna break down why this number matters more than CPI, what it tells us about sticky…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Stuck Between PCE and the Strait of Hormuz
Episode 80 of The Federal Reserve Podcast examines a dilemma the FOMC hasn't publicly squared: the May core PCE reading hit 3.4 percent, the highest since…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Feds Preferred Inflation Gauge Misses About Services
Episode 79 of The Federal Reserve Podcast with Fexingo breaks down the May 2026 core PCE reading of 3.4% — the highest since October 2023. Lucas and Luna…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Energy Prices Are Reshaping the Feds Inflation Forecast
Episode 78 of The Federal Reserve Podcast with Fexingo. As of June 27, 2026, the Fed faces a new complication: energy prices are climbing again, just as core…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Core PCE at 3.4 Percent What the Feds New Inflation Signal Means
Core PCE inflation hit 3.4% in May, the highest since October 2023, just as the Fed signals rate cuts later this year. Lucas and Luna unpack the May Core PCE…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads Inflation Data It Admits It Cant Forecast
On June 25, 2026, the Fed's preferred inflation gauge — core PCE — hit 3.4 percent, the highest since October 2023. This came just weeks after the FOMC…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What Sticky Core PCE Means for the Fed's Next Move
On June 25, 2026, the Fed's preferred inflation gauge showed core PCE hitting 3.4%, the highest since October 2023. Lucas and Luna dig into this specific…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Feds Inflation Forecasts Keep Missing
Episode 74 of The Federal Reserve Podcast with Fexingo. With core PCE hitting 3.4% in May — the highest since October 2023 — Lucas and Luna dig into why the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Suddenly Talking About International Spillovers
With the FOMC holding rates steady at 3.63 percent, Chair Kevin Warsh surprised markets this week by citing international spillovers as a key risk. Lucas and…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What Sticky Services Inflation Means for the Fed
The Fed has cut rates to 3.63 percent, but services inflation remains stubbornly above pre-pandemic norms. In this episode, Lucas and Luna dig into the May CPI…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of Factory Job Cuts Near Crisis Levels
Episode 71 of The Federal Reserve Podcast with Fexingo examines the recent surge in factory job cuts, which according to S&P Global neared levels seen during…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What Factory Job Cuts Tell the Fed About the Economy
Factory job cuts in June 2026 neared levels last seen during the financial crisis and Covid. Lucas and Luna unpack what that data means for the Federal…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Sees in Nevada Job Growth
Nevada's job market is booming, with unemployment at 3.7% and construction employment up 8% year-over-year. But the Fed is watching closely: could this…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Interprets Nevada Job Growth
As the Federal Reserve navigates a complex economic landscape, one state is drawing unusual attention from policymakers: Nevada. In this episode, Lucas and…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Nevada Job Growth
In this episode, Lucas and Luna dive into why the Federal Reserve is focusing on Nevada's job market as a bellwether for the broader economy. With the Fed…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed's New Dot Plot Says About Rate Cuts
In this episode of The Federal Reserve Podcast, Lucas and Luna break down the FOMC's latest dot plot released after Kevin Warsh's first meeting as…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Nevada Job Growth
Lucas and Luna dig into an unusual headline: Nevada is the easiest state to find a job right now. With the Fed's labor market toolkit focused on national…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Inside the FOMCs New Liquidity Tools for Stressed Banks
In this episode of The Federal Reserve Podcast, Lucas and Luna dive into the FOMC's new liquidity tools designed to support banks facing stress from…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the Yield Curve Uninverting
The yield curve has been inverted for over two years, a classic recession signal that hasn't yet delivered a downturn. Now it's starting to uninvert…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Inside the FOMC's Quiet Housing Market Blind Spot
In Episode 62 of The Federal Reserve Podcast with Fexingo, Lucas and Luna dive into a largely overlooked factor shaping Fed policy: the housing market's…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Inside the FOMC's New Liquidity Tools for Stressed Banks
With the Fed holding rates steady at 3.63% and commercial real estate distress deepening, the FOMC is quietly rolling out a new standing repo facility designed…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What Kevin Warsh Signals About Fed Policy in His First Meeting
With Kevin Warsh presiding over his first FOMC meeting as Fed chair, markets are parsing every signal. The new chair inherits an economy with sticky core CPI…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's New Worry About Commercial Real Estate and Banks
In Episode 59 of The Federal Reserve Podcast, Lucas and Luna drill into a specific concern that's quietly moved up the Fed's watchlist: how falling…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Yield Curve Uninversion
Episode 58 of The Federal Reserve Podcast with Fexingo: Lucas and Luna drill into the yield curve's recent uninversion after two years inverted. They…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads Falling Breakeven Rates
With the S&P 500 rallying to 7,511 and the Dow at 52,000, you'd expect inflation expectations to be rising. But the 10-year breakeven inflation rate has…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Reads Surging Inflation Expectations
The Federal Reserve is watching a subtle but dangerous signal: consumer inflation expectations are rising even as core inflation moderates. In this episode…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Growing Unease About Sticky Wage Inflation
With the May CPI print showing a 4.2% annual increase, the Federal Reserve is confronting a persistent source of price pressure that doesn't appear in the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Yield Curve Uninversion
The yield curve has been inverted for over two years — the longest stretch in modern history. But in recent weeks, the 2-year and 10-year Treasury spread has…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Small-Cap Rally Right Now
The small-cap index is up 3.1% in the past five days, and the Fed is paying close attention. In this episode, Lucas and Luna break down why the rally in the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the Small-Cap Rally Right Now
The Russell 2000 is up over 3% in the last five days while the S&P 500 and Nasdaq drift sideways or dip. Lucas and Luna dig into why small caps are suddenly…