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 the Fed Is Reading the May CPI Spike
In episode 51 of The Federal Reserve Podcast, Lucas and Luna break down what the Fed actually focuses on in the May CPI report — not the headline 4.2% number…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's New Focus on the Neutral Rate
With the effective fed funds rate at 3.63% and inflation running hot at 4.2%, the Federal Reserve faces a tricky question: how high is 'high enough'?…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Quiet Watch on the UK Economy's Shrinkage
In episode 49 of The Federal Reserve Podcast, Lucas and Luna drill into a single, surprising data point: the UK economy shrank 0.1 percent in April, even as…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the ECB Rate Hike
Episode 48 of The Federal Reserve Podcast examines the European Central Bank's surprise rate hike on June 11, 2026 — its first since 2023 — and what it…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the ECB Rate Hike
Episode 47 of The Federal Reserve Podcast with Fexingo examines how the European Central Bank's surprise rate hike on June 11, 2026—the first since…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Energy Blind Spot Behind Core CPI Right Now
The May CPI print hit 4.2 percent year-over-year, the highest in three years. But Lucas and Luna look beneath the headline number at what's really…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of Surging Wholesale Prices
With wholesale prices jumping 1.1% in May and consumer inflation hitting 4.2%, Lucas and Luna drill into a specific Fed headache: the producer price index is…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Consumer Inflation Expectations
Today Lucas and Luna dig into the Fed's focus on consumer inflation expectations, especially after the May CPI print showed 4.2% annual inflation – the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the May CPI Print
On June 10, 2026, the May consumer price index landed at 4.2 percent annual inflation — the highest in three years. Lucas and Luna break down exactly what the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the Household Financial Anxiety Spike
The New York Fed's Survey of Consumer Expectations dropped last week showing household financial worries at their highest since July 2022. Lucas and Luna…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Is Watching in the May Jobs Report
Lucas and Luna preview the May jobs report due this Friday, June 12, 2026. They dig into the ADP private payrolls number of 122,000, the surprising strength in…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Sees in the New York Fed Household Survey
Episode 40 of The Federal Reserve Podcast with Fexingo digs into the New York Fed's Survey of Consumer Expectations released June 8, 2026, which showed…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Worries About When Households Get Nervous
On this episode of The Federal Reserve Podcast with Fexingo, Lucas and Luna break down the New York Fed's latest Survey of Consumer Expectations, which…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of Sticky Services Inflation
The May CPI report showed core services inflation ticking up again, and the Fed is paying close attention. Lucas and Luna break down why services inflation is…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Sees in the Tariff Fight Right Now
Episode 37 of The Federal Reserve Podcast with Fexingo dives into the latest tariff escalation announced June 4—fresh U.S. tariffs on 60 economies over forced…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Tariff Fight
The U.S. just proposed fresh tariffs on 60 economies over forced labor trade practices. Lucas and Luna break down why the Federal Reserve cares about a trade…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of Sticky Core Services Inflation
Episode 35 of The Federal Reserve Podcast with Fexingo. Lucas and Luna drill into core services excluding housing — the inflation component the Fed’s own…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Reads Into the May Jobs Number
With the May jobs report due Friday and long-term unemployment already trending up, Lucas and Luna unpack what the Fed is actually looking for in the payrolls…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Reads Into Long-Term Unemployment
Episode 33 of The Federal Reserve Podcast with Fexingo drills into the surge in long-term unemployment — workers jobless for 27 weeks or more. With the May…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Hidden Labor Market Indicator Nobody Talks About
Lucas and Luna dive into the Federal Reserve's quiet focus on the duration of unemployment, not just the headline jobless rate. With long-term…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed's Hidden Metric on Long-Term Unemployment
Episode 31 of The Federal Reserve Podcast with Fexingo dives into a less-noticed but critical data point: the surge in long-term unemployment. With job…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Makes of the Job Openings Surge
Episode 30 of The Federal Reserve Podcast with Fexingo. Lucas and Luna drill into the surprising jump in job openings to 7.6 million in April, the highest in…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the Fed Navigates Sticky Jobs Data and Flat Rates
Lucas and Luna dig into today's ADP payrolls report—122,000 private-sector jobs added in May, stronger than expected—and ask what the Federal Reserve…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Ignores the Yield Curve Inversion Now
The two-year Treasury yield is 83 basis points higher than the ten-year. Historically, that kind of inversion has been a recession warning. So why is the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Job Openings Surge to 7.6 Million What the Fed Sees Now
Lucas and Luna dig into the latest JOLTS data showing 7.6 million job openings in April 2026, the highest in nearly two years. They discuss what this means for…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed Is Learning from the Iran War Energy Spike
Lucas and Luna dig into the June 2026 energy inflation spike tied to the Iran conflict. With the average US household spending $450 more on gas and energy, and…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Cares About Your Gas Bill More Than You Think
Inflation is still running above the Fed's target — core PCE hit 3.3% annualized in April. But the component that has the Fed's attention isn't…
- 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…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Iran War Energy Spike
Oil prices have surged over 20% since the Iran conflict escalated, and the Fed's preferred inflation gauge just hit 3.3%. Lucas and Luna dig into why the…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the Iran War Energy Spike
The Iran conflict has pushed average US household energy costs up by $450 a year, and the Fed is taking notice. In this episode of The Federal Reserve Podcast…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Energy Inflation Like a Hawk
The Fed's preferred inflation gauge hit 3.3% in April, but energy inflation is running even hotter due to the Iran conflict. Lucas and Luna break down why…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Ten-Year Yield Is Stuck Below Five Percent
The ten-year Treasury yield is hovering at 4.45 percent despite sticky core inflation at 3.3 percent, a flat fed funds rate at 3.64, and rising energy costs…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching the European Yield Curve
Episode 19 of The Federal Reserve Podcast with Fexingo. Lucas and Luna examine why the Federal Reserve is closely monitoring the widening spread between German…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Watching Energy Inflation Closely
Federal Reserve Chair Kevin Warsh has held rates at 3.64% for months, but a new headache is emerging: energy inflation. While core PCE landed at 3.3% as…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Fed's Preferred Inflation Gauge Tells Us Now
In episode 17 of The Federal Reserve Podcast, Lucas and Luna unpack the Fed's preferred inflation gauge — the core PCE — which hit an annual rate of 3.3%…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Ignores Record-Low Consumer Sentiment
Consumer sentiment just hit an all-time low in May 2026, yet the Federal Reserve is holding rates steady at 3.64 percent. Lucas and Luna unpack the disconnect…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Can Ignore Consumer Sentiment Right Now
Consumer sentiment just hit a record low for the second month in a row. Normally, that would put the Fed under pressure to cut rates. But with core CPI still…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Tariffs Are Reshaping Fed Rate Decisions
Lucas and Luna examine how the escalating trade war and Iran conflict are complicating the Fed's inflation fight. With core CPI at 335.4 and the ten-year…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Ten-Year Yield Won't Break Five Despite Sticky Inflation
The ten-year Treasury yield is sitting at 4.50 percent, but core inflation is still running hot and consumer sentiment just hit a fresh record low. So why…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why Small Caps Are Outperforming as the Fed Holds Steady
The Russell 2000 has surged 3.4 percent in the past five days, while the S&P 500 gained just 1 percent. Lucas and Luna unpack why small caps are suddenly…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the AI Economy Is Reshaping Blue-Collar Wages and the Fed's Dilemma
In this episode, Lucas and Luna dig into a surprising paradox: as the AI economy booms, blue-collar wages are rising faster than white-collar ones—and the Fed…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How the AI Economy Is Reshaping Blue-Collar Wages
The AI economy is rewriting the American Dream, and blue-collar workers may be the biggest winners. Lucas and Luna dig into new data showing a surge in wages…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
How Core Inflation Is Sticking Despite a Flat Fed Rate
The Fed has held the federal funds rate at 364 for months, but inflation isn't cooperating. In this episode, Lucas and Luna dig into the latest CPI and…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Why the Fed Is Stuck at 364 While Inflation Creeps Higher
In this episode of The Federal Reserve Podcast, Lucas and Luna dig into the puzzle of the Fed holding its policy rate at 3.64 percent while both CPI and core…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
What the Yield Curve Inversion Tells Us Now
The yield curve has been inverted for over two years — the longest stretch since the 1970s. Lucas and Luna dig into what this inverted curve actually means for…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Small Caps Are Roaring as the Fed Holds Steady
Episode 6 of The Federal Reserve Podcast with Fexingo zooms in on the Russell 2000, which surged 3.4% in the past week even as the Fed keeps rates at 3.64%…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Consumer Sentiment Hits Record Low as War Fuels Inflation Worries
In this episode of The Federal Reserve Podcast, Lucas and Luna examine the stunning collapse in consumer sentiment to a fresh record low in May 2026, driven by…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Bond Market Puts Kevin Warsh on a Short Leash
In this episode of The Federal Reserve Podcast with Fexingo, Lucas and Luna examine the market dynamics shaping Kevin Warsh's first week as Fed chair. The…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
The Fed Holds at 364 as Bond Market Tests Kevin Warsh
Episode 3 of The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy. As Kevin Warsh prepares to be sworn in as Fed chair…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Bond Vigilantes Are Testing the New Fed Chair
When Ed Yardeni says the bond vigilantes will force the Fed to hike rates in July, markets listen. In this episode, Lucas and Luna unpack the mechanics behind…
- The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Kevin Warsh Takes the Fed Helm in a Bond Market Revolt
On May 19, 2026, Kevin Warsh prepares to be sworn in as Federal Reserve chair on Friday, inheriting a central bank under siege from bond vigilantes. With the…