『The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy』のカバーアート

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

著者: Fexingo
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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 conversation is calibrated for the listener who already knows the difference between IOER and ON RRP and wants to hear two incisive analysts—not pundits—wrestle with the nuances. Lucas brings the journalist's instinct for what matters to Main Street; Luna pushes back with the macro quant's obsession with regime odds. Together they walk the line between monetary theory and the real-world bets that portfolio managers, corporate treasurers, and independent investors are making this week. No helicopter economics. No 'Fed will save us' cheerleading. Just a clear-eyed, numbers-driven interrogation of the central bank that moves every market. By the end, you'll have a sharper framework for interpreting the next Powell presser—and a question you didn't think to ask. #FederalReserve #FOMC #MonetaryPolicy #InterestRates #CentralBanking #FedWatch #Powell #DotPlot #QT #TreasuryYields #EconomicData #Inflation #PCE #Macro #Economics #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • What the Fed Makes of Sticky Services Inflation
    2026/06/08
    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 stickier than goods inflation, what the latest data says, and how the Fed's policy path might be affected. They discuss the role of housing costs, the impact of tariffs on services, and what the breakeven inflation rate signals about market expectations. A focused look at the one number the Fed cares about most right now: core services ex-housing. #CoreServicesInflation #FederalReserve #MonetaryPolicy #CPI #Inflation #ServicesSector #HousingCosts #Tariffs #BreakevenInflation #InterestRates #FOMC #Economics #Podcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #StickyInflation #MayCPI Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • What the Fed Sees in the Tariff Fight Right Now
    2026/06/07
    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 labor trade practices. Lucas and Luna break down why the Fed is watching this more closely than the headline inflation numbers, how it could feed into sticky core services inflation, and what the bond market's flat 5 percent long-term yield is telling us. They connect the tariff conflict to the Fed's delicate balancing act between labor market strength and price stability, using the April PCE data and the May ADP payrolls as context. Plus, a brief note on how listener support keeps the show ad-free. #FederalReserve #Tariffs #MonetaryPolicy #Inflation #CoreServicesInflation #PCE #ADP #BondMarket #TenYearYield #LaborMarket #TradePolicy #FOMC #Economics #Business #FexingoBusiness #BusinessPodcast #FedWatch #TariffWar Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why the Fed Is Watching the Tariff Fight
    2026/06/07
    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 policy move that isn't monetary policy at all. They explain the tariff-inflation feedback loop, how a 3.62 percent federal funds rate interacts with rising import costs, and what the core PCE reading of 129.6 tells us about whether the Fed can hold its line. Plus, a closer look at why the ten-year breakeven inflation rate of 2.36 percent hasn't budged despite the escalation. If you've wondered how trade wars complicate rate decisions, this is the episode for you. #FederalReserve #Tariffs #TradePolicy #Inflation #CorePCE #FedFundsRate #BreakevenInflation #SupplyChain #ImportPrices #MonetaryPolicy #CentralBanking #Economics #FOMC #TradeWar #GlobalTrade #FexingoBusiness #BusinessPodcast #FedPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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