Episode
What the Falling PCE Tells Us About Fed Policy
- Published
- Jul 14, 2026
- Duration seconds
- 444
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/episodes/what-the-falling-pce-tells-us-about-fed-policy/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/what-the-falling-pce-tells-us-about-fed-policy.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Lucas and Luna dig into the latest PCE data to explore why the Fed is shifting its focus from CPI to the Personal Consumption Expenditures price index. With CPI easing but PCE still rising, they break down how the Fed uses PCE to gauge inflation trends, why core PCE matters more than headline, and what the flat interest on reserve balances signals about rate policy. They also discuss how 'funflation' is distorting consumer behavior and complicating the Fed's job. A data-driven look at the Fed's preferred inflation gauge and what it means for future rate decisions. #FederalReserve #MonetaryPolicy #Inflation #PCE #CPI #InterestRates #FOMC #Economics #Funflation #CorePCE #FedFundsRate #ConsumerPrices #EconomicData #CentralBanking #Macroeconomics #BusinessPodcast #FexingoBusiness #Finance Keep every episode free: buymeacoffee.com/fexingo