{"podcast":{"title":"The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy","slug":"the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696","podcast_index_feed_id":7871696,"rss_url":"https://feeds.fexingo.com/business/the-federal-reserve-podcast.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/cover.png","author":"Fexingo","episode_count":121,"summary":"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 interpret…","last_synced_at":"2026-07-18T12:19:18.798932+00:00","page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696"},"episode":{"title":"How Import Prices From China Are Distorting the Feds Inflation Picture","slug":"how-import-prices-from-china-are-distorting-the-feds-inflation-picture","published_at":"2026-07-18T05:37:27+00:00","page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/how-import-prices-from-china-are-distorting-the-feds-inflation-picture","show_page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696","url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0121.mp3","audio_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0121.mp3","summary":"China's import prices just hit their highest level since 2008, even as wholesale prices in the U.S. are falling. Lucas and Luna unpack why the Fed can't ignore this contradiction: when cheap Chinese goods get more expensive, the disinflationary force that helped cool core goods inflation for two years starts to reverse. They walk through the June PPI data, the 10-year breakeven rate ticking up to 2.24 percent, and what it means for the rate path through year-end. If you've wondered why the FOMC seems stuck at 3.63 percent despite good CPI numbers, this is the missing puzzle piece. #ImportPrices #China #Fed #Inflation #PPI #CPI #BreakevenRate #MonetaryPolicy #FOMC #InterestRates #CoreGoods #Disinflation #WholesalePrices #Trade #Tariffs #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"China's import prices just hit their highest level since 2008, even as wholesale prices in the U.S. are falling. Lucas and Luna unpack why the Fed can't i…","key_points":[],"chapters":[],"topics":[],"duration_seconds":433,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/episodes/how-import-prices-from-china-are-distorting-the-feds-inflation-picture/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/how-import-prices-from-china-are-distorting-the-feds-inflation-picture.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}