{"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 the Fed Reads Surging Inflation Expectations","slug":"how-the-fed-reads-surging-inflation-expectations","published_at":"2026-06-16T17:34:54+00:00","page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/how-the-fed-reads-surging-inflation-expectations","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-0056.mp3","audio_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0056.mp3","summary":"The Federal Reserve is watching a subtle but dangerous signal: consumer inflation expectations are rising even as core inflation moderates. In this episode, Lucas and Luna break down the May CPI print and the 10-year breakeven inflation rate, which hit 2.32 percent on June 15. They explain why the Fed cares more about what people think inflation will be than what it is today — and how that shapes rate decisions. Lucas walks through the sticky psychology of price expectations, from the University of Michigan survey to TIPS market pricing, and why the Fed might pause despite hot headline numbers. Luna challenges whether expectations actually drive behavior or just reflect current pain. The hosts tie it to the Fed's evolving view of the neutral rate and the risk of entrenched inflation. #FederalReserve #InflationExpectations #BreakevenInflation #CPI #FedPolicy #InterestRates #MonetaryPolicy #TIPS #UMichSurvey #NeutralRate #CoreInflation #MayCPI #Economics #Macro #FOMC #InflationPsychology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"The Federal Reserve is watching a subtle but dangerous signal: consumer inflation expectations are rising even as core inflation moderates. In this episod…","key_points":[],"chapters":[],"topics":[],"duration_seconds":570,"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-the-fed-reads-surging-inflation-expectations/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-the-fed-reads-surging-inflation-expectations.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}