{"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":"Inside the FOMC's Quiet Housing Market Blind Spot","slug":"inside-the-fomc-s-quiet-housing-market-blind-spot","published_at":"2026-06-19T17:45:37+00:00","page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/inside-the-fomc-s-quiet-housing-market-blind-spot","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-0062.mp3","audio_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0062.mp3","summary":"In Episode 62 of The Federal Reserve Podcast with Fexingo, Lucas and Luna dive into a largely overlooked factor shaping Fed policy: the housing market's role in the inflation fight. With shelter costs staying stubborn—CPI shelter up 0.4% in May and the core PCE at 129.6—the hosts explain why the FOMC's models may be underestimating how long rent dynamics will take to cool. They discuss the gap between market-rate rents (already easing) and CPI's 'owners' equivalent rent' measure, which lags by 12 to 18 months. The conversation connects this to the Fed's recent hold at 3.63% effective rate, and what Kevin Warsh's first meeting signals about forward guidance. If you've wondered why the Fed isn't cutting despite good CPI headlines, this episode explains the hidden stickiness. Plus: a brief note on listener support that keeps the show ad-free. Recorded June 19, 2026. #FederalReserve #FOMC #KevinWarsh #InterestRates #MonetaryPolicy #CPI #Inflation #HousingMarket #ShelterCosts #OwnersEquivalentRent #CorePCE #Fexingo #BusinessPodcast #Economics #Fed #Macroeconomics #RealEstate #InflationPersistence Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In Episode 62 of The Federal Reserve Podcast with Fexingo, Lucas and Luna dive into a largely overlooked factor shaping Fed policy: the housing market's r…","key_points":[],"chapters":[],"topics":[],"duration_seconds":368,"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/inside-the-fomc-s-quiet-housing-market-blind-spot/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/inside-the-fomc-s-quiet-housing-market-blind-spot.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}