{"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":"The Energy Blind Spot Behind Core CPI Right Now","slug":"the-energy-blind-spot-behind-core-cpi-right-now","published_at":"2026-06-12T05:30:04+00:00","page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/the-energy-blind-spot-behind-core-cpi-right-now","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-0046.mp3","audio_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0046.mp3","summary":"The May CPI print hit 4.2 percent year-over-year, the highest in three years. But Lucas and Luna look beneath the headline number at what's really worrying the Fed: the gap between 4.2 percent and core CPI at 3.6 percent is almost entirely energy. They trace how the Iran war surcharge is feeding through wholesale prices, why the ECB just hiked for the first time since 2023, and whether the Fed is misreading 'transitory' a second time. Tied to the ten-year breakeven inflation rate slipping to 2.29 percent — markets are betting this spike fades, but the Fed isn't so sure. #CPI #CoreCPI #EnergyPrices #FederalReserve #MonetaryPolicy #Inflation #ECB #IranWar #WholesalePrices #BreakevenInflation #Economics #Podcast #FexingoBusiness #BusinessPodcast #InterestRates #FOMC #LucasAndLuna #MayCPI Keep every episode free: buymeacoffee.com/fexingo","meta_description":"The May CPI print hit 4.2 percent year-over-year, the highest in three years. But Lucas and Luna look beneath the headline number at what's really worryin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":395,"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/the-energy-blind-spot-behind-core-cpi-right-now/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/the-energy-blind-spot-behind-core-cpi-right-now.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}