{"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":"Why the Fed Is Watching Consumer Inflation Expectations","slug":"why-the-fed-is-watching-consumer-inflation-expectations","published_at":"2026-06-11T05:29:21+00:00","page_url":"https://stenobird.com/podcast/the-federal-reserve-podcast-with-fexingo-interest-rates-fomc-meetings-and-monetary-policy-7871696/why-the-fed-is-watching-consumer-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-0044.mp3","audio_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0044.mp3","summary":"Today Lucas and Luna dig into the Fed's focus on consumer inflation expectations, especially after the May CPI print showed 4.2% annual inflation – the highest in three years. They explain why the central bank pays more attention to how households and businesses think about future inflation than current CPI data, and how this shapes rate decisions. Drawing on the latest New York Fed household survey, which shows financial anxiety at a two-year high, they explore whether expectations are becoming unanchored. Lucas walks through the difference between 'soft' survey data and 'hard' economic data, and why the Fed sees expectations as a second transmission channel for monetary policy. They also touch on the ten-year breakeven inflation rate, which ticked up to 2.34 percent, and what that signals about bond market sentiment. A clear, grounded look at one of the Fed's most closely watched – but often misunderstood – metrics. #Fed #InflationExpectations #ConsumerSurvey #NewYorkFed #CPI #MayCPI #MonetaryPolicy #FOMC #InterestRates #BreakevenInflation #CoreInflation #HouseholdFinancialAnxiety #EconomicData #SoftData #HardData #CentralBanking #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Today Lucas and Luna dig into the Fed's focus on consumer inflation expectations, especially after the May CPI print showed 4.2% annual inflation – the hi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":561,"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/why-the-fed-is-watching-consumer-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/why-the-fed-is-watching-consumer-inflation-expectations.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}