{"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 Import Prices From China","slug":"why-the-fed-is-watching-import-prices-from-china","published_at":"2026-07-17T17:53:26+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-import-prices-from-china","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-0120.mp3","audio_url":"https://audio.fexingo.com/business/the-federal-reserve-podcast/episode-0120.mp3","summary":"Episode 120 of The Federal Reserve Podcast with Fexingo. Lucas and Luna drill into a surprising data point from July 2026: import prices posted a surprise gain, with costs of goods from China hitting their highest since 2008. They explore why the Fed, which has been focused on domestic services inflation and wholesale deflation, now has to factor in a resurgent imported goods channel. How does this complicate the rate path when the Fed funds rate sits at 3.63 percent and core PCE is creeping up? And what does China's slowest quarterly growth since 2022 mean for global pricing pressure? Lucas walks through the mechanics of passthrough, the difference between tariff-driven and demand-driven price increases, and why the 10-year breakeven inflation rate at 2.22 percent might be giving false comfort. Luna pushes back on whether the Fed can actually respond to supply-side shocks. A tight, data-rich conversation for anyone trying to understand what the Fed is really watching this summer. #FedPodcast #ImportPrices #ChinaTrade #Inflation #MonetaryPolicy #FOMC #SupplyChain #Tariffs #CorePCE #BreakevenRate #FedFundsRate #WholesaleDeflation #ServicesInflation #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #InterestRates Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 120 of The Federal Reserve Podcast with Fexingo. Lucas and Luna drill into a surprising data point from July 2026: import prices posted a surprise…","key_points":[],"chapters":[],"topics":[],"duration_seconds":667,"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-import-prices-from-china/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-import-prices-from-china.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}