『The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy』のカバーアート

The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy

The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy

著者： Fexingo
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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 interpreting the next Powell presser—and a question you didn't think to ask. #FederalReserve #FOMC #MonetaryPolicy #InterestRates #CentralBanking #FedWatch #Powell #DotPlot #QT #TreasuryYields #EconomicData #Inflation #PCE #Macro #Economics #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • What the Fed Reads Into Long-Term Unemployment

    What the Fed Reads Into Long-Term Unemployment
    2026/06/05
    Episode 33 of The Federal Reserve Podcast with Fexingo drills into the surge in long-term unemployment — workers jobless for 27 weeks or more. With the May jobs report due tomorrow and the rate of people out of work for half a year rising even as headline payrolls look solid, Lucas and Luna break down why the Fed watches this metric as a signal of labor market scarring. They connect it to the Fed's current hold on rates, the sticky inflation picture, and what the Bernanke-era research on hysteresis means for policy today. A focused, data-driven conversation for anyone trying to read between the lines of central bank communication. #FederalReserve #LongTermUnemployment #LaborMarket #JobsReport #MonetaryPolicy #Inflation #Hysteresis #Bernanke #Fed #Economics #FOMC #Employment #RateHikes #ADP #CPI #CoreInflation #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • The Fed's Hidden Labor Market Indicator Nobody Talks About

    The Fed's Hidden Labor Market Indicator Nobody Talks About
    2026/06/05
    Lucas and Luna dive into the Federal Reserve's quiet focus on the duration of unemployment, not just the headline jobless rate. With long-term unemployment surging to levels not seen since the 2010s, they unpack why this metric matters more than the monthly payrolls number. Using data from the latest JOLTS report and the upcoming May jobs report, they explain how the Fed uses the share of workers unemployed for 27 weeks or more to gauge labor market slack and future wage pressures. The episode explores why this indicator is often overlooked by markets, how it influences the Fed's thinking on rate cuts, and what it reveals about structural changes in the economy. A must-listen for anyone trying to make sense of the Fed's data-dependent approach. #FederalReserve #LaborMarket #Unemployment #LongTermUnemployment #MonetaryPolicy #FOMC #Economy #JobsReport #JOLTS #WageInflation #InterestRates #EmploymentDuration #HiddenMetrics #CentralBanking #EconomicData #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Fed's Hidden Metric on Long-Term Unemployment

    The Fed's Hidden Metric on Long-Term Unemployment
    2026/06/04
    Episode 31 of The Federal Reserve Podcast with Fexingo dives into a less-noticed but critical data point: the surge in long-term unemployment. With job openings at 7.6 million and private payrolls adding 122,000 in May, you might think the labor market is tight. But Lucas and Luna examine the rising share of workers unemployed for 27 weeks or more—a metric the Fed watches closely for signs of structural damage. They connect this to the Fed's rate stance, the sticky CPI reading of 332.4, and the 10-year breakeven inflation rate dropping to 2.38%. How does a growing pool of long-term unemployed influence the Fed's willingness to cut rates? And what does it mean for wage growth and economic scarring? This episode offers a focused look at one number that tells a deeper story about the recovery's uneven shape. #FederalReserve #MonetaryPolicy #LongTermUnemployment #LaborMarket #JobOpenings #Inflation #CPI #FOMC #WageGrowth #EconomicScarring #RateCuts #Employment #ADP #BreakevenInflation #StructuralUnemployment #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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