『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
  • How the Fed Reads China Import Prices in July 2026

    How the Fed Reads China Import Prices in July 2026
    2026/07/21
    Import prices from China just hit their highest level since 2008, even as domestic inflation cools. Lucas and Luna unpack how the Fed interprets this divergence — why a rise in imported goods costs doesn't necessarily signal broader inflation, and how it complicates the rate path. They ground the discussion in the latest CPI and core PCE data, the surprise wholesale price decline, and the Fed's own Beige Book anecdotes. Plus, a brief note on how listener support keeps this show ad-free. #FederalReserve #ImportPrices #China #Inflation #CPI #CorePCE #WholesalePrices #MonetaryPolicy #InterestRates #FedRatePath #Economics #TreasuryYields #BreakevenInflation #SupplyChain #TradePolicy #FexingoBusiness #BusinessPodcast #EconomicData Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How the Fed Interprets Mixed Inflation Signals in Mid-2026

    How the Fed Interprets Mixed Inflation Signals in Mid-2026
    2026/07/21
    Lucas and Luna break down the Fed's current puzzle: headline CPI is falling while core PCE is edging up. They examine why the Fed watches the PCE more closely than CPI, how import prices from China are muddying the inflation picture, and what the latest data means for the interest rate path. With the Fed funds rate at 3.63 percent and the ten-year yield at 4.60 percent, the hosts explain the diverging signals and the Fed's likely response through the rest of 2026. #FederalReserve #MonetaryPolicy #Inflation #CPI #PCE #InterestRates #FedFundsRate #ImportPrices #China #TreasuryYields #BreakevenRate #CoreInflation #Economics #BusinessPodcast #FexingoBusiness #Podcast #CentralBank #FOMC Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Unwinding of the Fed Balance Sheet and Reserve Scarcity

    The Unwinding of the Fed Balance Sheet and Reserve Scarcity
    2026/07/20
    Episode 125 of the Federal Reserve Podcast with Fexingo examines a quiet but consequential shift in monetary policy: the Fed's ongoing balance sheet reduction, or quantitative tightening, and its potential to create reserve scarcity in the banking system. With the effective federal funds rate at 3.63% and interest on reserve balances at 3.65%, the gap is razor-thin—signaling that reserves are getting less abundant. Hosts Lucas and Luna explore recent data from the Fed's weekly H.4.1 release, the dynamics of the overnight repo market, and the lessons of September 2019, when reserves suddenly became scarce and repo rates spiked to 10%. They discuss how the Fed is now signaling a slower pace of QT, possibly ending later this year, and what that means for markets and the economy. The episode ties in the current yield curve inversion (2-year at 3.71%, 10-year at 4.54%) and the stock market's recent wobbles as signals of tightening financial conditions. No ads, just clear analysis. #FederalReserve #QuantitativeTightening #BalanceSheetReduction #ReserveScarcity #MonetaryPolicy #FOMC #InterestRates #RepoMarket #FedFundsRate #SeventeenPercent #TreasurySecurities #QT #Liquidity #FinancialConditions #YieldCurve #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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