Podcast Episodes
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Why the Fed Is Watching the 10-Year Breakeven Inflation Rate
Season 3 Episode 107
The Fed has a favorite inflation signal that markets watch even more closely than CPI or PCE: the 10-year breakeven inflation rate. As of July 10, 20…
7 hours ago
How the Fed Reads the Falling Participation Rate
Season 3 Episode 106
In this episode, Lucas and Luna examine the latest labor force participation data, which has fallen to its lowest level in 50 years outside the pande…
19 hours ago
How the Fed Reads the Rising Participation Rate
Season 3 Episode 105
In Episode 105 of The Federal Reserve Podcast with Fexingo, Lucas and Luna explore a surprising development: after years of decline, the labor force …
1 day, 7 hours ago
Why the Fed Is Watching Real Rates More Than Headline CPI
Season 3 Episode 104
In this episode of The Federal Reserve Podcast, Lucas and Luna break down why the Fed is increasingly focused on real interest rates — the nominal ra…
1 day, 19 hours ago
How the Fed Reads the Rising Participation Rate
Season 3 Episode 103
In this episode, Lucas and Luna explore a surprising shift in the labor market: after months of falling participation, the rate ticked up slightly in…
2 days, 7 hours ago
Why the Fed Is Watching the Inverted Yield Curve Again
Season 3 Episode 102
The yield curve has been inverted for over two years — the longest stretch since the 1970s. This episode digs into why the Fed isn't ignoring it, eve…
2 days, 19 hours ago
Why the Fed Is Losing Its Best Inflation Signal
Season 3 Episode 101
The Federal Reserve has long relied on core PCE inflation as its primary compass for rate decisions. But Lucas and Luna unpack a growing problem: the…
3 days, 5 hours ago
How Falling Participation Reshapes Fed Rate Path
Season 2 Episode 100
In this 100th episode, Lucas and Luna examine how the recent drop in labor force participation to its lowest level in 50 years outside the Covid era …
3 days, 7 hours ago
Why the Fed Cares About Falling Participation Rate
Season 2 Episode 99
In episode 99 of The Federal Reserve Podcast, Lucas and Luna break down why the U.S. labor force participation rate has fallen to its lowest level in…
3 days, 19 hours ago
Why the Fed Is Watching the Six-Month Eurodollar Curve
Season 2 Episode 98
Episode 98 of The Federal Reserve Podcast digs into a specific market signal the Fed is watching closely right now: the six-month Eurodollar futures …
4 days, 7 hours ago