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What the Fed's Preferred Inflation Gauge Tells Us Now
Season 1
Episode 17
Published 1 month, 1 week ago
Description
In episode 17 of The Federal Reserve Podcast, Lucas and Luna unpack the Fed's preferred inflation gauge — the core PCE — which hit an annual rate of 3.3% in April, in line with expectations. They explore why the Fed remains stuck at a flat 3.64% rate despite sticky inflation, how energy prices are complicating the picture, and what the ten-year breakeven inflation rate dropping to 2.39% signals about market sentiment. Using live data from May 28, 2026, they connect the dots between the Fed's dilemma, the bond market's behavior, and what it means for your portfolio. A focused, data-driven conversation for anyone trying to understand where interest rates are headed.