Episode Details
Back to Episodes
What the Fed Sees in the Tariff Fight Right Now
Description
Episode 37 of The Federal Reserve Podcast with Fexingo dives into the latest tariff escalation announced June 4—fresh U.S. tariffs on 60 economies over forced labor trade practices. Lucas and Luna break down why the Fed is watching this more closely than the headline inflation numbers, how it could feed into sticky core services inflation, and what the bond market's flat 5 percent long-term yield is telling us. They connect the tariff conflict to the Fed's delicate balancing act between labor market strength and price stability, using the April PCE data and the May ADP payrolls as context. Plus, a brief note on how listener support keeps the show ad-free.