Podcast Episodes
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What the Fed's Preferred Inflation Gauge Tells Us Now
Season 1 Episode 17
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 …
1 month, 1 week ago
Why the Fed Ignores Record-Low Consumer Sentiment
Season 1 Episode 16
Consumer sentiment just hit an all-time low in May 2026, yet the Federal Reserve is holding rates steady at 3.64 percent. Lucas and Luna unpack the d…
1 month, 1 week ago
Why the Fed Can Ignore Consumer Sentiment Right Now
Season 1 Episode 15
Consumer sentiment just hit a record low for the second month in a row. Normally, that would put the Fed under pressure to cut rates. But with core C…
1 month, 1 week ago
How Tariffs Are Reshaping Fed Rate Decisions
Season 1 Episode 14
Lucas and Luna examine how the escalating trade war and Iran conflict are complicating the Fed's inflation fight. With core CPI at 335.4 and the ten-…
1 month, 2 weeks ago
Why the Ten-Year Yield Won't Break Five Despite Sticky Inflation
Season 1 Episode 13
The ten-year Treasury yield is sitting at 4.50 percent, but core inflation is still running hot and consumer sentiment just hit a fresh record low. S…
1 month, 2 weeks ago
Why Small Caps Are Outperforming as the Fed Holds Steady
Season 1 Episode 12
The Russell 2000 has surged 3.4 percent in the past five days, while the S&P 500 gained just 1 percent. Lucas and Luna unpack why small caps are sudd…
1 month, 2 weeks ago
How the AI Economy Is Reshaping Blue-Collar Wages and the Fed's Dilemma
Season 1 Episode 11
In this episode, Lucas and Luna dig into a surprising paradox: as the AI economy booms, blue-collar wages are rising faster than white-collar ones—an…
1 month, 2 weeks ago
How the AI Economy Is Reshaping Blue-Collar Wages
Season 1 Episode 10
The AI economy is rewriting the American Dream, and blue-collar workers may be the biggest winners. Lucas and Luna dig into new data showing a surge …
1 month, 2 weeks ago
How Core Inflation Is Sticking Despite a Flat Fed Rate
Season 1 Episode 9
The Fed has held the federal funds rate at 364 for months, but inflation isn't cooperating. In this episode, Lucas and Luna dig into the latest CPI a…
1 month, 2 weeks ago
Why the Fed Is Stuck at 364 While Inflation Creeps Higher
Season 1 Episode 8
In this episode of The Federal Reserve Podcast, Lucas and Luna dig into the puzzle of the Fed holding its policy rate at 3.64 percent while both CPI …
1 month, 2 weeks ago