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How the Fed Reads Falling Breakeven Rates
Season 2 Episode 57
With the S&P 500 rallying to 7,511 and the Dow at 52,000, you'd expect inflation expectations to be rising. But the 10-year breakeven inflation rate …
3 weeks, 3 days ago
How the Fed Reads Surging Inflation Expectations
Season 2 Episode 56
The Federal Reserve is watching a subtle but dangerous signal: consumer inflation expectations are rising even as core inflation moderates. In this e…
3 weeks, 4 days ago
The Fed's Growing Unease About Sticky Wage Inflation
Season 2 Episode 55
With the May CPI print showing a 4.2% annual increase, the Federal Reserve is confronting a persistent source of price pressure that doesn't appear i…
3 weeks, 4 days ago
Why the Fed Is Watching the Yield Curve Uninversion
Season 2 Episode 54
The yield curve has been inverted for over two years — the longest stretch in modern history. But in recent weeks, the 2-year and 10-year Treasury sp…
3 weeks, 5 days ago
Why the Fed Is Watching the Small-Cap Rally Right Now
Season 2 Episode 53
The small-cap index is up 3.1% in the past five days, and the Fed is paying close attention. In this episode, Lucas and Luna break down why the rally…
3 weeks, 5 days ago
What the Fed Makes of the Small-Cap Rally Right Now
Season 2 Episode 52
The Russell 2000 is up over 3% in the last five days while the S&P 500 and Nasdaq drift sideways or dip. Lucas and Luna dig into why small caps are s…
3 weeks, 6 days ago
How the Fed Is Reading the May CPI Spike
Season 2 Episode 51
In episode 51 of The Federal Reserve Podcast, Lucas and Luna break down what the Fed actually focuses on in the May CPI report — not the headline 4.2…
3 weeks, 6 days ago
The Fed's New Focus on the Neutral Rate
Season 1 Episode 50
With the effective fed funds rate at 3.63% and inflation running hot at 4.2%, the Federal Reserve faces a tricky question: how high is 'high enough'?…
3 weeks, 6 days ago
The Fed's Quiet Watch on the UK Economy's Shrinkage
Season 1 Episode 49
In episode 49 of The Federal Reserve Podcast, Lucas and Luna drill into a single, surprising data point: the UK economy shrank 0.1 percent in April, …
4 weeks ago
What the Fed Makes of the ECB Rate Hike
Season 1 Episode 48
Episode 48 of The Federal Reserve Podcast examines the European Central Bank's surprise rate hike on June 11, 2026 — its first since 2023 — and what …
4 weeks, 1 day ago