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The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy

The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy

By: Fexingo
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Lucas and Luna dissect the Federal Reserve's every move—from FOMC rate decisions and dot-plot projections to the arcane mechanics of open market operations. Each episode opens with a live data snapshot: the current fed funds rate, Treasury yield curve slope, and the latest reading on the Fed's preferred inflation gauge (PCE). Then they argue over what the data actually means. Should the market price in a cut? Is QT about to end? Why did one regional Fed president break with the consensus? The conversation is calibrated for the listener who already knows the difference between IOER and ON RRP and wants to hear two incisive analysts—not pundits—wrestle with the nuances. Lucas brings the journalist's instinct for what matters to Main Street; Luna pushes back with the macro quant's obsession with regime odds. Together they walk the line between monetary theory and the real-world bets that portfolio managers, corporate treasurers, and independent investors are making this week. No helicopter economics. No 'Fed will save us' cheerleading. Just a clear-eyed, numbers-driven interrogation of the central bank that moves every market. By the end, you'll have a sharper framework for interpreting the next Powell presser—and a question you didn't think to ask. #FederalReserve #FOMC #MonetaryPolicy #InterestRates #CentralBanking #FedWatch #Powell #DotPlot #QT #TreasuryYields #EconomicData #Inflation #PCE #Macro #Economics #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How Falling Labor Force Participation Reshapes Fed Policy

    How Falling Labor Force Participation Reshapes Fed Policy
    Jul 4 2026
    In Episode 93 of The Federal Reserve Podcast with Fexingo, Lucas and Luna examine the Fed's growing concern over falling labor force participation, which hit a 50-year low in June 2026. They discuss why the drop is structural rather than cyclical, how it complicates the Phillips curve, and what it means for the terminal rate. Drawing on the latest jobs report showing only 57,000 payrolls added, they explore whether the Fed's reaction function is shifting away from a pure inflation target toward a dual mandate that gives more weight to labor supply. The episode also covers the puzzling divergence between the headline unemployment rate (4.2%) and the participation rate, and what that signals about the economy's underlying capacity constraints. #FederalReserve #LaborForceParticipation #MonetaryPolicy #FOMC #JobsReport #June2026 #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #InterestRates #Inflation #PhillipsCurve #TerminalRate #LaborMarket #StructuralUnemployment #ParticipationRate #CentralBanking Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why the Fed Cant Ignore Falling Labor Force Participation

    Why the Fed Cant Ignore Falling Labor Force Participation
    Jul 4 2026
    In this episode of The Federal Reserve Podcast, Lucas and Luna tackle a puzzle that's been quietly worrying central bankers: the labor force participation rate has dropped to its lowest level in fifty years, outside of the pandemic era. With the June payrolls report showing just 57,000 jobs added and the unemployment rate at 4.2 percent, Lucas explains why the Fed views falling participation as a structural threat to potential GDP, not a temporary blip. He walks through how a smaller labor pool complicates the Phillips curve framework and makes it harder for the Fed to gauge whether the economy is truly at full employment. Luna pushes back on whether participation is really a monetary policy lever—arguing that it's mostly driven by demographics, disability, and early retirement—and Lucas counters with evidence that prime-age participation has also slipped, suggesting something beyond aging. They discuss why the Fed might need to hold rates steady longer to avoid overheating a shrinking labor force, and end on the implication for long-run inflation expectations. Near the close, they briefly mention how listener support on Buy Me a Coffee dot com slash fexingo keeps the show ad-free. #FederalReserve #LaborForceParticipation #MonetaryPolicy #Employment #Inflation #JuneJobsReport #Unemployment #PotentialGDP #PhillipsCurve #FOMC #Economics #InterestRates #LaborMarket #Demographics #CentralBanking #FexingoBusiness #BusinessPodcast #FederalReservePodcastWithFexingo Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • Why the Fed Cares About People Giving Up on Jobs

    Why the Fed Cares About People Giving Up on Jobs
    Jul 3 2026
    On Episode 91 of The Federal Reserve Podcast with Fexingo, Lucas and Luna drill into the one labor market number that might matter more than the headline payrolls miss: the labor force participation rate falling to its lowest in 50 years outside of COVID. They connect the July 2 jobs report — just 57,000 new jobs and unemployment at 4.2% — to the Fed's preference cascade theory of inflation, and ask whether a shrinking workforce is giving the central bank cover to hold rates steady. Specific numbers include the participation rate drop, the Fed funds rate at 3.63%, and what the 10-year breakeven inflation rate of 2.23% signals about the market's confidence in the Fed's path. No abstract macro — just the one data point that explains why the Fed might stay on hold even as the economy softens. #FederalReserve #LaborForceParticipation #JobsReport #Inflation #FedPolicy #InterestRates #Unemployment #CorePCE #BreakevenInflation #PreferenceCascade #MonetaryPolicy #Economics #FexingoBusiness #BusinessPodcast #CentralBanking #LaborMarket #FOMC #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
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