Why the Fed Is Stuck at 3.6 Percent

With Kevin Warsh set to be sworn in as Fed chair on Friday May 22, 2026, the US economy faces a peculiar standoff: the Fed funds rate has been flat at 3.64 percent since April, while GDP growth rebounded to 2.0 percent and consumer sentiment hit a record low. Lucas and Luna examine what the data actually says about the next move — and why the bond market might be sending a clearer signal than the Fed itself. They break down the 10-year breakeven inflation rate dropping to 2.39 percent, the job market staying tight with 209,000 initial claims, and what a new chair means for rate policy. No speculation, just the numbers and the structural bind the central bank is in. #FederalReserve #KevinWarsh #InterestRates #GDPGrowth #Inflation #BondMarket #ConsumerSentiment #JobsReport #MonetaryPolicy #Economics #USEconomy #FOMC #CentralBanking #Markets #RateDecision #FexingoBusiness #BusinessPodcast #USEconomyPodcast Keep every episode free: buymeacoffee.com/fexingo