EPISODE · Jun 4, 2026 · 7 MIN
Why the Fed Is Stuck at 3.63 Percent and What It Means
from The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio · host Fexingo
The Federal Reserve has held the federal funds rate at 3.63 percent since May, and the latest inflation data suggests no cuts are coming soon. Lucas and Luna break down why the Fed is stuck — with core PCE still running hot at 2.8 percent and the labor market showing surprising resilience. They look at how this 'higher for longer' environment is reshaping portfolios, from bank stocks surging to energy outperforming, and what it means for bond investors. A focused, data-driven conversation about a market that refuses to cooperate with rate-cut expectations. #FederalReserve #InterestRates #MonetaryPolicy #Inflation #CorePCE #BondMarket #PortfolioStrategy #BankStocks #EnergyStocks #ValueInvesting #HigherForLonger #FedWatch #Finance #Investing #FexingoBusiness #BusinessPodcast #InvestingPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
The Federal Reserve has held the federal funds rate at 3.63 percent since May, and the latest inflation data suggests no cuts are coming soon. Lucas and Luna break down why the Fed is stuck — with core PCE still running hot at 2.8 percent and the labor market showing surprising resilience. They look at how this 'higher for longer' environment is reshaping portfolios, from bank stocks surging to energy outperforming, and what it means for bond investors. A focused, data-driven conversation about a market that refuses to cooperate with rate-cut expectations. #FederalReserve #InterestRates #MonetaryPolicy #Inflation #CorePCE #BondMarket #PortfolioStrategy #BankStocks #EnergyStocks #ValueInvesting #HigherForLonger #FedWatch #Finance #Investing #FexingoBusiness #BusinessPodcast #InvestingPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo
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Why the Fed Is Stuck at 3.63 Percent and What It Means
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