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Monetary Blog | FOMC Insight Engine

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by Konstantin Milevskiy

23 episodes

Updated Daily

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Podcast Overview

Investigations into Federal Reserve policy, tested against 90 years of archival documents.

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Publishing Since

1/14/2026

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Recent Episodes

Episode thumbnail for The Slate: The Inference traced a rate cut timed for December, waiting on a supply-side finding the new task forces were to certify by year-end. On July 9 the Federal Reserve named the people who will certify it. Read against what each has spent a decade concluding, the roster is the finding.

July 10, 2026

The Slate: The Inference traced a rate cut timed for December, waiting on a supply-side finding the new task forces were to certify by year-end. On July 9 the Federal Reserve named the people who will certify it. Read against what each has spent a decade concluding, the roster is the finding.

Warsh named fifteen independent experts to examine whether the Fed's methods can be improved. Each panel pairs a directional coalition with a credible counterweight: the coalition sets the direction, the counterweight sets the boundary — and the opponents he chose are what make the result credible.

Episode thumbnail for The Inference: The first meeting under the new chair installed the framework the series predicted — and set the schedule that delivers the cut.

June 18, 2026

The Inference: The first meeting under the new chair installed the framework the series predicted — and set the schedule that delivers the cut.

Kevin Warsh's first FOMC meeting installed the framework the series predicted, on a schedule that points to a December cut — licensed by a productivity payoff the Fed cannot yet measure...

Episode thumbnail for The Game: The program has been announced. The implementation has begun. The chair does not need to win a majority for a standalone cut on the merits of incoming inflation data, because he has changed what the committee will be voting on.

May 22, 2026

The Game: The program has been announced. The implementation has begun. The chair does not need to win a majority for a standalone cut on the merits of incoming inflation data, because he has changed what the committee will be voting on.

Kevin Warsh's confirmation testimony committed the next Federal Reserve chairmanship to a coordinated balance-sheet and rate-cut program. He was sworn in and elected FOMC chair on May 22. The Coordination documented the architecture; The Analogue documented the look-through framework now being applied. The Game reads the opening moves.

23 total episodes available

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What is Monetary Blog | FOMC Insight Engine?: Investigations into Federal Reserve policy, tested against 90 years of archival documents.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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