『Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data』のカバーアート

Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data

Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data

著者： Fexingo
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Macro Tuesdays with Fexingo is the weekly appointment for business professionals who need to understand the economic forces shaping markets and policy. Each episode, Lucas and Luna dissect the latest data releases—from nonfarm payrolls and CPI prints to PMI surveys and Fed minutes—and connect the dots to real investment decisions and corporate strategy. Expect rigorous analysis of interest rate trajectories, yield curve implications, labor market tightness, and global trade flows, all grounded in named data points and historical context. Lucas leads with sharp journalistic inquiry, pressing for the 'so what' behind the headline numbers, while Luna challenges assumptions and surfaces contrarian views. Whether the topic is a surprise dovish pivot from the Bank of Japan, the impact of industrial policy on semiconductor supply chains, or the shifting dynamics of US consumer credit, the conversation stays focused on actionable macro awareness—not prediction. The show serves portfolio managers, corporate treasurers, and anyone whose professional life depends on reading the economic calendar correctly. No hot takes, no punditry: just two clear-eyed analysts walking through the week's data and what it actually means. By the end, you'll know which questions to ask about the next jobs report—and why the answer matters. #MacroEconomics #FederalReserve #MonetaryPolicy #CPI #NonfarmPayrolls #YieldCurve #InterestRates #GlobalTrade #LaborMarket #CentralBanking #Inflation #GDP #PMI #Business #FexingoBusiness #BusinessPodcast #Economics #WeeklyMacro Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why Long-Term Unemployment Is Surging Under 4.3 Percent

    Why Long-Term Unemployment Is Surging Under 4.3 Percent
    2026/06/07
    The headline unemployment rate sits at 4.3 percent, but a hidden shift is underway: long-term unemployment — people out of work for 27 weeks or more — is climbing sharply. On Macro Tuesdays, Lucas and Luna dig into the latest labor market data to explain why this divergence matters more than the top-line jobs number. They break down the May JOLTS report showing job openings surging to 7.6 million, the disconnect between hiring and wage growth, and what the rising share of long-term jobless means for Fed policy and the broader economy. Using fresh data from the June 7, 2026 labor market snapshot, they explore whether the labor market is really as tight as it looks — and why the bond market might be pricing in a different story. Specific numbers, real policy implications, no filler. #LongTermUnemployment #LaborMarket #JOLTS #JobsReport #FedPolicy #UnemploymentRate #EconomicData #MacroTuesdays #FexingoBusiness #BusinessPodcast #Economics #LaborForce #WageGrowth #JobOpenings #MayJobs #HiddenUnemployment #StructuralUnemployment #LaborMarketDivergence Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why the Yield Curve Steepening Is Not a Recession Signal

    Why the Yield Curve Steepening Is Not a Recession Signal
    2026/06/06
    On this episode of Macro Tuesdays, Lucas and Luna break down the recent steepening of the yield curve—the 10-year Treasury yield is now 4.54 percent while the 2-year sits at 4.28 percent, widening the spread to 26 basis points. They argue that this steepening, often a classic recession warning when the curve inverts, is actually a sign of something different in mid-2026. With the Fed holding rates steady at 3.63 percent and the 10-year breakeven inflation rate flat at 2.36 percent, the hosts explain why bond markets are pricing in a 'softish' landing rather than a crash. They also connect the steepening to the recent surge in job openings to 7.6 million and the drop in the Nasdaq by 5.1 percent over five days, showing how sectors are rotating away from tech and into value. No doom-mongering—just a clear look at what the bond market is really telling us about growth and inflation expectations. #YieldCurve #BondMarket #TreasuryYields #FederalReserve #SteepeningCurve #RecessionSignals #MacroEconomics #InterestRates #JobOpenings #Nasdaq #TechSelloff #SoftLanding #InflationExpectations #EconomicData #PolicyOutlook #FexingoBusiness #BusinessPodcast #MacroTuesdays Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • What the Yield Curve Inversion Says About Recession Risk

    What the Yield Curve Inversion Says About Recession Risk
    2026/06/06
    This episode of Macro Tuesdays drills into the ongoing yield curve inversion — the 2-year Treasury yield is at 4.28%, the 10-year at 4.54%, keeping the spread negative since mid-2022. Lucas and Luna discuss why this historically reliable recession signal hasn't yet delivered a downturn, whether the lag is different this time, and what the recent flattening of the curve means for growth expectations. With the S&P 500 down 2.8% in a week and the Nasdaq off 5.1%, the hosts examine whether markets are finally pricing in the slowdown the yield curve has been signaling. They also touch on the jobs report due Friday and how a strong labor market keeps defying the inversion's usual logic. #YieldCurveInversion #RecessionRisk #TreasuryYields #BondMarket #FedPolicy #EconomicIndicators #JobsReport #StockMarket #S&P500 #Nasdaq #2YearYield #10YearYield #MacroEconomics #Inflation #LaborMarket #FexingoBusiness #BusinessPodcast #MacroTuesdays Keep every episode free: buymeacoffee.com/fexingo
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    5 分
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