『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
  • The Fed's Silent Rate Hike Gamble

    The Fed's Silent Rate Hike Gamble
    2026/09/10
    With the S&P 500 down two percent this week and ten-year yields climbing toward five percent, markets are pricing in a surprise interest rate hike next week. We break down why the Federal Reserve might be forced to tighten policy despite cooling growth data, focusing on the divergence between headline inflation and sticky core services. Lucas and Luna examine the mechanics of the FOMC decision and what a counter-intuitive move means for borrowers and bondholders. #FexingoBusiness #BusinessPodcast #Economics #FederalReserve #InterestRates #InflationData #MonetaryPolicy #BondYields #SAndP500 #CoreCPI #FedFundsRate #MarketVolatility #Macroeconomics #FinancialMarkets #ConsumerPrices #TreasuryBonds #LucasAndLuna #WeeklyMacro Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • The Silent Trade War Dragging Down Global Growth

    The Silent Trade War Dragging Down Global Growth
    2026/09/09
    Lucas and Luna examine how the escalating tariff war between the United States and Canada is reshaping global supply chains and inflation expectations. With Canadian retaliatory tariffs of CA$27.6 billion now in effect and U.S. import bans on specific goods, the friction is no longer theoretical. They analyze why this bilateral dispute matters for the broader macro environment, touching on core PCE readings, job openings data, and the shifting dynamics of cross-border commerce. The episode breaks down the concrete economic mechanics behind these policy moves, offering a clear look at how political decisions translate into market realities for September 2026. #USCanadaTradeWar #TariffImpact #GlobalSupplyChain #InflationData #CorePCE #EconomicPolicy #MacroEconomics #CrossBorderTrade #RetaliatoryTariffs #MarketVolatility #BusinessPodcast #FexingoBusiness #EconomicNews #TradePolicy #InflationExpectations #September2026 #GDPAnalysis #JobMarketData Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Fed's Quiet Rate Hike Gamble

    The Fed's Quiet Rate Hike Gamble
    2026/09/08
    With the S&P 500 hovering near seven thousand six hundred and real GDP growth slowing to one point five percent, the Federal Reserve faces a delicate balancing act. We examine why a quarter-point rate hike might be on the table despite cooling inflation data, exploring the tension between anchoring expectations and stifling recovery. Lucas and Luna break down the specific mechanics of this potential policy shift, the role of core PCE prices, and what it means for borrowers and businesses in September two thousand twenty-six. #FexingoBusiness #BusinessPodcast #FederalReserve #InterestRates #MonetaryPolicy #InflationData #CorePCE #GDPGrowth #EconomicForecasting #MarketVolatility #BondYields #ConsumerSpending #CorporateBorrowing #MacroEconomics #InvestmentStrategy #FinancialMarkets #US Economy #CentralBanking Keep every episode free: buymeacoffee.com/fexingo
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    11 分
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