『The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next』のカバーアート

The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next

The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next

著者： Fexingo
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Every weekday, Lucas and Luna sit down at the forecast desk to examine the macroeconomic forces shaping the next quarter, the next year, and the next decade. They don't trade in headlines or market chatter. Instead, they walk through the actual data releases—CPI prints, payroll reports, PMI surveys, central-bank statements—and debate what the numbers mean for investors, business leaders, and policymakers. Lucas, the lead, draws on a journalist's instinct for what matters; Luna, the engaged interlocutor, pushes back with the skepticism of a veteran analyst. Together they dissect fan-of-possibilities projections from the Fed and the IMF, weigh the odds of recession versus soft landing, and trace how shifts in fiscal policy ripple through bond markets, currencies, and capital flows. The listener is someone who already knows the difference between a basis point and a percentage point, who reads central-bank minutes for fun, and who wants a conversation that treats macroeconomics as a discipline—not a spectator sport. Each episode leaves you with one specific question: given what we know today, which of those branching forecast paths is most likely, and why? #Macroeconomics #FederalReserve #MonetaryPolicy #CPI #NonfarmPayrolls #PMI #GDP #Inflation #InterestRates #BondMarket #FiscalPolicy #RecessionWatch #SoftLanding #IMF #Business #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How the VIX Surge Is Signaling a Regime Change

    How the VIX Surge Is Signaling a Regime Change
    2026/06/06
    The VIX has surged 34% in five days to 21.51, while the VVIX has only risen 11.4%. Lucas and Luna unpack what this divergence means for investors. They explore why the VIX is climbing faster than options on the VIX, a pattern that historically precedes sharp market moves. The episode drills into the Fed's holding pattern, the labor market's mixed signals, and why the yield curve steepening adds to the uncertainty. No clickbait—just a focused look at what the fear index is really saying as of June 6, 2026. #VIX #VVIX #MarketVolatility #StockMarket #Fed #Inflation #YieldCurve #LaborMarket #JOLTS #Unemployment #Investing #Economics #Economy #FexingoBusiness #BusinessPodcast #EconomicForecast #MarketRegime #FearIndex Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Core Inflation Is Stuck Above the Fed's Target

    Why Core Inflation Is Stuck Above the Fed's Target
    2026/06/06
    In this episode of The Economic Forecast Podcast, Lucas and Luna dig into the April 2026 CPI and PCE data to understand why core inflation remains stubbornly above the Fed's target despite a cooling economy. They examine a surprising divergence: headline CPI fell to 332.4, but core CPI rose to 335.4, driven by a 0.3% month-over-month increase in core services excluding housing — the so-called 'supercore' category. Lucas explains how a tight labor market with 7.6 million job openings and rising average hourly earnings to $37.50 are keeping service-sector inflation sticky, even as goods prices moderate. Luna points out the paradox that the unemployment rate holds at 4.3%, yet long-term unemployment is surging, hinting at structural shifts that could prolong the inflation problem. They also explore the market's reaction: the VIX spiking 34% to 21.51 while the 10-year Treasury yield rose to 4.54%, suggesting investors are pricing in persistent inflation risk. The episode concludes with a look ahead to the May jobs report and whether the Fed can afford to stay on hold. #Inflation #CoreCPI #FederalReserve #LaborMarket #JOLTS #Supercore #PCE #MonetaryPolicy #June2026 #EconomicForecast #StickyInflation #TreasuryYield #VIX #WageGrowth #LongTermUnemployment #BusinessPodcast #FexingoBusiness #Economics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Long-Term Unemployment Is Surging in 2026

    Why Long-Term Unemployment Is Surging in 2026
    2026/06/05
    The May jobs report is out Friday, but the real story is the quiet surge in long-term unemployment. Lucas and Luna dig into the latest data: job openings hit a two-year high, yet the share of unemployed out of work for 27 weeks or more is climbing. They explore why this mismatch is happening, how it affects wage growth and inflation, and what it signals about the health of the labor market. Plus, a look at the hidden costs for workers and the economy. #LongTermUnemployment #LaborMarket #JobsReport #UnemploymentRate #JOLTS #WageGrowth #Inflation #FederalReserve #EconomicForecast #Podcast #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #JoblessClaims #StructuralUnemployment #SkillsMismatch #May2026 Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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