『The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy』のカバーアート

The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy

The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy

著者： Fexingo
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Each day, Lucas and Luna sit down with the latest macro data to decode what it actually means for markets, businesses, and your portfolio. They don't just report the CPI print or the Fed's dot plot — they argue about what the numbers imply for the yield curve, corporate borrowing costs, and the probability of a soft landing. Lucas pushes for historical context: how does today's inflation compare to the 1970s, and what does the Taylor rule suggest now? Luna counters with sector-level evidence: which industries are passing through costs, which are absorbing them, and where are margins actually compressing? Together, they walk through GDP revisions, employment cost indexes, and real-time fed funds futures to separate signal from noise. This is for listeners who already know the difference between M2 and M1 and want a conversation that treats them like professionals — not a primer. No guests, no hot takes, just two analysts who read the same Fed transcripts you do and disagree about what comes next. After each episode, you'll have a clearer sense of which macro risk actually keeps you up at night. #MacroMemo #FederalReserve #Inflation #GDP #MonetaryPolicy #YieldCurve #CPI #EmploymentData #InterestRates #EconomicForecasting #CentralBanking #BusinessCycle #Economics #FexingoBusiness #DailyPodcast #MarketData #MacroAnalysis #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • The Trade War Inflation Shock

    The Trade War Inflation Shock
    2026/09/10
    Lucas and Luna dissect the immediate economic shock of the U.S. import ban on Canadian goods, analyzing how retaliatory tariffs and rising wholesale prices are reshaping inflation expectations right now in September 2026. With core CPI holding at 336.8 and the ten-year Treasury yield climbing toward five percent, they explore why the Federal Reserve may be forced to raise rates despite softening GDP growth. #FexingoBusiness #BusinessPodcast #Economics #Inflation #TradeWar #CanadaTariffs #FederalReserve #InterestRates #WholesalePrices #CoreCPI #TenYearTreasury #SupplyChainShock #RetaliatoryTariffs #MonetaryPolicy #ConsumerPricing #GlobalTrade #MacroEconomics #MarketVolatility Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Fed's Hidden Metric That Changes Everything

    The Fed's Hidden Metric That Changes Everything
    2026/09/09
    We dig into the Treasury General Account and why its fluctuations matter more than you think for market stability. With the TGA balance shifting, we explore how this single account impacts liquidity and interest rates. Lucas and Luna break down the mechanics behind the scenes, offering a fresh perspective on monetary policy transmission. Tune in to understand the subtle signals that professional traders watch closely. #TreasuryGeneralAccount #FederalReserve #MonetaryPolicy #LiquidityCrunch #BankReserves #InterestRates #Macroeconomics #FexingoBusiness #BusinessPodcast #EconomicsExplained #MarketAnalysis #FinancialNews #InvestmentStrategy #CentralBanking #USGovernment #MoneySupply #TradingInsights #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • The Hidden Cost of Japan's Currency Intervention

    The Hidden Cost of Japan's Currency Intervention
    2026/09/08
    Japan just burned through eighty billion dollars in foreign reserves to defend the yen, a staggering move that signals deep anxiety about import inflation and capital flight. Lucas and Luna dissect why Tokyo is willing to hemorrhage cash while the Federal Reserve holds rates steady at three point six percent, exploring how this currency war spills over into global trade tensions and consumer prices. With Canada enacting retaliatory tariffs and China’s imports missing estimates, we examine how central bank intervention reshapes the macroeconomic landscape for everyone from American exporters to budget travelers. #JapanYen #ForeignReserves #CurrencyIntervention #FederalReserve #ImportInflation #GlobalTrade #CapitalFlight #MacroEconomics #FexingoBusiness #BusinessPodcast #EconomicPolicy #TradeWar #CanadaTariffs #ChinaImports #ConsumerPrices #InterestRates #MarketVolatility #CentralBanks Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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