『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
  • What the Yield Curve Inversion Says About Recession Risk Now

    What the Yield Curve Inversion Says About Recession Risk Now
    2026/06/07
    Long-term interest rates are rising even as the Fed holds short rates steady. The yield curve has inverted for over two years, but stock markets are near highs. In this episode, Lucas and Luna sift through the data on what the bond market is actually signaling. They look at the spread between the 10-year Treasury at 4.54 percent and the 2-year at 4.28 percent, the Fed funds rate stuck at 3.62 percent, and why this persistent inversion feels different from past cycles. The conversation then turns to what it means for borrowing costs, corporate investment, and whether recession warnings have expired. Specific numbers and real economic context cut through the noise. #YieldCurve #BondMarket #Recession #FederalReserve #InterestRates #Treasury #Inflation #EconomicOutlook #MacroEconomics #MonetaryPolicy #Investing #StockMarket #BondYield #GDP #FexingoBusiness #BusinessPodcast #EconomicsPodcast #MacroMemo Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • The May Jobs Report Numbers Markets Missed

    The May Jobs Report Numbers Markets Missed
    2026/06/07
    Lucas and Luna break down the May 2026 jobs report data, digging into the payrolls number that beat expectations and the long-term unemployment surge that markets are undervaluing. They discuss what the 4.3 percent unemployment rate actually signals, why job openings jumped to 7.6 million, and how the Fed is likely to interpret the conflicting signals. A focused look at one labor market paradox that changes the rate-cut timeline. #MayJobsReport #LaborMarket #Unemployment #LongTermUnemployment #JOLTS #JobOpenings #NonfarmPayrolls #FederalReserve #RateCuts #ADP #Inflation #JobsFriday #LaborForce #FexingoBusiness #BusinessPodcast #Economics #MacroMemo #EconomicData Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • What the May Jobs Report Will Reveal About the Labor Market

    What the May Jobs Report Will Reveal About the Labor Market
    2026/06/06
    With the May jobs report dropping tomorrow, Lucas and Luna break down what the data is likely to show and why markets might be misreading the trend. They focus on a key tension: job openings have surged past 7.6 million, but long-term unemployment is also climbing. The hosts explain how these two signals coexist and what they mean for the Fed's next move. They also examine the ADP private payrolls number of 122,000 and what it tells us about hiring momentum. Anchored in the latest JOLTS and unemployment data, this episode helps you see past the headline number. #JobsReport #May2026 #LaborMarket #JOLTS #Unemployment #FedPolicy #RateCuts #ADP #NonfarmPayrolls #LongTermUnemployment #EconomicData #Inflation #MacroEconomics #FexingoBusiness #BusinessPodcast #Economy #CentralBanking #LaborForce Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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