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  • 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
  • Why Sticky Services Inflation Is Keeping Rates High

    Why Sticky Services Inflation Is Keeping Rates High
    2026/09/07
    With the August unemployment rate holding steady at four point one percent and core PCE inflation ticking up to one point three percent, the Federal Reserve faces a stubborn puzzle. Lucas and Luna break down why services inflation, particularly in housing and insurance, refuses to cool like goods prices did in previous cycles. They examine the lag between wage growth and service sector pricing, asking whether the Fed’s current pause is a strategic hold or a delayed reaction to persistent cost pressures that aren't showing up in headline CPI. #FexingoBusiness #BusinessPodcast #Macroeconomics #FederalReserve #InflationData #CorePCE #ServicesInflation #WageGrowth #HousingCosts #LaborMarket #InterestRates #EconomicPolicy #ConsumerPrices #ServiceSector #FedPause #AugustPayrolls #StickyInflation #EconomicAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • The Silent Tax of Sticky Core Inflation

    The Silent Tax of Sticky Core Inflation
    2026/09/06
    With core PCE holding at 130.7 in July and the Fed Funds rate flat at 3.63 percent, the economy is stuck in a high-cost equilibrium. Lucas and Luna dissect why services inflation remains stubborn despite softening goods prices, how wage growth continues to fuel this dynamic, and what the labor market data from August reveals about the true cost of living for American households. #FexingoBusiness #BusinessPodcast #EconomicsDaily #CoreInflation #FederalReserve #PCEIndex #LaborMarket #WageGrowth #ServicesSector #InterestRates #CostOfLiving #MonetaryPolicy #InflationData #NonfarmPayrolls #UnemploymentRate #Macroeconomics #FinancialAnalysis #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • The Hidden Trap of Rising Nominal GDP

    The Hidden Trap of Rising Nominal GDP
    2026/09/05
    Lucas and Luna dissect the divergence between real and nominal GDP growth in Q2 2026. With nominal GDP hitting 32.5 trillion while real growth stalled at 1.5 percent, they explore how inflation is masking economic weakness. They examine what this gap means for corporate earnings, consumer purchasing power, and why the Federal Reserve might be misreading the strength of the current expansion. #FexingoBusiness #BusinessPodcast #Macroeconomics #GDPAnalysis #InflationImpact #FederalReserve #EconomicData #NominalVsReal #ConsumerSpending #CorporateEarnings #PricingPower #Q22026 #EconomicGrowth #MarketStrategy #FinancialLiteracy #InvestmentInsights #MoneyManagement #EconTalk Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Gender Gap in August Payrolls

    The Gender Gap in August Payrolls
    2026/09/04
    August payrolls added 162,000 jobs, beating expectations and keeping the unemployment rate flat at 4.1 percent. But look closer at the composition: women accounted for almost all of the net gains while men’s employment stalled or dipped slightly. Lucas and Luna unpack why this divergence matters for the Federal Reserve’s September decision, how it skews wage growth data, and what it signals about the underlying health of the labor market heading into Q3 2026. #LaborMarket #AugustPayrolls #GenderGap #FederalReserve #UnemploymentRate #WageGrowth #EconomicsPodcast #FexingoBusiness #BusinessPodcast #MacroMemo #JobCreation #InflationData #FedPolicy #LaborForce #EconomicAnalysis #SeptemberMeeting #HiringTrends #WomenInWorkforce Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why The Fed Is Ignoring The Labor Market Right Now

    Why The Fed Is Ignoring The Labor Market Right Now
    2026/09/03
    With the unemployment rate at 4.1 percent and nonfarm payrolls quietly shrinking, Lucas and Luna unpack why the Federal Reserve is looking past the jobs report. They examine the disconnect between rising job openings and stagnant hiring, asking whether the labor market is actually cooling or just changing shape. Using August ADP data and July JOLTS figures, they explore how wage growth remains sticky despite weaker headline employment numbers. This episode dives into the specific mechanics of how the Fed weighs conflicting signals when deciding whether to cut rates in September. It is a deep dive into the nuance of modern monetary policy where less obvious data points matter more than headlines. #FederalReserve #LaborMarket #UnemploymentRate #JobOpenings #WageGrowth #MonetaryPolicy #InterestRates #EconomicData #Inflation #ADPReport #JOLTS #NonfarmPayrolls #FedFundsRate #Economics #BusinessPodcast #FinanceNews #MacroEconomy #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    10 分