『US Economy with Fexingo: American GDP, Federal Spending, and Domestic Markets』のカバーアート

US Economy with Fexingo: American GDP, Federal Spending, and Domestic Markets

US Economy with Fexingo: American GDP, Federal Spending, and Domestic Markets

著者: Fexingo
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Lucas and Luna anchor a daily conversation on the US economy, parsing fresh data from the Federal Reserve, Bureau of Economic Analysis, and major market indices. Each episode opens with a single number — GDP revision, weekly jobless claims, a yield curve spread — and traces its implications through consumer spending, corporate capital expenditure, and fiscal policy. Lucas leads with the methodological rigor of a journalist: he asks how the data was collected, what seasonal adjustments were made, and which revisions might shift next quarter. Luna presses for the real-world edge: which industries feel the slowdown first, how the Fed’s rate path affects regional bank lending, and why the labor market keeps defying prediction models. They avoid political spin, focusing instead on structural shifts like reshoring of semiconductor fabrication, the effect of student debt repayments on retail demand, and the divergence between services and manufacturing PMIs. Every episode ends with a specific, unanswered question — will the neutral rate settle higher than in the 2010s? Can the Treasury fund a widening deficit without crowding out private investment? This show is for professionals who need to understand the domestic macro landscape, not cheer it. #GDP #FederalReserve #TreasuryYields #FiscalPolicy #ConsumerSpending #LaborMarket #Inflation #MonetaryPolicy #Manufacturing #SMetrics #YieldCurve #RecessionRisk #HousingMarket #BusinessInvestment #Economics #FexingoBusiness #BusinessPodcast #DailyEconomics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why US Consumer Debt Hit 18 Trillion in 2026
    2026/06/05
    In this episode of US Economy with Fexingo, Lucas and Luna drill into the staggering $18 trillion consumer debt milestone reached in 2026. They break down the composition—mortgages, credit cards, auto loans, student debt—and explain why the ratio of debt to disposable income actually tells a different story than the headline number. The conversation covers the role of higher interest rates, the shift from fixed to variable-rate borrowing, and what rising delinquency rates on credit cards and auto loans mean for the broader economy. Lucas points to the divergence between high-income households, who locked in low mortgage rates, and lower-income households, who are now squeezed by both inflation and higher borrowing costs. The hosts also touch on the Fed's balancing act and why this debt load is a slow-burn risk rather than a 2008-style crisis. A detailed but accessible look at the numbers behind the headlines. #ConsumerDebt #USEconomy #FederalReserve #InterestRates #CreditCards #AutoLoans #StudentDebt #Mortgages #HouseholdDebt #Delinquency #Inflation #DisposableIncome #Economics #FexingoBusiness #BusinessPodcast #Podcast #LucasAndLuna #USMarkets Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Why US Consumer Debt Is Hitting 18 Trillion in 2026
    2026/06/05
    Consumer debt in the United States has crossed $18 trillion for the first time. Lucas and Luna dig into what's driving the surge—think auto loans, student debt, and credit cards—and why it's not the same kind of danger as 2008. With the Fed holding rates above 3.5 percent, borrowing costs are squeezing households unevenly. They look at who's struggling most, the role of subprime auto loans, and how delinquency patterns signal a two-track economy. If you're wondering whether this debt load is sustainable or a warning sign, this episode gives you the numbers and context to decide for yourself. #ConsumerDebt #18Trillion #FederalReserve #InterestRates #SubprimeAuto #CreditCards #StudentLoans #HouseholdFinance #Delinquency #USEconomy #Economics #FexingoBusiness #BusinessPodcast #PersonalFinance #DebtCrisis #AutoLoans #FedPolicy #TwoTrackEconomy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Hidden Cost of Long-Term Unemployment in 2026
    2026/06/04
    New data shows long-term unemployment is surging in the US even as job openings hit 7.6 million. Lucas and Luna unpack the structural mismatch — why workers over 27 weeks without a job are being left behind, how skills atrophy compounds the problem, and what it means for the Fed's inflation fight and the real economy. They drill into the numbers from the April JOLTS report and the latest jobless claims data, and explore why this 'hidden slack' matters more than the headline unemployment rate. Plus: how the rise in long-term unemployed could keep wage growth from overheating even as the labor market looks tight on the surface. #LongTermUnemployment #JOLTS #LaborMarket #FedPolicy #SkillsMismatch #StructuralUnemployment #JoblessClaims #WageGrowth #Inflation #USEconomy #Hysteresis #LaborForce #April2026Data #JobOpenings #UnemploymentRate #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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