『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
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  • The Inflation Surprise That Changed Everything

    The Inflation Surprise That Changed Everything
    2026/09/10
    With the S&P 500 dropping two percent and ten-year yields climbing near five percent, investors are grappling with a stubborn inflation narrative. We examine how the July CPI print of 332.8 and core PCE at 130.7 suggest prices aren't cooling as fast as hoped. Lucas and Luna break down why wholesale prices rose 0.4 percent in August, what it means for the Fed's next move, and whether the labor market can sustain this pressure without triggering a wage-price spiral that never quite arrived. #InflationData #FederalReservePolicy #CPIReport2026 #CorePCEIndex #InterestRateHikes #WholesalePrices #LaborMarketTightness #EconomicOutlook #BondMarketYields #USGDPGrowth #MonetaryPolicy #ConsumerPrices #FOMCDecisions #Macroeconomics #FinancialMarkets #BusinessPodcast #FexingoBusiness #EconomicsDaily Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • The Hidden Cost of America's Trade War with Canada

    The Hidden Cost of America's Trade War with Canada
    2026/09/09
    As the U.S. and Canada escalate a trade war with new tariffs on billions in goods, we look at how this specific conflict is reshaping supply chains and consumer prices right now. With the S&P 500 dipping and the ten-year Treasury yield climbing, we examine whether these retaliatory measures will stick or if they will backfire on American manufacturers who rely on seamless cross-border integration. We break down the real economic friction point: why nearshoring isn't as simple as it sounds when your supplier lives next door. #USCanadaTradeWar #EconomicPolicy #SupplyChainDisruption #TariffsExplained #CrossBorderCommerce #ManufacturingCosts #InflationPressures #FedMonetaryPolicy #GlobalTrade #NorthAmericanEconomy #ImportBans #RetaliatoryTariffs #BusinessStrategy #FexingoBusiness #BusinessPodcast #EconomicsDaily #MarketAnalysis #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Services Inflation Trap That Never Ends

    The Services Inflation Trap That Never Ends
    2026/09/08
    With core PCE prices stubbornly rising in late 2026, Lucas and Luna explore why the services sector remains immune to typical disinflation. They examine how wage growth in healthcare and housing is creating a persistent price spiral, defying expectations of a quick return to two percent inflation targets. #FexingoBusiness #BusinessPodcast #Economics #Inflation #ServicesSector #CorePCE #WageGrowth #HealthcareCosts #HousingPrices #FederalReserve #InterestRates #LaborMarket #PriceSpikes #StickyInflation #ConsumerPrices #MacroEconomics #USGDP #Late2026 Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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