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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
  • Why American Payrolls Are Surprising Everyone

    Why American Payrolls Are Surprising Everyone
    2026/09/07
    With the S&P 500 hovering near seven thousand seven hundred and unemployment holding steady at four point one percent, the US labor market is sending mixed signals. In this episode of US Economy with Fexingo, we unpack the August payrolls report that beat expectations by adding one hundred sixty-two thousand jobs. We look past the headline number to find out why women accounted for almost all the gains, what the JOLTS data reveals about hiring demand, and whether this resilience means services inflation will stay sticky through late twenty twenty-six. #USLaborMarket #AugustPayrolls #FexingoBusiness #EconomicsPodcast #JobGrowth #ServicesInflation #UnemploymentRate #JOLTSData #WomenDrivenJobs #RealGDP #CorePCE #FedPolicy #WageGrowth #ConsumerSpending #HiringTrends #LaborSupply #BusinessNews #Fexingo Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Services Inflation Trap in Late 2026

    The Services Inflation Trap in Late 2026
    2026/09/06
    With real GDP growth slowing to one point five percent and unemployment holding at four point one percent, the US economy is stuck in a stubborn middle ground. This episode examines why services prices remain sticky even as goods inflation cools, focusing on the wage dynamics driving core CPI to three thirty six point eight. We explore how private security spending, women-led job gains, and the shift toward experiential consumption are keeping pressure on household budgets despite broader monetary tightening. #USMacro #ServicesInflation #CoreCPI #WageSticky #LaborMarket #RealGDP #FedPolicy #PrivateSecurity #WomenInWorkforce #ConsumerSpending #EconomicsPodcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #FinancialAnalysis #InflationData #JobMarketTrends #September2026 Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Wage Price Spiral That Never Was

    The Wage Price Spiral That Never Was
    2026/09/05
    We look at the stubborn persistence of US services inflation despite a cooling labor market. With core CPI holding near 336.8 and job openings rising to 7,271,000 in July, the classic wage-price spiral theory is failing. We examine why sticky wages in healthcare and leisure are keeping prices elevated even as overall growth slows to 1.5 percent annualized. It’s not about overheating; it’s about structural rigidity in specific sectors that don’t care what the Fed Funds rate is doing. #USCPI #ServicesInflation #StickyWages #LaborMarket #EconomicGrowth #FederalReserve #JOLTSReport #PCEIndex #BusinessPodcast #FexingoBusiness #Macroeconomics #InflationData #WageGrowth #EmploymentStats #ConsumerPrices #EconomicAnalysis #LucasAndLuna #EconomicsShow Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • The Women-Driven Jobs Boom in August

    The Women-Driven Jobs Boom in August
    2026/09/04
    August payrolls jumped by one hundred sixty-two thousand jobs, far exceeding forecasts, yet the unemployment rate held steady at four point one percent. The headline number hides a deeper structural shift: women accounted for nearly all of this month’s labor force gains. Lucas and Luna unpack why this gender-divergent recovery is happening right now, looking at the resilience of healthcare, hospitality, and education sectors that employ disproportionately high shares of female workers. With the Fed Funds rate sitting at three point six three percent and core PCE still clinging to two percent above target, understanding who is actually hiring matters more than the total count. We explore how demographic trends, wage pressures in service industries, and shifting workplace preferences are reshaping the American labor market in late summer twenty twenty-six. #FexingoBusiness #BusinessPodcast #USJobsReport #LaborMarket #WomenInWorkforce #AugustPayrolls #UnemploymentRate #FedPolicy #CorePCE #ServiceSector #HealthcareJobs #HospitalityHiring #WageGrowth #EconomicData #LucasAndLuna #LaborSupply #InflationTrends #EconomicsExplained Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why US Services Prices Are Stuck in Late 2026

    Why US Services Prices Are Stuck in Late 2026
    2026/09/03
    The headline inflation number is cooling, but look closer at the Core PCE price index and services sector data from July 2026. While goods prices stabilize, shelter and healthcare costs remain stubbornly high, keeping core inflation above target. Lucas and Luna dissect why the Federal Reserve’s traditional tools are losing grip on service-sector wages, and what a forty-point-one percent unemployment rate means for household budgets this September. This episode explores the disconnect between nominal GDP growth and real purchasing power. #InflationWatch #CorePCE #ServicesSector #ShelterCosts #WageGrowth #FederalReserve #EconomicData #September2026 #US Economy #ConsumerPrices #HealthcareCosts #HousingMarket #RealVsNominal #LaborMarket #FexingoBusiness #BusinessPodcast #Macroeconomics #Investing Keep every episode free: buymeacoffee.com/fexingo
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    8 分