Episodi

  • The October Inflation Surprise and The Fed's Next Move

    The October Inflation Surprise and The Fed's Next Move
    Nov 12 2026
    Lucas and Luna break down the October CPI print, where headline inflation jumped to 0.4 percent month-over-month, complicating the Federal Reserve's path forward. With core PCE still sticky at 130.9 and job openings rising to 7,523 thousand, the macro picture is shifting from soft landing to persistent friction. They analyze why markets rallied despite the hotter data, the divergence between consumer spending strain and nominal GDP growth, and what this means for interest rates heading into November. This episode dissects the wage-price squeeze that many investors are missing, offering a concrete look at how current economic indicators might force policy adjustments in the coming quarters. #FexingoBusiness #BusinessPodcast #Macroeconomics #FederalReserve #InflationData #CPIReport #PCEIndex #InterestRates #LaborMarket #JobOpenings #EconomicPolicy #ConsumerSpending #NominalGDP #WageGrowth #MarketAnalysis #FinanceNews #EconomicIndicators #MonetaryPolicy Keep every episode free: buymeacoffee.com/fexingo
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    13 min
  • The October Inflation Surprise and The Fed's Next Move

    The October Inflation Surprise and The Fed's Next Move
    Nov 11 2026
    Lucas and Luna break down the October CPI report, where consumer prices rose 0.4 percent, catching markets off guard. With the S&P 500 down two percent this week and the ten-year Treasury yield climbing to four point nine eight percent, we explore why sticky services inflation is complicating the Federal Reserve's path toward rate cuts. We look at the disconnect between strong jobless claims and rising core PCE, asking whether the labor market's resilience is actually keeping inflation higher for longer. #FexingoBusiness #BusinessPodcast #Economics #InflationData #FederalReserve #CPIReport #InterestRates #BondYields #LaborMarket #CorePCE #MonetaryPolicy #MarketVolatility #Macroeconomics #FinancialNews #InvestingStrategy #ConsumerPrices #JobsReport #FedDecision Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • The Productivity Mirage in Q3 GDP

    The Productivity Mirage in Q3 GDP
    Nov 10 2026
    Q3 growth hit 3.4 percent but the engine looks different. We break down how nominal GDP outpaced real output, why core PCE remains sticky at 130.9, and what the labor market's hidden weakness tells us about the Fed's next move in November 2026. #FexingoBusiness #BusinessPodcast #Macroeconomics #GDPGrowth #Productivity #InflationData #FederalReserve #LaborMarket #CorePCE #NominalGDP #RealGDP #InterestRates #EconomicPolicy #JoblessClaims #UnemploymentRate #ChinaExports #MarketAnalysis #FinancialNews Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • The Wage Growth Illusion Hiding in October Jobs Data

    The Wage Growth Illusion Hiding in October Jobs Data
    Nov 9 2026
    October’s payroll report showed strong hiring and a dip in unemployment to four point one percent, but Lucas and Luna dig into the hidden reality of wage growth. With average hourly earnings rising only slightly while core PCE inflation remains sticky at one point two percent annualized, workers are seeing nominal raises that don’t actually buy more goods. This episode explores how the disconnect between headline job numbers and real purchasing power is creating a silent squeeze for middle-income households, reshaping consumer behavior ahead of the November FOMC meeting. #FexingoBusiness #BusinessPodcast #EconomicsDaily #MacroTuesdays #WageGrowth #RealPurchasingPower #OctoberJobsReport #InflationSqueeze #CorePCE #FedPolicy #ConsumerSpending #LaborMarket #NominalVsRealWages #US Economy #FinancialLiteracy #MarketAnalysis #LucasAndLuna #EconomicInsights Keep every episode free: buymeacoffee.com/fexingo
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    11 min
  • The October Jobs Trap and the Fed's Dilemma

    The October Jobs Trap and the Fed's Dilemma
    Nov 8 2026
    Lucas and Luna dissect the conflicting signals in the October labor data. With unemployment slipping to 4.1 percent and payrolls beating expectations at 165,000 new jobs, the market is pricing in a tighter policy path. They examine why strong headline numbers might actually be trapping the Federal Reserve, preventing the rate cuts investors were hoping for before November 8, 2026. #FexingoBusiness #BusinessPodcast #EconomicsShow #FederalReserve #InterestRates #LaborMarket #InflationData #MonetaryPolicy #OctoberJobsReport #UnemploymentRate #NonfarmPayrolls #CoreCPI #PCEIndex #MarketReaction #Macroeconomics #FedPolicy #EconomicGrowth #ConsumerPrices Keep every episode free: buymeacoffee.com/fexingo
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    11 min
  • The October Jobs Trap and the Fed's Dilemma

    The October Jobs Trap and the Fed's Dilemma
    Nov 7 2026
    Lucas and Luna dissect why the October nonfarm payrolls report of 165,000 jobs and a slipping unemployment rate to 4.1 percent are creating a policy paradox for the Federal Reserve. With the Fed Funds effective rate holding at 3.88 percent and core CPI stubbornly above 3 percent, the market is pricing in a disconnect between labor strength and inflation persistence. This episode explores how the combination of low jobless claims and rising wage growth is forcing the central bank into a 'higher for longer' stance that contradicts recent equity market rallies. We examine the specific mechanics of the labor market squeeze, the implications for the ten-year Treasury yield, and what this data means for investors navigating the November macro landscape. #FexingoBusiness #BusinessPodcast #Economics #FederalReserve #LaborMarket #InflationData #NonfarmPayrolls #UnemploymentRate #InterestRates #MonetaryPolicy #WageGrowth #CPIReport #TreasuryYields #Macroeconomics #FinancialMarkets #FedPolicy #EconomicAnalysis #InvestmentStrategy Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • The Wage-Price Squeeze That Markets Are Missing

    The Wage-Price Squeeze That Markets Are Missing
    Nov 6 2026
    With the October jobs report due Friday, we are looking at a specific disconnect: average hourly earnings are ticking up while productivity growth is stalling. Lucas and Luna analyze why this wage-price dynamic is keeping core inflation sticky despite falling bond yields. We break down the real GDP versus nominal GDP divergence in Q3 and what it tells us about consumer resilience heading into November. #FexingoBusiness #BusinessPodcast #Macroeconomics #InflationData #LaborMarket #WageGrowth #ProductivityGap #FederalReserve #OctoberJobsReport #CoreCPI #RealGDP #NominalGDP #InterestRates #EconomicPolicy #ConsumerSpending #CorporateMargins #InvestmentStrategy #EconomicForecast Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • The Productivity Mirage in Q3 GDP

    The Productivity Mirage in Q3 GDP
    Nov 5 2026
    Q3 GDP growth hit 3.4 percent, but the underlying engine looks different than it did in prior quarters. We break down how nominal GDP of 33 trillion dollars interacts with rising core PCE prices to create a misleading efficiency narrative. With job openings climbing to 7.5 million and unemployment ticking to 4.2 percent, we examine whether this is genuine innovation or just expensive labor masking stagnant output. #FexingoBusiness #BusinessPodcast #EconomicsDaily #GDPAnalysis #ProductivityParadox #InflationData #LaborMarket #FedPolicy #NominalGrowth #RealOutput #CorePCE #JobOpenings #WageGrowth #Macroeconomics #EconomicNews #MarketData #InvestmentStrategy #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    7 min