The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy copertina

The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy

The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy

Di: Fexingo
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A proposito di questo titolo
 Each day, Lucas and Luna sit down with the latest macro data to decode what it actually means for markets, businesses, and your portfolio. They don't just report the CPI print or the Fed's dot plot — they argue about what the numbers imply for the yield curve, corporate borrowing costs, and the probability of a soft landing. Lucas pushes for historical context: how does today's inflation compare to the 1970s, and what does the Taylor rule suggest now? Luna counters with sector-level evidence: which industries are passing through costs, which are absorbing them, and where are margins actually compressing? Together, they walk through GDP revisions, employment cost indexes, and real-time fed funds futures to separate signal from noise. This is for listeners who already know the difference between M2 and M1 and want a conversation that treats them like professionals — not a primer. No guests, no hot takes, just two analysts who read the same Fed transcripts you do and disagree about what comes next. After each episode, you'll have a clearer sense of which macro risk actually keeps you up at night. #MacroMemo #FederalReserve #Inflation #GDP #MonetaryPolicy #YieldCurve #CPI #EmploymentData #InterestRates #EconomicForecasting #CentralBanking #BusinessCycle #Economics #FexingoBusiness #DailyPodcast #MarketData #MacroAnalysis #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economia
Episodi
  • Why The Fed Funds Rate Matters More Than You Think

    Why The Fed Funds Rate Matters More Than You Think
    Nov 12 2026
    We look at why the Federal Reserve's interest rate decisions are not just about inflation but also about how much money banks make from holding reserves. With the effective rate at 3.88 percent and the interest on reserve balances at 3.90 percent, we explore the mechanics of monetary policy transmission. #FexingoBusiness #BusinessPodcast #Economics #FederalReserve #InterestRates #MonetaryPolicy #Inflation #GDP #Banking #Reserves #FedFundsRate #MacroEconomy #LucasAndLuna #FinanceNews #MarketAnalysis #CentralBanking #FinancialMarkets #EconomicData Keep every episode free: buymeacoffee.com/fexingo
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    6 min
  • The October Inflation Surprise And The Fed's Dilemma

    The October Inflation Surprise And The Fed's Dilemma
    Nov 11 2026
    With the S&P 500 hitting new highs and the ten-year Treasury yield climbing past five percent, the macro picture is getting messy. We dig into why October’s Consumer Price Index rose 0.4 percent, beating expectations and complicating the Federal Reserve’s path to rate cuts. Lucas and Luna break down the specific sectors driving that core PCE increase, why real GDP growth of 3.4 percent isn't solving the price pressure problem, and what this means for the December FOMC meeting. If you're trying to figure out whether the soft landing is turning into a hard bounce, this episode connects the dots between headline inflation, wage stagnation, and the market's current pricing. #FexingoBusiness #InflationData #FederalReserve #EconomicsPodcast #ConsumerPrices #CorePCE #GDPGrowth #InterestRates #MonetaryPolicy #MarketAnalysis #OctoberJobsReport #TreasuryYields #BusinessNews #FinanceTalk #MacroEconomics #LucasAndLuna #FedDecision #PricePressure Keep every episode free: buymeacoffee.com/fexingo
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    11 min
  • Why China's Trade Surplus Is Changing The Game

    Why China's Trade Surplus Is Changing The Game
    Nov 10 2026
    China’s goods surplus has officially topped one trillion dollars for the second consecutive year, a structural shift that is reshaping global trade dynamics and pressuring Western economies to rebalance. Lucas and Luna break down what this massive imbalance means for inflation, supply chains, and monetary policy as we look ahead to November 2026. They explore how Beijing’s internal deflationary pressures are exporting value abroad while domestic consumption lags, creating a complex feedback loop for the Federal Reserve and global markets. This episode moves beyond simple protectionism debates to examine the mechanics of export-led growth in a slowing global environment. #FexingoBusiness #BusinessPodcast #Macroeconomics #InternationalTrade #ChinaEconomy #TradeSurplus #GlobalSupplyChain #ExportGrowth #InflationDynamics #MonetaryPolicy #FederalReserve #ManufacturingSector #ConsumerDemand #EconomicRebalancing #TradeBalance #Geopolitics #FinancialMarkets #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    9 min
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