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
  • Why The Fed Is Watching Wholesale Prices

    Why The Fed Is Watching Wholesale Prices
    Nov 9 2026
    With October jobs data showing 165,000 new hires and a dip in unemployment to 4.1 percent, the market is focused on wage growth. But Lucas and Luna argue the real signal for Federal Reserve policy lies in China’s wholesale inflation, which has hit a four-year high. This episode explores how global supply-side pressures are bypassing consumer price controls, creating a hidden cost push that core CPI misses. We break down why the S&P 500 and bond yields are reacting to these upstream signals, and what a 2.23 percent breakeven inflation rate actually tells us about the next quarter. #FexingoBusiness #BusinessPodcast #Macroeconomics #InflationData #FederalReserve #ChinaEconomy #WholesalePrices #CPIAnalysis #LaborMarket #BondYields #SupplyChain #GlobalTrade #EconomicPolicy #InvestmentStrategy #MonetaryPolicy #GDPGrowth #ConsumerPricing #MarketSignals Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • Why October Jobs Data Masks Wage Stagnation

    Why October Jobs Data Masks Wage Stagnation
    Nov 8 2026
    Lucas and Luna dig into the October 2026 jobs report, where nonfarm payrolls rose by 165,000 and unemployment fell to 4.1 percent. But beneath the headline strength lies a quiet disconnect: average hourly earnings grew only slightly, masking a wage freeze for many workers. With real GDP accelerating to 3.4 percent annualized while core PCE remains sticky at 130.9, the hosts explore how labor hoarding is distorting productivity metrics. They examine what this divergence means for Federal Reserve policy as the Fed Funds rate holds near 3.88 percent, and whether the market’s recent pullback in the S&P 500 reflects a growing realization that job growth no longer guarantees income growth. #FexingoBusiness #BusinessPodcast #Economics #LaborMarket #WageGrowth #JobsReport #FederalReserve #Inflation #GDP #Productivity #HiringTrends #October2026 #MonetaryPolicy #CorporateProfits #ConsumerSpending #MacroEconomics #LucasAndLuna #FinancialNews Keep every episode free: buymeacoffee.com/fexingo
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    12 min
  • Why Strong Jobs Hide Weak Wages

    Why Strong Jobs Hide Weak Wages
    Nov 7 2026
    The October jobs report showed 165,000 new positions and a 4.1% unemployment rate, yet average hourly earnings growth has stalled. Lucas and Luna explore how labor hoarding is masking wage stagnation. With real GDP up 3.4 percent year-over-year but core CPI sticky at 2.8 percent, we ask if the Fed's patience is pricing in a hidden cost for workers. #FexingoBusiness #BusinessPodcast #EconomicsDaily #LaborMarket #WageStagnation #FederalReserve #JobsReport #InflationData #GDPGrowth #HiringTrends #CorporateStrategy #Macroeconomics #UnemploymentRate #ConsumerPrices #InterestRates #WorkforceData #LucasAndLuna #FinanceNews Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • Why Strong Jobs Mask A Quiet Wage Freeze

    Why Strong Jobs Mask A Quiet Wage Freeze
    Nov 6 2026
    The October jobs report added 165,000 positions with unemployment falling to 4.1%, yet average hourly earnings barely budged. Lucas and Luna dissect the disconnect between robust hiring and stagnant wage growth, exploring how labor hoarding and shifting job compositions are keeping paychecks flat despite a tight labor market. They examine what this means for consumer spending power and Federal Reserve policy as we head into November 2026. #LaborMarket #WageGrowth #OctoberJobsReport #UnemploymentRate #FederalReservePolicy #InflationData #CPIIndex #CorePCE #AverageHourlyEarnings #NonfarmPayrolls #JOLTSData #EconomicAnalysis #Macroeconomics #BusinessPodcast #FinanceNews #FexingoBusiness #LucasAndLuna #EconTalk Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • The Fed Funds Rate And The Hidden Cost Of Waiting

    The Fed Funds Rate And The Hidden Cost Of Waiting
    Nov 5 2026
    With the Federal Reserve effective rate holding steady at 3.88 percent as of November fifth, 2026, we examine why the central bank is resisting further hikes despite core PCE inflation ticking up to 130.9. Lucas and Luna unpack the mechanics of Interest on Reserve Balances, how that 3.90 percent floor impacts commercial real estate refinancing, and what a ten-year Treasury yield of 4.84 percent signals for corporate balance sheets in Q4. #FederalReserve #InterestRates #MacroEconomics #InflationData #TreasuryYields #CorporateDebt #CommercialRealEstate #FedPolicy #PCEIndex #MonetaryPolicy #FexingoBusiness #BusinessPodcast #FinanceNews #EconomicOutlook #Investing #BondMarket #Liquidity #Q42026 Keep every episode free: buymeacoffee.com/fexingo
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    10 min