Couverture de 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

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

De : Fexingo
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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. Economie
Épisodes
  • The Silent Crisis of Zero Firing Rates

    The Silent Crisis of Zero Firing Rates
    Nov 1 2026
    With real GDP growth hitting 3.4 percent in the third quarter, the US economy looks robust on paper, but a deeper structural issue is emerging: companies are hoarding labor instead of letting go. Lucas and Luna dissect the paradox of low firing rates, examining how a 4.2 percent unemployment rate and falling job openings mask a rigid labor market that distorts wage growth and delays necessary economic adjustments. #LaborHoarding #ZeroFiringRates #GDPGrowth #UnemploymentRate #WageGrowth #JobOpenings #JOLTSData #FedPolicy #EconomicResilience #BusinessStrategy #CorporateBalanceSheets #InflationControl #ProductivityParadox #HiringFreeze #LayoffMoratorium #FexingoBusiness #BusinessPodcast #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • The Hidden Cost Of America's Labor Hoarding

    The Hidden Cost Of America's Labor Hoarding
    Oct 31 2026
    We examine why the US labor market remains tight despite cooling job openings, focusing on the structural shift toward 'labor hoarding' and its impact on corporate margins. With Q3 GDP hitting 3.4 percent and unemployment at 4.2 percent, we analyze how companies are retaining staff to avoid future hiring costs, creating a paradox where wage growth stays elevated while productivity lags. This episode breaks down the real cost of this behavior for investors and the broader economy in October 2026. #LaborHoarding #USGDP #WageGrowth #CorporateMargins #FedPolicy #UnemploymentRate #ProductivityGap #HiringCycle #EconomicResilience #BusinessStrategy #InflationData #JobMarket #QuarterlyEarnings #FexingoBusiness #BusinessPodcast #EconomicsExplained #InvestingInsights #MacroTrends Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • Why US GDP Growth Is Hiding A Weakness Trap

    Why US GDP Growth Is Hiding A Weakness Trap
    Oct 30 2026
    Third-quarter U.S. GDP surprised to the upside at an annualized 3.4 percent growth rate, yet core inflation and wage data tell a different story. Lucas and Luna dissect the divergence between nominal headline strength and underlying economic fragility. With the Federal Reserve Funds rate holding near 3.75 percent and job openings falling, we explore how fiscal deficits and sticky service prices are masking a structural slowdown. This episode examines whether today's growth numbers reflect genuine productivity or simply unsustainable demand in a high-interest-rate environment. #USGDP #FederalReserve #InflationData #EconomicSlowdown #WageGrowth #InterestRates #FiscalDeficit #ConsumerSpending #ServiceSector #Macroeconomics #LucasAndLuna #FexingoBusiness #BusinessPodcast #MarketAnalysis #EconomicIndicators #RealGDP #CoreCPI #FedPolicy Keep every episode free: buymeacoffee.com/fexingo
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    9 min
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