Fexingo

US Economy with Fexingo: American GDP, Federal Spending, and Domestic Markets

Business EN ↓ 104 episodes

Lucas and Luna anchor a daily conversation on the US economy, parsing fresh data from the Federal Reserve, Bureau of Economic Analysis, and major market indices. Each episode opens with a single number — GDP revision, weekly jobless claims, a yield curve spread — and traces its implications through consumer spending, corporate capital expenditure, and fiscal policy. Lucas leads with the methodological rigor of a journalist: he asks how the data was collected, what seasonal adjustments were made, and which revisions might shift next quarter. Luna presses for the real-world edge: which industrie...

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Fexingo

Episodes

Why Soft Landing Has Become the Fed's Hardest Bet 22.05.2026 6:22

With Kevin Warsh set to be sworn in as Fed chair on Friday and bond vigilantes already demanding a July rate hike, the notion of a soft landing is getting harder to defend. Lucas and Luna dig into the real GDP growth figure — 2 percent annualized — and what it actually tells us about the economy today. They break down why the consensus narrative of a gentle descent overlooks a labor market that's...

The Bond Market vs Kevin Warsh 21.05.2026 9:46

The bond market has been sending the Fed a message for months, and the S&P 500 is within 1% of an all-time high. This episode drills into what the ten-year yield spike to 4.56% and the two-year at 3.58% mean for the incoming Fed chair Kevin Warsh, who gets sworn in Friday. Lucas and Luna break down the Yardeni warning that the Fed will have to hike in July to appease bond vigilantes, the inverted...

How the AI Economy Is Reshaping American Jobs 21.05.2026 11:11

In this episode, Lucas and Luna explore how the AI-driven economic shift is transforming the US labor market, with blue-collar workers poised to benefit. They examine wage growth data, the surge in construction and manufacturing employment tied to AI infrastructure, and what the 2.0% real GDP growth rate means for job creation. The hosts discuss the spike in initial jobless claims to 211,000 and w...

Bond Vigilantes Are Testing the Fed Again 19.05.2026 6:55

On the debut episode of US Economy with Fexingo, Lucas and Luna break down what’s really happening in the bond market as the ten-year Treasury yield pushes toward 4.7% and Kevin Warsh prepares to be sworn in as Fed chair. They explore the 'bond vigilante' threat, why the Fed may have to hike in July despite a cooling job market, and what the yield curve’s recent steepening signals about growth and...