Fexingo
The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next
Every weekday, Lucas and Luna sit down at the forecast desk to examine the macroeconomic forces shaping the next quarter, the next year, and the next decade. They don't trade in headlines or market chatter. Instead, they walk through the actual data releases—CPI prints, payroll reports, PMI surveys, central-bank statements—and debate what the numbers mean for investors, business leaders, and policymakers. Lucas, the lead, draws on a journalist's instinct for what matters; Luna, the engaged interlocutor, pushes back with the skepticism of a veteran analyst. Together they dissect fan-of-possibil...
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Episódios
The Hidden Signal in Job Openings Data Mid-2026 22.05.2026 5:42
Lucas and Luna dig into the latest JOLTS report, where job openings have fallen to 6.87 million — the lowest level since early 2021. They explore what this 'normalization' means for workers, wage growth, and the Fed's next move. With the unemployment rate flat at 4.3 percent but average hourly earnings ticking up to $37.40, the hosts ask whether the labor market is cooling or just returning to a h...
Why the Bond Market Is Testing the New Fed Chair 21.05.2026 4:22
With Kevin Warsh set to be sworn in as Federal Reserve chair on Friday, May 22, 2026, the bond market is already sending him a message. The 10-year Treasury yield sits at 4.59%, the long bond at 5.11%, and the yield curve is steepening. Meanwhile, Ed Yardeni warns the Fed may need to raise rates in July to appease 'bond vigilantes.' Lucas and Luna unpack the dynamics: sticky core CPI at 3.5% annua...
The Labor Market Is Weirder Than You Think Mid-2026 21.05.2026 7:03
Lucas and Luna dig into the current labor market's contradictions. Job openings are falling, unemployment is steady, and initial jobless claims just spiked — but wages are still creeping up. They unpack the JOLTS data, the bond market's message, and what Kevin Warsh's incoming Fed chairmanship could mean. Plus: why blue-collar workers might be the surprise winners in the AI economy. If you've wond...
What a New Fed Chair Means for Your Money 19.05.2026 6:16
On the debut episode of The Economic Forecast Podcast, Lucas and Luna unpack the biggest story in macro right now: Kevin Warsh is set to be sworn in as Federal Reserve chair on Friday. With inflation projected to hit 6 percent in the second quarter and the ten-year Treasury yield pushing 4.67 percent, they explore what a Warsh-led Fed could mean for rate policy, bond markets, and the broader econo...
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