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

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 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...

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...

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...