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

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

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

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 industries feel the slowdown first, how the Fed’s rate path affects regional bank lending, and why the labor market keeps defying prediction models. They avoid political spin, focusing instead on structural shifts like reshoring of semiconductor fabrication, the effect of student debt repayments on retail demand, and the divergence between services and manufacturing PMIs. Every episode ends with a specific, unanswered question — will the neutral rate settle higher than in the 2010s? Can the Treasury fund a widening deficit without crowding out private investment? This show is for professionals who need to understand the domestic macro landscape, not cheer it.

#GDP#FederalReserve#TreasuryYields#FiscalPolicy#ConsumerSpending#LaborMarket#Inflation#MonetaryPolicy#Manufacturing#SMetrics#YieldCurve#RecessionRisk#HousingMarket#BusinessInvestment#Economics#FexingoBusiness#BusinessPodcast#DailyEconomics

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Episodes

143 episodes

Why the Fed Holds Rates as Growth Slows

Aug 1, 2026 · 5:50
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Why the Federal Reserve Is Divided in July 2026

Jul 30, 2026 · 7:44
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Why the US Economy Is Reaccelerating in 2026

Jul 30, 2026 · 6:37
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Why the Yield Curve Is Steepening in 2026

Jul 29, 2026 · 6:44
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The Yield Curve Uninverted Now What for Recession Risk

Jul 29, 2026 · 9:02
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Why US Jobless Claims Just Hit 187,000 and What It Means

Jul 28, 2026 · 5:34
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Why Inflation Looks Different in CPI vs PCE Data

Jul 28, 2026 · 5:08
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The Yield Curve Uninverts What It Means for the Economy in 2026

Jul 27, 2026 · 6:11
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Why Inflation Expectations Are Steady Despite Tariff Shocks

Jul 27, 2026 · 5:20
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Why US Wage Growth Is Holding Steady as Inflation Drops

Jul 26, 2026 · 6:06
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Why the Fed Can't Cut Rates Despite Strong GDP Growth

Jul 26, 2026 · 5:59
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How New Tariffs Complicate the Fed's Inflation Fight

Jul 25, 2026 · 6:41
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How US Mortgage Rates Hit 7 Percent in Mid 2026

Jul 24, 2026 · 7:20
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Why US Corporate Cash Is Piling Up in Money Market Funds

Jul 23, 2026 · 8:41
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Why US Manufacturing Employment Is Stalling Despite a Construction Boom

Jul 23, 2026 · 8:04
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Why US Import Prices from China Hit 2008 Levels

Jul 23, 2026 · 8:29
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Why US Manufacturing Construction Is Booming in 2026

Jul 22, 2026 · 9:37
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Why US Gasoline Demand Is Falling Despite Summer Driving Season

Jul 22, 2026 · 6:14
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The Rising Cliff of US Commercial Real Estate Debt in 2026

Jul 21, 2026 · 7:41
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Why US Services Inflation Is Sticking at 3.5 Percent

Jul 21, 2026 · 6:02
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Why US Sticky Inflation Is Holding Above 3 Percent in 2026

Jul 20, 2026 · 5:53
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Why US Furniture Prices Are Falling Fast in 2026

Jul 20, 2026 · 9:08
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Why US Consumer Sentiment Is Diverging from Spending Data

Jul 19, 2026 · 8:06
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Why US Coupon Spending Defies the Delayed-Gratification Narrative

Jul 19, 2026 · 10:13
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Why US Commercial Real Estate Is Defying the Doom Narrative

Jul 18, 2026 · 6:58
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Why US Import Prices from China Hit 2008 Levels

Jul 18, 2026 · 6:40
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Why US Jobless Claims Are Falling in a 4.2 Percent Unemployment Economy

Jul 17, 2026 · 6:46
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How US Wholesale Deflation Is Reshaping the Economy in 2026

Jul 17, 2026 · 7:34
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Why US PCE Inflation Differs So Much from CPI in 2026

Jul 16, 2026 · 6:56
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Why US Small Businesses Are Hoarding Cash in 2026

Jul 16, 2026 · 9:42
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Why US Wholesale Inflation Turned Negative in June 2026

Jul 15, 2026 · 6:11
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Why US Real GDP Growth Accelerated to 2.1 Percent in 2026

Jul 15, 2026 · 8:27
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Why US Corporate Bond Issuance Is Surging in Mid 2026

Jul 14, 2026 · 10:27
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Why US Treasury Yields Are Rising Despite Steady Fed Rates

Jul 14, 2026 · 6:59
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Why US Homeowner Vacancy Is Near a Record Low in 2026

Jul 13, 2026 · 4:20
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Why US Rent Growth Is Sticking at 5 Percent in 2026

Jul 13, 2026 · 8:18
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Why the US Dollar Is Reshaping Global Trade in 2026

Jul 12, 2026 · 7:40
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Why US Beer Imports Are Drying Up in Mid 2026

Jul 12, 2026 · 7:50
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Why US Beer Imports Are Drying Up in Mid 2026

Jul 11, 2026 · 8:20
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Why US Tariffs Are Hitting Solar Panel Imports in 2026

Jul 11, 2026 · 5:37
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Why US Service Exports Are Booming in 2026

Jul 10, 2026 · 7:54
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Why TIPS Breakeven Rates Are Falling in a Growing Economy

Jul 10, 2026 · 6:46
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Why US Rental Inflation Is Sticking at 5 Percent

Jul 9, 2026 · 6:42
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Why US Labor Productivity Is Surging in 2026

Jul 9, 2026 · 9:36
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Why US Consumer Confidence Diverges from Economic Data in 2026

Jul 8, 2026 · 7:19
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How US Business Inventories Are Sending a Recession Signal

Jul 7, 2026 · 7:33
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How US Trade Policy Is Reshaping Supply Chains in 2026

Jul 7, 2026 · 8:07
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Why US Wage Growth Is Cooling Unevenly in 2026

Jul 6, 2026 · 6:51
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Why US Labor Force Participation Hit a 50-Year Low

Jul 6, 2026 · 5:44
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Why US Small Caps Are Underperforming in 2026

Jul 5, 2026 · 9:28
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How US Consumer Debt Is Reshaping the Economy in 2026

Jul 5, 2026 · 8:43
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Why US Labor Force Participation Is at a 50-Year Low

Jul 4, 2026 · 6:38
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Why US Labor Force Participation Is at a 50-Year Low

Jul 4, 2026 · 8:31
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Why US Consumer Spending Is Shifting from Goods to Services in Mid 2026

Jul 3, 2026 · 7:46
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Why US Labor Force Participation Is at a 50-Year Low

Jul 3, 2026 · 7:22
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Why US Job Openings Stay High Despite Cooling Payrolls

Jul 2, 2026 · 7:34
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Why US Housing Starts Are Stalling Despite Strong Demand

Jul 2, 2026 · 7:30
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Why the US Dollar Is Weakening in Mid 2026

Jul 1, 2026 · 6:34
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Why US Business Investment Is Surging in Mid 2026

Jul 1, 2026 · 7:32
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Why the US Dollar Is Weakening Despite a Strong Economy in 2026

Jun 30, 2026 · 7:24
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Why the Fed Is Stuck Between Sticky Inflation and a Cooling Labor Market

Jun 30, 2026 · 8:57
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Why US Labor Force Participation Is Stuck Below 63 Percent

Jun 29, 2026 · 8:31
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Why the Treasury Yield Curve Is Uninverting in Mid 2026

Jun 29, 2026 · 7:38
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How the Core PCE Hit 3.4 Percent and What It Means

Jun 28, 2026 · 7:00
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How US Trucking Rates Are Collapsing in Mid 2026

Jun 28, 2026 · 6:12
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Why US Consumer Confidence Is Plunging Despite Low Unemployment

Jun 27, 2026 · 6:06
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How US Wage Growth Is Cooling Unevenly in 2026

Jun 27, 2026 · 8:28
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Why Core PCE Hit 3.4 Percent and What It Signals

Jun 26, 2026 · 6:22
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How the Core PCE Hit 3.4 Percent and What It Means

Jun 26, 2026 · 8:44
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Why US Factory Capacity Is Running at 82 Percent in 2026

Jun 25, 2026 · 6:53
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How US States Are Diverging on Unemployment in 2026

Jun 25, 2026 · 7:14
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Why US Small Caps Are Outperforming in June 2026

Jun 24, 2026 · 6:47
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How the Inverted Yield Curve Is Flashing a Recession Signal in June 2026

Jun 24, 2026 · 7:47
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Why Factory Job Cuts Are Spiking in June 2026

Jun 23, 2026 · 7:07
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Why US Bank Lending Is Tightening in Mid 2026

Jun 23, 2026 · 8:01
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How US Corporate Profit Margins Are Shrinking in 2026

Jun 22, 2026 · 7:46
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How US Consumer Debt Is Reshaping Spending in 2026

Jun 22, 2026 · 6:34
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Why US Housing Starts Are Stalling Despite Strong Demand

Jun 21, 2026 · 9:07
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Why US Retail Inventories Are Piling Up in June 2026

Jun 21, 2026 · 8:03
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Why US Job Openings Jumped 10 Percent in One Month

Jun 20, 2026 · 7:42
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Why US GDP Growth Is Slowing Despite Record Federal Spending

Jun 20, 2026 · 7:15
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Why US Service Inflation Is Sticking at 5 Percent

Jun 19, 2026 · 6:33
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How US Rental Markets Are Splitting in June 2026

Jun 19, 2026 · 7:13
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Why US Home Equity Withdrawals Are Surging in 2026

Jun 18, 2026 · 6:57
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Why US Medical Debt Is the New Credit Crisis in 2026

Jun 18, 2026 · 11:42
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Why US Auto Loan Delinquencies Are Surging in 2026

Jun 17, 2026 · 9:04
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Why US Factory Capacity Is Running at 82 Percent in 2026

Jun 17, 2026 · 8:29
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Why US Rent Inflation Is Stubborn at 5.2 Percent

Jun 16, 2026 · 7:13
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How the Fed Funds Rate Stays Put While Inflation Heats Up

Jun 16, 2026 · 7:04
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How US Federal Debt Service Costs Hit a Record $1 Trillion

Jun 15, 2026 · 8:24
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How US Wholesale Inflation Is Squeezing Corporate Margins

Jun 15, 2026 · 9:08
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How JOLTS Jumped 10 Percent in April 2026

Jun 14, 2026 · 6:26
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Inside the JOLTS Data Surprise of April 2026

Jun 14, 2026 · 6:37
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Why US Wages Are Rising Faster Than Inflation in 2026

Jun 13, 2026 · 7:33
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Small Caps Surge While Big Tech Lags in June 2026

Jun 13, 2026 · 6:57
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Small Caps Are Surging While Indexes Stall in June 2026

Jun 12, 2026 · 8:41
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How PPI Inflation Is Hitting Small Business Margins

Jun 12, 2026 · 8:08
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How the ECB Rate Hike Echoes Across US Markets

Jun 12, 2026 · 8:36
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How ECB Rate Hike Echoes Across US Markets

Jun 11, 2026 · 7:34
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How the Narrowing Treasury Yield Curve Signals Caution in 2026

Jun 11, 2026 · 9:52
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Why US Consumer Inflation Hit a Three-Year High in May 2026

Jun 10, 2026 · 8:54
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How Real GDP Growth Rebounded to 1.6 Percent in Early 2026

Jun 10, 2026 · 5:56
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Why US Consumer Sentiment Is Falling Despite a Strong Economy

Jun 9, 2026 · 8:43
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Why US Consumer Confidence Is Cracking in 2026

Jun 9, 2026 · 8:02
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Why US Home Prices Are Stalling Despite Low Supply

Jun 8, 2026 · 8:59
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Why US Manufacturing Investment Is Booming in 2026

Jun 8, 2026 · 8:28
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Why US Tariff Policy Is Shifting Toward Forced Labor Enforcement

Jun 7, 2026 · 7:04
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Why US Tariff Policy Is Shifting in 2026

Jun 7, 2026 · 7:13
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Why US Bank Profits Are Squeezed in 2026

Jun 6, 2026 · 6:46
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Why US Consumer Spending Is Defying Higher Interest Rates

Jun 6, 2026 · 9:25
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Why US Consumer Debt Hit 18 Trillion in 2026

Jun 5, 2026 · 10:31
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Why US Consumer Debt Is Hitting 18 Trillion in 2026

Jun 5, 2026 · 8:09
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The Hidden Cost of Long-Term Unemployment in 2026

Jun 4, 2026 · 10:25
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Why Private Payrolls Beat Expectations in May 2026

Jun 4, 2026 · 7:48
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Why US State Tax Revenues Are Plummeting in 2026

Jun 3, 2026 · 6:54
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Why US Corporate Bond Issuance Is Surging in 2026

Jun 3, 2026 · 7:55
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How JOLTS Job Openings Surged to 7.6 Million in April 2026

Jun 2, 2026 · 7:32
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Why the US Job Market Is Stuck at 4.3 Percent Unemployment

Jun 2, 2026 · 7:56
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Why US Labor Productivity Is Surging in 2026

Jun 1, 2026 · 7:26
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Why US Workers Are Staying Put in 2026

Jun 1, 2026 · 5:33
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Why Corporate Cash Hoarding Is Starving the US Economy

May 31, 2026 · 6:10
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How Corporate Cash Hoarding Is Starving the US Economy

May 31, 2026 · 8:07
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The Hidden Cost of the Iran War on US Households

May 30, 2026 · 7:12
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The War Economy Is Coming to Your Gas Tank

May 30, 2026 · 7:46
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Energy Costs Are Eating Consumer Spending in 2026

May 29, 2026 · 7:32
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The Housing Market Is Splitting Into Two Americas

May 29, 2026 · 8:06
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Why US Companies Are Sitting on Three Trillion in Cash

May 28, 2026 · 6:42
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The Working Class Is Back in the Driver's Seat on Wages

May 28, 2026 · 9:22
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Trade Policy Is Reshaping US Factory Construction in 2026

May 27, 2026 · 9:47
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The US Economy Is Growing as Corporate Profits Hit a Record Share of GDP

May 27, 2026 · 9:33
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How Tariffs Are Reshaping US Factory Investment in 2026

May 26, 2026 · 11:14
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Why the Yield Curve Is Steepening Again in Spring 2026

May 26, 2026 · 9:06
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Understanding the Bond Market Inversion in May 2026

May 25, 2026 · 7:09
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How Higher Prices Are Reshaping Consumer Behavior in 2026

May 25, 2026 · 6:31
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The US Economy Is Growing Without Consumers

May 24, 2026 · 9:06
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Consumer Sentiment Hits Record Low in May 2026

May 24, 2026 · 8:22
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Small Caps Are Quietly Beating the S&P 500 This Spring

May 23, 2026 · 10:46
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Why Small Caps Are Surging While Big Tech Slows

May 23, 2026 · 8:06
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Why the Fed Is Stuck at 3.6 Percent

May 22, 2026 · 11:59
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Why Soft Landing Has Become the Fed's Hardest Bet

May 22, 2026 · 6:22
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The Bond Market vs Kevin Warsh

May 21, 2026 · 9:46
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How the AI Economy Is Reshaping American Jobs

May 21, 2026 · 11:11
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Bond Vigilantes Are Testing the Fed Again

May 19, 2026 · 6:55
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