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

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.

Language

English

Type

podcast