Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data

Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data

By FexingoBusiness
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Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data episodes

  • The Tariff Inflation Shock Explained

    Lucas and Luna unpack why New York Fed economists are attributing recent price hikes to tariffs rather than organic demand. With CPI hitting 334.1 in August and the ten-year breakeven at 2.35 percent, they analyze how trade policy is quietly reshaping consumer prices. The conversation explores whether this supply-side inflation is transitory or a structural shift that will keep interest rates higher for longer, despite cooling job openings.

    #FexingoBusiness #BusinessPodcast #EconomicsShow #MacroTuesdays #TariffsAndInflation #CPIData #NewYorkFed #TradePolicy #SupplyChainCosts #InterestRates #ConsumerPrices #FederalReserve #EconomicGrowth #InflationExpectations #GlobalTrade #MarketAnalysis #LucasAndLuna #FinancialNews

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    13 min
  • The Trade Deficit Shock Reshaping Global Supply Chains

    With the US trade deficit hitting $105.6 billion in August, Lucas and Luna dissect why this widening gap matters more than GDP growth or inflation data. They explore how rising imports and slowing exports are creating a new structural pressure on the dollar and global supply chains, asking whether this is a temporary blip or a permanent shift in global economic gravity.

    #TradeDeficit #GlobalSupplyChain #USImports #ExportSlowdown #DollarStrength #Macroeconomics #FexingoBusiness #BusinessPodcast #EconomicData #TradePolicy #InflationPressure #CurrencyMarkets #IndustrialOutput #ConsumerSpending #GlobalTrade #EconomicGrowth #LucasAndLuna #MacroTuesdays

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    10 min
  • The Productivity Paradox in Q3 Data

    Why did real GDP growth slow to two point two percent while the S&P 500 rallied nearly three percent last week? Lucas and Luna dissect the disconnect between corporate profits and worker output, using September jobs data and the latest wage growth figures to explain why the labor market is sending mixed signals. We explore whether this divergence is a temporary blip or a structural shift in how value is created in the post-AI economy.

    #FexingoBusiness #BusinessPodcast #Economics #ProductivityParadox #RealGDP #LaborMarket #WageGrowth #SAndP500 #CorporateProfits #UnemploymentRate #NonfarmPayrolls #InflationData #FedPolicy #AIImpact #Macroeconomics #Investing #Careers #FinancialMarkets

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    10 min
  • The Wage Growth Trap in September Data

    September’s jobs report showed a sharp deceleration to twenty-nine thousand new positions and a rise in the unemployment rate to four point two percent, yet average hourly earnings continued their climb. We examine why this divergence between slowing hiring and persistent wage growth creates a specific policy dilemma for the Federal Reserve. With core PCE inflation holding at three percent and job openings falling to seven million, we explore how sticky wages might be keeping the Fed’s preferred inflation gauge from hitting its target faster than expected.

    #FexingoBusiness #BusinessPodcast #Economics #LaborMarket #WageGrowth #FederalReserve #Inflation #UnemploymentRate #NonfarmPayrolls #CorePCE #JobOpenings #MonetaryPolicy #October2026 #Macroeconomics #HiringSlowdown #RealWages #FedFundsRate #EconomicData

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    10 min
  • The Labor Market Paradox Explained

    Lucas and Luna dissect the disconnect between the September jobs report and the broader economic reality. With unemployment ticking up to 4.2% and nonfarm payrolls adding just 29,000 jobs, the data suggests a labor market that is cooling faster than headline numbers imply. They explore why core inflation remains sticky at 3.0% on the PCE gauge despite weaker hiring, and what this divergence means for Federal Reserve policy as we move through October 2026. The conversation focuses on the specific mechanics of job openings falling to 7,079,000 and how this structural shift impacts wage growth and consumer spending power in the final quarter.

    #LaborMarket #JobsReport #UnemploymentRate #FedPolicy #InflationData #EconomicAnalysis #FexingoBusiness #BusinessPodcast #MacroEconomics #SeptemberJobs #PCEIndex #JobOpenings #WageGrowth #InterestRates #EconomicData #MarketTrends #MonetaryPolicy #EmploymentStats

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    8 min
  • The September Jobs Paradox Explained

    Lucas and Luna dissect the disconnect between a weak headline jobs number and resilient underlying labor demand. With unemployment ticking to four point two percent but job openings still near seven million, we explore why the Fed’s preferred inflation gauge cooled while wages held firm. The episode breaks down what this split signal means for interest rates and your career path in late 2026.

    #FexingoBusiness #BusinessPodcast #LaborMarket #SeptemberJobsReport #UnemploymentRate #FedPolicy #InflationData #JobOpenings #WageGrowth #EconomicData #Macroeconomics #ConsumerSpending #InterestRates #CPI #PCE #ADP #JOLTS #CareerAdvice

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    12 min
  • The September Jobs Report Paradox Explained

    Lucas and Luna dissect the September labor market data showing only 29,000 new jobs and a rise in unemployment to 4.2 percent. They explore why private sector strength masked public sector weakness and what this divergence signals for Fed policy ahead of the October meeting.

    #FexingoBusiness #BusinessPodcast #Economics #LaborMarket #JobsReport #UnemploymentRate #FedPolicy #NonfarmPayrolls #SeptemberData #PrivateSector #PublicSector #InflationData #CorePCE #GDPGrowth #MacroEconomics #FinancialMarkets #LucasAndLuna #WeeklyMacro

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    10 min
  • The Productivity Paradox in Q3 Data

    Q3 real GDP growth slowed to two point two percent while productivity remains stubbornly flat, creating a dangerous disconnect between corporate profits and worker output. Lucas and Luna dissect why the labor market is tightening without the efficiency gains that usually sustain it, and what this means for inflation and interest rates heading into the final quarter of twenty twenty-six.

    #FexingoBusiness #BusinessPodcast #Economics #Productivity #GDP #Inflation #InterestRates #LaborMarket #CorporateProfits #RealGDP #CPI #FedPolicy #MacroEconomics #Q3Data #WageGrowth #Efficiency #MarketAnalysis #FinancialNews

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    11 min
  • Why Treasury Yields Are Breaking The Fed

    With the ten-year Treasury yield climbing past five point two nine percent and global debt surpassing three hundred sixty-five trillion dollars, the Federal Reserve faces a structural dilemma. Lucas and Luna examine how surging bond yields are constraining policy options despite flat core PCE inflation. We analyze the disconnect between softening labor data and hardening financing costs, exploring why Kevin Warsh and current policymakers are struggling to maintain control as the yield curve steepens.

    #FexingoBusiness #BusinessPodcast #Economics #TreasuryYields #FederalReserve #GlobalDebt #InflationData #Macroeconomics #BondMarket #InterestRates #KevinWarsh #LaborMarket #PCEIndex #YieldCurve #MonetaryPolicy #FinancialMarkets #EconomicGrowth #DebtCrisis

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    12 min
  • The Bond Market's Silent Rebellion Against The Fed

    With the ten-year Treasury yield climbing to five point two six percent and global debt surpassing three hundred sixty-five trillion dollars, a structural disconnect is emerging between Federal Reserve policy and bond market reality. We examine how rising yields are reshaping corporate financing and consumer borrowing costs in late September twenty twenty-six, and why the traditional transmission mechanism of monetary policy appears to be fraying under the weight of sovereign debt overhang.

    #FexingoBusiness #BusinessPodcast #MacroTuesdays #TreasuryYields #FederalReserve #BondMarket #GlobalDebt #MonetaryPolicy #InflationExpectations #CorporateBorrowing #EconomicData #September2026 #Macroeconomics #InvestmentStrategy #FinancialMarkets #DebtCrisis #InterestRates #LucasAndLuna

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    11 min

About Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data

From the publisher's feed

Macro Tuesdays with Fexingo is the weekly appointment for business professionals who need to understand the economic forces shaping markets and policy. Each episode, Lucas and Luna dissect the latest data releases—from nonfarm payrolls and CPI prints to PMI surveys and Fed minutes—and connect the dots to real investment decisions and corporate strategy. Expect rigorous analysis of interest rate trajectories, yield curve implications, labor market tightness, and global trade flows, all grounded in named data points and historical context. Lucas leads with sharp journalistic inquiry, pressing for the 'so what' behind the headline numbers, while Luna challenges assumptions and surfaces contrarian views. Whether the topic is a surprise dovish pivot from the Bank of Japan, the impact of industrial policy on semiconductor supply chains, or the shifting dynamics of US consumer credit, the conversation stays focused on actionable macro awareness—not prediction. The show serves portfolio managers, corporate treasurers, and anyone whose professional life depends on reading the economic calendar correctly. No hot takes, no punditry: just two clear-eyed analysts walking through the week's data and what it actually means. By the end, you'll know which questions to ask about the next jobs report—and why the answer matters.