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

In this episode of Macro Tuesdays, Lucas and Luna dig into the Treasury market's quiet but significant turn: after months of the ten-year yield hovering near multi-year highs, the Treasury Department is reportedly considering buying back more than four billion dollars of its own debt. They unpack why buybacks matter, how they differ from quantitative easing, and what they signal about the government's fiscal position as the national debt crosses forty trillion dollars. Lucas explains the mechanics with a concrete example, and Luna asks the practical question: does this actually move yields, or is it just optics? With the Fed holding rates steady at three point six three percent, the hosts connect the dots between fiscal policy, market liquidity, and the steepening yield curve. If you've been wondering why the ten-year yield refuses to fall despite cooling inflation, this episode offers a clear, grounded explanation.

#TreasuryBuybacks #USTreasury #Bessent #FederalReserve #FiscalPolicy #NationalDebt #YieldCurve #BondMarket #MacroEconomics #Economy #Business #Finance #FexingoBusiness #BusinessPodcast #MacroTuesdays #Podcast #MarketLiquidity #DebtManagement

Keep every episode free: buymeacoffee.com/fexingo

In this episode of Macro Tuesdays, Lucas and Luna dig into why the yield curve is steepening even as the Fed holds rates at 3.63 percent. With the ten-year Treasury yield climbing to 4.65 percent and the two-year at 3.70, the gap between short and long rates is widening — a signal that bond markets are starting to price in slower growth and higher inflation risk. The hosts break down what this steepening means for the economy, why it complicates the Fed's next move, and how the U.S. government's surging debt — now past $40 trillion — is making the central bank's job even harder. They also look at the latest jobs data, including the surprise drop in the unemployment rate to 4.1 percent, and what it tells us about the labor market's resilience. If you've been wondering whether the bond market is screaming something that the Fed is ignoring, this episode gives you the tools to connect the dots.

#YieldCurveSteepening #TenYearTreasury #FedPolicy #InterestRates #BondMarket #Inflation #EconomicGrowth #LaborMarket #UnemploymentRate #TreasuryYields #FiscalPolicy #NationalDebt #MonetaryPolicy #MacroEconomics #FexingoBusiness #BusinessPodcast #Economics #MarketAnalysis

Keep every episode free: buymeacoffee.com/fexingo

The US federal budget deficit surged in July to its highest level since March 2021, and the fiscal picture is getting tighter just as the Federal Reserve holds rates at 3.63 percent. Lucas and Luna break down the numbers—how the deficit is widening even as the economy grows at a tepid 1.5 percent, why the ten-year Treasury yield is climbing to 4.71 percent, and what this means for the Fed's next move. They discuss the political constraints on spending, the impact on bond markets, and whether the Fed's independence is at risk. A focused look at one of the most underappreciated stories in macro right now.

#BudgetDeficit #FederalReserve #TreasuryYields #FiscalPolicy #MonetaryPolicy #Inflation #EconomicGrowth #GovernmentSpending #BondMarket #FedIndependence #USEconomy #MacroEconomics #JulyDeficit #TenYearYield #CentralBank #Economics #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into the July budget deficit spike — the highest since March 2021 — and what it signals for fiscal policy as the Fed holds rates at 3.63 percent. With the ten-year yield climbing to 4.72 and the thirty-year at 5.31, bond markets are starting to ask harder questions about the government's borrowing path. They unpack why deficits matter right now, how the Fed's independence interacts with Treasury supply, and whether the market is starting to push back on fiscal largesse. Expect a grounded conversation about the interplay between fiscal and monetary policy, with specific numbers from the latest data. Plus, a short, sincere moment about how listener support keeps the show ad-free.

#BudgetDeficit #FiscalPolicy #TreasuryYields #FederalReserve #MonetaryPolicy #BondMarket #Inflation #TenYearTreasury #ThirtyYearTreasury #FedIndependence #GovernmentDebt #EconomicData #JulyDeficit #MacroEconomics #FexingoBusiness #BusinessPodcast #Economics #MarketAnalysis

Keep every episode free: buymeacoffee.com/fexingo

The Federal Reserve has held its benchmark rate at 3.63 percent for months, even as inflation cools and the labor market wobbles. In this episode, Lucas and Luna unpack the paradox: why the Fed isn't moving despite softer CPI and a rising unemployment rate. They dig into the latest data—core PCE still creeping up, jobless claims jumping to 209,000, and real GDP growth slowing to 1.5 percent—and explain what it means for your borrowing costs and savings yields. They also break down the yield curve's recent steepening and why the ten-year Treasury at 4.70 percent is sending a signal the Fed can't ignore. If you've been wondering whether the Fed is stuck or just patient, this episode gives you the framework to think about it. No jargon, just clear economics.

#FederalReserve #InterestRates #MonetaryPolicy #Inflation #CorePCE #UnemploymentRate #JoblessClaims #GDPGrowth #YieldCurve #TreasuryYields #EconomicData #MacroEconomics #FOMC #RateHike #RateCut #FexingoBusiness #BusinessPodcast #Economics

Keep every episode free: buymeacoffee.com/fexingo

The ten-year Treasury yield is pushing toward 4.7 percent while the two-year sits near 3.7 percent — that's the steepest curve in years. In this episode, Lucas and Luna dig into what's driving the move: investors betting on Fed patience, a surprisingly resilient labor market, and a government deficit that keeps growing. They break down how the curve steepening changes the outlook for banks, mortgage rates, and the broader economy. Plus, why the market's interpretation of a flat CPI report might be too optimistic. If you've been wondering whether you should lock in a fixed-rate mortgage or stay floating, this episode gives you the context to decide.

#YieldCurve #SteepeningCurve #TreasuryYields #FederalReserve #InterestRates #FixedIncome #BondMarket #Economics #Macro #Inflation #LaborMarket #FiscalDeficit #MortgageRates #InvestmentStrategy #FexingoBusiness #BusinessPodcast #MacroTuesdays #EconomicOutlook

Keep every episode free: buymeacoffee.com/fexingo

In this episode of Macro Tuesdays, Lucas and Luna dig into a puzzle the market is buzzing about: the federal funds rate has been pinned at 3.63 percent for months, even as inflation cools and the labor market softens. They explore why the Fed isn't cutting, the gap between market expectations and the Fed's own projections, and what the flat rate means for your mortgage, your savings account, and your portfolio. Along the way, they unpack the latest CPI and jobs data, the jump in initial jobless claims to 209,000, and why the 10-year Treasury yield is hovering near 4.70 percent. If you've been wondering why the Fed seems stuck in neutral, this episode gives you the economic logic behind the pause—and what could finally force a move.

#FederalReserve #InterestRates #FedFundsRate #MonetaryPolicy #Inflation #CPI #LaborMarket #JoblessClaims #TreasuryYields #EconomicData #MacroEconomics #CentralBanking #RateCuts #HousingMarket #SavingsAccounts #Investing #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

In Episode 154 of Macro Tuesdays, Lucas and Luna unpack a puzzle that has the markets on edge: the July CPI report showed inflation cooling, yet long-term inflation expectations are creeping higher. They explore why the 10-year breakeven rate rose to 2.26 percent even as core CPI eased, and what that means for the Federal Reserve's next move. With real GDP growth slowing to 1.5 percent and the unemployment rate dipping to 4.1 percent, the hosts dig into the tricky balance between supporting growth and anchoring price expectations. They also touch on the record-high budget deficit and its potential impact on Treasury yields. If you've ever wondered why the Fed seems stuck between a rock and a hard place, this episode breaks down the numbers and the psychology behind them. Tune in for a clear, data-driven look at the forces shaping monetary policy in mid-2026.

#InflationExpectations #FederalReserve #CPIReport #BreakevenRate #TreasuryYields #MonetaryPolicy #GDPGrowth #UnemploymentRate #BudgetDeficit #EconomicData #MacroEconomics #CentralBanking #MarketAnalysis #FexingoBusiness #BusinessPodcast #EconomicsPodcast #InvestingInsights #FinancialNews

Keep every episode free: buymeacoffee.com/fexingo

In this episode of Macro Tuesdays, Lucas and Luna dig into a puzzle that's been confusing markets all summer: why is the ten-year Treasury yield climbing even as inflation data cools? With the ten-year yield hovering near 4.7 percent in mid-August 2026, and July CPI coming in at just 0.1 percent monthly, the usual relationship seems broken. They explore the role of AI-driven capital spending, the surge in Treasury supply as the budget deficit hits a five-year high, and the Fed's dilemma as it tries to balance cooling inflation with a still-hot labor market. Could the bond market be telling us something different from the CPI report? Tune in for a clear-eyed breakdown of the forces pushing yields higher, from term premiums to fiscal policy, and what it all means for your portfolio and the economy.

#MacroEconomics #TreasuryYields #BondMarket #FederalReserve #Inflation #CPI #AIInvestment #FiscalDeficit #InterestRates #EconomicData #MarketAnalysis #BusinessPodcast #FexingoBusiness #MacroTuesdays #Economy #Investing #Finance #Podcast

Keep every episode free: buymeacoffee.com/fexingo

In this episode of Macro Tuesdays with Fexingo, Lucas and Luna dig into the latest GDP report showing real growth at just 1.5 percent annualized for Q2 2026, down from 2.1 percent. They explore what's behind the slowdown—weak consumer spending, a cooling labor market, and declining job openings—and what it means for the Fed's next moves. With inflation still above target and the ten-year yield creeping higher, they discuss whether the Fed can cut rates without reigniting price pressures. They also break down the divergence between nominal GDP growth and real growth, the role of productivity, and why the bond market seems to be sending a warning. If you're trying to make sense of the current economic picture, this episode gives you the key numbers and the context to understand them.

#GDP #EconomicGrowth #FederalReserve #Inflation #BondMarket #TenYearTreasury #LaborMarket #JobOpenings #RealGDP #NominalGDP #MonetaryPolicy #MacroEconomics #FexingoBusiness #BusinessPodcast #Economy #Investing #Markets #FinancialNews

Keep every episode free: buymeacoffee.com/fexingo