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

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

By: Fexingo
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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. #MacroMemo #FederalReserve #Inflation #GDP #MonetaryPolicy #YieldCurve #CPI #EmploymentData #InterestRates #EconomicForecasting #CentralBanking #BusinessCycle #Economics #FexingoBusiness #DailyPodcast #MarketData #MacroAnalysis #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How the ECB Rate Hike Reshapes the Fed's Calculus

    How the ECB Rate Hike Reshapes the Fed's Calculus
    Jun 12 2026
    In this episode of The Macro Memo, Lucas and Luna unpack the European Central Bank's surprise rate hike on June 11, 2026 — its first since 2023 — and what it means for the Federal Reserve's next move. With US CPI at 4.2 percent and wholesale prices surging 1.1 percent in May, the hosts explore how the Iran conflict is driving energy costs higher on both sides of the Atlantic. Lucas explains why the ECB's move could force the Fed to hold rates steady into 2027, even as markets price in cuts. Luna brings in data on the ten-year breakeven inflation rate dropping to 2.29 percent, a sign that bond markets see long-run inflation anchored despite near-term spikes. The episode closes with a question: will the Fed hike if energy keeps climbing? Includes a brief, organic mention of listener support via buy me a coffee dot com slash fexingo. #ECB #RateHike #FederalReserve #Inflation #CPI #PPI #IranConflict #EnergyCosts #MonetaryPolicy #CentralBanks #BreakevenInflation #BondMarket #EconomicIndicators #MacroMemo #Economics #FexingoBusiness #BusinessPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Wholesale Inflation Is the Fed's Real Headache Now

    Why Wholesale Inflation Is the Fed's Real Headache Now
    Jun 12 2026
    The May CPI print hit 4.2%, but the bigger story might be the wholesale inflation surprise. Producer prices rose 1.1% in May, driven by a surge in energy costs tied to the Iran conflict. Lucas and Luna break down why this matters for the Fed's next move, how the ECB's rate hike complicates the picture, and why the bond market's breakeven inflation rate is telling a different story. They also look at how small businesses are getting squeezed by input costs that aren't showing up in consumer inflation surveys yet. Specific numbers, real economics, no hot takes. #WholesaleInflation #PPI #CPI #FederalReserve #ECB #IranConflict #EnergyPrices #Inflation #BondMarket #BreakevenInflation #SmallBusiness #MonetaryPolicy #RateHike #EconomicData #ProducerPrices #MacroMemo #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • How Wholesale Inflation Is Reshaping the Fed's Next Move

    How Wholesale Inflation Is Reshaping the Fed's Next Move
    Jun 12 2026
    This episode of The Macro Memo drills into the wholesale inflation surprise from May 2026 — the Producer Price Index came in at 1.1 percent, driven largely by energy costs tied to the Iran conflict. Lucas and Luna break down how this upstream price pressure is affecting the Fed's rate path, despite signs of cooling in consumer expectations. They discuss the implications for the ten-year breakeven inflation rate, which has dipped to 2.29 percent, and whether the Fed can hold its current 3.62 percent rate through the summer. The conversation also touches on the ECB's recent rate hike and what it signals about global energy-driven inflation. A tight, data-driven look at a key inflection point in the inflation narrative. #WholesaleInflation #PPI #ProducerPriceIndex #Inflation #FederalReserve #InterestRates #EnergyPrices #IranConflict #ECB #TenYearBreakeven #MacroEconomics #GDP #CPI #MonetaryPolicy #FexingoBusiness #BusinessPodcast #Economics #MacroMemo Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
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