Shows / 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
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…
Episodes
The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve PolicyThe AI Economy Is Rewriting the American Dream for Blue-Collar Workers
Episode 5 of The Macro Memo digs into the CNBC headline that the AI economy is rewriting the American Dream, specifically focusing on blue-collar workers…
- The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The Bond Market Is Testing the New Fed Chair
With Kevin Warsh set to be sworn in as Federal Reserve chair on Friday, Episode 4 of The Macro Memo examines the bond market signals he inherits. Lucas and…
- The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
What the Bond Market Is Saying About Warsh's First Week
With Kevin Warsh set to be sworn in as Fed chair on Friday, the bond market is sending a clear message: the ten-year yield has jumped to 4.57 percent, and the…
- The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The Jobs Report That Has Everything and Nothing
Lucas and Luna dissect the April 2026 jobs report, which showed payrolls jumping more than expected but also contained several red flags for the economy. With…
- The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The Bond Market Is Pushing the Fed Toward a July Hike
On the debut episode of The Macro Memo, Lucas and Luna unpack why bond yields are surging into late May 2026 and what that means for the Fed's next move…