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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.
Unknown Host hosts The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy.
The unemployment rate sits at 4.3 percent, historically low. But beneath that headline number, long-term unemployment—people out of work for 27 weeks or more—has jumped nearly 20 percent since last year. Lucas and Luna d
With the May jobs report due Friday and long-term unemployment rising, Lucas and Luna dig into the specific disconnect between headline payrolls and the hidden deterioration in labor force quality. The unemployment rate
Lucas and Luna unpack a worrying trend in the labor market: long-term unemployment—people out of work for 27 weeks or more—is rising even as headline jobless claims stay low. They dig into the April data, where job openi
Job openings in the U.S. surged to 7.6 million in April 2026, the highest in nearly two years. Lucas and Luna dig into what this JOLTS number really means—why it jumped while unemployment stayed at 4.3 percent, how the F
The JOLTS data for April 2026 showed a massive surge in job openings to 7.6 million, the highest in nearly two years. But that headline number tells a different story when you dig into the industry breakdown and the quit
In this episode, Lucas and Luna dissect the surprising April JOLTS data showing job openings surged to 7.6 million, the highest in nearly two years, even as the unemployment rate held steady at 4.3 percent. They explore
The April JOLTS report showed job openings jumping to 7.62 million, the highest in nearly two years. But the unemployment rate held steady at 4.3 percent. Lucas and Luna dig into what's really going on in the labor marke
April's job openings surged 10.6 percent to 7.6 million, the highest in nearly two years, just as the Fed holds rates at 3.62 percent. Lucas and Luna dig into whether this JOLTS spike is a genuine re-acceleration in labo
The Federal Reserve has cut rates to 3.62 percent, but core inflation is still sticky at 3.3 percent. In this episode, Lucas and Luna explore the paradox: why the Fed is easing even though its preferred inflation gauge r
Lucas and Luna unpack the real economic cost of the Iran conflict: an extra $450 per household on gas and energy bills in 2026. They trace how this 'geopolitical tax' flows through supply chains, hits consumer spending,
In this episode of The Macro Memo, Lucas and Luna break down how the Iran war is driving up energy costs far beyond the gas pump. With the 10-year breakeven inflation rate dropping to 2.38% even as core PCE sticks at 3.3
The U.S. personal saving rate dropped to 3.2% in April 2026, even as disposable income rose 0.4%. Lucas and Luna drill into the paradox: why households are spending more of each paycheck despite a strong job market. They
Lucas and Luna dig into the latest JOLTS data showing job openings have dropped to 6.87 million, the lowest since early 2021, while the unemployment rate holds at 4.3 percent. They explore what this 'cooling without crac
Housing costs are the biggest component of core inflation, and they are not cooling as fast as the Fed expected. In this episode, Lucas and Luna dig into the April 2026 CPI and PCE data, focusing on owners' equivalent re
On this episode of The Macro Memo, Lucas and Luna unpack the disconnect between markets' optimism and the persistent core inflation data. With the Fed's preferred PCE gauge showing annual core inflation at 3.3% and the t
The Fed's preferred inflation gauge — core PCE — came in at 3.3% annualized in April, exactly as expected. But in this episode of The Macro Memo, Lucas and Luna explain why that 'as expected' number is actually a problem
The Federal Reserve faces a tough choice in May 2026: core PCE inflation is running at 3.3 percent, but the real economy is softening. Lucas and Luna examine the data behind yesterday's Fed minutes and what it means for
Lucas and Luna break down why the Federal Reserve is stuck between two different inflation stories—sticky core services versus cooling goods—and how that split explains the bond market's recent rally despite hot CPI data
Lucas and Luna unpack a surprising driver of persistent inflation: auto insurance premiums. With CPI still running hot at 3.4% year-over-year, insurance costs have surged over 20% annually, accounting for a disproportion
Consumer sentiment is at a record low, yet small caps are rallying and GDP is growing. Lucas and Luna unpack the divergence between how Americans feel and how markets are behaving. With the S&P 500 at 7,511 and the Russe
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The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy regularly covers Business. It sits in the Business category.
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Episodes of The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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