PODCAST · business
The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next
by Fexingo
Lucas and Luna parse the economic forecast each episode, turning the fan of possibilities into a clear-eyed discussion. They work from live data: yfinance tickers, FRED series, and RSS-fed policy briefs. No hot takes — just the numbers on GDP growth, the yield curve, inflation expectations, and central bank signals. They debate whether the market is pricing a soft landing or a hard recession, what the employment cost index implies for margins, and how forward guidance from the Fed or ECB shapes asset allocation. Lucas brings the macro framework — real rates, term premiums, fiscal multipliers; Luna tests it against company earnings calls, supply chain surveys, and consumer sentiment. Together they ask: what would it take for the consensus to be wrong? This show is for the analyst, the portfolio manager, the economist who wants the forecast unpacked once — not replayed. Each episode closes on a strategic question: which divergence in the fan should you be watching?
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ABOUT THIS SHOW
Lucas and Luna parse the economic forecast each episode, turning the fan of possibilities into a clear-eyed discussion. They work from live data: yfinance tickers, FRED series, and RSS-fed policy briefs. No hot takes — just the numbers on GDP growth, the yield curve, inflation expectations, and central bank signals. They debate whether the market is pricing a soft landing or a hard recession, what the employment cost index implies for margins, and how forward guidance from the Fed or ECB shapes asset allocation. Lucas brings the macro framework — real rates, term premiums, fiscal multipliers; Luna tests it against company earnings calls, supply chain surveys, and consumer sentiment. Together they ask: what would it take for the consensus to be wrong? This show is for the analyst, the portfolio manager, the economist who wants the forecast unpacked once — not replayed. Each episode closes on a strategic question: which divergence in the fan should you be watching?
HOSTED BY
Fexingo
CATEGORIES
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