{"podcast":{"title":"The Economic Forecast Podcast with Fexingo: Predictions, Outlooks, and What's Coming Next","slug":"the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824","podcast_index_feed_id":7871824,"rss_url":"https://feeds.fexingo.com/business/the-economic-forecast-podcast.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/cover.png","author":"Fexingo","episode_count":130,"summary":"Every weekday, Lucas and Luna sit down at the forecast desk to examine the macroeconomic forces shaping the next quarter, the next year, and the next decade. They don't trade in headlines or market chatter. Instead, they walk through the actual data releases—CPI prints, payroll reports, PMI surveys, central-bank statements—and debate what the numbers mean for investors, business leaders, and policymakers. Lucas, the lead, draws on a journalist's instinct for what matters; Luna, the engaged interlocutor, pushes back with the skepticism of a veteran analyst. Together they dissect fan-of-possibilities projections from the Fed and the IMF, weigh the odds of recession versus soft landing, and trace how shifts in fiscal policy ripple through bond markets, currencies, and capital flows. The listener is someone who already knows the difference between a basis point and a percentage point, who reads central-bank minutes for fun, and who wants a conversation that treats macroeconomics as a discipline—not a spectator sport. Each episode leaves you with one specific question: given what we know today, which of those branching forecast paths is most likely, and why? #Macroeconomics #FederalRes…","last_synced_at":"2026-07-24T16:18:28.846810+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824"},"episode":{"title":"The Hormuz Premium How Middle East Tensions Are Reshaping Central Bank Policy","slug":"the-hormuz-premium-how-middle-east-tensions-are-reshaping-central-bank-policy","published_at":"2026-07-15T20:18:23+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/the-hormuz-premium-how-middle-east-tensions-are-reshaping-central-bank-policy","show_page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824","url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0113.mp3","audio_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0113.mp3","summary":"When geopolitical risk hits energy markets, central bankers face a new kind of inflation calculus. In this episode, Lucas and Luna examine the economic ripple effects of renewed Hormuz hostilities, using July 2026 data to show how a sudden spike in oil uncertainty complicates the ECB's rate path and the Fed's hold decision. They look at the surprising 0.3% wholesale price decline in June and what it means for inflation expectations, then connect the dots to India's inflation surprise and China's slowing growth. Through concrete numbers and real policy trade-offs, they explore why the 'Hormuz premium' may be the most underappreciated variable in the global outlook. A sharp, specific conversation for anyone trying to understand what's really driving interest rates this summer. #HormuzPremium #GeopoliticalRisk #CentralBankPolicy #ECB #FederalReserve #OilPrices #Inflation #WholesalePrices #PPI #IndiaInflation #ChinaGrowth #GlobalTrade #EnergyMarkets #InterestRates #EconomicForecast #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"When geopolitical risk hits energy markets, central bankers face a new kind of inflation calculus. In this episode, Lucas and Luna examine the economic ri…","key_points":[],"chapters":[],"topics":[],"duration_seconds":524,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/episodes/the-hormuz-premium-how-middle-east-tensions-are-reshaping-central-bank-policy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/the-hormuz-premium-how-middle-east-tensions-are-reshaping-central-bank-policy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}