{"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 Summer Demand Shift Nobody Talked About","slug":"the-summer-demand-shift-nobody-talked-about","published_at":"2026-07-12T07:56:43+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/the-summer-demand-shift-nobody-talked-about","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-0106.mp3","audio_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0106.mp3","summary":"Lucas and Luna unpack a surprising pattern in the July 2026 economy: consumer spending keeps rising even as sentiment sours and jobs growth slows to just 57,000. They trace the divergence to a structural change in how Americans spend their summers — a shift from big-ticket goods to experiences and services, fueled by a record-high services share of PCE. With the Fed stuck at 3.63 percent and inflation stickier than expected, Lucas argues this 'summer-ification' of demand is making the central bank's job harder. The hosts also discuss what the yield curve steepening (the 2-year at 3.69 percent, the 10-year at 4.57 percent) tells us about market expectations for a second-half slowdown. A concrete, data-driven look at an overlooked trend. #ConsumerSpending #ServicesInflation #SummerEconomy #FedPolicy #YieldCurveSteepening #July2026 #CorePCE #EconomicOutlook #GDPGrowth #ConsumerSentiment #ExperienceEconomy #Funflation #TwoTrackEconomy #LaborMarket #InterestRates #Business #Economics #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna unpack a surprising pattern in the July 2026 economy: consumer spending keeps rising even as sentiment sours and jobs growth slows to just…","key_points":[],"chapters":[],"topics":[],"duration_seconds":471,"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-summer-demand-shift-nobody-talked-about/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-summer-demand-shift-nobody-talked-about.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}