{"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":"Why Global Supply Chain Restructuring Is Driving Import Costs Higher","slug":"why-global-supply-chain-restructuring-is-driving-import-costs-higher","published_at":"2026-07-21T08:04:32+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/why-global-supply-chain-restructuring-is-driving-import-costs-higher","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-0124.mp3","audio_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0124.mp3","summary":"In this episode of The Economic Forecast Podcast, Lucas and Luna examine why import prices from China have hit their highest levels since 2008, even as overall wholesale prices unexpectedly declined. They explore how companies are restructuring supply chains away from China to Vietnam, Mexico, and India, which adds cost through new logistics, supplier qualifications, and tariff rerouting. The hosts reference the latest import price data, the VIX spike, and the ten-year Treasury yield to frame the tension between short-term disinflation signals and long-term structural price pressures. Lucas argues this 'restructuring premium' may keep core inflation stickier than markets expect, while Luna questions whether the premium is permanent or just a transition cost. They close by tying the discussion to listener support for the ad-free show. #ImportPrices #SupplyChainRestructuring #ChinaTariffs #GlobalTrade #InflationOutlook #CoreInflation #VIX #TenYearYield #WholesalePrices #Nearshoring #VietnamTrade #MexicoManufacturing #IndiaExports #FedPolicy #EconomicForecast #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of The Economic Forecast Podcast, Lucas and Luna examine why import prices from China have hit their highest levels since 2008, even as ov…","key_points":[],"chapters":[],"topics":[],"duration_seconds":467,"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/why-global-supply-chain-restructuring-is-driving-import-costs-higher/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/why-global-supply-chain-restructuring-is-driving-import-costs-higher.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}