{"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 Import Prices Are Rising Despite Falling CPI","slug":"why-import-prices-are-rising-despite-falling-cpi","published_at":"2026-07-24T08:12:49+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/why-import-prices-are-rising-despite-falling-cpi","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-0130.mp3","audio_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0130.mp3","summary":"In this episode of The Economic Forecast Podcast, Lucas and Luna unpack a curious disconnect in today's economy: import prices just posted their biggest annual gain since 2008, driven by surging costs of goods from China, while the overall CPI is falling. Using live data from July 24, 2026, they explore how tariff policy, supply chain restructuring, and shifting trade flows are creating this split. Lucas walks through the specific numbers — CPI at 332.6, down from 333.98, versus import prices from China hitting levels not seen in nearly two decades — and explains why this matters for the Fed's next move. They also touch on the Fed's preferred PCE measure, which is still creeping up, and what Kevin Warsh's recent comments might signal. If you've been confused by headlines that seem to point in opposite directions, this episode gives you the framework to make sense of it. #ImportPrices #CPI #Inflation #ChinaTrade #Tariffs #KevinWarsh #FederalReserve #SupplyChain #TradePolicy #PCE #EconomicForecast #Economics #FexingoBusiness #BusinessPodcast #Macroeconomics #TradeDeficit #MonetaryPolicy #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of The Economic Forecast Podcast, Lucas and Luna unpack a curious disconnect in today's economy: import prices just posted their biggest a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":738,"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-import-prices-are-rising-despite-falling-cpi/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-import-prices-are-rising-despite-falling-cpi.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}