{"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 the 10-Year Breakeven Rate Matters in July 2026","slug":"why-the-10-year-breakeven-rate-matters-in-july-2026","published_at":"2026-07-12T20:21:12+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/why-the-10-year-breakeven-rate-matters-in-july-2026","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-0107.mp3","audio_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0107.mp3","summary":"In this episode of The Economic Forecast Podcast, Lucas and Luna break down the 10-year breakeven inflation rate, which has ticked up to 2.24 percent as of July 10, 2026. They explain how this market-based measure differs from CPI or PCE data, why it matters for Fed policy, and what the recent divergence between breakevens and consumer sentiment surveys signals for the economy. Using the latest numbers—CPI at 334.0, core PCE at 130.1, and the Fed funds rate stuck at 3.63 percent—they explore whether the bond market is sending a signal that inflation is sticky or just noisy. A focused, data-driven conversation for anyone trying to read the economic tea leaves. #10YearBreakeven #Inflation #FederalReserve #BondMarket #CPI #CorePCE #MarketSignals #EconomicForecast #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #MonetaryPolicy #RealRates #TIPS #BreakevenRate #InflationExpectations #July2026 Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of The Economic Forecast Podcast, Lucas and Luna break down the 10-year breakeven inflation rate, which has ticked up to 2.24 percent as o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":481,"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-the-10-year-breakeven-rate-matters-in-july-2026/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-the-10-year-breakeven-rate-matters-in-july-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}