{"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 Yield Curve Steepening Is Bullish for Banks","slug":"why-the-yield-curve-steepening-is-bullish-for-banks","published_at":"2026-07-14T20:13:33+00:00","page_url":"https://stenobird.com/podcast/the-economic-forecast-podcast-with-fexingo-predictions-outlooks-and-what-s-coming-next-7871824/why-the-yield-curve-steepening-is-bullish-for-banks","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-0111.mp3","audio_url":"https://audio.fexingo.com/business/the-economic-forecast-podcast/episode-0111.mp3","summary":"The yield curve has been steepening for months, and the 10-year Treasury now yields 4.59%—the highest since early 2026. Lucas and Luna unpack why this matters for regional banks, how it affects net interest margins, and whether it signals a soft landing or something more fragile. They look at the spread between the 2-year and 10-year, which has widened by 50 basis points since April, and discuss what it means for lenders like JPMorgan and Bank of America. Plus, a glance at the inverted curve's history and why this steepening could be a tailwind for bank stocks—if it holds. #YieldCurve #Banking #NetInterestMargin #RegionalBanks #JPMorgan #BankOfAmerica #TreasuryYields #SoftLanding #FedPolicy #SteepeningCurve #Economics #Business #FexingoBusiness #BusinessPodcast #EconomicForecast #BankStocks #Inversion #InterestRateRisk Keep every episode free: buymeacoffee.com/fexingo","meta_description":"The yield curve has been steepening for months, and the 10-year Treasury now yields 4.59%—the highest since early 2026. Lucas and Luna unpack why this mat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":530,"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-yield-curve-steepening-is-bullish-for-banks/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-yield-curve-steepening-is-bullish-for-banks.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}