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  • Why US Manufacturing Investment Is Booming in 2026

    Why US Manufacturing Investment Is Booming in 2026
    2026/06/08
    Lucas and Luna explore the surprising surge in US manufacturing construction spending, which has hit $250 billion annually for the first time. They break down the CHIPS Act tailwinds, the new tariff environment, and what it means for domestic supply chains and job creation. With the S&P 500 down 2.8% in the last five days and the 10-year Treasury yield at 4.54%, the hosts ask whether industrial policy is finally reshaping the economy or just creating a short-term boom. Specific examples include a new TSMC plant in Arizona and a Ford battery facility in Michigan. #Manufacturing #IndustrialPolicy #CHIPSAct #USEconomy #SupplyChains #Tariffs #TSMC #Ford #ConstructionSpending #JobCreation #GDP #S&P500 #10YearTreasury #Inflation #DomesticProduction #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why US Tariff Policy Is Shifting Toward Forced Labor Enforcement

    Why US Tariff Policy Is Shifting Toward Forced Labor Enforcement
    2026/06/07
    Episode 37 of US Economy with Fexingo dives into the Biden administration's new proposed tariffs on 60 economies over forced labor trade practices, announced June 4, 2026. Lucas and Luna unpack the economic logic behind the shift — from broad-based China tariffs to targeted enforcement using customs data and supply chain audits. They discuss how this affects US import costs, the 4.5 percent 10-year Treasury yield, and the 3.62 percent Fed funds rate. With the S&P 500 down 2.8 percent in the last five days, they explore whether trade policy uncertainty is weighing on markets. The episode also touches on the long-term unemployment data released the same week, connecting trade enforcement to labor market dynamics. A natural donation segment ties the rise in import scrutiny to the value of independent economic analysis. #Tariffs #ForcedLabor #TradePolicy #BidenAdministration #USTrade #ImportEnforcement #SupplyChain #LaborRights #Economics #USEconomy #FexingoBusiness #BusinessPodcast #LucasAndLuna #TradeWar #Inflation #InterestRates #LongTermUnemployment #CustomsEnforcement Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why US Tariff Policy Is Shifting in 2026

    Why US Tariff Policy Is Shifting in 2026
    2026/06/07
    Lucas and Luna examine the shifting landscape of US tariff policy in 2026, focusing on the newly proposed tariffs on 60 economies over forced labor trade practices announced this week. They discuss how this marks a significant escalation from previous targeted tariffs, the potential impact on supply chains and consumer prices, and what it means for the broader US economy. The hosts break down the economic logic behind the move, connecting it to trends in domestic manufacturing and geopolitical tensions, including the fraying Iran ceasefire. With concrete numbers and clear analysis, they explore whether this is a strategic pivot or a risky gamble for American trade policy. #Tariffs2026 #USTradePolicy #ForcedLabor #SupplyChain #Inflation #Manufacturing #Geopolitics #IranWar #TradeWar #Economics #FexingoBusiness #BusinessPodcast #USEconomy #GDP #FederalSpending #DomesticMarkets #Tariffs #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why US Bank Profits Are Squeezed in 2026

    Why US Bank Profits Are Squeezed in 2026
    2026/06/06
    In this episode of US Economy with Fexingo, Lucas and Luna dive into the mounting pressure on US bank profits in mid-2026. With the ten-year Treasury yield pushing toward 5% and the Fed funds rate at 3.63%, banks are earning less on their massive bond portfolios while paying more to depositors. Lucas breaks down the mechanics of net interest margin compression, using JPMorgan Chase and Bank of America as real-world examples. Luna adds a striking stat: unrealized losses on bank securities portfolios have topped $800 billion industry-wide. They discuss how this affects lending, share buybacks, and the broader economy. A data-rich, practical look at why the banking sector is singing the blues despite a seemingly strong economy. Taped June 6, 2026, with live market data. #BankProfits #NetInterestMargin #JPMorganChase #BankOfAmerica #TenYearTreasury #FederalReserve #BondPortfolio #UnrealizedLosses #Lending #ShareBuybacks #USEconomy #BankingSector #InterestRateRisk #EconomicData #FexingoBusiness #BusinessPodcast #Economics #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why US Consumer Spending Is Defying Higher Interest Rates

    Why US Consumer Spending Is Defying Higher Interest Rates
    2026/06/06
    The Federal Reserve held interest rates at 5.25% for over a year, but consumer spending hasn't cracked. In this episode, Lucas and Luna examine why the American consumer keeps spending despite the highest borrowing costs in two decades. They look at two key factors: the lock-in effect from low-rate mortgages and auto loans that insulates 60% of households from higher rates, and the strong labor market that has kept income growth positive. They also discuss the June 2026 jobs report preview and what the 4.3% unemployment rate means for the spending outlook. Drawing on recent data including the April PCE price index and the Fed funds rate, they explore whether this resilience will last or whether a delayed pullback is coming. If you've wondered why the economy hasn't slowed as much as expected, this episode offers a data-driven explanation. #USConsumerSpending #FederalReserve #InterestRates #LockInEffect #LaborMarket #Unemployment #PCE #JobsReport #EconomicResilience #MortgageRates #AutoLoans #IncomeGrowth #FOMC #June2026 #USEconomy #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why US Consumer Debt Hit 18 Trillion in 2026

    Why US Consumer Debt Hit 18 Trillion in 2026
    2026/06/05
    In this episode of US Economy with Fexingo, Lucas and Luna drill into the staggering $18 trillion consumer debt milestone reached in 2026. They break down the composition—mortgages, credit cards, auto loans, student debt—and explain why the ratio of debt to disposable income actually tells a different story than the headline number. The conversation covers the role of higher interest rates, the shift from fixed to variable-rate borrowing, and what rising delinquency rates on credit cards and auto loans mean for the broader economy. Lucas points to the divergence between high-income households, who locked in low mortgage rates, and lower-income households, who are now squeezed by both inflation and higher borrowing costs. The hosts also touch on the Fed's balancing act and why this debt load is a slow-burn risk rather than a 2008-style crisis. A detailed but accessible look at the numbers behind the headlines. #ConsumerDebt #USEconomy #FederalReserve #InterestRates #CreditCards #AutoLoans #StudentDebt #Mortgages #HouseholdDebt #Delinquency #Inflation #DisposableIncome #Economics #FexingoBusiness #BusinessPodcast #Podcast #LucasAndLuna #USMarkets Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Why US Consumer Debt Is Hitting 18 Trillion in 2026

    Why US Consumer Debt Is Hitting 18 Trillion in 2026
    2026/06/05
    Consumer debt in the United States has crossed $18 trillion for the first time. Lucas and Luna dig into what's driving the surge—think auto loans, student debt, and credit cards—and why it's not the same kind of danger as 2008. With the Fed holding rates above 3.5 percent, borrowing costs are squeezing households unevenly. They look at who's struggling most, the role of subprime auto loans, and how delinquency patterns signal a two-track economy. If you're wondering whether this debt load is sustainable or a warning sign, this episode gives you the numbers and context to decide for yourself. #ConsumerDebt #18Trillion #FederalReserve #InterestRates #SubprimeAuto #CreditCards #StudentLoans #HouseholdFinance #Delinquency #USEconomy #Economics #FexingoBusiness #BusinessPodcast #PersonalFinance #DebtCrisis #AutoLoans #FedPolicy #TwoTrackEconomy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Hidden Cost of Long-Term Unemployment in 2026

    The Hidden Cost of Long-Term Unemployment in 2026
    2026/06/04
    New data shows long-term unemployment is surging in the US even as job openings hit 7.6 million. Lucas and Luna unpack the structural mismatch — why workers over 27 weeks without a job are being left behind, how skills atrophy compounds the problem, and what it means for the Fed's inflation fight and the real economy. They drill into the numbers from the April JOLTS report and the latest jobless claims data, and explore why this 'hidden slack' matters more than the headline unemployment rate. Plus: how the rise in long-term unemployed could keep wage growth from overheating even as the labor market looks tight on the surface. #LongTermUnemployment #JOLTS #LaborMarket #FedPolicy #SkillsMismatch #StructuralUnemployment #JoblessClaims #WageGrowth #Inflation #USEconomy #Hysteresis #LaborForce #April2026Data #JobOpenings #UnemploymentRate #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分