Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data

Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data podcast cover
Fexingo Economics

Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data

Lucas and Luna sit down each day with the latest releases of GDP, CPI, and PMI data, reading the macro tea leaves for what they actually mean for markets, policy, and business decisions. In each episode, Lucas traces a specific indicator—say, the core PCE deflator or the ISM manufacturing index—while Luna challenges the consensus interpretation, pushing toward the second-order effects that get lost in the headline numbers. They never just report the data; they argue about its signal-to-noise ratio, its revisions history, and its predictive track record. This is a show for the analyst, the portfolio manager, the economist, or the business leader who needs to interpret economic releases faster and more skeptically than the press releases. Lucas and Luna hold each other accountable to the numbers, calling out the difference between statistical noise and genuine turning points. Each episode closes with one unresolved tension: a data point that defies easy narrative, a lagging indicator that might be about to flip, or a policy response that could scramble the forecast. If you want to know not just what the data said today, but whether it matters for your next decision, this is the conversation you need to overhear.

#GDP#CPI#PMI#MacroData#EconomicIndicators#FederalReserve#InflationWatch#LaborMarket#ConsumerSpending#ManufacturingData#CentralBanking#BusinessCycle#Forecasting#DataLiteracy#FexingoBusiness#Economics#BusinessPodcast#DailyShow

Support Fexingo

Episodes

146 episodes

Why Real GDP Growth Slowed to 1.5 Percent

Aug 1, 2026 · 7:47
0:000:00

The Growth-Inflation Divergence Why Core Prices Are Sticky

Jul 30, 2026 · 4:33
0:000:00

Why the GDP Deflator Tells a Different Inflation Story

Jul 30, 2026 · 6:15
0:000:00

Why GDP Is Growing Faster While Inflation Cools Down

Jul 29, 2026 · 7:40
0:000:00

Why Import Costs Are Rising Even as CPI Cools

Jul 29, 2026 · 6:12
0:000:00

Why Jobless Claims Hit a Record Low While Factory Use Stalls

Jul 28, 2026 · 7:00
0:000:00

Why CPI and PCE Are Sending Different Inflation Signals

Jul 28, 2026 · 6:35
0:000:00

Why Businesses Are Rebuilding Inventories Again

Jul 28, 2026 · 6:10
0:000:00

Why Core PCE Is Stubborn While CPI Falls

Jul 27, 2026 · 6:41
0:000:00

Why Import Prices Are Surging While Consumer Inflation Cools

Jul 27, 2026 · 4:42
0:000:00

Why the Fed Watches Core PCE More Than CPI

Jul 26, 2026 · 6:59
0:000:00

What the 187000 Jobless Claims Number Really Means

Jul 26, 2026 · 6:15
0:000:00

Why Layoffs Are Low But Hiring Is Slow

Jul 25, 2026 · 7:16
0:000:00

Why the 10-Year Breakeven Inflation Rate Matters Now

Jul 24, 2026 · 7:43
0:000:00

What Falling Jobless Claims and Rising Yields Tell Us About the Economy

Jul 23, 2026 · 9:03
0:000:00

Understanding the Beige Book and What the Fed Is Saying

Jul 23, 2026 · 8:25
0:000:00

What Falling Capacity Utilization Tells Us About the Economy

Jul 23, 2026 · 7:22
0:000:00

Why Dividend Stocks Are Getting Crushed by Falling Yields

Jul 22, 2026 · 10:07
0:000:00

What the Yield Curve Says About Recession Risk in 2026

Jul 22, 2026 · 8:31
0:000:00

How Import Prices Are Spiking Despite Falling Wholesale Costs

Jul 21, 2026 · 9:13
0:000:00

Why Producer Prices Signal Consumer Pain Ahead

Jul 21, 2026 · 7:55
0:000:00

Capacity Utilization Signals the Next Recession

Jul 20, 2026 · 9:05
0:000:00

What Falling Inventories Tell Us About the Economy in Mid-2026

Jul 19, 2026 · 6:01
0:000:00

What Falling Inventories Tell Us About the Economy

Jul 19, 2026 · 7:44
0:000:00

What Falling Inventories Tell Us About the Economy

Jul 18, 2026 · 8:32
0:000:00

Why Import Prices Are Spiking Despite Falling Wholesale Costs

Jul 18, 2026 · 9:34
0:000:00

How Capacity Utilization Signals the Next Recession

Jul 17, 2026 · 6:55
0:000:00

What the Industrial Production Index Tells Us About Growth

Jul 17, 2026 · 7:04
0:000:00

What the Industrial Production Index Tells Us About Growth

Jul 16, 2026 · 9:20
0:000:00

What the July 2026 CPI Tells Us About the Consumer

Jul 16, 2026 · 9:16
0:000:00

Why Wholesale Prices Just Dropped But CPI Is Still Sticky

Jul 15, 2026 · 7:32
0:000:00

Why CPI Fell While Core Inflation Stayed Sticky

Jul 15, 2026 · 8:57
0:000:00

Why the Unemployment Rate Is Falling Despite Slow Hiring

Jul 14, 2026 · 7:18
0:000:00

Why the Labor Force Participation Rate Is at a 50-Year Low

Jul 14, 2026 · 7:25
0:000:00

Why Services Inflation Is Sticking Around Longer Than Expected

Jul 13, 2026 · 6:12
0:000:00

The Quiet Rise of Services Inflation in 2026

Jul 13, 2026 · 9:05
0:000:00

How Imputed Rent Is Quietly Driving CPI Higher

Jul 12, 2026 · 6:09
0:000:00

How Funflation Is Reshaping the CPI in 2026

Jul 12, 2026 · 8:14
0:000:00

How Home Inflation Is Reshaping the CPI in 2026

Jul 11, 2026 · 9:01
0:000:00

Why the Yield Curve Is Steepening Again in Mid-2026

Jul 11, 2026 · 6:40
0:000:00

Why the Fed Still Watches Breakeven Rates Over Headline CPI

Jul 10, 2026 · 6:57
0:000:00

Why Corporate Bond Spreads Are Narrowing Despite Slow Growth

Jul 10, 2026 · 7:35
0:000:00

Why the Fed Is Watching CPI Break Even More Closely

Jul 9, 2026 · 6:02
0:000:00

Why the Core PCE Tells a Different Inflation Story Than CPI

Jul 9, 2026 · 6:58
0:000:00

How Capacity Utilization Flags a Turn Before GDP Does

Jul 8, 2026 · 8:38
0:000:00

What the PCE Price Index Reveals About Consumer Spending in 2026

Jul 8, 2026 · 7:57
0:000:00

Why the PCE Price Index Matters More Than CPI

Jul 8, 2026 · 7:21
0:000:00

What the Rising 10-Year Breakeven Rate Tells Us Now

Jul 7, 2026 · 6:32
0:000:00

Why Capacity Utilisation Is a Leading Indicator for GDP

Jul 7, 2026 · 8:01
0:000:00

What the Corporate Bond Spread Is Saying About Risk in 2026

Jul 6, 2026 · 7:12
0:000:00

Why Job Openings Are Rising While Hiring Slows

Jul 6, 2026 · 7:08
0:000:00

What the Industrial Production Index Reveals About GDP

Jul 5, 2026 · 9:04
0:000:00

Why Business Inventories Flag GDP Next Moves

Jul 5, 2026 · 7:41
0:000:00

Why Business Inventories Signal the Next Move in GDP

Jul 4, 2026 · 5:29
0:000:00

Why Job Seekers Are Giving Up in 2026

Jul 4, 2026 · 7:52
0:000:00

What the Labor Force Participation Drop Really Means

Jul 3, 2026 · 8:08
0:000:00

The Labor Force Dropout Problem No One Is Talking About

Jul 3, 2026 · 6:52
0:000:00

The Hidden Risk of Falling Labor Force Participation

Jul 2, 2026 · 8:26
0:000:00

What the ADP Miss Tells Us About the Jobs Market in Mid-2026

Jul 2, 2026 · 9:47
0:000:00

What Private Payrolls Told Us About the Jobs Market in June 2026

Jul 1, 2026 · 7:38
0:000:00

Why Capacity Utilization Signals a Slowdown Before GDP Does

Jul 1, 2026 · 6:50
0:000:00

Why the Yield Curve Steepening Matters for Growth in 2026

Jul 1, 2026 · 7:14
0:000:00

Why the Yield Curve Steepening Matters for Growth in 2026

Jun 30, 2026 · 6:24
0:000:00

What the Rising 10-Year Breakeven Rate Tells Us Now

Jun 30, 2026 · 10:14
0:000:00

What the Yield Curve Steepening Is Telling Us About Growth

Jun 29, 2026 · 6:38
0:000:00

How Jobless Claims Signal a Cooling Labor Market in 2026

Jun 29, 2026 · 6:49
0:000:00

Why the Bond Market Is Pricing Lower Inflation Than CPI Shows

Jun 28, 2026 · 6:48
0:000:00

Core Inflation Hits 3.4 Percent What the Fed Sees

Jun 28, 2026 · 8:30
0:000:00

Why the PCE and CPI Gap Is Widening Again in 2026

Jun 27, 2026 · 5:47
0:000:00

What the PPI and CPI Spread Tells Us Now

Jun 27, 2026 · 8:53
0:000:00

What the PCE and CPI Spread Reveals About Inflation

Jun 26, 2026 · 8:59
0:000:00

Why Capacity Utilization Matters More in 2026

Jun 26, 2026 · 9:54
0:000:00

Why the Bond Market Is Ignoring Higher Core Inflation

Jun 25, 2026 · 9:34
0:000:00

What the JOLTS Rebound Tells Us About the Labor Market

Jun 25, 2026 · 7:32
0:000:00

What the 10-Year Breakeven Inflation Rate Is Signaling Now

Jun 24, 2026 · 7:35
0:000:00

Why Factory Job Cuts Are Surging Despite a Growing Economy

Jun 24, 2026 · 7:36
0:000:00

Why Factory Job Cuts Are Spiking Despite a Growing Economy

Jun 23, 2026 · 6:29
0:000:00

Why the Job Market Is Sending Mixed Signals in 2026

Jun 23, 2026 · 5:41
0:000:00

Why Business Inventories Are Rising Faster Than GDP in 2026

Jun 22, 2026 · 7:13
0:000:00

What Average Hourly Earnings Tell Us About the Labor Market

Jun 22, 2026 · 6:13
0:000:00

Why Core PCE Is the Inflation Number the Fed Watches Most

Jun 21, 2026 · 6:15
0:000:00

How Business Inventories Signal GDP Growth in 2026

Jun 21, 2026 · 5:44
0:000:00

Why the PCE Price Index Matters More Than CPI

Jun 20, 2026 · 8:05
0:000:00

What Business Inventories Tell Us About the GDP Trajectory

Jun 20, 2026 · 7:29
0:000:00

What the GDP-CPI Gap Really Means for Investors

Jun 19, 2026 · 8:08
0:000:00

Why the Yield Curve Is Steepening in 2026

Jun 19, 2026 · 7:41
0:000:00

What Business Inventories Say About GDP Trajectory

Jun 18, 2026 · 7:25
0:000:00

How JOLTS Data Is Confusing the Job Market Picture

Jun 18, 2026 · 8:15
0:000:00

Capacity Utilization vs Consumer Spending Divergence in 2026

Jun 17, 2026 · 6:19
0:000:00

How Capacity Utilization Signals the Next Recession

Jun 17, 2026 · 7:59
0:000:00

Why Jobless Claims Are Rising Despite a Growing Economy

Jun 16, 2026 · 7:04
0:000:00

How Capacity Utilisation Signals a Turning Economy

Jun 16, 2026 · 7:15
0:000:00

The GDP-CPI Split and What It Means for Your Money

Jun 15, 2026 · 6:43
0:000:00

Why Industrial Production Is Leading GDP in 2026

Jun 15, 2026 · 7:05
0:000:00

Why Real Wages Are Falling Despite a Strong Labor Market

Jun 14, 2026 · 7:33
0:000:00

How the ECB Rate Hike Reshapes Global Inflation Expectations

Jun 14, 2026 · 6:44
0:000:00

What the 10-Year Breakeven Tells Us About Inflation Now

Jun 13, 2026 · 6:45
0:000:00

How Job Openings Surged While Hiring Stayed Flat

Jun 13, 2026 · 5:53
0:000:00

Why Wholesale Inflation Surged 1.1 Percent in May 2026

Jun 12, 2026 · 7:53
0:000:00

What Wholesale Inflation Means for Your Portfolio

Jun 12, 2026 · 9:43
0:000:00

How the 10-Year Breakeven Rate Signals Slowing Inflation

Jun 12, 2026 · 7:51
0:000:00

How Higher Energy Prices Are Reshaping Inflation Expectations

Jun 11, 2026 · 9:25
0:000:00

Why Jobless Claims Are Rising Despite a Growing Economy

Jun 11, 2026 · 6:41
0:000:00

Why Consumer Sentiment Is Collapsing Despite a Growing Economy

Jun 10, 2026 · 6:55
0:000:00

How Business Inventories Are Signaling a Slowdown

Jun 10, 2026 · 8:45
0:000:00

How Household Finances Are Souring Despite GDP Growth

Jun 9, 2026 · 7:21
0:000:00

Why Household Inflation Expectations Matter More Than CPI Now

Jun 9, 2026 · 8:24
0:000:00

How Household Inflation Expectations Signal a Shift in Consumer Behavior

Jun 8, 2026 · 8:05
0:000:00

Why the Nasdaq Is Down Five Percent While GDP Is Growing

Jun 8, 2026 · 8:24
0:000:00

What the Yield Curve Steepening Means for 2026

Jun 7, 2026 · 7:24
0:000:00

Capacity Utilisation and the Hidden Slack in the Economy

Jun 7, 2026 · 10:13
0:000:00

Why the Yield Curve Is Steepening Again in 2026

Jun 6, 2026 · 8:50
0:000:00

Why Business Inventories Are a Leading Recession Signal

Jun 6, 2026 · 7:17
0:000:00

Long-Term Unemployment Is Spiking What It Means

Jun 5, 2026 · 7:37
0:000:00

Why Capacity Utilisation Is Stuck Below 77 Percent

Jun 5, 2026 · 7:54
0:000:00

Why Industrial Production Is Beating GDP This Cycle

Jun 4, 2026 · 7:37
0:000:00

How the GDP Deflator Reveals Hidden Inflation Pressures

Jun 4, 2026 · 8:01
0:000:00

Why the GDP Deflator Is the Inflation Signal You Are Missing

Jun 3, 2026 · 8:38
0:000:00

How Job Openings Surged to 7.6 Million in April 2026

Jun 3, 2026 · 7:01
0:000:00

How JOLTS Surprise Reshapes the Fed Rate Outlook

Jun 2, 2026 · 6:58
0:000:00

What Producer Prices Signal About Fed Policy Better Than CPI

Jun 2, 2026 · 8:56
0:000:00

How Producer Prices Signal Fed Policy Better Than CPI

Jun 1, 2026 · 6:46
0:000:00

Why Real vs Nominal GDP Divergence Matters Now

Jun 1, 2026 · 8:30
0:000:00

Why Nominal GDP Growth Matters for Your Portfolio

May 31, 2026 · 6:24
0:000:00

How the Iran War Is Distorting Inflation Data

May 31, 2026 · 8:13
0:000:00

How the Jobs-Openings Puzzle Complicates the Fed Rate Outlook

May 30, 2026 · 7:06
0:000:00

Wage Growth Isnt Keeping Pace with Core Inflation

May 30, 2026 · 9:40
0:000:00

How Energy Inflation Is Distorting the Core CPI Picture

May 29, 2026 · 5:51
0:000:00

How Inventory Cycles Are Reshaping GDP in 2026

May 29, 2026 · 8:16
0:000:00

What Durable Goods Orders Tell Us About the Economy

May 28, 2026 · 8:13
0:000:00

Core PCE vs CPI Which Inflation Number Matters More

May 28, 2026 · 8:10
0:000:00

How Capacity Utilisation Leads GDP in Predicting the Cycle

May 27, 2026 · 7:52
0:000:00

Capacity Utilisation Tells a Different Story Than GDP

May 27, 2026 · 8:26
0:000:00

Capacity Utilisation Is the Signal to Watch in 2026

May 26, 2026 · 6:55
0:000:00

How Inventory Builds Are Reshaping GDP Growth in 2026

May 26, 2026 · 9:25
0:000:00

What the Yield Curve Is Saying About Recession Risk in 2026

May 25, 2026 · 6:35
0:000:00

Industrial Production Is Quietly Outperforming the Services Slowdown

May 25, 2026 · 7:09
0:000:00

Why Real GDP Growth Matters More Than Headline Numbers

May 24, 2026 · 7:49
0:000:00

Job Openings Are Falling Without a Spike in Unemployment

May 24, 2026 · 6:25
0:000:00

Consumer Sentiment Record Low What the Numbers Really Mean

May 23, 2026 · 7:24
0:000:00

Why Warsh Will Reshape Fed Policy on Iran War Inflation

May 23, 2026 · 8:50
0:000:00

The AI Economy Is Rewriting the American Dream for Blue-Collar Workers

May 22, 2026 · 7:42
0:000:00

The PMI Puzzle What Manufacturing Is Telling the Fed

May 22, 2026 · 10:51
0:000:00

Bond Vigilantes Are Already Pushing Rates Higher

May 21, 2026 · 4:24
0:000:00

Bond Vigilantes Are Back and the Fed Must Listen

May 21, 2026 · 5:12
0:000:00

Inflation Is Back and the Fed Is Preparing to Hike

May 19, 2026 · 8:46
0:000:00