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

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Episodes

48 episodes

Why Wholesale Inflation Surged 1.1 Percent in May 2026

Jun 12, 2026 · 7:53
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What Wholesale Inflation Means for Your Portfolio

Jun 12, 2026 · 9:43
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How the 10-Year Breakeven Rate Signals Slowing Inflation

Jun 12, 2026 · 7:51
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How Higher Energy Prices Are Reshaping Inflation Expectations

Jun 11, 2026 · 9:25
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Why Jobless Claims Are Rising Despite a Growing Economy

Jun 11, 2026 · 6:41
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Why Consumer Sentiment Is Collapsing Despite a Growing Economy

Jun 10, 2026 · 6:55
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How Business Inventories Are Signaling a Slowdown

Jun 10, 2026 · 8:45
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How Household Finances Are Souring Despite GDP Growth

Jun 9, 2026 · 7:21
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Why Household Inflation Expectations Matter More Than CPI Now

Jun 9, 2026 · 8:24
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How Household Inflation Expectations Signal a Shift in Consumer Behavior

Jun 8, 2026 · 8:05
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Why the Nasdaq Is Down Five Percent While GDP Is Growing

Jun 8, 2026 · 8:24
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What the Yield Curve Steepening Means for 2026

Jun 7, 2026 · 7:24
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Capacity Utilisation and the Hidden Slack in the Economy

Jun 7, 2026 · 10:13
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Why the Yield Curve Is Steepening Again in 2026

Jun 6, 2026 · 8:50
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Why Business Inventories Are a Leading Recession Signal

Jun 6, 2026 · 7:17
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Long-Term Unemployment Is Spiking What It Means

Jun 5, 2026 · 7:37
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Why Capacity Utilisation Is Stuck Below 77 Percent

Jun 5, 2026 · 7:54
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Why Industrial Production Is Beating GDP This Cycle

Jun 4, 2026 · 7:37
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How the GDP Deflator Reveals Hidden Inflation Pressures

Jun 4, 2026 · 8:01
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Why the GDP Deflator Is the Inflation Signal You Are Missing

Jun 3, 2026 · 8:38
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How Job Openings Surged to 7.6 Million in April 2026

Jun 3, 2026 · 7:01
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How JOLTS Surprise Reshapes the Fed Rate Outlook

Jun 2, 2026 · 6:58
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What Producer Prices Signal About Fed Policy Better Than CPI

Jun 2, 2026 · 8:56
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How Producer Prices Signal Fed Policy Better Than CPI

Jun 1, 2026 · 6:46
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Why Real vs Nominal GDP Divergence Matters Now

Jun 1, 2026 · 8:30
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Why Nominal GDP Growth Matters for Your Portfolio

May 31, 2026 · 6:24
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How the Iran War Is Distorting Inflation Data

May 31, 2026 · 8:13
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How the Jobs-Openings Puzzle Complicates the Fed Rate Outlook

May 30, 2026 · 7:06
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Wage Growth Isnt Keeping Pace with Core Inflation

May 30, 2026 · 9:40
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How Energy Inflation Is Distorting the Core CPI Picture

May 29, 2026 · 5:51
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How Inventory Cycles Are Reshaping GDP in 2026

May 29, 2026 · 8:16
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What Durable Goods Orders Tell Us About the Economy

May 28, 2026 · 8:13
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Core PCE vs CPI Which Inflation Number Matters More

May 28, 2026 · 8:10
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How Capacity Utilisation Leads GDP in Predicting the Cycle

May 27, 2026 · 7:52
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Capacity Utilisation Tells a Different Story Than GDP

May 27, 2026 · 8:26
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Capacity Utilisation Is the Signal to Watch in 2026

May 26, 2026 · 6:55
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How Inventory Builds Are Reshaping GDP Growth in 2026

May 26, 2026 · 9:25
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What the Yield Curve Is Saying About Recession Risk in 2026

May 25, 2026 · 6:35
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Industrial Production Is Quietly Outperforming the Services Slowdown

May 25, 2026 · 7:09
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Why Real GDP Growth Matters More Than Headline Numbers

May 24, 2026 · 7:49
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Job Openings Are Falling Without a Spike in Unemployment

May 24, 2026 · 6:25
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Consumer Sentiment Record Low What the Numbers Really Mean

May 23, 2026 · 7:24
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Why Warsh Will Reshape Fed Policy on Iran War Inflation

May 23, 2026 · 8:50
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The AI Economy Is Rewriting the American Dream for Blue-Collar Workers

May 22, 2026 · 7:42
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The PMI Puzzle What Manufacturing Is Telling the Fed

May 22, 2026 · 10:51
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Bond Vigilantes Are Already Pushing Rates Higher

May 21, 2026 · 4:24
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Bond Vigilantes Are Back and the Fed Must Listen

May 21, 2026 · 5:12
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Inflation Is Back and the Fed Is Preparing to Hike

May 19, 2026 · 8:46
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