{"podcast":{"title":"Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data","slug":"economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725","podcast_index_feed_id":7871725,"rss_url":"https://feeds.fexingo.com/business/economic-indicators.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/economic-indicators/cover.png","author":"Fexingo","episode_count":121,"summary":"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 conv…","last_synced_at":"2026-07-18T12:21:16.733869+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725"},"episode":{"title":"How Capacity Utilization Signals the Next Recession","slug":"how-capacity-utilization-signals-the-next-recession","published_at":"2026-06-17T05:51:01+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/how-capacity-utilization-signals-the-next-recession","show_page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725","url":"https://audio.fexingo.com/business/economic-indicators/episode-0057.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0057.mp3","summary":"In this episode, Lucas and Luna dig into capacity utilization, one of the most overlooked leading indicators. With the latest reading at 76.2 percent in May 2026, up slightly from 76.13 percent, they explore why this slow creep matters more than the headline GDP or jobs numbers. They trace the history of capacity utilization as a recession predictor, look at how it behaved before the 2008 and 2020 downturns, and ask whether the current plateau signals an impending slowdown. Lucas also explains why the Fed watches this number closely and how it connects to industrial production and business investment. Luna pushes back on whether capacity utilization is still relevant in a services-dominated economy, and they land on a nuanced take: it's not flashing red yet, but the trend deserves attention. A grounded, data-driven conversation for anyone trying to read the macro tea leaves in mid-2026. #CapacityUtilization #EconomicIndicators #RecessionSignals #IndustrialProduction #Manufacturing #FedPolicy #LeadingIndicators #BusinessInvestment #MacroData #EconomicOutlook #GDP #Inflation #SupplyChain #BusinessCycle #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode, Lucas and Luna dig into capacity utilization, one of the most overlooked leading indicators. With the latest reading at 76.2 percent in M…","key_points":[],"chapters":[],"topics":[],"duration_seconds":479,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/episodes/how-capacity-utilization-signals-the-next-recession/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/how-capacity-utilization-signals-the-next-recession.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}