{"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 Higher Energy Prices Are Reshaping Inflation Expectations","slug":"how-higher-energy-prices-are-reshaping-inflation-expectations","published_at":"2026-06-11T17:57:12+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/how-higher-energy-prices-are-reshaping-inflation-expectations","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-0045.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0045.mp3","summary":"Lucas and Luna examine the latest CPI print showing 4.2% annual inflation in May 2026 — the highest in three years — and dig into what's really driving it: an energy-price surge connected to global supply shocks and the ECB's first rate hike since 2023. They break down the gap between headline and core CPI, explain why breakeven inflation rates matter now more than ever, and explore what higher energy costs mean for Fed policy, consumer expectations, and the broader economic outlook. Specific data points include the May CPI release, the 10-year breakeven rate holding at 2.34%, and the ECB's decision to lift rates amid Iran-related energy pressures. #CPI #Inflation #EnergyPrices #FederalReserve #ECB #BreakevenInflation #CoreCPI #May2026CPI #MonetaryPolicy #InterestRates #MacroEconomics #EconomicIndicators #SupplyShock #Iran #GlobalMarkets #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna examine the latest CPI print showing 4.2% annual inflation in May 2026 — the highest in three years — and dig into what's really driving it…","key_points":[],"chapters":[],"topics":[],"duration_seconds":565,"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-higher-energy-prices-are-reshaping-inflation-expectations/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-higher-energy-prices-are-reshaping-inflation-expectations.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}