{"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 Imputed Rent Is Quietly Driving CPI Higher","slug":"how-imputed-rent-is-quietly-driving-cpi-higher","published_at":"2026-07-12T18:13:36+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/how-imputed-rent-is-quietly-driving-cpi-higher","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-0110.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0110.mp3","summary":"In this episode of Economic Indicators with Fexingo, Lucas and Luna dive into the mechanics of owners' equivalent rent — the single largest component of the CPI. With CPI at 334.0 and core CPI at 336.1 as of May 2026, they explain why over one-quarter of the index is tied to an estimated price homeowners would pay to rent their own homes. The hosts break down how the Bureau of Labor Statistics surveys this number, why it tends to lag real-time rents by 12 to 18 months, and what that means for investors reading today's inflation prints. They also touch on how the recent 'funflation' headlines about staying-in costs connect to this often-misunderstood metric. A focused, data-driven look at the most opaque number inside your inflation data. #CPI #OwnersEquivalentRent #ImputedRent #Inflation #CoreCPI #BureauOfLaborStatistics #EconomicData #Macro #Housing #Funflation #FedPolicy #ConsumerPrices #Rent #Economics #FexingoBusiness #BusinessPodcast #EconomicIndicators #DataLiteracy Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Economic Indicators with Fexingo, Lucas and Luna dive into the mechanics of owners' equivalent rent — the single largest component of t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":369,"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-imputed-rent-is-quietly-driving-cpi-higher/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-imputed-rent-is-quietly-driving-cpi-higher.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}