{"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":"What Business Inventories Say About GDP Trajectory","slug":"what-business-inventories-say-about-gdp-trajectory","published_at":"2026-06-18T17:56:12+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/what-business-inventories-say-about-gdp-trajectory","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-0060.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0060.mp3","summary":"In episode 60 of Economic Indicators with Fexingo, Lucas and Luna dive into a key but often overlooked data point: total business inventories. With inventories hitting over $2.7 trillion in April 2026, they explain how stockpiling signals business confidence and future GDP revisions. Drawing on the latest data, Lucas shows how the inventory-to-sales ratio has crept up from pre-pandemic levels, hinting at potential slowing demand. Luna pushes back on whether inventories are always a lagging indicator, and they debate what the recent 0.5% monthly rise means for Q2 GDP estimates. A concrete look at why warehouse shelves tell us more than headlines do. #BusinessInventories #GDP #MacroData #Economics #SupplyChain #InventoryToSalesRatio #FexingoBusiness #BusinessPodcast #EconomicIndicators #LucasAndLuna #InventoryCycle #GDPRevision #ConsumerDemand #FederalReserve #2026Economy #WholesaleTrade #DataDriven #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In episode 60 of Economic Indicators with Fexingo, Lucas and Luna dive into a key but often overlooked data point: total business inventories. With invent…","key_points":[],"chapters":[],"topics":[],"duration_seconds":445,"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/what-business-inventories-say-about-gdp-trajectory/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/what-business-inventories-say-about-gdp-trajectory.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}