{"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 Tell Us About the GDP Trajectory","slug":"what-business-inventories-tell-us-about-the-gdp-trajectory","published_at":"2026-06-20T05:49:45+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/what-business-inventories-tell-us-about-the-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-0063.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0063.mp3","summary":"In this episode, Lucas and Luna dive into a fresh angle on economic indicators: the role of business inventories in shaping GDP growth. With new data showing total business inventories reaching $2.73 trillion as of April 2026, and real GDP growth slowing to 1.6 percent, the hosts explore how inventory builds and draws can mask underlying economic momentum. They discuss why business inventories are a lagging indicator, how destocking can signal a sharp economic slowdown, and what the current inventory-to-sales ratio suggests about future GDP revisions. Lucas shares a concrete example from the 2022-2023 inventory cycle, and Luna connects the dots to recent industrial production and capacity utilization data. A must-listen for anyone trying to read between the lines of quarterly GDP reports. #BusinessInventories #GDP #EconomicIndicators #InventoryCycle #InventoryToSalesRatio #RealGDP #IndustrialProduction #CapacityUtilization #MacroData #EconomicGrowth #SupplyChain #Destocking #Restocking #2026Economy #FexingoBusiness #BusinessPodcast #Economics #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode, Lucas and Luna dive into a fresh angle on economic indicators: the role of business inventories in shaping GDP growth. With new data show…","key_points":[],"chapters":[],"topics":[],"duration_seconds":449,"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-tell-us-about-the-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-tell-us-about-the-gdp-trajectory.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}