{"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 the Corporate Bond Spread Is Saying About Risk in 2026","slug":"what-the-corporate-bond-spread-is-saying-about-risk-in-2026","published_at":"2026-07-06T18:09:22+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/what-the-corporate-bond-spread-is-saying-about-risk-in-2026","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-0097.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0097.mp3","summary":"With the S&P 500 near record highs and the unemployment rate dipping to 4.2 percent, you'd expect markets to be calm. But Lucas and Luna dig into a less-watched signal: the corporate bond spread. Investment-grade and high-yield spreads have been widening quietly since May, even as stocks rally. They discuss why bond markets sometimes sniff out trouble before equity markets do, what the spread between BBB-rated debt and Treasuries is priced at right now, and how this divergence has historically preceded slowdowns. Drawing on data from July 2026, they connect the dots between falling payrolls growth, flat breakeven inflation, and the message from credit markets. A compact guide to reading the bond market's warning lights without getting lost in jargon. #CorporateBondSpreads #CreditMarkets #BondMarket #RiskOnRiskOff #InvestmentGrade #HighYield #BBBRatedDebt #TreasuryYields #YieldSpread #MacroData #Economics #Business #Podcast #FexingoBusiness #BusinessPodcast #EconomicIndicators #MarketSignal #FixedIncome Keep every episode free: buymeacoffee.com/fexingo","meta_description":"With the S&P 500 near record highs and the unemployment rate dipping to 4.2 percent, you'd expect markets to be calm. But Lucas and Luna dig into a le…","key_points":[],"chapters":[],"topics":[],"duration_seconds":432,"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-the-corporate-bond-spread-is-saying-about-risk-in-2026/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-the-corporate-bond-spread-is-saying-about-risk-in-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}