{"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 Industrial Production Index Tells Us About Growth","slug":"what-the-industrial-production-index-tells-us-about-growth","published_at":"2026-07-17T05:59:14+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/what-the-industrial-production-index-tells-us-about-growth","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-0119.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0119.mp3","summary":"Industrial production rose to 102.6 in May, up from 102.5, and capacity utilization ticked up to 76.2%. But the headline masks a split: manufacturing output is being propped up by aerospace and defense, while consumer-driven sectors like apparel and furniture are contracting. Lucas and Luna examine why the industrial production index matters for real GDP growth, how inventory cycles amplify the signal, and what the divergence between factory output and consumer spending says about the economy in mid-2026. Fresh angles include the role of reshoring and federal investment in semiconductor plants, and a level-set on why this indicator matters for bond markets. #IndustrialProduction #CapacityUtilization #Manufacturing #GDP #EconomicGrowth #FederalReserve #InventoryCycle #Reshoring #Aerospace #Semiconductors #BondMarket #TreasuryYields #EconomicIndicator #BusinessCycle #SupplyChain #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Industrial production rose to 102.6 in May, up from 102.5, and capacity utilization ticked up to 76.2%. But the headline masks a split: manufacturing outp…","key_points":[],"chapters":[],"topics":[],"duration_seconds":424,"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-industrial-production-index-tells-us-about-growth/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-industrial-production-index-tells-us-about-growth.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}