{"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 July 2026 CPI Tells Us About the Consumer","slug":"what-the-july-2026-cpi-tells-us-about-the-consumer","published_at":"2026-07-16T06:03:09+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/what-the-july-2026-cpi-tells-us-about-the-consumer","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-0117.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0117.mp3","summary":"Lucas and Luna dig into the latest CPI data released July 14, 2026, which showed consumer prices rising 3.5% annually, below expectations. They focus on the big story beneath the headline: energy prices fell sharply, but core services inflation remains stubborn. Using the Fed's Beige Book mention of a World Cup boost to bars and restaurants alongside consumer warning signs, they ask whether the soft-landing narrative is holding up. Specific numbers discussed include CPI at 332.6, core CPI at 336.1, and the 10-year breakeven rate at 2.23%. The hosts explore why the market rallied on the print and what it means for the Fed's next move. #CPI #Inflation #July2026CPI #CoreCPI #ServicesInflation #SoftLanding #FederalReserve #10YearBreakeven #ConsumerSpending #WorldCup #BeigeBook #EnergyPrices #EconomicData #FOMC #Disinflation #MacroEconomics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna dig into the latest CPI data released July 14, 2026, which showed consumer prices rising 3.5% annually, below expectations. They focus on t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":556,"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-july-2026-cpi-tells-us-about-the-consumer/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-july-2026-cpi-tells-us-about-the-consumer.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}