{"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 Rising 10-Year Breakeven Rate Tells Us Now","slug":"what-the-rising-10-year-breakeven-rate-tells-us-now","published_at":"2026-07-07T18:18:17+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/what-the-rising-10-year-breakeven-rate-tells-us-now","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-0099.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0099.mp3","summary":"In episode 99 of Economic Indicators with Fexingo, Lucas and Luna dig into the 10-year breakeven inflation rate, which just hit 2.24 percent. They explain how this market-based inflation gauge works, why it matters for Fed policy, and what it signals about growth expectations in mid-2026. With the ten-year Treasury yield at 4.52 percent and core CPI still sticky at 336.1, the hosts explore whether breakevens are sending a reliable signal or noise. They also tie in the latest jobs data, with payrolls growing only 57,000 in June, and discuss how the labor market softening might affect inflation expectations. Plus, a brief listener-support segment tied to the value of making sense of economic data. Focused, specific, and grounded in current numbers. #BreakevenInflation #10YearTreasury #CPI #FederalReserve #InflationExpectations #BondMarket #TIPS #RealYield #NominalYield #MacroData #EconomicIndicators #LaborMarket #NonfarmPayrolls #June2026 #FexingoBusiness #BusinessPodcast #Economics #Podcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In episode 99 of Economic Indicators with Fexingo, Lucas and Luna dig into the 10-year breakeven inflation rate, which just hit 2.24 percent. They explain…","key_points":[],"chapters":[],"topics":[],"duration_seconds":392,"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-rising-10-year-breakeven-rate-tells-us-now/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-rising-10-year-breakeven-rate-tells-us-now.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}