{"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":"Why Household Inflation Expectations Matter More Than CPI Now","slug":"why-household-inflation-expectations-matter-more-than-cpi-now","published_at":"2026-06-09T05:48:29+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/why-household-inflation-expectations-matter-more-than-cpi-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-0040.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0040.mp3","summary":"Episode 40 of Economic Indicators with Fexingo digs into the New York Fed's latest Survey of Consumer Expectations, which shows household worries over finances hitting their highest level since July 2022. Lucas and Luna explain why inflation expectations among consumers now diverge from official CPI data, and why that gap matters for the Fed's next move. They connect the survey to real GDP growth of just 1.6 percent and the 10-year breakeven inflation rate dipping to 2.35 percent. The hosts explore how sticky wage expectations and higher long-run inflation views could keep the Fed on hold through summer 2026. A focused conversation on the psychology of inflation and its real economic consequences. #InflationExpectations #NewYorkFed #ConsumerSurvey #HouseholdFinances #CPI #FedPolicy #MacroData #EconomicIndicators #RealGDP #BreakevenInflation #WageGrowth #MonetaryPolicy #ConsumerConfidence #InflationPsychology #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 40 of Economic Indicators with Fexingo digs into the New York Fed's latest Survey of Consumer Expectations, which shows household worries over fin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":504,"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/why-household-inflation-expectations-matter-more-than-cpi-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/why-household-inflation-expectations-matter-more-than-cpi-now.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}