{"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 the Core PCE Tells a Different Inflation Story Than CPI","slug":"why-the-core-pce-tells-a-different-inflation-story-than-cpi","published_at":"2026-07-09T05:57:58+00:00","page_url":"https://stenobird.com/podcast/economic-indicators-with-fexingo-gdp-cpi-pmi-and-reading-the-macro-data-7871725/why-the-core-pce-tells-a-different-inflation-story-than-cpi","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-0103.mp3","audio_url":"https://audio.fexingo.com/business/economic-indicators/episode-0103.mp3","summary":"On this episode of Economic Indicators with Fexingo, Lucas and Luna dig into a key tension in today's macro data: CPI is running at 4.3% annualized over the past three months, but the Fed's preferred gauge — core PCE — is hovering just above 2.5%. They explain the structural differences between the two measures (CPI weights housing more heavily; PCE accounts for substitution effects), and walk through what the May 2026 data tells us about where inflation really stands. They also connect the dot to the bond market: the 10-year breakeven rate at 2.25% suggests traders trust the PCE story more than the CPI scare. A focused, number-driven conversation for anyone trying to read through the headline noise. #CorePCE #CPI #Inflation #FederalReserve #BondMarket #BreakevenRate #EconomicIndicators #May2026Data #SubstitutionEffect #HousingCosts #MonetaryPolicy #RealRates #FexingoBusiness #EconomicsPodcast #BusinessPodcast #MacroData #PriceIndex #ConsumerSpending Keep every episode free: buymeacoffee.com/fexingo","meta_description":"On this episode of Economic Indicators with Fexingo, Lucas and Luna dig into a key tension in today's macro data: CPI is running at 4.3% annualized over t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":418,"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-the-core-pce-tells-a-different-inflation-story-than-cpi/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-the-core-pce-tells-a-different-inflation-story-than-cpi.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}