『Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data』のカバーアート

Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data

Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data

著者： Fexingo
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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 conversation you need to overhear. #GDP #CPI #PMI #MacroData #EconomicIndicators #FederalReserve #InflationWatch #LaborMarket #ConsumerSpending #ManufacturingData #CentralBanking #BusinessCycle #Forecasting #DataLiteracy #FexingoBusiness #Economics #BusinessPodcast #DailyShow Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why Your Grocery Bill Masks The Real Economic Shift

    Why Your Grocery Bill Masks The Real Economic Shift
    2026/09/10
    With the S&P 500 down two percent and ten-year yields climbing near five percent, investors are confused by mixed signals. We drill into August's nonfarm payrolls and core CPI to reveal a hidden divergence: while headline inflation feels sticky at 3.3 percent on core metrics, the labor market is quietly cooling without crashing. This episode explains how capacity utilization hitting 76.3 percent and job openings rising to 7.2 million create a 'quiet trap' for policymakers, forcing the Fed to weigh rate hikes against a slowing growth trajectory of just 1.5 percent annualized real GDP. #FexingoBusiness #BusinessPodcast #EconomicIndicators #MacroEconomics #InflationData #LaborMarket #FederalReserve #GDPGrowth #CPIReport #NonFarmPayrolls #InterestRates #CapacityUtilization #JOLTSReport #CorePCE #TreasuryYields #ConsumerSpending #MonetaryPolicy #EconomicForecast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Economy's Quiet Trap

    The Economy's Quiet Trap
    2026/09/09
    Lucas and Luna dissect the divergence between sticky inflation and softening growth. With Real GDP growth slowing to 1.5 percent while Core PCE remains elevated at 3.3 percent, they explore why the Federal Reserve faces a harder path than markets expect. The episode examines how capacity utilization at 76.3 percent and rising business inventories signal a manufacturing slowdown that GDP alone misses, urging listeners to look beyond headline numbers. #Economics #GDP #Inflation #FederalReserve #CorePCE #Macroeconomics #InterestRates #BusinessPodcast #FexingoBusiness #LucasAndLuna #EconomicData #MonetaryPolicy #Stagflation #Manufacturing #CapacityUtilization #BusinessCycle #Investing #FinancialLiteracy Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Your Grocery Bill Masks The Real Economic Shift

    Why Your Grocery Bill Masks The Real Economic Shift
    2026/09/08
    The July CPI print came in at 332.8, barely moving from June, but the composition tells a different story. While headline inflation looks tame, core services prices are accelerating while goods prices continue to fall. Lucas and Luna break down why this divergence matters more than the headline number, how capacity utilization is creeping up despite soft GDP growth, and what it means for your wallet in late summer 2026. This isn't about whether prices are going up or down—it's about where they are sticking. #InflationData #CPIReport #CoreServices #GDPGrowth #CapacityUtilization #EconomicIndicators #BusinessPodcast #FinanceNews #FexingoBusiness #LucasAndLuna #MacroEconomics #ConsumerPrices #SupplyChainShift #ServiceSector #ManufacturingData #InvestmentStrategy #PersonalFinance #EconomicOutlook Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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