『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
無料で聴く

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
  • What the Yield Curve Steepening Means for 2026

    What the Yield Curve Steepening Means for 2026
    2026/06/07
    In this episode of Economic Indicators with Fexingo, Lucas and Luna break down the surprising steepening of the yield curve in mid-2026. With the ten-year Treasury yield at 4.54 percent and the two-year at 3.62 percent, the spread has widened past 90 basis points after being inverted for over two years. What does this signal about growth expectations, Fed policy, and the risk of a recession? The hosts examine the role of term premiums, the impact of the Iran conflict on inflation expectations, and why a steepening curve doesn't always mean 'all clear' for the economy. They also discuss how investors should interpret the bond market's message versus the GDP data showing only 1.6 percent annualized growth. Packed with specific numbers and real-market context, this episode helps you read the macro tea leaves without the jargon. #YieldCurve #SteepeningYieldCurve #TreasuryYields #TenYearTreasury #TwoYearTreasury #BondMarket #FederalReserve #FedPolicy #InflationExpectations #TermPremium #EconomicGrowth #GDP #RecessionSignal #IranConflict #MacroEconomics #BusinessPodcast #FexingoBusiness #EconomicIndicators Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分
  • Capacity Utilisation and the Hidden Slack in the Economy

    Capacity Utilisation and the Hidden Slack in the Economy
    2026/06/07
    In this episode of Economic Indicators with Fexingo, Lucas and Luna dig into capacity utilisation—an often-overlooked metric that reveals how much industrial slack the economy really has. With the latest reading stuck at 76.1 percent, well below the long-run average of 80 percent, the hosts explain why factories aren't running hot despite decent GDP growth. They connect this to the tepid inflation picture, the Fed's cautious stance, and what it means for investors. Lucas walks through the data from April 2026, contrasts it with the 2021-2022 rebound, and explains why capacity utilisation tends to peak before recessions. Luna asks whether the manufacturing weakness is structural—from reshoring and automation—or just cyclical. The episode closes with a look at the jobs report due this Friday and what a capacity utilisation uptick could signal about the broader economy. #CapacityUtilisation #IndustrialProduction #FedPolicy #Inflation #GDPGrowth #Manufacturing #EconomicSlack #BusinessInvestment #Reshoring #Automation #JobsReport #May2026 #April2026Data #Economics #FexingoBusiness #BusinessPodcast #EconomicIndicators #MacroData Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    10 分
  • Why the Yield Curve Is Steepening Again in 2026

    Why the Yield Curve Is Steepening Again in 2026
    2026/06/06
    Lucas and Luna dig into the striking data showing the yield curve is steepening—the 10-year Treasury hit 4.54 percent and the 30-year touched 5.00 percent—while short-term rates stay elevated. They explore whether this signals the economy is healing, or if it reflects war-risk premiums and tariff uncertainty. Using the latest CPI, jobs, and GDP data from June 2026, they unpack what the curve's shape means for growth expectations and Federal Reserve policy. A specific, data-driven look at one of the most watched fixed-income signals. #YieldCurve #TreasuryYields #FederalReserve #Inflation #GDP #CPI #JobsReport #JOLTS #LongTermRates #SteepeningCurve #BusinessCycle #EconomicsExplained #FexingoBusiness #BusinessPodcast #MacroData #EconomicIndicators #Investing #RateOutlook Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません