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

Епизоди

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  The Sticky Core Inflation Trap 18.09.2026 11мин

  With the core PCE price index holding at 130.7 in July and unemployment flat at 4.1 percent, the US economy is stuck in a sticky middle ground. Lucas and Luna dissect why service inflation refuses to cool despite slowing real GDP growth of just 1.5 percent annualized. They explore how wage pressures and housing costs are keeping prices elevated, defying the Fed’s soft-landing hopes. The episode breaks down the disconnect between headline CPI and what consumers actually feel at the grocery store and gas pump, revealing why central bankers remain cautious about cutting rates this September. #CoreInflation #PCEIndex #RealGDP #UnemploymentRate #FederalReserve #ServiceSector #WageGrowth #HousingCosts #MacroEconomics #InterestRates #ConsumerPrices #LaborMarket #FexingoBusiness #BusinessPodcast #EconomicData #InflationTrap #LucasAndLuna #September2026 Keep every episode free: buymeacoffee.com/fexingo
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  The Inflation Trap Why Core Prices Stay Sticky 17.09.2026 11мин

  With the ten-year breakeven inflation rate dipping to 2.33 percent on September 16th, 2026, markets are pricing in a return to normalcy. But Lucas and Luna argue that the real story lies in the stubbornness of core CPI, which held at 337.8 in August, and the disconnect between slowing headline energy costs and persistent service-sector inflation. This episode examines why the Federal Reserve’s preferred gauge, the core PCE price index, remains elevated at 130.7 despite cooling goods prices. We look at how transport companies are sounding alarms over fuel costs and what the UK’s recent jump to 3.1 percent inflation tells us about global spillovers. The hosts explore whether this data suggests a soft landing or a sticky-price trap for consumers facing a one-two punch of oil shocks and interest rates. #FexingoBusiness #BusinessPodcast #Macroeconomics #InflationData #CoreCPI #PCEPriceIndex #FederalReserve #InterestRates #EconomicIndicators #ConsumerSpending #EnergyPrices #TransportSector #GlobalInflation #UKInflation #MonetaryPolicy #EconomicAnalysis #FinanceNews #EconomicGrowth Keep every episode free: buymeacoffee.com/fexingo
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  Reading the Macro Riddle with GDP and Payrolls 16.09.2026 7мин

  Lucas and Luna dissect the conflicting signals in late August macro data. With real GDP growth slowing to 1.5 percent while job openings rise to 7,271, they explore why the labor market remains resilient despite weaker industrial production. The conversation focuses on how capacity utilization at 76.3 percent and sticky core CPI readings suggest a complex economic landscape where traditional indicators are sending mixed messages for investors navigating September. #FexingoBusiness #BusinessPodcast #Economics #RealGDP #NonfarmPayrolls #CoreCPI #JobOpenings #JOLTS #CapacityUtilization #IndustrialProduction #MacroData #LaborMarket #InflationTrends #EconomicIndicators #FedPolicy #September2026 #GrowthSlowdown #WagePressure Keep every episode free: buymeacoffee.com/fexingo
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  The PMI Trap That Misleads Investors 15.09.2026 7мин

  Lucas and Luna dissect why the Purchasing Managers Index, while widely watched, often fails to capture the real pace of industrial activity. With manufacturing data showing a divergence from broader economic growth in September 2026, they explore how capacity utilization and inventory levels tell a more accurate story than headline PMI numbers. The episode focuses on a specific case where strong services demand masked weak factory output, leaving investors exposed to a sudden shift in sentiment. #FexingoBusiness #BusinessPodcast #Economics #PMI #ManufacturingData #IndustrialProduction #CapacityUtilization #Inventories #ServicesVsGoods #MacroEconomics #InvestorStrategy #GDPAnalysis #SupplyChain #FederalReserve #MarketSignals #LucasAndLuna #EconomicIndicators #RecessionRisk Keep every episode free: buymeacoffee.com/fexingo
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  The Wage-Inflation Gap Trapping Consumers 14.09.2026 10мин

  With August CPI holding at 334.1 and core CPI rising to 337.8 while average hourly earnings only climbed to 37.80, the purchasing power gap is widening. Lucas and Luna break down how this specific divergence between inflation and wage growth is reshaping consumer behavior, squeezing household budgets, and forcing the Federal Reserve to weigh real economic pain against headline price stability in September 2026. #FexingoBusiness #BusinessPodcast #Economics #InflationData #WageGrowth #CPIReport #ConsumerPurchasingPower #FederalReservePolicy #RealWages #August2026Economy #CoreCPI #AverageHourlyEarnings #HouseholdBudgets #MacroIndicators #GDPvsInflation #LaborMarketTightness #JOLTSData #EconomicStagflation Keep every episode free: buymeacoffee.com/fexingo
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  Why Real GDP Growth Matters More Than Nominal 13.09.2026 8мин

  We drill into the divergence between nominal and real GDP to explain why the economy feels like a riddle right now. With August CPI data showing inflation persisting despite slower growth, we look at the ten-year Treasury yield hitting nearly five percent and what it means for your portfolio. This episode cuts through the noise of mixed signals by focusing on one concrete metric: the gap between price increases and actual output. #EconomicsPodcast #RealGDP #NominalGDP #InflationData #FederalReserve #InterestRates #TreasuryYields #CPIReport #Macroeconomics #InvestingStrategy #BusinessNews #FinancialLiteracy #EconomicIndicators #MarketAnalysis #LucasAndLuna #FexingoBusiness #BusinessPodcast #EconomicGrowth Keep every episode free: buymeacoffee.com/fexingo
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  Why Your Grocery Bill Masks The Real Economic Shift 12.09.2026 8мин

  With August CPI holding at 334.1 and real GDP growth slowing to 1.5 percent, the U.S. economy is signaling a dangerous divergence between headline inflation and underlying wage stagnation. Lucas and Luna break down why the latest data suggests that consumer purchasing power is being squeezed from both sides, creating a quiet trap for households even as job openings rise. We examine how this specific combination of sticky prices and decelerating growth changes the Federal Reserve's calculus ahead of September. #Economics #InflationData #GDPGrowth #CPIReport #FederalReserve #WageStagnation #ConsumerSpending #MacroEconomics #InterestRates #PurchasingPower #BusinessPodcast #FinanceNews #FexingoBusiness #LucasAndLuna #EconomicIndicators #MarketAnalysis #USconomy #InvestorInsights Keep every episode free: buymeacoffee.com/fexingo
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  Why The Fed May Raise Rates Despite Weak Growth 11.09.2026 10мин

  With August CPI ticking up to an index level of 334.1 and core inflation holding firm, the Federal Reserve faces a painful dilemma in September 2026. Lucas and Luna examine why nominal GDP growth has slowed to just one point five percent while price pressures persist. We break down the specific data points suggesting a rate hike is on the table next week, despite a cooling labor market and weak industrial production. This episode explores the mechanics of policy misalignment and what it means for your portfolio when growth and inflation move in opposite directions. #FexingoBusiness #BusinessPodcast #Economics #FederalReserve #InterestRates #CPIInflation #GDPGrowth #MonetaryPolicy #September2026 #MarketAnalysis #InvestingStrategy #MacroData #CorePCE #StagflationRisk #FedHike #ConsumerPrices #LaborMarket #EconomicIndicators Keep every episode free: buymeacoffee.com/fexingo
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  Why Your Grocery Bill Masks The Real Economic Shift 10.09.2026 9мин

  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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  The Economy's Quiet Trap 09.09.2026 9мин

  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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  Why Your Grocery Bill Masks The Real Economic Shift 08.09.2026 9мин

  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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  Why Payrolls And Inflation Are Sending Mixed Signals 07.09.2026 11мин

  In this episode of Economic Indicators, Lucas and Luna unpack the confusing macro landscape of September 2026. With August payrolls coming in at one hundred sixty-two thousand against expectations, while core inflation remains sticky above three percent, the traditional playbook for monetary policy is breaking down. We look at why the labor market’s resilience isn't translating into wage-price spirals, how service-sector demand is shifting, and what the forty-one percent unemployment rate actually tells us about consumer spending power right now. #EconomicIndicators #MacroEconomics #LaborMarket #InflationData #FederalReserve #MonetaryPolicy #PayrollReport #CoreCPI #UnemploymentRate #ConsumerSpending #WageGrowth #InterestRates #BusinessPodcast #FexingoBusiness #EconomicsDaily #FinancialAnalysis #MarketTrends #AugustJobsReport Keep every episode free: buymeacoffee.com/fexingo
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  The August Payroll Puzzle That Changes Everything 06.09.2026 9мин

  August payrolls jumped by 162,000 while the unemployment rate held steady at 4.1 percent, creating a macroeconomic signal that feels contradictory on the surface. Lucas and Luna unpack why this specific divergence matters more than headline GDP growth or CPI readings right now. They explore how the concentration of job gains among women and the sticky wage data suggest an economy that is hotter than official inflation gauges admit. The conversation drills into what this labor market resilience means for Federal Reserve policy heading into September, challenging the narrative that cooling inflation alone dictates the next rate move. #FexingoBusiness #BusinessPodcast #EconomicsShow #LaborMarket #Payrolls #UnemploymentRate #FederalReserve #InflationData #WageGrowth #MacroAnalysis #AugustJobsReport #NonfarmPayrolls #CoreCPI #RealGDP #EconomicIndicators #MonetaryPolicy #LucasAndLuna #InvestorInsight Keep every episode free: buymeacoffee.com/fexingo
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  The Wage-Price Spiral That Never Happened 05.09.2026 14мин

  With August payrolls beating expectations at 162,000 and the unemployment rate holding steady at 4.1 percent, the macro picture looks deceptively robust. Yet real GDP growth has cooled to 1.5 percent annualized. We drill into why wage pressures are no longer driving inflation, how service sector dynamics differ from goods, and what the divergence between nominal GDP and core PCE tells us about the Fed’s next move in September. #MacroEconomics #LaborMarket #InflationTrends #FedPolicy #WageGrowth #ConsumerSpending #ServiceSector #GDPData #CPIAnalysis #PCEIndex #PayrollReport #UnemploymentRate #InterestRates #EconomicGrowth #MonetaryPolicy #BusinessCycle #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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  Reading The Macro Riddle With GDP And Payrolls 04.09.2026 9мин

  With the latest August payrolls report showing a surprising 162,000 gain and the unemployment rate holding at 4.1 percent, Lucas and Luna dissect what this data actually tells us about the economy's trajectory. They contrast the labor market's resilience against the recent slowdown in real GDP growth to just 1.5 percent annualized. By examining the divergence between service-sector hiring and manufacturing stagnation, they explore why economists remain divided on the shape of this recovery. This episode breaks down how to interpret conflicting signals from the FOMC, JOLTS, and CPI to form a clearer picture of where interest rates might head next. #FexingoBusiness #BusinessPodcast #Macroeconomics #GDP #Payrolls #Unemployment #Inflation #FederalReserve #InterestRates #JOLTS #CPI #EconomicData #LaborMarket #Recession #SoftLanding #MonetaryPolicy #EconomicAnalysis #Finance Keep every episode free: buymeacoffee.com/fexingo
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  Why The Macro Data Is A Riddle We Need To Solve 03.09.2026 10мин

  We cut through the noise of September 2026’s conflicting economic signals. With real GDP growth slowing to one point five percent while job openings tick up, we explore why the labor market feels stronger than the broader economy suggests. We examine how core CPI remaining sticky at three point three percent complicates the Fed’s next move and what this divergence means for investors trying to read the room. #FexingoBusiness #BusinessPodcast #Macroeconomics #GDPData #CPIInflation #LaborMarket #FederalReserve #InterestRates #EconomicIndicators #InvestingStrategy #InflationTrends #JobOpenings #PCEIndex #EconomicRecovery #MonetaryPolicy #FinancialMarkets #EconomicAnalysis #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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  Why Macro Data Feels Like a Riddle 02.09.2026 10мин

  We look at the strange disconnect between July’s cooling GDP growth and August’s surprisingly tight labor market. With nonfarm payrolls barely shifting and job openings ticking up, we explore why reading the macro data feels like solving a puzzle with missing pieces. We break down the specific signals in the ADP report, the JOLTS index, and capacity utilization to figure out what is actually driving the economy right now. #FexingoBusiness #BusinessPodcast #Macroeconomics #GDPData #LaborMarket #JOLTSReport #ADPPayrolls #CapacityUtilization #EconomicIndicators #InflationTrends #FedPolicy #ManufacturingData #ServiceSector #EconomicGrowth #InterestRates #InvestingStrategy #LucasAndLuna #Econ101 Keep every episode free: buymeacoffee.com/fexingo
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  The PMI Trap Why Manufacturing Data Misleads Investors 01.09.2026 10мин

  We dig into the latest Purchasing Managers Index readings and why they often tell a different story than headline GDP. With manufacturing activity contracting for the second month in China while US capacity utilization ticks up, we explore how supply chain managers are making decisions that don't show up in standard growth models. Lucas breaks down the divergence between factory orders and actual production, while Luna challenges whether these surveys really capture the modern service-heavy economy. We look at specific inventory-to-sales ratios and what they signal about the next quarter. #PMI #ManufacturingData #SupplyChainManagement #GlobalTrade #EconomicIndicators #ChinaEconomy #USGDP #CapacityUtilization #BusinessCycle #FexingoBusiness #BusinessPodcast #EconomicsDaily #MarketAnalysis #IndustrialProduction #InventoryLevels #LucasAndLuna #MacroEconomics #InvestorEducation Keep every episode free: buymeacoffee.com/fexingo
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  India's 7.8 Percent Growth and the New Global Split 31.08.2026 9мин

  India's economy grew 7.8 percent in its fiscal first quarter, blowing past forecasts while China's factory activity contracts and the US settles into sub-2 percent growth. In this episode, Lucas and Luna unpack what this divergence means for global investors, why India's growth is more than a China replacement, and how the latest US data—from jobless claims to capacity utilization—fits into a world where the IMF sees three-speed growth. They discuss the structural drivers behind India's expansion, the risks of a widening split, and what it could mean for emerging market allocations. A concrete look at the numbers that are redrawing the global economic map. #IndiaEconomy #GDPGrowth #ChinaSlowdown #GlobalEconomy #EmergingMarkets #USData #JoblessClaims #CapacityUtilization #Economics #Investing #MacroData #FexingoBusiness #BusinessPodcast #IndiaGDP #ChinaFactoryPMI #GlobalDivergence #IMFOutlook #EconomicGrowth Keep every episode free: buymeacoffee.com/fexingo
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  Why Economists Can't Agree on the Shape of This Recovery 30.08.2026 7мин

  The recovery is real, but its shape is up for debate. In this episode, Lucas and Luna dig into the latest data — real GDP growth slowing to 1.5 percent, core PCE inflation stuck at 3.3 percent, and the unemployment rate dipping to 4.1 percent — to explain why economists are split between K-shaped, C-shaped, and even E-shaped theories. They explore how different sectors are recovering at different speeds, why the labor market and consumer spending tell conflicting stories, and what that means for the Fed's next move. If you've ever wondered why experts can't agree on the economy, this episode shows you how to read the signals yourself. #Economics #RecoveryShape #GDP #Inflation #FedPolicy #LaborMarket #ConsumerSpending #KShapedRecovery #CShapedRecovery #EShapedRecovery #CorePCE #UnemploymentRate #EconomicIndicators #MacroData #FexingoBusiness #BusinessPodcast #Podcast #Finance Keep every episode free: buymeacoffee.com/fexingo