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

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

By: 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. Economics
Episodes
  • Why the Yield Curve Steepening Matters for Growth in 2026

    Why the Yield Curve Steepening Matters for Growth in 2026
    Jul 1 2026
    In this episode of Economic Indicators with Fexingo, Lucas and Luna unpack the recent steepening of the yield curve and what it signals for economic growth as of July 2026. With the 10-year Treasury yield at 4.42% and the 2-year at 4.19%, the spread has widened significantly. They explore why this is happening—stronger growth expectations, sticky core inflation at 3.4%, and the Fed's cautious stance—and what it means for investors and the broader economy. Using the latest data on real GDP growth (2.1% annualized), the rising 10-year breakeven inflation rate (2.24%), and the bond market's pricing of future Fed moves, they cut through the noise to give you a clear read on the macro picture. No jargon, just smart conversation. #YieldCurve #Steepening #BondMarket #TreasuryYields #EconomicGrowth #Inflation #CoreInflation #FedPolicy #GDP #BreakevenRate #RealGDP #MacroData #Investing #FexingoBusiness #Economics #BusinessPodcast #FinancialMarkets #EconomicIndicators Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why the Yield Curve Steepening Matters for Growth in 2026

    Why the Yield Curve Steepening Matters for Growth in 2026
    Jun 30 2026
    In this episode of Economic Indicators with Fexingo, Lucas and Luna unpack the recent steepening of the yield curve and what it signals about the economy's trajectory. With the 10-year Treasury yield at 4.41% and the 2-year at 3.73%, the spread has widened to 68 basis points—a level not seen in over a year. Is this a bullish signal for growth, or a warning that inflation expectations are rising faster than the Fed's comfort zone? The hosts dive into the implications for borrowing costs, banks, and the broader market, using live data from June 30, 2026, and recent core inflation numbers. #YieldCurve #Steepening #TreasuryYields #10YearTreasury #2YearTreasury #Fed #Inflation #CoreCPI #GDPGrowth #EconomicIndicators #LucasAndLuna #FexingoBusiness #BusinessPodcast #MacroData #BondMarket #InterestRates #Finance #Economics Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • What the Rising 10-Year Breakeven Rate Tells Us Now

    What the Rising 10-Year Breakeven Rate Tells Us Now
    Jun 30 2026
    The 10-year breakeven inflation rate has edged up to 2.22 percent as of late June 2026, even as core PCE hits 3.4 percent. In this episode, Lucas and Luna unpack the disconnect: why the bond market's implied inflation expectation remains below the Fed's target despite stubbornly high core readings. They examine what breakevens actually measure — the difference between nominal and inflation-protected Treasury yields — and why the gap between the 2.22 percent breakeven and the 3.4 percent core PCE may signal something about credibility, not complacency. With the 2-year yield at 3.68 and the 10-year at 4.37, the yield curve is steepening again, and the hosts explore whether that steepening is the bond market's way of betting on slower growth ahead. They also consider how capacity utilization at 76.2 percent and industrial production at 102.6 factor into the inflation outlook. No clickbait, no hot takes — just a clear-eyed look at what the breakeven rate is actually saying about the economy in mid-2026. #BreakevenInflationRate #10YearTreasury #CorePCE #InflationExpectations #BondMarket #FederalReserve #YieldCurve #TIPS #NominalYields #RealYield #CapacityUtilization #IndustrialProduction #EconomicIndicators #MacroData #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
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