『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
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  • How Household Inflation Expectations Signal a Shift in Consumer Behavior

    How Household Inflation Expectations Signal a Shift in Consumer Behavior
    2026/06/08
    In this episode of Economic Indicators with Fexingo, Lucas and Luna dig into the latest New York Fed Survey of Consumer Expectations, which shows household worries over finances hitting their highest level since July 2022. They explore how this shift in consumer sentiment is beginning to affect spending patterns, savings rates, and even the Federal Reserve's policy path. With the May jobs report due Friday and the S&P 500 down 2.4% in the past five days, the hosts connect the dots between rising anxiety and real economic data like the 4.3% unemployment rate and the 7.6 million job openings from JOLTS. They discuss why inflation expectations matter more than current inflation for economic forecasting, and what it means when consumers start expecting higher prices but aren't seeing it in core PCE yet. A timely look at the psychology driving macro trends. #InflationExpectations #ConsumerSentiment #NewYorkFed #HouseholdFinances #FederalReserve #MonetaryPolicy #EconomicIndicators #JobsReport #UnemploymentRate #JOLTS #CorePCE #SP500 #MacroData #ConsumerBehavior #Economics #FexingoBusiness #BusinessPodcast #EconomicOutlook Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why the Nasdaq Is Down Five Percent While GDP Is Growing

    Why the Nasdaq Is Down Five Percent While GDP Is Growing
    2026/06/08
    The S&P 500 is at 7,384 and the Nasdaq has dropped over five percent in five days, yet real GDP grew at 1.6 percent annualized in Q1 2026 and the unemployment rate is a low 4.3 percent. Lucas and Luna unpick this apparent contradiction by looking at the composition of GDP growth, the surge in job openings to 7.6 million, and what the bond market is pricing in via the ten-year yield at 4.54 percent. They explain why the stock sell-off isn't contradicting the macro data — it's reading a different signal entirely. A grounded conversation about what markets are seeing that GDP alone doesn't show. #Nasdaq #S&P500 #GDP #JOLTS #JobOpenings #BondMarket #YieldCurve #StockMarket #FedPolicy #Economics #MacroData #MarketSellOff #TenYearYield #FexingoBusiness #BusinessPodcast #EconomicIndicators #RateCut #Inflation Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • 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
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    7 分
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