Episodes

  • The GDP-CPI Split and What It Means for Your Money

    The GDP-CPI Split and What It Means for Your Money
    Jun 15 2026
    In this episode of Economic Indicators with Fexingo, Lucas and Luna dive into the growing divergence between real GDP growth and consumer inflation in mid-2026. With GDP annualizing at just 1.6% while CPI hits 4.2% annually—the highest in three years—the hosts unpack what this split signals for household budgets, Federal Reserve policy, and portfolio strategy. They examine specific data points including the May CPI release, the 10-year breakeven rate, and the surprising resilience of job openings despite rising claims. Lucas explains why this macro environment feels different from the 1970s stagflation playbook, and Luna challenges whether the 'soft landing' narrative still holds. The conversation also touches on why real wages are falling even as the labor market stays tight, and what investors should watch next. A focused, number-driven look at the economy's mixed signals. #GDP #CPI #Inflation #RealGDP #ConsumerPrices #FederalReserve #Stagflation #MacroData #EconomicIndicators #JobMarket #Wages #BreakevenRate #PortfolioStrategy #SoftLanding #FexingoBusiness #BusinessPodcast #Economics #Investment Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Industrial Production Is Leading GDP in 2026

    Why Industrial Production Is Leading GDP in 2026
    Jun 15 2026
    GDP is growing at 1.6 percent annualized, but a less-watched number—industrial production—is telling a more interesting story. Lucas and Luna dig into why the factory sector is outperforming services, what capacity utilization at 76.1 percent means for inflation, and how the Iran conflict is reshaping manufacturing supply chains. They connect the dots between the ECB rate hike, the 4.2 percent CPI print, and the real economy humming beneath the headlines. Plus: why this matters for your portfolio as small caps rally 3.1 percent in a week. #IndustrialProduction #GDP #CapacityUtilization #Manufacturing #SupplyChain #IranConflict #ECB #CPI #SmallCaps #Russell2000 #Economics #MacroData #Inflation #FederalReserve #IndustrialOutput #FexingoBusiness #BusinessPodcast #EconomicIndicators Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Real Wages Are Falling Despite a Strong Labor Market

    Why Real Wages Are Falling Despite a Strong Labor Market
    Jun 14 2026
    Lucas and Luna dig into an uncomfortable economic paradox: the unemployment rate is flat at 4.3%, monthly payrolls keep rising, yet average hourly earnings adjusted for CPI are actually shrinking. They explore how the 4.2% annual CPI print in May has erased wage gains, leaving workers with less purchasing power than a year ago. Lucas walks through the math of real wages, why hourly earnings data can be misleading due to composition effects, and what this means for consumer spending heading into the second half of 2026. They also touch on the ECB's recent rate hike and how energy-driven inflation is squeezing households globally. No hot takes—just the numbers and what they imply for the broader economy. #RealWages #Inflation #LaborMarket #CPI #AverageHourlyEarnings #PurchasingPower #ECB #EnergyPrices #ConsumerSpending #Economics #FexingoBusiness #BusinessPodcast #EconomicIndicators #WageGrowth #May2026CPI #FedPolicy #HouseholdFinances #NominalVsReal Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • How the ECB Rate Hike Reshapes Global Inflation Expectations

    How the ECB Rate Hike Reshapes Global Inflation Expectations
    Jun 14 2026
    In this episode of Economic Indicators, Lucas and Luna dive into the European Central Bank's first rate hike since 2023, announced on June 11, 2026, amid the Iran conflict-driven energy surge. They explore how this ECB move signals a shift in global inflation dynamics, linking it to the recent 4.2% annual CPI rise in the US and the steepening yield curve. Using the 10-year breakeven rate of 2.31%, they discuss what synchronized central bank tightening means for inflation expectations across the Atlantic. Listeners will learn why the ECB's decision matters for US investors and how it connects to the surprising jump in job openings to 7.6 million. The hosts keep it grounded with concrete data from June 2026, making sense of cross-border monetary policy without the jargon. #ECB #RateHike #InflationExpectations #CPI #10YearBreakeven #GlobalInflation #CentralBankPolicy #IranConflict #EnergyPrices #YieldCurve #JOLTS #MonetaryPolicy #Economics #Podcast #FexingoBusiness #BusinessPodcast #EconomicIndicators #MacroData Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • What the 10-Year Breakeven Tells Us About Inflation Now

    What the 10-Year Breakeven Tells Us About Inflation Now
    Jun 13 2026
    In this episode of Economic Indicators with Fexingo, Lucas and Luna unpack the 10-year breakeven inflation rate—currently at 2.31 percent—and what it reveals about market expectations for future inflation. They compare it to the latest CPI print of 4.2 percent and the core PCE index, explaining why breakevens matter more than headline numbers for investors. The hosts also discuss how the ECB's recent rate hike and energy price shocks are shaping the inflation outlook. A focused, data-driven conversation for anyone trying to read the macro tea leaves. #10YearBreakeven #Inflation #CPI #PCE #ECB #EnergyPrices #BondMarket #FederalReserve #MacroData #EconomicIndicators #FexingoBusiness #BusinessPodcast #Podcast #Finance #Economics #Investing #TIPS #RealRates Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • How Job Openings Surged While Hiring Stayed Flat

    How Job Openings Surged While Hiring Stayed Flat
    Jun 13 2026
    In episode 49 of Economic Indicators with Fexingo, Lucas and Luna break down the puzzling April JOLTS report: job openings jumped by over 700,000 to 7.6 million, yet hiring barely budged. They explore what this growing gap between vacancies and actual hiring tells us about labor market friction, worker reluctance, and whether the economy is really as strong as the headline numbers suggest. With the unemployment rate stuck at 4.3 percent and initial jobless claims creeping up, the hosts ask if 'slow hiring' is the new normal. A focused, data-driven look at one of the most misunderstood indicators in macroeconomics. #JobOpenings #JOLTS #LaborMarket #Hiring #Unemployment #EconomicIndicators #Friction #SkillsMismatch #FederalReserve #QuitsRate #WageGrowth #MacroData #April2026 #Businesses #Workers #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • Why Wholesale Inflation Surged 1.1 Percent in May 2026

    Why Wholesale Inflation Surged 1.1 Percent in May 2026
    Jun 12 2026
    In this episode of Economic Indicators with Fexingo, Lucas and Luna dig into the May 2026 wholesale inflation report that showed a 1.1 percent monthly jump, far above expectations. They explore how surging energy costs, driven by the Iran conflict, are feeding through to producer prices and what this means for future consumer inflation. The hosts connect yesterday's PPI data to the broader economic picture: the 10-year breakeven rate is actually falling, suggesting markets expect this spike to be temporary. But with the ECB hiking rates for the first time since 2023 and U.S. consumer prices running at 4.2 percent annually, is the Fed really done? Lucas and Luna discuss the pipeline from wholesale to retail, the role of energy, and whether businesses can keep absorbing costs. A focused, data-rich conversation for anyone trying to read the macro tea leaves in real time. #WholesaleInflation #PPI #EnergyPrices #IranConflict #ProducerPrices #Inflation #ECBHike #BreakevenRate #CPI #FederalReserve #MonetaryPolicy #SupplyChain #EconomicIndicators #MacroData #BusinessPodcast #FexingoBusiness #Economics #InflationExpectations Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • What Wholesale Inflation Means for Your Portfolio

    What Wholesale Inflation Means for Your Portfolio
    Jun 12 2026
    In this episode of Economic Indicators with Fexingo, Lucas and Luna dig into the May 2026 Producer Price Index report—wholesale prices surged 1.1% month-over-month, far above expectations, driven by a spike in energy costs linked to the Iran conflict. They discuss why PPI matters as a leading indicator for consumer inflation, how the 10-year breakeven rate is diverging from PPI, and what this means for Fed policy and interest-sensitive sectors. The hosts also connect the data to the ECB's surprise rate hike and the widening gap between industrial production and capacity utilization. A focused look at a single data point that could reshape the macro outlook. #PPI #WholesaleInflation #ProducerPriceIndex #EnergyCosts #IranConflict #Inflation #FederalReserve #ECB #InterestRates #10YearBreakeven #IndustrialProduction #CapacityUtilization #MacroData #Economics #EconomicIndicators #FexingoBusiness #BusinessPodcast #Investing Keep every episode free: buymeacoffee.com/fexingo
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    10 mins