Lucas and Luna drill into the widening gap between the PCE and CPI inflation measures. On June 25, 2026, core PCE hit 3.4 percent—its highest since October 2023—while CPI is running cooler. They explain why the divergence matters for Fed policy, bond markets, and your portfolio, and walk through how consumers and businesses are experiencing inflation differently depending on which index you use. A focused, data-driven look at a technical but consequential economic signal.

#PCE #CPI #CoreInflation #FederalReserve #BondMarket #EconomicIndicators #InflationDivergence #MonetaryPolicy #10YearBreakeven #RealGDP #ConsumerSpending #BusinessInvestment #Economics #FexingoBusiness #BusinessPodcast #MacroData #InterestRates #InflationAnalysis

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Lucas and Luna dive into the latest capacity utilization data — 76.2% in May 2026, up slightly from 76.13% — and explain why this often-overlooked metric is sending a nuanced signal about the economy. They contrast it with industrial production growth, rising job openings, and sticky core inflation to show how capacity constraints might be building beneath a seemingly steady expansion. With factory job cuts near crisis levels and the 10-year breakeven inflation rate ticking up, the hosts explore whether the Fed is caught between a tight labor market and persistent price pressures.

#CapacityUtilization #IndustrialProduction #Inflation #CoreCPI #JoblessClaims #JOLTS #FedPolicy #EconomicIndicators #FactoryJobs #LaborMarket #BreakevenInflation #MacroData #Economics #FexingoBusiness #BusinessPodcast #Podcast #LucasAndLuna #EconomicTrends

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On this episode of Economic Indicators with Fexingo, Lucas and Luna examine a puzzling divergence: core inflation hit 3.4% in May 2026, its highest since October 2023, yet long-term bond yields have fallen. The hosts walk through the bond math, explaining why the 10-year Treasury yield dropped 13 basis points this week despite hot inflation data. They connect the dots to the 10-year breakeven inflation rate slipping to 2.18%, the industrial production index at 102.6, and the wider geopolitical backdrop. The conversation drills into whether the bond market is betting on a growth slowdown or simply trusting the Fed's forward guidance. A focused look at how fixed-income markets are pricing a contradictory macro picture in late June 2026.

#EconomicIndicators #BondMarket #CoreInflation #TreasuryYields #FederalReserve #BreakevenInflationRate #IndustrialProduction #MacroData #Economics #InvestmentStrategy #InflationOutlook #FixedIncome #GDPGrowth #LucasAndLuna #FexingoBusiness #BusinessPodcast #June2026 #MacroAnalysis

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Lucas and Luna unpack the surprising JOLTS data from April 2026: job openings jumped to 7.6 million from 6.9 million, a 10.6 percent increase in one month. They explore what this surge means for the broader economic picture, including whether it signals genuine labor demand or noise from sectoral shifts. With layoffs still elevated in manufacturing and the unemployment rate holding at 4.3 percent, they discuss the mixed signals the job market is sending and how investors should interpret them. This episode drills into the specific numbers, the Fed's likely reaction, and what it means for workers. No fluff, just concrete macro.

#JOLTS #JobOpenings #LaborMarket #EconomicIndicators #FedPolicy #JobMarket #Unemployment #Manufacturing #FactoryJobCuts #April2026 #Economics #Business #FexingoBusiness #BusinessPodcast #MacroData #GDP #CPI #PMI

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In this episode of Economic Indicators with Fexingo, Lucas and Luna dig into the 10-year breakeven inflation rate, which has dropped to 2.21 percent as of June 23, 2026. They explain what breakeven inflation actually measures — the difference between nominal and inflation-protected Treasury yields — and why the recent decline matters for the Fed, bond markets, and your portfolio. They compare the current level to the 2.5-plus percent peaks of 2022 and 2024, and discuss whether the drop signals genuine disinflation or a shift in market sentiment about long-run growth. With real GDP growth at just 1.6 percent annualized and CPI still above 3 percent, the hosts explore whether the bond market is pricing in a soft landing or something more ominous. This episode is grounded in live data through June 24, 2026 and offers a clear, non-technical look at one of the most important but least discussed inflation indicators.

#BreakevenInflation #10YearTreasury #TIPS #Inflation #FederalReserve #BondMarket #RealGDP #CPI #EconomicIndicators #MacroData #SoftLanding #Disinflation #TreasuryYields #MonetaryPolicy #FexingoBusiness #BusinessPodcast #Economics #LucasAndLuna

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In this episode of Economic Indicators with Fexingo, Lucas and Luna dive into the striking disconnect between strong headline GDP growth and a surge in factory job cuts that, according to S&P, approached levels not seen since the financial crisis and the pandemic. With the unemployment rate flat at 4.3% and JOLTS job openings rising to 7.6 million, why are manufacturing layoffs spiking? The hosts examine the latest data—including capacity utilization at 76.2% and industrial production edging up—and explore structural factors like automation, shifting global demand, and the lingering effects of past supply-chain disruptions. They also discuss what this means for workers, policymakers, and investors trying to read the mixed signals in today's labor market. A must-listen for anyone puzzled by the gap between GDP reports and on-the-ground employment trends.

#FactoryJobCuts #ManufacturingLayoffs #GDPGrowth #LaborMarket #JOLTS #UnemploymentRate #CapacityUtilization #IndustrialProduction #EconomicIndicators #FexingoBusiness #BusinessPodcast #Economics #JoblessClaims #SupplyChain #Automation #SPGlobal #MacroData #EmploymentTrends

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Factory job cuts in June 2026 are nearing levels not seen since the financial crisis and the Covid pandemic, according to S&P. Lucas and Luna dig into why manufacturing is struggling even as the broader economy grows at a 1.6 percent annualized rate. They examine the divergence between industrial production, which is still rising modestly, and capacity utilization at 76.2 percent, which is below pre-pandemic norms. The hosts also touch on the JOLTS data showing job openings rebounding to 7.6 million, while the unemployment rate holds at 4.3 percent. The conversation connects these dots to the sticky core CPI at 336.1 and the 10-year breakeven inflation rate at 2.23 percent, asking whether the labor market is sending a false signal about the health of the economy. A focused look at one of the most troubling data points in the current macro picture.

#FactoryJobCuts #Manufacturing #LaborMarket #S&P #IndustrialProduction #CapacityUtilization #JOLTS #Unemployment #CoreCPI #Inflation #BreakevenRate #GDP #Economics #Economy #RecessionSignals #FexingoBusiness #BusinessPodcast #EconomicIndicators

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Lucas and Luna unpack the puzzling divergence between rising job openings and steady unemployment in mid-2026. With JOLTS data showing a surge to 7.6 million openings but the unemployment rate stuck at 4.3 percent, they drill into what's really happening beneath the surface. Drawing on the latest figures from May 2026 and anecdotes from states like Nevada, they explore how the labor market is rebalancing—why workers aren't switching jobs as much, how the quits rate tells a different story, and what that means for wage growth. Plus, they connect the dots to the Fed's next moves under new Chair Kevin Warsh. A focused look at one of the year's most confusing economic indicators.

#JOLTS #JobOpenings #LaborMarket #Unemployment #Hiring #QuitsRate #NevadaJobs #FedPolicy #KevinWarsh #EconomicIndicators #WageGrowth #BusinessPodcast #FexingoBusiness #Economics #MacroData #JobMarket2026 #HotLaborMarket #WorkerPower

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Lucas and Luna dig into the latest business inventories data, which climbed to $2.73 trillion in April 2026. They explain why inventory build-ups can signal both economic strength and impending correction, using the recent GDP-inventory divergence as a case study. With real GDP growth at just 1.6 percent annualized, the hosts discuss whether companies are overstocking or preparing for sustained demand. They also touch on how inventory-to-sales ratios and capacity utilization correlate, and what this means for investors watching the next GDP print. A focused, data-driven episode for anyone trying to read the macro tea leaves.

#BusinessInventories #GDP #EconomicIndicators #CapacityUtilization #InventoryToSalesRatio #MacroData #SupplyChain #GDPGrowth #InventoryBuild #Economics #FexingoEconomy #FexingoBusiness #BusinessPodcast #EconomicPodcast #Podcast #2026Economy #InventoryCycle #MacroEconomics

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In this episode of Economic Indicators with Fexingo, Lucas and Luna dig into the latest average hourly earnings data and what it really means for workers and the broader economy. With private-sector earnings at $37.50 an hour in May 2026, they explore why wage growth hasn't kept pace with inflation, how the gap affects consumer spending, and what it signals for future Fed policy. They also tie in the recent unemployment rate hold at 4.3% and nonfarm payroll growth to paint a fuller picture of the labor market. This episode gives you a concrete number and framework to understand wage dynamics in 2026 without the usual political spin.

#AverageHourlyEarnings #WageGrowth #LaborMarket #Inflation #FedPolicy #ConsumerSpending #Economics #EconomicIndicators #FexingoBusiness #BusinessPodcast #Podcast #LucasAndLuna #NonfarmPayrolls #UnemploymentRate #RealWages #CPI #PCE #May2026Data

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