EPISODE · Jul 18, 2026 · 8 MIN
What Falling Inventories Tell Us About the Economy
from Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data · host Fexingo
Lucas and Luna dig into the July 2026 business inventories data to explain why falling stock-to-sales ratios are a more nuanced signal than many assume. They break down how inventory cycles have historically preceded recessions and recoveries, distinguish between planned destocking and forced liquidations, and tie current inventory trends to consumer demand signals and industrial production. Using specific data points from the latest economic reports, they show listeners how to interpret inventory changes as a leading indicator of GDP growth. A concrete, actionable episode for anyone trying to read the macro tea leaves. #BusinessInventories #InventoryCycle #MacroEconomics #GDP #SupplyChain #StockToSalesRatio #IndustrialProduction #ConsumerDemand #RecessionSignals #LeadingIndicators #EconomicData #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #July2026 #DataDriven #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo
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What Falling Inventories Tell Us About the Economy
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