EPISODE · Jul 28, 2026 · 6 MIN

Why Businesses Are Rebuilding Inventories Again

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

After months of destocking, total business inventories rose by $8 billion in May 2026. Lucas and Luna break down what this shift means for GDP growth, the labor market, and why the yield curve's recession signal might be wrong. With the unemployment rate at 4.2% and jobless claims at 187,000, is the inventory rebuild the first sign of sustained expansion? They also discuss the divergence between falling CPI and rising core PCE, and what the Fed is likely watching. #BusinessInventories #InventoryRestocking #GDPGrowth #EconomicIndicators #FedPolicy #InvertedYieldCurve #JoblessClaims #CorePCE #CPI #SupplyChain #IndustrialProduction #CapacityUtilization #MacroData #FexingoBusiness #BusinessPodcast #Economics #LucasAndLuna #Mid2026Economy Keep every episode free: buymeacoffee.com/fexingo

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