エピソード

  • How Pork Prices Reveal Inflation’s Hidden Drivers

    How Pork Prices Reveal Inflation’s Hidden Drivers
    2026/06/08
    In this episode, Lucas and Luna dig into a surprising inflation signal: the price of pork. While headline CPI has cooled, the cost of bacon and pork chops has surged over 15% year-over-year. They explore how a combination of African swine fever outbreaks overseas, higher feed costs, and labor shortages in meatpacking plants are driving the spike. They connect this to the broader story of food price inflation, which remains sticky even as other categories moderate. Lucas breaks down the role of supply chain concentration in meat processing, where four companies control over 80% of the market. Luna brings in the New York Fed survey showing household financial worries at a two-year high, linking it to how food price increases disproportionately hit lower-income households. The hosts also touch on the May jobs report expectations and what persistent food inflation means for the Fed's rate path. A focused, numbers-driven look at why your grocery bill still hurts. #PorkPrices #Inflation #FoodInflation #CPI #SupplyChain #AfricanSwineFever #Meatpacking #GroceryBills #LucasAndLuna #Economics #FexingoBusiness #BusinessPodcast #CostOfLiving #FedPolicy #LaborShortage #ConsumerPrices #InflationDrivers #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo
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    5 分
  • Why Medical Supply Chain Inflation Isnt Cooling

    Why Medical Supply Chain Inflation Isnt Cooling
    2026/06/08
    Episode 38 of Inflation Explained with Fexingo digs into a stubborn inflation pocket that most people overlook: medical supplies. Lucas and Luna break down why items like surgical gloves, syringes, and IV bags are still seeing double-digit price increases even as headline CPI moderates. Drawing on the latest April CPI data (332.4 overall, but with medical commodities up over 6 percent year-over-year), they trace the problem back to reshoring bottlenecks, hospital group purchasing, and a clinic in Phoenix that saw its supply costs jump 40 percent in a single quarter. They also connect the dots to why your health insurance premiums and copays keep rising—even if the Fed has held rates steady at 3.65 percent since May. If you've wondered why a box of exam gloves now costs more than a tank of gas, this episode has the answer. #MedicalSupplyChain #Inflation #CPI #HealthCareCosts #SupplyChain #Reshoring #GroupPurchasing #HospitalCosts #MedicalSupplies #Economics #Podcast #FexingoBusiness #BusinessPodcast #CostOfLiving #InflationExplained #Fed #HealthInsurance #SurgicalGloves Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why Shelter Costs Keep CPI Higher Than Headline

    Why Shelter Costs Keep CPI Higher Than Headline
    2026/06/07
    In episode 37 of Inflation Explained with Fexingo, Lucas and Luna dig into the April CPI report showing headline inflation cooling to 332.4, but shelter costs remain stubbornly elevated at 5.2% annual growth. They explore how owner's equivalent rent, apartment concessions, and the lag in BLS data create a gap between what consumers feel and what the index shows. Using Zillow and Apartment List data, they explain why rents may finally be turning—but won't show up in CPI for months. A practical episode for anyone wondering why their rent check doesn't match the government's inflation narrative. #CPI #ShelterInflation #OwnerEquivalentRent #Rent #Zillow #ApartmentList #BureauOfLaborStatistics #Fed #MonetaryPolicy #Inflation #Housing #RealEstate #Economics #FexingoBusiness #BusinessPodcast #Podcast #EconomyExplained #CostOfLiving Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Long-Term Unemployment Is Rewriting the Inflation Story

    How Long-Term Unemployment Is Rewriting the Inflation Story
    2026/06/07
    The May jobs report is out Friday, but Lucas and Luna dig past the headline number into a quieter crisis: long-term unemployment is surging even as inflation moderates. They unpack why workers who've been jobless for 27 weeks or more are getting left behind, how that shifts bargaining power away from labor, and what it means for the Fed's next move. With the S&P 500 down nearly 3% this week and gold sliding, the hosts connect the dots between a softening labor market and a disinflationary pulse that may finally give the Fed cover to cut rates. Specific data points include the 122,000 ADP private payrolls beat, the gap between core CPI and core PCE, and the flat ten-year breakeven inflation rate. A concrete look at why the jobs market's quality matters more than its quantity for your wallet. #LongTermUnemployment #Inflation #JobsReport #FederalReserve #ADP #CPI #PCE #LaborMarket #Disinflation #Economy #Economics #FexingoBusiness #BusinessPodcast #CostOfLiving #MayJobs #Unemployment #FedRateCuts #WageGrowth Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Home Insurance Inflation Is Getting Zillowed

    How Home Insurance Inflation Is Getting Zillowed
    2026/06/06
    Episode 35 of Inflation Explained with Fexingo: CPI, Prices, and the Cost of Living for Everyday People. Lucas and Luna dig into why home insurance premiums are rising at double the rate of overall inflation, and how new data sources like Zillow and satellite imagery are changing how insurers price risk. They look at the April CPI shelter index (still sticky at 4.2% year-over-year) versus the 11% annual jump in home insurance costs, and discuss how climate disasters, reinsurance costs, and algorithmic pricing models are creating a new kind of inflation that the Fed's favorite gauges don't fully capture. They also examine the feedback loop between rising premiums and falling home affordability. This episode gives you one concrete number and one practical takeaway about how insurance inflation works in 2026. #HomeInsurance #Inflation #CPI #ShelterCosts #InsurancePremiums #Reinsurance #ClimateRisk #Zillow #PropertyInsurance #Underwriting #FedPolicy #HomeAffordability #EconomicData #CostOfLiving #FexingoBusiness #BusinessPodcast #Economics #InflationExplained Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How the Hotel Industry Is Rewriting the Inflation Story

    How the Hotel Industry Is Rewriting the Inflation Story
    2026/06/06
    Inflation is cooling in the official CPI data, but hotel room rates tell a different story — one about supply constraints, labor costs, and shifting travel patterns. Lucas and Luna break down how the post-pandemic hotel boom has turned into a structural price reset, using data from major chains like Marriott and Hilton. They explore why a night in a mid-tier hotel now costs what a luxury room did five years ago, and what this means for the Fed's inflation fight. Along the way, they touch on the disconnect between headline CPI shelter costs and real-world lodging prices, the impact of boutique hotel proliferation, and the ripple effects on business travel budgets. A focused look at one industry's pricing power in a sticky-inflation world. #HotelInflation #CPI #LodgingCosts #TravelPrices #Marriott #Hilton #InflationPuzzle #ShelterCosts #BusinessTravel #SupplyConstraints #LaborCosts #PricingPower #FedPolicy #StickyInflation #TravelIndustry #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why the S&P 500 Is Defying Higher CPI Numbers

    Why the S&P 500 Is Defying Higher CPI Numbers
    2026/06/05
    The S&P 500 is near all-time highs even as CPI ticks up. Lucas and Luna dig into this disconnect, looking at why investors aren't panicking over April's CPI reading of 332.4. They explore the role of the Fed's rate pause, the ten-year breakeven inflation rate dropping to 2.36 percent, and how corporate pricing power is reshaping the inflation narrative. By examining specific sectors like technology and energy, they show why this time really might be different. If you've been confused by stocks rallying while prices stay high, this episode offers a clear, data-driven explanation. #CPI #S&P500 #Inflation #FederalReserve #BreakevenInflation #StockMarket #PricingPower #Technology #Energy #Investing #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #MarketDisconnect #FedPause #CorporateProfit #InflationTrade Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Used Car Prices Are Defying the Inflation Narrative

    Why Used Car Prices Are Defying the Inflation Narrative
    2026/06/05
    This episode of Inflation Explained drills into a single surprising data point: while headline CPI has cooled to 3.3% year-over-year as of April 2026, used car prices are bucking the trend and actually rising again. Lucas and Luna unpack why—blaming a perfect storm of constrained new-car supply, elevated lease returns, and a shift in consumer preference toward cheaper alternatives amidst sticky services inflation. They connect it to the broader inflation picture, referencing the Fed's preferred PCE index and the stubbornness of core services excluding housing. The hosts also explain what this means for the average buyer, and why the used car market may be a leading indicator for where inflation is headed next. A must-listen for anyone trying to reconcile official numbers with what they see on lots. #UsedCars #CPI #Inflation #AutoMarket #CoreInflation #PCE #Fed #SupplyChain #ConsumerBehavior #Economics #CarPrices #InflationExplained #Fexingo #BusinessPodcast #FexingoBusiness #LucasAndLuna #April2026CPI #PriceIndex Keep every episode free: buymeacoffee.com/fexingo
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    7 分