Episodes

  • Why Inflation Feels Worse Than the Headline Number

    Why Inflation Feels Worse Than the Headline Number
    May 23 2026
    The official CPI sits at 332.4, up just 0.6 percent from last month. But consumer sentiment hit a record low in May. Lucas and Luna unpack the gap between the aggregate inflation figure and what households actually experience at the register. They drill into the specific basket composition issue — how fuel and food cost spikes in a geopolitical crisis get smoothed over by indices that weight housing and medical care heavily. Plus: why the AI economy and Iran war are pulling inflation in opposite directions for different income groups. And listener support keeps the conversation going: buy me a coffee dot com slash fexingo. #Inflation #CPI #ConsumerSentiment #IranWar #AIEconomy #CostOfLiving #FederalReserve #CoreCPI #GasPrices #RentInflation #BasketOfGoods #EconomicData #Geopolitics #BlueCollar #WealthEffect #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • Why the Fed Is Betting Big on the Bond Market’s Inflation Signal

    Why the Fed Is Betting Big on the Bond Market’s Inflation Signal
    May 22 2026
    In this episode of Inflation Explained, Lucas and Luna dig into a quiet but powerful shift in how the Federal Reserve reads inflation expectations. With the 10-year breakeven inflation rate falling to 2.39% even as consumer sentiment hits record lows over Iran war fears, the hosts explore why the bond market's message might be more trustworthy than surveys. They explain what breakeven rates actually measure, why the Fed under incoming chair Kevin Warsh is paying closer attention to this metric, and what it could mean for interest rates later this year. Lucas walks through a concrete example from the April CPI data to show how the bond market's 'inflation insurance' is priced. Luna pushes back on whether markets are too complacent about war-driven price spikes. The episode closes with a forward look at how the Fed might use breakevens as a communication tool, not just a forecast. #BreakevenInflation #10YearTreasury #FederalReserve #KevinWarsh #CPI #BondMarket #InflationExpectations #TIPS #MonetaryPolicy #IranWar #ConsumerSentiment #InterestRates #Economics #InflationExplained #FexingoBusiness #BusinessPodcast #LucasAndLuna #MarketSignals Keep every episode free: buymeacoffee.com/fexingo
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    5 mins
  • Why Your Rent Is Still Rising Even as Inflation Cools

    Why Your Rent Is Still Rising Even as Inflation Cools
    May 22 2026
    In this episode of Inflation Explained with Fexingo, Lucas and Luna dig into why shelter inflation remains stubbornly high even as the headline CPI has moderated to 332.4. They explain the lag in how rent data is collected, why owners' equivalent rent behaves differently from market-rate leases, and what the 10-year breakeven inflation rate dropping to 2.39 percent might signal for future housing costs. The hosts break down the gap between what tenants are actually paying and what the government's surveys capture, offering concrete context for listeners wondering why their own rent hasn't gone down. A timely look at one of the most persistent components of consumer inflation. #InflationExplained #CPI #ShelterInflation #Rent #OwnersEquivalentRent #CostOfLiving #Housing #FederalReserve #KevinWarsh #BreakevenInflationRate #CoreCPI #InflationData #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #InflationPodcast #RentCrisis Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • How the AI Economy Is Reshaping Inflation for Blue-Collar Workers

    How the AI Economy Is Reshaping Inflation for Blue-Collar Workers
    May 21 2026
    In this episode of Inflation Explained with Fexingo, Lucas and Luna dig into a surprising angle: while headline CPI ticked up to 332.4 in April, certain goods and services tied to AI and automation are seeing outright deflation. They explore how the AI economy is rewriting the American Dream, with blue-collar workers poised to gain as AI drives down costs in logistics, manufacturing, and retail—but also discuss risks for service workers. With the 10-year breakeven inflation rate dipping to 2.44% and bond vigilantes pressuring the Fed, they ask whether the AI deflationary force is real or just a mirage. A grounded, data-rich conversation for anyone watching their wallet. #AIEconomy #Inflation #CPI #BlueCollarWorkers #Deflation #FederalReserve #KevinWarsh #BondVigilantes #Automation #Logistics #Manufacturing #Retail #LaborMarket #BreakevenInflation #Economics #FexingoBusiness #BusinessPodcast #InflationExplained Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • Why Core CPI Matters More Than Headline Inflation Now

    Why Core CPI Matters More Than Headline Inflation Now
    May 21 2026
    In this episode, Lucas and Luna dig into the latest CPI data released April 2026. Headline inflation is cooling, but core CPI — which strips out food and energy — hit 335.4, up from 334.17 in March. They explain why economists watch core CPI as a signal of persistent inflation, especially with energy prices volatile due to the Iran war rattling markets. The conversation also touches on the 10-year breakeven inflation rate falling to 2.44%, suggesting bond markets expect inflation to ease, while the Fed faces pressure to hike rates again. Specific examples: how rising shelter costs and services inflation keep core CPI elevated, and why the Fed's preferred PCE index lags behind. No fluff, just the numbers that matter. #CPI #CoreCPI #Inflation #FederalReserve #BondMarket #BreakevenInflation #PCE #ShelterCosts #ServicesInflation #EnergyPrices #IranWar #KevinWarsh #RateHike #BondVigilantes #Economics #FexingoBusiness #BusinessPodcast #CostOfLiving Keep every episode free: buymeacoffee.com/fexingo
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    8 mins