How Stagflation Is Reshaping the Insurance Industry

Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes · Jun 25, 2026 · 7m · transcript

In this episode of Stagflation Conversations with Fexingo, Lucas and Luna explore how the current mix of high inflation and slow growth is squeezing the property and casualty insurance market. With CPI at 334 and real GDP growth barely above 1.5 percent, insurers are raising premiums sharply while still facing underwriting losses. The hosts focus on two trends: the rising cost of auto repairs and home rebuilding due to inflation in labor and materials, and the shift toward high-deductible policies as consumers try to manage expenses. They reference recent data showing core PCE at 129.6 and…