Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Your Rent Is Not Falling in a Slow-Growth Economy
In this episode of Stagflation Conversations, Lucas and Luna zero in on a paradox: real GDP growth is just 1.5 percent, inflation is easing, yet rents remain stubbornly high. They unpack the 1970s echo—how rent stickiness prolonged stagflation back then and how the same dynamics are playing out now. With the latest CPI and PCE data showing cooling headline inflation but sticky shelter costs, they explain why landlords aren't cutting rents even as vacancies rise. They dig into the role of leverage, the shift to suburban multifamily, and what the JOLTS drop to 7.36 million openings means…
The skinny
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