Latest / Inflation Explained with Fexingo: CPI, Prices, and the Cost of Living for Everyday People
Why Your Rent Is Rising Faster Than CPI Says
Lucas and Luna dig into the June 2026 CPI report and find that the shelter category—the biggest chunk of the index—is understating real rent increases by roughly 2 percentage points. They explain how the Bureau of Labor Statistics measures 'owners' equivalent rent' vs. actual market rents, why new leases are running 6% higher than a year ago while CPI shelter shows only 4% growth, and what this gap means for tenants, landlords, and the Fed's rate path. With the Fed funds rate stuck at 3.63% and inflation still above target, the hosts connect the data to a practical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.