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  • How Stagflation Is Reshaping the Office Furniture Market

    How Stagflation Is Reshaping the Office Furniture Market
    2026/07/21
    Episode 125 digs into a surprising casualty of the current stagflationary economy: the office furniture industry. With the S&P 500 down 0.8% over five days and core PCE still rising at 130.1, companies are slashing capital expenditures on physical office spaces. Lucas and Luna explore how commercial real estate vacancies are crushing demand for desks and chairs, while the pre-owned furniture market booms. They cite a 40% drop in new office furniture orders since 2022 and a 200% surge in refurbished cubicle sales. The hosts also examine how manufacturers like Steelcase are pivoting to residential and hospitality lines. And they highlight a surprising bright spot: ergonomic home office upgrades, as hybrid workers invest their own money in better setups. A sharp, data-driven look at an industry being reshaped by inflation and slow growth. #Stagflation #OfficeFurniture #CommercialRealEstate #Steelcase #HybridWork #Ergonomics #RefurbishedFurniture #CapitalExpenditure #Inflation #SlowGrowth #Economics #Business #Podcast #FexingoBusiness #BusinessPodcast #OfficeSpace #FurnitureIndustry #SupplyChain Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Stagflation Is Reshaping the Toy Industry

    How Stagflation Is Reshaping the Toy Industry
    2026/07/21
    In episode 124 of Stagflation Conversations with Fexingo, Lucas and Luna examine how the toy industry is navigating a unique cost-inflation-meets-consumer-squeeze moment. With wholesale prices dropping but import costs from China hitting highs not seen since 2008, toymakers face a double bind: input costs are up, but parents are trading down. The hosts break down why Hasbro and Mattel are leaning into price-tiered strategies, how third-party sellers on Amazon are capturing the value-conscious buyer, and what the surge in secondhand toy marketplaces tells us about the broader economy. They also dig into the surprising resilience of collectibles and licensing as a hedge against margin pressure. If you've wondered why the toy aisle feels more expensive and less exciting, this episode connects the dots between macro data and what ends up under the tree—or doesn't. #ToyIndustry #Stagflation #Economics #Hasbro #Mattel #Inflation #ConsumerSpending #SupplyChain #ImportPrices #ChinaTariffs #Amazon #ResaleMarket #Collectibles #PricingStrategy #Business #FexingoBusiness #BusinessPodcast #EconomicTrends Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • How Stagflation Is Reshaping the Car Insurance Market

    How Stagflation Is Reshaping the Car Insurance Market
    2026/07/20
    Episode 123: Lucas and Luna examine how stagflation is transforming the car insurance industry. With parts and labor costs up, accident frequency rising post-pandemic, and the CPI for motor vehicle insurance up over 15% year-over-year, insurers are hiking premiums faster than ever. But claims costs are also rising, and some regions are seeing insurers pull back entirely. Lucas breaks down the math behind the premium spike, the role of repair cost inflation, and what drivers can expect. Luna questions whether the industry is heading for a hard market cycle reminiscent of the early 2000s. Tune in for a data-driven look at an everyday cost that just keeps climbing. #CarInsurance #Stagflation #Economics #InsurancePremiums #Inflation #CPI #AutoRepair #Underwriting #ClaimsCosts #Liability #PersonalFinance #Business #FexingoBusiness #BusinessPodcast #LucasAndLuna #StagflationConversations #HardMarket #MotorVehicleInsurance Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How Stagflation Is Reshaping the Used Heavy Equipment Market

    How Stagflation Is Reshaping the Used Heavy Equipment Market
    2026/07/20
    While most coverage of stagflation focuses on consumer prices, Lucas and Luna drill into the market for used heavy equipment — bulldozers, excavators, and haul trucks. Construction and mining companies are holding onto machines longer as new equipment prices surge and financing costs climb. Auction prices for late-model Cat D6 dozers have risen 18% year-over-year, and rental fleets are expanding their average fleet age to record highs. The hosts unpack data from Ritchie Bros. Auctioneers, the impact of rising steel and semiconductor costs on new production, and what the backlog at Caterpillar's parts division tells us about the broader economy. They also tie in the latest import price data from China and the surprising decline in wholesale prices to explain why this corner of industrial capitalism is a leading indicator for stagflation's real effects. #Stagflation #HeavyEquipment #UsedMachinery #Construction #Mining #Caterpillar #RitchieBros #SupplyChain #IndustrialCapex #AuctionMarkets #Inflation #EconomicSlowdown #FleetAge #PartsBacklog #Economics #BusinessPodcast #FexingoBusiness #IndustrialEconomy Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Stagflation Is Reshaping the Commercial Real Estate Market

    How Stagflation Is Reshaping the Commercial Real Estate Market
    2026/07/19
    Episode 121 of Stagflation Conversations with Fexingo dives into commercial real estate, where high inflation and sluggish growth are squeezing office, retail, and industrial properties. Lucas and Luna examine the 25 percent vacancy rate in downtown office towers, the surprising resilience of warehouse space despite e-commerce slowdowns, and how the gap between CPI and PCE signals different cost pressures for landlords and tenants. They discuss the Federal Reserve's regional data showing that rent concessions are rising even as new leases carry higher base rates, and what that means for small business owners renegotiating their leases. The episode also touches on the World Cup boost for bars and restaurants versus the broader consumer caution the Fed noted in its July Beige Book. A natural donation pitch ties the conversation to supporting independent economic analysis. #CommercialRealEstate #Stagflation #OfficeVacancy #WarehouseDemand #CPI #PCE #FederalReserve #LeaseRenegotiation #SmallBusiness #RetailRealEstate #IndustrialRealEstate #WorldCup #BeigeBook #RentConcessions #Economics #Podcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Stagflation Is Reshaping the Live Event Ticketing Industry

    How Stagflation Is Reshaping the Live Event Ticketing Industry
    2026/07/19
    Lucas and Luna examine how stagflation is squeezing the live event ticketing industry. With real GDP growth at just 2.1 percent and core PCE inflation still elevated at 130.1, consumers are pulling back on concert and sports ticket spending. Average hourly earnings rose only 0.2 percent month-over-month to $37.60, while ticket prices have surged. The hosts break down how dynamic pricing algorithms and secondary markets are adapting to a more price-sensitive audience, using recent data from the Fed's Beige Book and industry reports. They discuss the shift toward smaller venues, installment payment plans, and the growing resale market's role in price discovery. A concrete look at an industry caught between slow growth and stubborn inflation. #LiveEvents #Ticketing #Stagflation #Economics #Inflation #SlowGrowth #DynamicPricing #ResaleMarket #Ticketmaster #StubHub #ConsumerSpending #Fed #BeigeBook #PCE #GDP #Wages #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Stagflation Is Reshaping the Movie Theater Industry

    How Stagflation Is Reshaping the Movie Theater Industry
    2026/07/18
    Lucas and Luna examine how persistent high inflation and slow growth are transforming the movie theater business. Theater attendance is down 15% from pre-pandemic levels, yet premium formats like IMAX and Dolby are charging $25-plus per ticket and seeing record revenue per patron. The hosts break down the bifurcation: discount chains like Cinemark are slashing prices to lure budget-conscious families, while luxury chains double down on dine-in and recliner seats. They also discuss how studios are shortening theatrical windows to push consumers to streaming, and what the rise of 'event-ization' means for the future of cinema. With a cameo from the looming Hormuz tensions and their effect on shipping costs for film reels, this episode offers a concrete snapshot of an industry caught between old habits and new economics. #StagflationConversations #MovieTheaterIndustry #IMAX #Cinemark #AMC #PremiumFormat #EventCinema #TheatricalWindow #StreamingWars #InflationImpact #ConsumerSpending #BoxOffice #Economics #BusinessPodcast #FexingoBusiness #LucasAndLuna #July2026 #HormuzTensions Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Stagflation Is Reshaping the Brewing Industry

    How Stagflation Is Reshaping the Brewing Industry
    2026/07/18
    Episode 118 of Stagflation Conversations examines how small and mid-sized craft breweries are adapting to persistent high input costs and slowing consumer demand. Lucas and Luna dig into the impact of rising barley and aluminum prices—up 18% and 14% year-over-year respectively—and explore why many brewers are shifting from taproom expansions to contract brewing and retail partnerships. They also reference the latest CPI data showing a 0.4% decline in June, which hints at easing cost pressures but hasn't yet filtered through to raw materials. The hosts discuss the strategic pivot of a regional brewery in the Pacific Northwest that cut its distribution footprint by 30% to focus on core markets, and they compare it to the resilience of macro-brewers who leverage scale and hedging. The episode concludes with a look at how consumer trading-down behavior—from $10 six-packs to $8 six-packs—is reshaping shelf space. A brief listener-support segment appears near the end, reminding listeners that the show is funded by contributions at buy me a coffee dot com slash fexingo. #Stagflation #CraftBeer #BrewingIndustry #Inflation #SupplyChain #BarleyPrices #AluminumPrices #ConsumerBehavior #TradingDown #RegionalBrewery #ContractBrewing #RetailPartnerships #CPI #Economics #BusinessPodcast #FexingoBusiness #StagflationConversations #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分