{"podcast":{"title":"Monetary Policy Explained with Fexingo: Central Banks, Money Supply, and Interest Rates","slug":"monetary-policy-explained-with-fexingo-central-banks-money-supply-and-interest-rates-7872013","podcast_index_feed_id":7872013,"rss_url":"https://feeds.fexingo.com/business/monetary-policy-explained.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/monetary-policy-explained/cover.png","author":"Fexingo","episode_count":116,"summary":"Lucas and Luna examine how central banks shape the economy through money supply and interest rates. Each episode dissects a specific policy move — a rate hike by the Federal Reserve, a quantitative easing program by the ECB, or a reserve requirement change by the People's Bank of China — and traces its impact on inflation, employment, and financial markets. Lucas brings the macroeconomic framework, citing exact data points from recent central bank statements and academic research. Luna pushes for the real-world implications: what does a 25-basis-point increase mean for a small business owner in Ohio or a bond trader in London? Together, they strip away jargon to reveal the mechanics of monetary transmission. The show serves investors, economics students, and professionals who need to understand policy signals without the noise. No hot takes, no political spin — just a clear-eyed look at how decisions made in marble halls ripple through the global economy. Can a central bank really steer growth without causing a recession? Lucas and Luna don't claim to have the answer, but they give you the tools to decide for yourself. #MonetaryPolicy #CentralBanks #FederalReserve #ECB #InterestRa…","last_synced_at":"2026-07-17T16:19:46.455535+00:00","page_url":"https://stenobird.com/podcast/monetary-policy-explained-with-fexingo-central-banks-money-supply-and-interest-rates-7872013"},"episode":{"title":"Why Central Banks Are Watching Rent Inflation","slug":"why-central-banks-are-watching-rent-inflation","published_at":"2026-07-02T07:34:03+00:00","page_url":"https://stenobird.com/podcast/monetary-policy-explained-with-fexingo-central-banks-money-supply-and-interest-rates-7872013/why-central-banks-are-watching-rent-inflation","show_page_url":"https://stenobird.com/podcast/monetary-policy-explained-with-fexingo-central-banks-money-supply-and-interest-rates-7872013","url":"https://audio.fexingo.com/business/monetary-policy-explained/episode-0086.mp3","audio_url":"https://audio.fexingo.com/business/monetary-policy-explained/episode-0086.mp3","summary":"In this episode of Monetary Policy Explained with Fexingo, Lucas and Luna drill into a specific puzzle: why central banks in mid-2026 are fixated on rent inflation. They walk through the 2021-2024 shelter inflation surge that took CPI from 2% to over 9%, how rent lags market data by about 12 months, and why the Bureau of Labor Statistics' new tenants' rent index is giving policymakers heartburn. Lucas unpacks the mechanics of how Owner's Equivalent Rent (OER) is calculated and why it kept inflation sticky even as goods prices fell. The hosts also examine the Bank of England's alternative approach using private-sector lease data, and the European Central Bank's struggle with outdated rent surveys. The episode closes with a concrete takeaway: as of July 2026, shelter inflation is still running at 4.3% year-over-year, which means the last mile of disinflation is going to be fought in the rental market. #RentInflation #ShelterInflation #CPI #OwnerEquivalentRent #OER #FederalReserve #BankOfEngland #EuropeanCentralBank #BureauOfLaborStatistics #MonetaryPolicy #Inflation #CentralBanks #Housing #Rent #Disinflation #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Monetary Policy Explained with Fexingo, Lucas and Luna drill into a specific puzzle: why central banks in mid-2026 are fixated on rent…","key_points":[],"chapters":[],"topics":[],"duration_seconds":619,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/monetary-policy-explained-with-fexingo-central-banks-money-supply-and-interest-rates-7872013/episodes/why-central-banks-are-watching-rent-inflation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/monetary-policy-explained-with-fexingo-central-banks-money-supply-and-interest-rates-7872013/why-central-banks-are-watching-rent-inflation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}