Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots
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Navigating Rental Trends and Economic Indicators
This chapter analyzes current rental market trends, predicting a slowdown in rent growth and examining the increasing shift of millennials towards homeownership. It discusses the interplay between economic factors like inflation, consumer spending behaviors, and key indicators such as the ISM index, highlighting their implications on the Federal Reserve's monetary policy. The speakers also consider the historical context of inflation metrics and the reliability of various economic indicators in forecasting market conditions.
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