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Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots
What's the Catalyst for the Fed Starting to Slow Down?
I think the bigger story is just that real growth was very good and Q three looks like Q four. We're kind of entering 2023 with good momentum on that side. And then at the same time we see inflation really rapidly coming off between core goods, which we've seen for several months now gas prices,. And then also in the rental market we're seeing market rents really start to decrease pretty rapidly over the past few months. So the outlook at the moment is very, very good.
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