72. Inflation, Recession, Jobs: Discussion with Economist Dr. Chris Kuehl
Invest Like a Billionaire
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The Cyclicality of Commercial Construction
When you get peak global inflation, which we think we hit in December. Six to eight months later, the rates start to come down. So if we did indeed hit peak in December of last year, that would mean rates coming down in mid summer. And probably not dramatically. It may just be nothing more than stopping the rate hikes about that time,. But it would not surprise me if by mid summer, you got some kind of tentative quarter point reductions just to see what happens.
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