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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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The Slowest Rent Number in a Long Time

A recession would probably be the absolute thing that could happen to a de-secular inflationary picture. My early guess at median month on month looks like a.4, which would be dramatically down from what the recent medians would be. That's because primary rents and owners' equivalent rent only came in actually slightly below.5% month on month. But that is the best rent number we've had in quite some time.

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