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Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit

Talking Data

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The Importance of Rental Inflation

Rental inflation is not going to be the thing that's going to offset everything else. It will only come down a little. It won't come down a lot. And so it's still highly elevated, right? I mean, and you go back to your base effect on energy. So what happens in a couple of months, if that thing's higher, then I think we've got some fun and games.

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