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Keeping it Simple | Ep. 10: Negative Real Rates & the Global Debt Burden... This is Fine Right?

Keeping it Simple with Simplify Asset Management

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The Supply Disruption That Drives the Price Changes in Autos

We saw an increase in the need for autos at the same time that we massively underproduced versus those autos. This was very clearly a supply disruption that is driving this dynamic. You've picked up a change in momentum, and i think you're absolutely right about that. The rate of increase in use car prices decelerated in each of the last four months. They haven't turned down, but the rate of increase was slowing. And we saw no change in new car prices in january. A significant decline in enrental car a fees, after a smaller decline the month before.

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