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Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

Unusual Whales

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Commercial Real Estate

Household formation from one else on down is about 40 percent of where it was. Even with yields going higher the mortgage rates going higher that said i think uh you know commercial real estate as a as a world of of hurt still there's still a big overhang there and so it's important to know what you're buying when you say real estate. I agree with last bear in that this is the most interest rate sensitive sector but when i was looking through data i was actually very surprised by what i found.

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