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David Rosenberg: Don't Believe The Hype! This Economy Is A Dead Man Walking

Wealthion - Be Financially Resilient

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The Market Hasn't Gotten the Memo

I know that you for a while have been more on the deflationary side of things given in terms of how you think the trajectory of things are going. But services seem to be really kind of sticky right now, especially looking at core PCE which is the feds preferred measure. What do what are we waiting for? We're waiting for all the distributive lags on residential rents, which accounts for 30% of the CPI and 40% of the core. The stock market last made a new high back in early January of 2022. So we'll be talking about inflation and assets in terms of the stock market.

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