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Disinflation, demographics, Doge

Unhedged

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Navigating Inflation and Economic Trends

This chapter examines the recent rise in core CPI inflation, analyzing factors affecting its persistence and the mixed signals within the housing market. The discussion extends to the implications of changing demographics on economic growth in the U.S. versus other developed nations, particularly the challenges posed by aging populations and high unemployment in younger demographics. Moreover, it highlights the necessity for increased personal savings and the potential role of technological advancements in driving future economic productivity.

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