A Quantum Leap Into the Next Generation of Computing
Bloomberg Businessweek
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Inflation Expectations and Cheap Mortgages
A discussion on the near-term expectations for inflation, focusing on the shelter component and its influence on inflation data. The conversation also explores the reasons behind the affordability of mortgages in the current market, specifically agency mortgages, covering factors like flows, bank holdings, quantitative tightening, and the potential for mortgage investments.
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