Unusual Whales cover image

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

Unusual Whales

00:00

Housing Bubbles or Housing Crisis?

Shelter which seems to have picked up steam again after after dipping a bit in November so yeah that's interestingYeah i'm seeing that as well like you know random primary residents picking up. There's going to be some folks who who called the end of the uh of the housing the house rice inflation or the the housing cpi inflation they're gonna be pretty unhappy with that situation. One of the major sticking points for the fed is how soon does that housing contribution start to become essentially a drag and some people think as early as as the middle of the year because rentals are turning out turning lower.

Play episode from 39:24
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app