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Live from Houston
The Compound and Friends
Inflation Is Coming Down, but It's Not Budging
The Fed is looking at data that's lagging significantly behind what the rest of us know. Outside of wages, which is a huge component, inflation seems to be rolling over lumber around tripped,. rents are coming down, obviously home prices, gas around tripped. But I think what will be complicated is China reopening. That's inflationary. You can't print oil. You can’t print 3.5 million people into the workforce.
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