I'm Not a Specketif Investor, but I'd Like to Be Bullish on the Treasury Market

The number of rental units under construction right now in the united states is that the ie level in forty five years. And there's a lag here, but it's telling me that the supply response in the second half of next year will be overwhelming. The vacancy rate will go back up, and rennal rates will come back down. Just as the lagged impacts of what i just mentioned on commodities is going to filter through the goods part of the c p i,. i think inflation is going to melt in the aaf next year.