
Is the Worst Case Priced into Tech?
Real Vision: Finance & Investing
00:00
The Fed's Overdoing of the Housing Policy
The CPI for housing was up 10%. I mean, it was like so lagged in terms of reflecting reality. So that's come down. It's coming way down. And if you would use the deflation that you're seeing, not just slower rice pricing, because the housing they're coming down. If you factor that into the CPI, we've been showing nine months in a, like basically the last nine months average deflation in both course in core CPI. But do you have to be kind to that you can now get 5% plus in treasuries? Yes. We are working on ways to do that in the future.
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