Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
Macro Mondays
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Inflation Insights and Rate Dynamics
This chapter examines the recent US Consumer Price Index (CPI) numbers and their implications for inflation, particularly concerning shelter costs and transportation services. It discusses trends in the used car market and their influence on broader economic indicators, along with insights from a former chief investment officer about gold trading and growth trends. The conversation emphasizes the Federal Reserve's cautious stance towards interest rate changes amidst a decelerating economy and persistent inflation concerns.
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