Turns Out... Inflation Was Transitory | Weekly Round Up
Supply Shock
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What's Going to Be a Drag on US CPI in the Coming Months?
The Fed is paying a lot of attention right now to the services component of CPI, X food energy and shelter. The Zillow rent index year over year, uh, in terms of percent chains has completely reverted. It's not only gone back to where it was, it's gone through the lows during the lockdown. So that's going to be a drag on CPI in the, in the coming months. Interestingly, I've got a question for you about who retains earnings best in an inflationary environment.
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