Drunk Real Estate 103. Why the Consumer Price Index is Important + What This Weeks Update Means for Investors
12 snips
Jul 17, 2025 The latest inflation numbers reveal a surprising uptick in the Consumer Price Index, sparking concerns about the true state of the economy. As consumer demand shows signs of slowing and credit usage drops, the hosts dig into how these factors could indicate deeper trouble ahead. They also examine how tariffs are influencing various sectors, and what high rates mean for real estate investors navigating this tumultuous landscape. It’s a blend of insightful economic analysis and casual banter about the realities of investing in today's market.
AI Snips
Chapters
Transcript
Episode notes
Hidden Inflation Pressure Exists
- Inflation rose despite consumer demand dropping sharply in recent months.
- Businesses are likely absorbing costs, signaling hidden inflation pressure or a looming economic slowdown.
Tariff Effects Are Uneven
- Tariff impact on inflation is uneven and less clear than predicted.
- Many tariff-affected goods haven't spiked in price, showing complexity in inflation drivers.
Big Firms Absorb Tariff Costs
- Large companies often absorb tariff costs to maintain market share.
- Smaller businesses tend to bear more impact due to less pricing power and unpredictable tariff policy.