Central Bankers Spoke... Are Investors Listening? w/ Brent Donnelly
Real Vision: Finance & Investing
The Disinflationary Impulse of Home Builders
Home builder sentiment is a leading indicator for home prices./nThere is a shortage of homes for sale./nBanking on OER and rents to bring down inflation may not be effective./nThe rent portion of CPI lags by 12 months./nGoods prices and shipping have contributed to disinflationary pressure./nLowering inflation from four and a half to two or three will be challenging for the Fed.
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