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Pricing In Cuts

The Compound and Friends

NOTE

Expectation of moderating disinflationary impulse

The expectation is that the disinflationary impulse, like gas prices falling, will not continue indefinitely. As millions of units of rental apartments come onto the market, the deceleration in prices will also slow down. This is referred to as the negative impulse, suggesting that the disinflationary impulse will moderate. The example of used cars initially increasing in price and then gradually decreasing, but not going to zero, emphasizes the expectation that new cars will not drop to zero either.

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