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A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
Real Vision: Finance & Investing
Fed's Pain Threshold and Timing of Rate Cuts
The Fed's timing for rate cuts is uncertain, but they want us to believe in longer and harder cuts. Market expectations have shifted due to the Fed's messaging. The San Fran Fed's research on rental measures is crucial for predicting inflation. Real-time rents are deflating but haven't yet impacted CPI numbers. By next year, rents are expected to be flat.
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