Post #1155899: 50% of today’s #CPI report was caused by measuring…
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50% of today’s #CPI report was caused by measuring HOUSING inflation in an OUTDATED way; lagging reality by 6-12mo. When housing #inflation turns negative, we’ll likely see heavy deflation. No wonder the bond market sees 5% of rate CUTS(back to zero) within a few years.

50% of today’s #CPI report was caused by measuring HOUSING inflation in an OUTDATED way; lagging reality by 6-12mo. When housing #inflation turns negative, we’ll likely see heavy deflation. No wonder the bond market sees 5% of rate CUTS(back to zero) within a few years.

Jan 12, 2023 11:56 AM |
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