1. Totally agree with the article on inflation easing, but let’s not forget the core CPI staying stubbornly high at 5.3% annualized. That suggests we might be in for a longer runway before rates come down, which will hit sectors like housing harder.

https://www.web-bookmarks.win/1-953003971154770992

1. Totally agree with the article on inflation easing, but let’s not forget the core CPI staying stubbornly high at 5.3% annualized. That suggests we might be in for a longer runway before rates come down, which will hit sectors like housing harder. 2