Good morning. Will ReSale TALES and PPI combine and matter MORE to any of the narrative creators or those running money or actively managing a P&L — theirs or someone elses? What IF they run counter to the RATE CUTS narrative expressed / reflexed with
THAT....was Exhausting! And quite satisfying, thanks!
Calafia Beach Pundit Chart #4 would be a delight to Milton Friedman....
Shelter component of CPI, probably has significant measurement error and lag/latency to it.
For example, the statisticians would need to adjust for "get 1 month free on a 12 month lease" deal.
These are beginning to show up in Arizona....
At my apartment there are a lot of vacancies, the most in 5 years...people have moved out,
to live together with someone else......Rent Splitting....
One girl remodeled a van and is living in that, at a campsite...