Soft landing by next year !
By this time next year, I expect CPI to be running below 2%.
✅ Companies are out of pricing power.
✅ Rents are flat to falling (yet still show up as 4.8% annualized on CPI thanks to lagging methods).
Below-trend inflation next year will enable:
✅ Bigger cuts
✅ QE
Mark this.
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