Neil Dutta on Economic Research
Masters in Business
00:00
Is the Fed Going to Pivot?
Powell spliced the inflation data into three parts, right? And then we talked about core goods inflation, which is I think what you're getting at, which is it's deflating. Then you have housing rental inflation, which has been quite strong, but is also likely to decelerate quite a bit. We continue to see at least owners equivalent rent portion of CPI appear elevated.
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