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After a record 25 consecutive months of negative real wage
growth, wages have now outpaced inflation on a YoY basis for
10 straight months. This is a great sign for the American
worker that hopefully continues |
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00:01 -
19/03/24 |
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Hedge fund gross leverage has come down marginally as net
leverage has risen considerably, per Goldman. |
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As mortgage rates fall we're seeing mortgage applications
reinvigorated. This does not portend to home prices falling
anytime soon. The idea that CPI shelter costs (OER) will be
dropping does not reconcile with the reality of rising
prices in the pipeline for months. |
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The US Inflation Rate (CPI) has moved down from a peak of
9.1% in June 2022 to 3.2% today. |
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Goldman Sachs US CPI preview |
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