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Global Inflation Rates

00:01 - 19/12/22

Holger Zschaepitz: It is certainly no coincidence that the German Housing Bubble has burst, as the ECB is also no longer pumping fresh liquidity into the market and is shrinking its balance sheet. Europa German House Price Index runs in tandem w/ECB balance sheet

Lumber prices are at their lowest levels since June 2020, down 78% from the peak in May 2021

The Fed did something interesting this week. It revised UP its Q4 2023 core PCE forecast to 3.5% y/y from 3.1%, even though consensus stands at 3.0% and our own forecast is 2.8%. Inflation will fall faster than the Fed expects

Why the housing downturn of 2022-23 will look very different from the bust of 2006-09