1. Totally agree with the article on inflation easing, but let’s not forget the core CPI staying stubbornly high at 5.3% annualized. That suggests we might be in for a longer runway before rates come down, which will hit sectors like housing harder.

https://andersonbwym978.bearsfanteamshop.com/when-domo-s-collapse-fueled-doubt-over-a-pending-eu-trade-deal

1. Totally agree with the article on inflation easing, but let’s not forget the core CPI staying stubbornly high at 5.3% annualized. That suggests we might be in for a longer runway before rates come down, which will hit sectors like housing harder. 2