A Valentine’s Week Look at Inflation, CPI, Small Caps, & Real Estate
We begin this week by discussing the two biggest stories: inflation and tariffs. We’ll also delve into the performance of retail stocks, the influence of GLP-1 medications on fast food sales, and the performance of small caps and international markets. We’ll then dive into how shelter continues to drive CPI numbers and the contrasting dynamics of commercial and residential real estate markets.
Key Takeaways
[02:25] - Tariff rates on other countries vs. those on the U.S. [04:00] - The CPI story remains *mostly* about shelter [07:23] - Counter-narratives to what's going to happen with a Trump presidency [08:43] - The impact of GLP-1 medications on fast food [12:58] - Small caps and International market performance [12:08] - Current and future outlook on real estate markets
View Transcript
Links
Weighted average effective tariff rates Roche: CPI in 60 seconds No more cuts.. barring a recession Small Caps are undervalued relative to the S&P 500 As buyers fail to show up, more homes are being pulled from sale
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Doug Stokes Greg Stokes Stokes Family Office
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