What We Learned During CPI Week
Join us as we examine sticky core CPI numbers and how shelter factors in. We’ll also look at why deflation may be our biggest economic risk right now. We’ll finish with tales of a Somali pirate stock exchange and how an idea from the movie Trading Places is playing out in real life.
Key Takeaways
[00:25] - Housing’s effect on inflation and CPI [04:41] - Disinflationary risks [08:19] - Why the S&P 500 has been stuck in a rut [15:44] - The Somali pirate stock exchange [18:00] - Orange juice futures are at all-time highs!
Links
Cullen Roche: Where is inflation heading now? Zillow home price data for America's 40 largest metropolitan housing markets Goldman Sachs: 3 developments that will slow US growth to a crawl in Q4 2023 The S&P 500’s prolonged period of limbo BoA scraps bullish stance on 10-year treasuries TikTok Investors: the Somali Pirate Exchange Method Orange juice futures prices
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Doug Stokes Greg Stokes Stokes Family Office
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