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Disinflation, demographics, Doge

2024/11/19
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Unhedged

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The discussion focuses on the current state of inflation, particularly core CPI, and whether disinflation is truly taking place. The conversation covers recent trends, housing market issues, and the potential impact on the Federal Reserve's decisions.
  • Core CPI has shown a small jump for three consecutive months.
  • Housing inflation is a significant concern, with homebuilders facing supply and demand imbalances.
  • The Federal Reserve's potential rate cuts in December are a topic of debate.

Shownotes Transcript

Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gather to discuss looming inflation, the next 25 years of returns from the stock market and the challenges facing the so-called ‘department of government efficiency’. Also we go long Disney and long Turkey, the country.

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You can email Robert Armstrong at [email protected]) and Katie Martin at [email protected]).  Hosted on Acast. See acast.com/privacy) for more information.