
Kevin Peranio provides a macro update on the current economic forces affecting inflation and financial markets.
Oil Shock, Housing Disinflation, and Market Fear: What’s Driving the Economy Right Now From Park City, Utah, KP checks in with a macro update on the forces currently shaping inflation, interest rates, housing demand, and financial markets. While the latest CPI report shows inflation cooling to 2.4% headline and 2.5% core, markets are focusing on something else entirely—rising geopolitical tension and the risk of higher oil prices tied to uncertainty surrounding Iran and global supply routes....
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