Get Hedgeye’s FREE "Market Brief" investing newsletter: https://hedgeye.com/marketbrief
Click here to subscribe to The Macro Show: https://accounts.hedgeye.com/products/macro-show/128
In this morning’s edition of The Macro Show, Hedgeye CEO Keith McCullough discussed the massive move upwards in Rent Expectations, and what it means for inflation going forward.
"This is probably the highest [rent] expectations you’re going to see. And housing is a third of the CPI Number! Transitory is the most B.S. word ever created by the establishment.
This is TRENDing inflation (and most importantly, inflation expectations). This gets you off your a** so you can pay your rent,” explains McCullough, he highlights why inflation will (continue to be) trending.
“The people are going to be, and already are, pissed. And the Fed is dead wrong; and eventually they’ll just fall on their sword.”
Fed Emergency Bank Bailout Facility Usage Hits New Record High; Money Market Funds See Small…
US Homeowner Equity Drops For First Time Since 2012 The housing bull market has peaked…
JPMorgan and Citigroup Are Using the Same Accounting Maneuver as Silicon Valley Bank on Hundreds…
At Year End, 4,127 U.S. Banks Held $7.7 Trillion in Uninsured Deposits; JPMorgan Chase, BofA,…
Do you really own something if someone forces you to make never-ending (and ever-increasing) payments…
Doug Casey On Why The US Is Headed Into Its 'Fourth Turning' Authored by Doug…