by Lance Roberts
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| Real-time inflation (Truflation) data is signaling sub-1% inflation, and historically CPI and PCE tend to follow it lower with a short lag. That puts pressure on hawkish policy narratives. At the same time, consumer spending is staying elevated while incomes are flat and savings have fallen to stressed levels. In this short video, Lance Roberts & Michael Lebowitz discuss the risk of a growing disconnect between the reflation narrative and the true health of the economy, pointing to potential downside ahead. 📺Full episode: _IPrDUg Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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