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Episode 10: Inflation Thoughts for Early 2022
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Covid Impacts - Omicron
Inflation concerns
Supply Chain updates - Imports are rising what does that mean?
Employment - natural rate of unemployment, are wages actually rising? Discussion of real wages and median wages.
How is the Fed Reacting - or not reacting
How do the Retail Numbers look? The Holidays were a little different this year!
Housing - shortage continues - how is that impacting the marketing and the housing index? Mortgage rates and housing affordability.
What the monthly updates are showing - a decidedly mixed bag.
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