European rate turning point ...
USD over-valued?
Interesting ...
Obviously has implications for logistics ...
If people are really beginning to think like this ...
Then real asset allocations will go up meaningfully over the next 5 years ...
It's hard to know what to say ...
I guess its the same point I made last week ... a lot can change in a volatile world in a week ...
The net effect of a good CPI print ...
Interesting ...
Interesting ...
Population ...
The point here is actually that most of the central European population loss has already happened ...
Feels like an important marker ...
Core CPI is only being kept in positive territory by OER ...
