The Ghost Of Inflation Past

2025-12-21 09:00:51 ET

Real Estate Weekly Outlook

U.S. equity markets posted mixed performance this week as surprisingly cool inflation data and soft employment data were tempered by a hawkish pushback from Fed officials and skeptics clinging to tariff-driven inflation fears. The critical—but heavily criticized—CPI report showed an easing of inflation to four-year lows, an abridged report that may ironically be the most accurate inflation reading of recent years, precisely because it effectively zeroed out shelter inflation due to incomplete collection, removing the most persistent source of distortion. With shelter’s well-known lag temporarily neutralized, the report offered a clearer view of real-time inflation dynamics, revealing underlying price pressures that appear meaningfully closer to the Fed’s target....

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