Get $200 OFF your CI Markets subscription: https://completeintel.com/save200/.

Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:

1. Housing: Time to pay attention: David Cervantes addresses the US housing market, noting its robustness during the pandemic due to backlogs but predicting a slowdown now that those backlogs have resolved. He stresses the significance of monitoring housing prices, especially rental prices, as indicators of inflation. Cervantes also discusses the frozen state of existing home sales, emphasizing the influence of wages on rents. He highlights the Federal Reserve's focus on real estate and wage channels to manage aggregate demand. Additionally, he suggests potential investment prospects in the housing sector, including homebuilders and mortgage real estate investment trusts (REITs).

2. Fed & Bond Vigilantes: Gary Brode covers various topics in his discussion, including concerns about excessive government spending and monetization of debt. He highlights the impact on the bond market, expressing concern about inflation and the potential slowdown in the economy. Brode also discusses historical income taxes, property taxes in Texas, and challenges faced by the orange crop in Florida.

3. Soft commodities gone wild: Tracy Shuchart conversation covers a range of topics, from California’s potential as the top orange crop producer to student loan repayment’s possible impact on the housing market. Additionally, she touches on the conflict between monetary and fiscal policies, factors affecting soft commodities, and regional issues in the NatGas market. The discussion wraps up with speculation about the effect of snowfall on natural gas prices.

Join us for a clear and concise analysis of these important topics in plain language you can understand. Stay informed for the week ahead! Don’t forget to like, subscribe, and share for more valuable insights.

Key themes:

1. Housing: Time to pay attention

2. Fed & Bond Vigilantes

3. Soft commodities gone wild

-------------------------------------------------------------------------------------------

This is the 85th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Watch this episode on Youtube: https://youtu.be/5oA_JWuM2-8