Phinance Technologies
Report:"Cracks in the real estate market"
This report confirms our findings from our prior report that the real estate market was already showing cracks in Q4-2024 which intensified in Q1-2025.
In this report we update our New Tenant Rent analysis with the latest data release for Q1-2025. We investigate the implications of the latest data for house rent inflation, overall CPI, and its relationship with housing prices.
We conclude that the CPI will be under downward pressure from future disinflation in Rents and Shelter costs, which represent about 36% the overall CPI basket. Our report stands against general market expectations of higher inflation ahead. We also investigate the likely implications for Treasury yields, which we expect to drop in the months ahead.
We believe the analysis contained in the report is essential for investors, risk managers and real estate professionals as it provides advanced warning for the scenario we portray in our US Economy Outlook for 2025.
Ed Dowd explains: “What we are going to have going forward is the reversal of deficit government spending, which was juicing the economy with illegals. Some of them got jobs, but a lot of them got benefits. They got housing accommodations. The NGO system was flush with money to facilitate this massive, purposeful logistical operation..
Ed Dowd explains why he believes the US economy was propped up by unsustainable factors under the Biden administration, and how a recession under Trump would actually be proof of a necessary economic restructuring in favor of the middle class.
This interview provides interesting insights into the contents within our report and the US Economy.
This interview was reviewed on an article by Zero Hedge. Link to article.
