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Warsh's Impact on The Fed RenMac: Renaissance Macro Research Michael Batnick Skanda Amarnath

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💯agree w/Neil RenMac: Renaissance Macro Research on limited upside inflationary risk for housing in 2026 due to snail’s pace of headline shelter catching up to current reality, echoed today by Stephen Miran on Bloomberg & CNBC. We’ve been hammering this point w/clients (video shows shelter weighting and its lag to our rent indices).
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