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SECTOR ETFXHBITBBULLISHSubstantive discussion · 3/5

No single ticker was named. Homebuilders & housing ETFs are one way for retail investors to get exposure. Not a recommendation.

Slowing shelter CPI validates disinflation thesis

The strategist argued that declining shelter costs and weakening homebuilder sentiment signal persistent disinflationary trends beneath broader CPI prints.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Slowing shelter CPI validates disinflation thesis · Zortix