9 Comments

Great article as always Sam.

Expand full comment

Trump seems to be taking the cheap energy path - the real crushing burden of inflation is energy and so everything else rises. Energy costs are everything including food.

Expand full comment

food is also a type of energy.

Expand full comment

The price of food…

Expand full comment

Exactly the same here in Canada.

Expand full comment

The real reason birthrates have been so low is the unaffordability of housing. You can't support children if you have nowhere to house them. Trump's deportation of criminal aliens (no person is illegal!) will do more good for the US birth rate than anything else he could possibly do. Cheaper housing means more children.

Expand full comment

Deflation of residential real estate is a dangerous move for a residential housing market that's carrying a big debt load at current prices... but it is still the correct thing to do. The current path is unsustainable in the extreme.

Expand full comment

It's all about housing and car cost

Expand full comment

Ditto for Australia. Rents have skyrocketed. House prices are unreachable for many. Boomer landlords seem to be doing okay though....

Expand full comment