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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (30403)	4/12/2005 10:53:30 AM
From: mishedlo	Read Replies (1) of 110194

I don't understand your post at all. But sticking to task, the discussion of housing inflation, my point is straightforward and linear. There always has been housing inflation, we all know that, but it's been covered up and hidden in the CPI by the use of this "owner's equivalent rents" data scam. But now that rents too are surging, the reported CPI numbers should as well, as that component is a large part of the measure. I agree there has been serious housing inflation. There are problems however and lots of them in going to a straight housing model. I will leave that debate for another time but I will say that once home prices start to fall, I bet the CPI starts using housing data (NOT back adjusted of course) as the forward measure of CPI. Mish

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