Rough sailing right now if you want to buy a home (from a sentiment standpoint AND a rate standpoint). https://t.co/1tVBpggtaR

Great chart from Animal Spirits. Is household debt starting to finally eat into disposable income (mostly from the free $ from the pandemic). https://t.co/gcEf2VvzYw

Some good data on Rent prices (which make up a large amount of CPI), are finally starting to cool in a majority of the country. Vacancies are slowly ticking up from the lows of 2021. Keep in mind we are going into a historically slow season for shelter.

https://t.co/u9cwoeetHL

As I posted yesterday, it would show the consumer is not strong. However, if you look at it from a household lense, the consumer is very strong. Still flush w/ cash, low delinquencies/foreclosures/bankruptics and strong household balance sheets. Amazing

https://t.co/J4zX02vckb

Is the consumer healthy? This chart would say absolutely not. The highest credit card spending/debt/balances on record with the lowest savings rate in a long time. https://t.co/ey3uSY7uIZ