All hell breaks loose if shelter inflation keeps falling.

All hell breaks loose if shelter inflation keeps falling. Powell’s Printing Press will run out of ink. Luckily the Fed still cutting rates to support housing. Oh, wait…

⁦@Quillintel⁩

⁦@SoberLook⁩ pic.twitter.com/PmmxrpQf81

— Danielle DiMartino Booth (@DiMartinoBooth) January 15, 2020

The stock market is not the economy.

(via Deutsche) pic.twitter.com/eiqeyiLDy6

— Carl Quintanilla (@carlquintanilla) January 14, 2020

$tgt ignored – consumer doesn't matter today — but yesterday the narrative was "strongest consumer ever" pic.twitter.com/EqjnwVYhr6

— Alastair Williamson (@StockBoardAsset) January 15, 2020