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21st Jul 2022 15:19U.S., Daily Monitor

CPI rents are accelerating, but not for much longer, given the sharp slowing in asking rents.

Rising supply of homes for sale will also release supply in rental markets; landlords’ margins will fall.

The Philly Fed likely has hit bottom, but the bigger story is the rapid improvement of supply constraints.

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bls business investment capex china pmi commodity prices core inflation cpi energy fed ism July June manufacturing philly fed pmi rent rents summer supply chain surveys u.s. u.s. manufacturing vacancy rate wage growth

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Keywords for: 22 July 2022 US Monitor

bls, business investment, capex, china pmi, commodity prices, core inflation, cpi, energy, fed, ism, July, June, manufacturing, philly fed, pmi, rent, rents, summer, supply chain, surveys, u.s., u.s. manufacturing, vacancy rate, wage growth, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence