William Blair：2024年经济学周报-给我庇护——租金价格与通货膨胀的动态关系（英文版）

Rent inflation is once again becoming one of the stickier questions around the overall inflation situation. Shelter accounts for 36.1% of the CPI basket, and shelter inflation was still at 5.4% in May. As such, it continues to be one of the most significant hurdles to jump for the Fed to reach its 2% inflation target. In this Economics Weekly, we examine the shelter issue and where it is likely to be heading over the next year. Shelter From the Storm—Will Rental Price Continue to Decelerate?