247 Wallst
16 May 2026, 17:31 UTC · 1w ago
Source · https://247wallst.com/personal-finance/2026/05/16/ben-carlson-says-skip-the-luxury-car-and-house-hunt-smart-thats-real-inflation-protection/
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Headline PCE inflation re-accelerated to 3.5% year over year in March 2026, with core PCE at 3.2%. — Re-accelerating inflation typically pressures central banks to keep interest rates higher for longer, which is a headwind for equity valuations.
-0.60Services inflation remains sticky near 3%, specifically in non-discretionary areas like rent, insurance, and maintenance. — Sticky services inflation makes it harder for the economy to reach inflation targets and erodes consumer purchasing power.
-0.40Equities have historically outperformed CPI over long-term horizons, with the S&P 500 gaining 263% over ten years despite short-term volatility. — Reinforces the long-term bullish case for equities as a reliable hedge against inflation.
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Housing and transportation account for over 25% of all personal consumption, with housing services being the single largest service category. — This is a structural economic fact providing context for consumer spending rather than a market-moving event.
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The article highlights strong long-term gains (78% over five years and 263% over ten) despite short-term volatility.
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