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Tom Lee: U.S. Housing Price Decline Will Gradually Cool CPI

2026-08-11 15:44

Odaily News: Tom Lee posted on X platform that ample housing supply in the U.S. means supply exceeds demand, requiring housing prices to adjust, and intuitively they will decline. Falling housing prices will constitute a major disinflationary force, with rising rents providing a slight offset. Since 63% of households own homes, the CPI will gradually cool down.