Calculated Risk :
The YoY change in OER and in PCE housing have peaked, but will stay elevated for some time, even though asking rent growth has turned negative YoY.
With slow household formation, more supply coming on the market and a rising vacancy rate, rents will be under pressure all year.
・エジプト：全土で40度超えの猛暑。計画停電実施。
Peter Tasker : In all likelihood, Japan will continue to experience low inflation compared to other developed countries, but if wages, rents and dividends play a full part, the overall effect could be surprisingly positive.
米・長期金利、４．０４%に上昇。
https://jp.wsj.com/market-data/quotes/bond/BX/TMUBMUSD10Y
元気寿司や焼肉ライフなど飲食チェーンは、マネジャー募集広告で2,000Sドルの入社一時金と、月給3,100～5,000Sドルなどを提示している。
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