Geopolitics Alpha

Should mortgage holders carry the whole inflation burden?

Published . Updated .

GEOPOLITICS ALPHAShould mortgage holders carry thewhole inflation burden?GEOPOLITICS ALPHA

This report is about inflation and prices and real estate.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TIP iShares TIPS Bond ETF-0.5% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLP Consumer Staples Select Sector SPDR-4.0% 16d

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLRE Real Estate Select Sector SPDR+1.3% 30d

    Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story.

  • WMT Walmart+14.9% 30d

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PLD Prologis-5.8% 30d

    Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

  • COST Costco Wholesale+12.7% 30d

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PG The Procter & Gamble+10.6% 30d

    The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • DHI D.R. Horton+4.7% 30d

    D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TIPNo price data for this ticker———————
XLPNo price data for this ticker———————
XLRENo price data for this ticker———————
WMTNo price data for this ticker———————
PLDNo price data for this ticker———————
COSTNo price data for this ticker———————
PGNo price data for this ticker———————
DHINo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Should mortgage holders carry the whole inflation burden? Elite Agent

Source: Elite Agent

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “Should mortgage holders carry the whole inflation burden?” looks

12 out of 100

“Should mortgage holders carry the whole inflation burden?” scores 12 out of 100. The score uses 1 sources.