 Ill be watching housingIts hard to know what the timing is of cuts but my forecast is well into 2024Im not forecasting a recessionBringing demand down is what were trying to doWe see a global outlook that poses risks to the USWe continue to see persistence around inflation that is going to require our attentionIf the buffer in pent up savings is spent out, it will be harder for us to get inflation under controlGeorg... 