(https://www.cnbc.com/2026/08/27/august-apartment-rents-turn-positive-for-the-first-time-in-four-years.html) for the first time since 2022, which the headlines are framing as a tailwind for consumer spending. But that's backward. Rents bottoming out is *deflationary* for the consumer at the margin — less household income gets consumed by housing, which should free up cash for discretionary.

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