2026-01-07 16:27:47

Recently, a set of data shows that the nationwide average rent in the US in December decreased by 1% year-on-year, which is quite worth pondering.

Energy costs have fallen sharply, coupled with the widespread application of artificial intelligence technology, leading to a significant improvement in the country's social production efficiency. This chain reaction has occurred—physical commodity prices have stabilized, and service industry prices have also leveled off. The real estate market adjusted first, with rents following suit, and deflation has become a major trend.

This situation actually presents an opportunity for the Federal Reserve. The room for further interest rate cuts has opened up, which may be positive for the bond and stock markets. However, for safe-haven assets like gold and silver, to be honest, it’s a bit uncomfortable—under a deflationary environment, the upward driving force for these precious metals is clearly weakening.

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ChainDoctor

· 01-10 05:02

Deflation is coming, precious metals will cool off, but bonds and stocks might have a chance to rebound now, depending on how the Federal Reserve acts. --- With AI and energy costs decreasing, efficiency has improved, and prices naturally trend downward. This logic makes sense. --- A 1% drop in rent may not seem like much, but it’s truly a signal— the entire asset pricing system is about to be restructured. --- Gold and silver are really in a bit of an awkward position this time. In a deflationary environment, they lack momentum, and perhaps we should look at whether bonds can rise. --- So the question is, if the Federal Reserve keeps cutting interest rates, will stocks take off again? This rhythm is quite interesting. --- I believe in the sharp decline in energy costs, but can AI immediately boost overall societal efficiency? It still feels a bit too optimistic. --- Precious metals are hit hardest; in a deflationary environment, no one dares to touch safe-haven assets, everyone is thinking about quick profits. --- What does a decline in rent indicate? It shows that landlords are starting to panic too— this is the real signal.

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MysteryBoxOpener

· 01-09 02:25

Rent prices have dropped? Really? It feels like the US housing market is cooling down. AI cost reduction is so aggressive, silver and gold are crying. Deflation is coming, and gold in hand doesn't feel as attractive anymore. The Federal Reserve has another excuse to cut interest rates; this move is a bit bold. Energy is cheap, AI is taking off again, this combo punch is perfect. The safe-haven attribute of gold is weakening; friends holding positions should be cautious. What does the decline in rent indicate? Purchasing power is recovering. In a tightening environment, precious metals are no longer as hardcore. AI is changing production efficiency, even rent has to be modest. The Federal Reserve is waiting for this opportunity; a rate cut is coming.

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DataOnlooker

· 01-07 16:54

Deflation is coming, precious metals will suffer, this logic makes sense AI is really rewriting the economy, with rate cuts opening up, can we buy the dip in stocks this time? What does falling rent mean? Is the real estate market doomed? Energy costs have decreased, but what about our wages? LOL Gold and silver are indeed a bit awkward, who still buys safe-haven assets during a deflationary era? The Federal Reserve's move this time is probably aiming for a soft landing, but it feels uncertain

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ser_we_are_early

· 01-07 16:44

A 1% drop in rent may not sound like much, but the underlying logic chain of AI + energy cost reduction is still interesting. Deflation is coming, and gold will suffer. This wave is indeed unfavorable for precious metal holders. The rate cut window has opened, bonds and stocks are benefiting, and we need to think about how to adjust our positions. The US real estate market is really adjusting downward, and the future depends on the Federal Reserve's actions. Artificial intelligence is silently changing all cost structures, and it's crazy. In a deflation environment, the attractiveness of gold is indeed weakening. This should have been clear a long time ago. Energy costs have come down, productivity has increased, and this chain still makes sense. So, we must keep a close eye on what the Federal Reserve will do next. Gold and silver are a bit awkward in this wave; deflation is really not a safe-haven asset friend. Wait, rent drops while AI is increasing work efficiency. Could there be some hidden opportunities here?

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AirdropChaser

· 01-07 16:41

Deflation is coming, precious metals are really going to suffer Rent falling below 1%—what does that mean? It means money is becoming more valuable Gold and silver are a bit miserable this time, as rate cuts and environmental concerns reduce safe-haven demand U.S. stocks and bond markets are actually about to get excited AI has truly rewritten everything; once efficiency improves, prices have to obediently follow Expectations of rate cuts are rising, which is a signal that the bulls are about to move Cheap energy reduces production costs, and the chain reaction has just begun In a deflationary environment, commodities are just pseudo-demand; we still need to watch the tech sector So now, is it better to bet on U.S. stocks or stockpile precious metals? This is really a tough question AI combined with energy is a double whammy; traditional safe-haven assets are really out this time Who benefits most from a deflationary environment? Certainly those shorting the market and holding cash The Federal Reserve's rate cut window is open, but what does this mean for ordinary people? Falling rent indicates weakening demand—don’t buy into the narrative of economic recovery Precious metals are indeed less attractive this time; funds are starting to shift away

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DaoDeveloper

· 01-07 16:33

deflation spiral hitting different than expected... the game theory here is wild tbh. if fed keeps cutting while production efficiency rises, we're basically watching a controlled demolition of the inflation narrative. bullish for smart contracts that can encode dynamic incentive structures responding to deflationary pressure, ngl

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