Updated
Updated · Strength In Numbers | G. Elliott Morris · May 5
Strength In Numbers model projects excess inflation lasting until 2029-2040
Updated
Updated · Strength In Numbers | G. Elliott Morris · May 5

Strength In Numbers model projects excess inflation lasting until 2029-2040

6 articles · Updated · Strength In Numbers | G. Elliott Morris · May 5
  • It says prices are about 15% above what Americans expected after decades of roughly 2% inflation, with the fastest adjustment only by April 2029.
  • Using market and survey expectations of 2.7% to 4.7% inflation, the model pushes recalibration to August 2029, November 2029, April 2030 or beyond 2040.
  • The report argues persistent price frustration is depressing consumer sentiment and could keep voters punishing political leaders unless policies materially improve household finances.
When will Americans forget pre-pandemic prices and accept today’s high costs as the new normal?
Can AI-driven productivity growth bring down high prices faster than current economic models are predicting?
As high prices split the economy, are we heading towards two separate realities for the rich and poor?

Persistent Inflation and the 2026 Affordability Crisis: SIN Model Projections Through 2040

Overview

In 2026, American households face a severe affordability crisis driven by a 10-15% rise in essential goods and services prices, with housing costs especially critical as typical homebuyers need incomes far above the national average. This crisis stems from a chronic housing shortage, elevated home values, and doubled mortgage rates. Energy prices surge due to increased electricity demand from AI data centers and geopolitical conflicts disrupting global markets. Meanwhile, wage growth stagnates amid widespread corporate hiring freezes, squeezing household budgets. These pressures have pushed consumer sentiment to historic lows, fueling voter anger and making affordability a central political issue in 2026.

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