Follow
_________________________
Cory’s Chart Corner
Humans just repeat the same old themes decade after decade. Today there is far more debt to service, thus greater financial impact on spending. Ask Walmart's CEO if he's noticed any change in consumer behavior while the U.S 10 years hits 5%.
Don’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
Monthly Archives: September 2022
EPB Macro: the compounding cost of short-term thinking
This video offers an excellent overview of the compounding cost of short-termism and entitlement thinking in a world of corporations and households who expect endless government support and lower taxes. The U.S. Government is facing some serious fiscal and monetary … Continue reading
Posted in Main Page
Comments Off on EPB Macro: the compounding cost of short-term thinking
World’s hottest housing markets face painful reset
The rapid cooldown in real estate threatens to worsen a global economic downturn and is emerging as a key variable for central bankers who want to tamp down inflation. Here is a direct video link. Also, see The World’s Hottest … Continue reading
Posted in Main Page
Comments Off on World’s hottest housing markets face painful reset
Rosenberg: inflation is yesterday’s war
Central banks, like the Bank of Canada and U.S. Federal Reserve, “have their head in the sand because they’re focused on fighting yesterday’s war,” according to David Rosenberg, founder and president of Rosenberg Research. “All the things (commodities) that were … Continue reading
Posted in Main Page
Comments Off on Rosenberg: inflation is yesterday’s war
