Monthly Archives: June 2023

Good macro discussion in this segment. Alfonso Peccatiello, Founder of The Macro Compass, explains the last variables that have to weaken before a recession can be declared in the U.S. Abroad. China is facing a population crisis, with its workforce … Continue reading →

Thirteen years of record-low interest rates drove record public and private capital into all forms of real estate and related credit/securities from 2010-2022. Now, sharply higher interest rates and contracting credit on offer are bursting the bubble as forced sales … Continue reading →

A survey from rental site Vacasa showed that 90% of summer travelers this year changed their plans for travel to be more budget-friendly, including choosing driving over flying or choosing a cheaper day to travel. At the same time, active … Continue reading →