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Thoughts from the front line of commercial real estate

As Meta and Amazon further fan animal spirits in the tech sector, the melt in commercial real estate is spreading through the economy and financial system. US regional banks are -54% since January 2022, and the contagion is international, see … Continue reading

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Lacy Hunt on Thoughtful Money

Is the soft landing camp being proven right? Have we been able to side step the Lag Effects so many expected from the Fed’s aggressive campaigns of rates hikes and Quantitative Tightening? Is inflation indeed on its way to being … Continue reading

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Layoffs leaping in 2024

Companies could be expected to ramp up layoffs come March, according to research by Danielle DiMartino Booth, CEO of QI Research. Here is a direct video link.

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