Category Archives: Main Page

The University of Michigan Consumer Survey for November found a fresh low in spending intentions. Consumers citing interest rates as preventing them from buying an automobile (36%) and a home (67%) were the highest since the 1981 and 1982 recessions … Continue reading →

As WeWork filed for bankruptcy last week, billions in commercial real estate leases, loans and property values are up for price discovery. The discussion below connects some of the dots. Danielle DiMartino booth Joins The Replay Booth. Here is a … Continue reading →

This segment includes an articulate explanation of the yield curve inversion and its implications. I would add: it’s not just ‘normalizing’ interest rates that has sparked cardiac arrest through the economy, it’s the years of excessive credit creation that preceded … Continue reading →