Category Archives: Main Page

Forward Guidance: recession risks are high

Eric Basmajian is a clear-eyed independent looking to anticipate complete business cycles, making for rare, helpful economic insight. Is a recession imminent? What will the impact be on asset prices – and to what degree would it cause the Federal … Continue reading

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ABC Australia: Tsunami of housing debt

Home loans around a million $ and more are painfully commonplace today—# financialrisk. Almost 40 per cent of Australians with mortgages who have locked in ultra-low fixed interest rates will roll off them as soon as next year. If more … Continue reading

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Auto bust amid record repos year to date

When money is ultra-cheap, many people do dumb things with it. During the pandemic, interest rates dropped to record lows and demand for vehicles (and auto loan securities) lept while repossession actions halted. Some 86% of new purchases and 56% … Continue reading

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