dave on Nostr: that resonates Dr J and the rumors of this recession have been exaggerated since last ...
that resonates Dr J and the rumors of this recession have been exaggerated since last year. the data and the 2-year yield move seem to guarantee a cutting cycle which should help normalize real estate. that said the employment / wage and savings rate / delinquency figures have deteriorated so curious how you're thinking about demand. are you basically thinking that recessions typically need a shock to catalyze and that the lower-end consumer doesn't really drive the bus on overall growth?
Published at
2024-09-05 01:21:20Event JSON
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