home builders

Macro Housing: Bargains and Discounts Appear

By |2019-10-23T16:50:19-05:00October 23rd, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

While things go wrong for Jay Powell in repo, they are going right in housing. Sort of. It’s more than cliché that the real estate sector is interest rate sensitive. It surely is, and much of the Fed’s monetary policy figuratively banks on it. When policymakers talk about interest rate stimulus, they largely mean the [...]

Toward Rate Cuts: What If The Landmine Was Real?

By |2019-07-01T17:05:31-05:00July 1st, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It was supposed to be the Chinese government who was going to rescue the global economy. Once the rationalizations ended and officials around the world realized there was serious economic weakness building at the end of 2018 instead of a globally synchronized inflationary recovery, the green shoots of 2019 were going to be in one [...]

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