Nationally, the supply of new one-family homes in America (shown below since the 1960s) has only been higher in the 2005 housing bubble peak. As more existing homes come on the market from stretched ...
With the Fed finally easing, it’s worth remembering that monetary changes move with a multi-quarter lag. The unprecedented 22 ...
An extra large challenge in this cycle is that households and corporations took advantage of an extraordinary, ill-conceived, many-century-low in interest rates to load up on debt into 2022. Even as ...
The U.S. Federal Reserve slashed interest rates for the first time in four years, and in the same week, Canada’s inflation ...
On Wednesday, the Fed cut its policy rate by 50 basis points. The last three times they cut by this much were January 3, 2001, September 18, 2007, and March 3, 2020—all three marked the beginning of ...
On Wednesday, the Fed cut its policy rate by 50 basis points. The last three times they cut by this much were January 3, 2001, September 18, 2007, and March 3, 2020—all three marked the beginning of ...
Like Pavlovian dogs, stocks typically rally in anticipation of Fed easing. However, unemployment continued to surge in the eight recessions since 1969, and stock markets eventually fell an average of ...
In his webcast titled “1984” in remembrance of George Orwell’s dystopian novel, DoubleLine Founder and CEO Jeffrey Gundlach ...