Pricing recession ...
In a less stable geopolitical environment this balance will need to change ...
US shopping centre investing ...
Top 5% ... the real question is whether or not the top 5% actually grew net sales ...
US shopping centre investing ...
Top 5% are clearly dominant but the real question is whether or not the top 5% actually grew net sales ...
Fed doesn't a lot of room to wiggle in any more ...
The US labour market is normalised ... the labour market has slowed because the Fed's tight money policy has destroyed unfilled vacancies and reduced labour market tension without killing growth ... but once you pass the point where the unemployment rate = vacancy rate - you are in the space where you can cause really bad jobs outcomes if you run tight money ... IMHO we are now at that point ...
Much better curve measure of recession risk ...
This would be my preferred measure ...
ECB cuts again ...
I'm thinking we are off back towards 2010 levels ... check out that Swedish 2yr ...
Significant fund raising for secondaries ...
China prices ...
Global slowdown is being played out in commodity space ...