Tristan's Real-Time Research Feed

Now that's what I call monetary policy ...

Published by Tristan's Real-Time Research Feed

October 14th, 2021

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Non-bank credit rising as a share of total lending....

Published by Tristan's Real-Time Research Feed

October 14th, 2021

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Lagged effect of with sectors of the economy ...

Published by Tristan's Real-Time Research Feed

October 14th, 2021

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UK construction output is slowing ... this is the after effect of people slowing down on new development starts ...

Published by Tristan's Real-Time Research Feed

October 14th, 2021

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The chart speak volumes ... this slowdown is deliberate and has been in train for some time...

Published by Tristan's Real-Time Research Feed

October 14th, 2021

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This was not an ordinary recession nor is it an ordinary recovery...

Published by Tristan's Real-Time Research Feed

October 14th, 2021

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I love TS Lombard...

Published by Tristan's Real-Time Research Feed

October 13th, 2021

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Demand shocks are far less important than supply effects ... supply is the most important factor determining real estate market performance... BTW US major metro office markets are 17% vacant ... as are UK shopping centres ... 15%+ is too much ... sub 5% is too little ...