Yeap, price is more so the issue than rates. Which is the result of squeezing supply with regulations and subsidizing demand. Nothing like the government "making housing affordable" to help… (View Post)
As we've discussed, the opposite is mostly true as well, cut rates with no meaningful change and bond markets won't eat it. You'd see a repeat of big lenders making a killing as their rates from the … (View Post)
Lotta different sectors going in different directions. I can see arguments for cuts but tend to agree I think the fed should stay put currently. Overall consumption seems to be maintaining despite th… (View Post)