The Census Bureau report released today shows housing starts for last month were 1,191,000 and permits came in 1,336,000. […]
Economics
At the end of 2017, my forecast was for yields to invert in 2018. Typically that is a […]
Today I was interviewed on Bloomberg for my take on a few items. Has the 10-year yield bottom? […]
Last November 8th, while speaking at a local economic conference, I conveyed my multi-year thesis that the 10-year […]
For 2019 I predicted this: “I expect job creation numbers to fall but stay in the range of 137,000 – 157,000 per month.” […]
Please don’t overhype this! Recently in my articles and social media post, I talked about how a lot […]
more realistic about housing demand. In 2018 I wrote: “I expect to see a negative 3% to 1% growth […]
