The Fed's Last and Final Rate Increase

Today I want to talk about something that quietly landed in Canada earlier this year that I think deserves a lot more attention than it's been getting in real estate circles. CMHC — that's Canada Mortgage and Housing Corporation — has released what they're calling the Housing Des ...  Show more

On the first day of each month we review the book of the month. The book is called Unreasonable Hospitality by Will Guidara. And I'll say this upfront — it may be the most useful book I've read this year for anyone who is in the business of managing assets, attracting capital, or ...  Show more

Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.

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Welcome to Thoughts on the Market. I'm Seth Carpen ...

As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.

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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ...

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more

Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.

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Welcome to Thoughts on the Mark ...