Wage War

Wage War

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An Information-Rich Week

This article, while nominally titled “Notes on the Week Ahead”, usually detours almost immediately into other issues. However, since we’ve entered what Chairman Warsh describes as an “information-rich” period, it is worth taking a look at just what markets are likely to learn fro ...  Show more

Haunted Housing: The Outlook for Residential Real Estate

The housing market is haunted. It’s haunted by the legacy of too-easy monetary policy for well over a decade which allowed prices to vault higher in the post-pandemic boom. It’s haunted by tariffs and immigration policies that are simultaneously raising the cost of home-building ...  Show more

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