On today’s show we are talking about the most insane statements to come from economists in recent memory.
I’m acutely aware as I’m sure many of our listeners are, of the unsustainable levels of government debt in the US, Canada, the UK, France, Switzerland, Italy. I could go on.
The justification for the debt is that as long as the interest rates are lower ... Show More
Today
New Apartment Report From ALN
ALN Apartment Data published a new national report this week. It's hot of the press. Two major developments have defined the multifamily sector this year, and both have been widely felt. The first, a deceleration in new apartment supply, was anticipated as the 2024 construction b ... Show More
6m 15s
Oct 2022
Matthew Hornbach: Why U.S. Public Debt Matters
As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?
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Welcome to Thoughts on the Market. I'm Matthew Hornbach, Morgan Stanley's Global Head of Macro ... Show More
3m 21s
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
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.
----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Glob ... Show More
3m 9s