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Mr. Rieder then asks how much risk do you really want to take in term premium when the front rates are so high, and the Fed is indicating they’d like to raise more? This corroborates that narrative of who is…
The founders also discuss the tightening of risk capital to entrepreneurs, so you need to make due with less. Additionally, they think consumers will pull back on their wallets. Jeffrey Sachs also questions who will take on all the new…
China selling, Russia selling, Saudi Arabia selling, and the U.S. economy is still doing well. Again, so who will buy all the new Treasury supply on the longer end? https://www.youtube.com/watch?v=TrDI3QDFh0A&t=1234s
“What is the next shoe to drop?” Mr. Gibson’s response is: “I don’t, simply, because CRE like every asset class adjusts to the cost of capital.” Ms. Abramowicz then asks – after pointing out the Wall Street Journal calling it…
“Every big move in financial markets… tends to climax in some absurdity, some valuation excess.” This one ended with negative interest rates to the tune of $15T of bonds. “So we had 40 years down. Before that, we had 35…
Mr. Dimon also thinks the main question with China isn’t the real estate sector but the seriousness of having, “a European democratic nation invaded under the threat of nuclear blackmail…. It’s gonna affect all of our relationships…. And India is…
Fair growth policies encourage responsible financial practices and the proper balance of savings and investment. But beginning in 2015-2016 the real estate market was flooded with easy money, especially, through smaller banks. This also transferred to the venture capital world…
Only 10% of labor is unionized in the U.S. (7% of it is private sector.) But small and medium sized businesses are being pressured to raise wages as well, as they are having trouble finding skilled workers. Consumption demand is…
The new 7 nanometer SMIC chip to Huawei may be violating U.S. sanctions. The Biden Admin. sanctions show the export controls on advanced computing will slow China’s advance but not stop it. But this is what the sanctions are designed…
Mr. McCulley thinks that a recession is just a tail risk, “and not the base case.” Additionally, the Fed will still keep a potential rate hike on the table to prevent an unwelcome easing of financial conditions.