Post by
garyreins on Jul 06, 2024 8:53am
THE ONLY THING
That will sink us now is bad cpi. Bad news it's good news for bonds and reits. So long as there's no systemic credit events. If June is OK despite crudes run we may be in the clear. Either way I expect a August and Sept slump for oil
Comment by
Torontojay on Jul 06, 2024 9:53am
You don't think the longer they hold rates where it is that you won't see more bank failures and Cre defaults? The stock market is flashing signs of another bubble and it looks like we are heading towards a recession.
Comment by
garyreins on Jul 06, 2024 10:19am
You can't just assume a crash is going to happen while the fed plays ignorant. If they're wrong it's intentional
Comment by
garyreins on Jul 06, 2024 12:31pm
It's the debt renewals capping ffo growth. Rates are too high man. Need that 3 to 3.5% back