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C-Day: Housing
According to excellent research from Ed Leamer on the role of housing in post-war U.S. business cycles, nine of 11 recessions were preceded by substantial problems in housing, and in seven of 11 recessions residential investment was the greatest…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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