Housing Bubble Week Finale: It's The Housing Cycle, Stupid! - Ed Leamer
The Joe Walker Podcast
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The Role of Housing in the US Cycle
There were two post-war recessions that weren't led by housing. One was Korean War, the other one was dot com bust and recession in 2001. So it starts with housing that moves to consumer durables and then finally business equipment. That's our test of fiscal policy.
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