Will The Fed Get Their Soft Landing? | Weekly Round Up
Supply Shock
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The Negative Impact of Interest Rates on the Housing Market
The only explanation that's really made sense to me is that there actually is still stimulus going on right now. Running a $2 trillion deficit per year is incredible stimulus, but it's not the interest rate driven monetary stimulus that we've been used to since 2008. That could be what is propping up economic activity in markets. I don't think you can do the intense experimentation that Federal Reserve and Global Central Banks did and not feel some sort of repercussion. It would not surprise me either way.
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