Rich Pickings: Challenging the narrative on recession, inflation and rates
Fidelity Answers: The Investment Podcast
The US Consumer's Sensitivity to Interest Rates
The US consumer is much less sensitive to swing in mortgage rate. A lot of people that put their house in the last 10 years have locked themselves a very low interest rate for the next 10 to 15 years. But at the same time, with the job market so strong, I have difficulties in imagining the US consumer under stress this year.
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