Ed Yardeni on Long-Term Bull Market
Masters in Business
Housing Market Dynamics and Economic Stimulus
The chapter explores the complexities of the residential real estate market, including supply shortages, the impact of low mortgage rates, and demographic influences. It also discusses the significance of fiscal stimulus programs like the CARES Act and the potential boost from infrastructure investments. Additionally, it delves into the effects of onshoring trends, high-skilled immigration, and the analysis of market performance amidst discussions on recessions and stock market predictions.
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