
MRKT Call: Trading the Bank Blowback & Block Buster
RiskReversal Pod
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Is There a Recession in the Real Estate Market?
I don't think it's happening anytime soon or if it does we'll fall the thing that makes me nervous is when the market goes up day after day and once we string about two or three of those days together it just feels like we're ripe to give it all back. I would assume or venture a guess that we'll see some analysts bring their targets down if we have confirmed an earnings recession and economic data starts to soften. What could happen here what also might happen with the home buildersYes we've seen some dips right we saw pretty big dips in 2022 we saw earnings start getting revised down but real estate is a tricky piece because it trades in two different pieces you're going to look
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