
Oaktree's Wayne Dahl on Credit Markets Right Now
Odd Lots
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Navigating the Housing and Corporate Markets
This chapter explores the interplay between corporate and residential housing markets, emphasizing the resilience of housing prices despite rising mortgage rates. It examines the implications of locked-in financing on consumer behavior and overall financial stability, while reflecting on historical interest rate trends. The discussion also addresses challenges in the commercial real estate sector and the complexities of defining a 'normal' labor market amidst economic fluctuations.
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