MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
Macro Voices
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Can We Expect a Recession in the US?
The US is the one major economy that will not benefit from China's rebound. The higher interest rates, but who does that impact? That impacts all your private equity guys and that impacts your commercial real estate lenders. But most of the consumers, 99% of Americans today have a mortgage rate that is lower than the current mortgage rates.
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