
Logan Mohtashami on the strength of the U.S. housing market
HousingWire Daily
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The Fed's Seasonal Decline in Inventory Data
Housing has been in a recession for more than a year, if you now see that manufacturing is going into a recession, those two account for a giant part of the economy. So what else would they be looking for? Well, there's a lot of manufacturing investment going on right now. That investment in a sense will help productivity and help supply. And I always like to revert back to what I talked about two years ago: Everything makes sense because the data started to go forward look at November 9th.
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