Unusual Whales cover image

Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

Unusual Whales

00:00

Housing Cycles Move Super Slowly

Housing cycles typically take three or four years even relatively cute housing cycles to go from peak to trough and we're like six months into that. We've actually seen a slowing in the contraction of residential construction which is important to keep in mind. That is taking what was a pretty big negative in a negative impulse on GDP and the economy and making it less negative, supportive to the aggregate economic conditions.

Play episode from 45:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app