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What the Hell Just Happened?
Real Vision: Finance & Investing
Residential Construction Payrolls and Forward Earnings
Once you get an 8% to 10% decline in residential construction payrolls, you end up in a recession. We've spent a lot of time as a firm thinking about a couple different things. How can the housing market save us from our recession and enter into a soft landing? And then more importantly, how do we best determine when we'll hit that 8%, 10% threshold? Our best guess is that it will be this year, it will be in Q4 of this year.
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