Forward Guidance

“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

45 snips
Oct 30, 2023
Warren Pies from 3Fourteen Research shares his views on bond supply, housing market, oil, and recession risk. He discusses the mortgage buydowns and their impact on homebuilders, predicts a recession in Q2 2024, talks about the relationship between interest rates, oil prices, and economic activity, and explores US government deficits and uncertainty.
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