

The Economic Shock Will Come from Outside the US
Feb 2, 2024
Commercial Real Estate affects global banks, Powell delays rate cuts, bidding wars return in housing market, Europe drifts towards deflation, China's property crisis deepens with Evergrande liquidating holdings.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Football Routine, Taylor Swift, and Central Banks
03:31 • 2min
Bank of Canada and Federal Reserve Actions
05:12 • 16min
Discussion on Fed rate cuts and the potential impact on the global economy
21:21 • 3min
Weak Job Numbers and Layoffs in Tech and Shipping Industries
24:48 • 5min
Impact of Economic Shock on Commercial Real Estate
29:19 • 25min
European Countries and the Euro Area
54:35 • 8min