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SPYvsGME
26 ago 2022 04:07

Monthly Supply of Houses 

FRED:MSACSR1D
Monthly Supply of Houses in the United StatesFRED

Descrizione

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Will history repeat itself?

Is it time to call Ben Rickert, Jared and Vinny.

What would those guys think about it?

Any other time the houses supply was this high it was considered a recession.

I know what you’re thinking. Defaults are what caused the GFC.



Loan Defaults?

Delinquency rate bubbles are a result of higher interest rates and tight monetary and fiscal policy all of which are just now appearing.



The sudden increase in rates may be too quick of a shock to the system.

Who knows what other bubbles await.

There may be enough stimulus to keep it going a little while longer.

Could government spending be the bubble.


The real problems start when a negative wealth effect from falling home prices and high interest rates cause a tsunami of foreclosures.

Inflation isn’t going away and that means rates are here to stay.
Trend AnalysisBeyond Technical AnalysishousingSupply ZoneContains image
Commenti
SpyMasterTrades
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Another great post with macroeconomic charts that even a beginner can look at and know that we're ready to head into a significant downturn. I love the lag effect you highlight between the Fed Funds rate peaks and peaks in consumer debt delinquencies. One can only imagine what's going to happen on the corporate debt side.

Meanwhile, we just bounced off the Great Depression peak in terms of Shiller PE ratio. You know something is wrong when the Great Depression peak is the market's current support.



Please keep up the great work. Excellent follow!
Zestiria
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You Are Really Creative & Thank For The Posts, Morning With Hot Coffee & Reading Your Post Is Good To Start a Day!!!!
SPYvsGME
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@Valerus_Forex, Thank you for reading. Hot Coffee sounds good right about now.
Skipper86
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Underrated idea
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