Mortgage
Oct
08
2013
Housing: Just Like The Bubbles Before It
Sectors that become the object of obsession during one economic cycle tend to remain cyclically depressed in the following one.
Nov
05
2011
Rates Too High For A Housing Rebound?
Are mortgage rates still too high for a rebound when looking at real mortgage rates?
Aug
03
2005
View From The North Country
In my opinion, the U.S. stock market is entering the terminal phase of the current cyclical bull market, based on our historical studies of typical cyclical bull market duration and magnitude. To a lesser degree the same can be said for the economic expansion.
Aug
03
2005
The Consumer: Still Chugging Along
Consumer spending may have finally peaked in this cycle, but a consumer collapse is far from imminent. Consumers can be expected to remain supportive of economic growth.