Sébastien (delmondo)

Would you be interested in daily pre market prep casts?

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Thought of the day - Awareness, not age, leads to wisdom.

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Thought of the day - Awareness, not age, leads to wisdom.

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Agreed. Unless something breaks.

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I think the elephant in the room is commercial real estate, and the overexposure a lot of banks (especially regional banks) have on their balance sheet. I think it's a ticking time bomb.

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As for signs of fragility, it's a bit tough to say: Lots of indicators we rely on are lagging, and some numbers (like unemployment being low partly due to people having multiple jobs) are not necessarily telling the whole story. I'm watching for yield curve in-inversion as a reliable recession indicator.

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