A few intriguing observations as we try to make sense of these nihilistic markets
Thanks John.
There is something I don't understand about the "rates cuts will be the catalyst for a wave of RRE supply" thesis. What will the sellers do? Won't they just buy something/somewhere else? So demand will go up in parallel?
Thanks John.
There is something I don't understand about the "rates cuts will be the catalyst for a wave of RRE supply" thesis. What will the sellers do? Won't they just buy something/somewhere else? So demand will go up in parallel?