Posts Tagged ‘Housing’

• Gregor Weekly Macro Note: Saturday 21 November 2009
  Gregor Macdonald, November 21st, 2009 at 9:39 pm, Comments: 0

  Starting in early September on my Sunday night MacroTwits broadcast I began to show pictures of large, stately homes in the finer suburbs of Boston and my question to the stream was as follows: where is the future wage growth that will support the inventory of American homes, that are now priced above 600K? What [...]

• Gregor Weekly Macro Note: Saturday 31 October 2009
  Gregor Macdonald, October 31st, 2009 at 7:56 pm, Comments: 0

  One wonders that 80.00 dollar oil was indeed the breaking point, to a US economy struggling with collapse, depression, and 17% unemployment. There appears to have been a confluence of events and indicators in October that suggest reflationary policy finally kicked energy prices high enough, to then trigger the next bout of deflation. The question [...]

• Gregor Weekly Macro Note: Saturday 24 October 2009
  Gregor Macdonald, October 24th, 2009 at 11:44 pm, Comments: 0

  Excuse me but I’ll need to check your bag: In hindsight, I believe there will be two groups of market observers that will awaken over the next 12 months to ask themselves the following question: how could I have been so wrong? In the first group, we have the conventional recoverists, who continue to apply [...]

• Readings: Tuesday 06 October 2009
  Gregor Macdonald, October 6th, 2009 at 9:06 am, Comments: 0

  RBA Sounds the All-Clear: Michael Pascoe, The Sydney Morning Herald.
  Drive-By Economics: Hawaii Edition, Paul Kedrosky, Infectious Greed.
  Don’t Blame China: Simon Johnson and James Kwak, The Washington Post.
  High Speed Rail: A No-Brainer: Chris Nelder, Get Realist.
  Tin Squeeze Tests Regulator’s Mettle in U.K.: John Kemp, Reuters Blogs.
  Apartment Vacancy Rate at 23 Year High: Calculated Risk.
  Prosperity Rests [...]

• Readings: Tuesday 29 September 2009
  Gregor Macdonald, September 29th, 2009 at 9:41 pm, Comments: 0

  Where High Speed Rail Makes the Most Sense: An America 2050 Report, as covered by The Infrastructurist.
  Russia throws another currency on the barbie: Izabella Kaminska , FT Alphaville.
  Historical Home Sale Volume Measured in Dollars: Rich Toscano, Professor Piggington’s Econo-Almanac for the Landed Poor.
  The Crossroads of Sustainability and Suicide: Chris Nelder, Get Realist.
  China’s Mr. [...]

• Readings: Thursday 10 September 2009
  Gregor Macdonald, September 10th, 2009 at 10:21 am, Comments: 0

  Jett Rink’s Speedboat: gregor.us
  China Alarmed by US Money Printing: Ambrose Evans-Pritchard for the Telegraph (UK).
  Mexico’s Fading Oil Output Crimps Exports: David Luhnow for the Wall Street Journal.
  Real Estate – The 800,000 Pound Deflationary Gorilla: Adam Brochert via Safehaven.com
  Candidate in a State of Dystopia: George Will for the Washington Post