In the 50 largest U.S. metro areas, median rent rose an astounding 💣19.3% 💣from December 2020 to December 2021, according to a t.co/wXJ6ruWdLM analysis@CeciliaERouse @econjared46 @BrianDeeseNEC @drlisadcook @SBloomRaskin @steveliesman t.co/U55VVgvxvK
— M/1_LP (@MI_Investments) February 21, 2022
Rents reach ‘insane’ levels with no end in sight…
A new one from me: "The market is far too complacent and playing by an old playbook. I don’t think participants think the Fed would sit on their hands & watch a 10% decline in stocks or a 50 bps widening in IG corporates, but I think they have no choice." t.co/mVrOQLvUfD pic.twitter.com/KuNF5SrZIl
— Trevor Noren (@trevornoren) February 14, 2022
If we look at the credit impulse it is clearly moving downward. This is going to keep weighting on appetite for risk assets. People need to rethink their framework. Last 20 years is not the right historical period to use to make future decisions 👇
H/T @SoberLook pic.twitter.com/OU4fqVgE68— Gianluca (@Theimmigrant84) February 21, 2022