This is one of the most aggressive central bank rate hiking cycles in recent history, leading to one of the most rapid tightening of financial conditions we’ve ever seen.

This is one of the most aggressive central bank rate hiking cycles in recent history, leading to one of the most rapid tightening of financial conditions we've ever seen. No coincidence that equities, bonds, and crypto have had historic routs …

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If you average the past 5 cycles, housing leads the stock market by 9.6 months. The housing ETF peaked in January 2018 and the S&P 500 may have peaked in September.

via upfina: The September CoreLogic Case-Shiller index wasn’t terrible, which is encouraging since many housing related indexes have shown weakness recently. The problem with this report is it’s from September. Therefore, it doesn’t quell investors’ nerves about the direction of the …

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