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> The commercial real estate refinance wall over the next 3 years will bring some sanity to this situation Assuming we don't get back to ZIRP by then...
by onlyrealcuzzo 3y ago
> The commercial real estate refinance wall over the next 3 years will bring some sanity to this situation
Assuming we don't get back to ZIRP by then...
- toomuchtodo 3y agoBeyond scope of this thread, but won't happen due to structural demographics. Fed will achieve soft landing at the cost of corporate profits. 9.6 million job openings as of last month's labor report, 3.6 million Boomers retiring per year, 1.8M deaths 55+ annually (with a majority of those folks still in participation rate). Inflation almost reined in, and we are at full employment. TLDR Can't fight the Fed, and the Fed can't fight demographics. Citations: https://news.ycombinator.com/item?id=37524951 https://news.ycombinator.com/item?id=37524951 https://news.ycombinator.com/item?id=36694276 https://news.ycombinator.com/item?id=36694276 https://news.ycombinator.com/item?id=36037097 https://news.ycombinator.com/item?id=36037097 https://news.ycombinator.com/item?id=35549039 https://news.ycombinator.com/item?id=35549039