Whatever the odds of recession were, they seem to have gone down today Gerard MacDonell January 6, 2023 9:34 AM
Marginal rents have stabilized, and a steep deceleration of average rents is coming soon, although there is no sign yet of meaningful deflation there Gerard MacDonell January 5, 2023 2:22 PM
JOLTS data were marginally hawkish, but they are not necessarily able to clarify much Gerard MacDonell January 4, 2023 1:02 PM