So why are homebuilders so sad? In today’s dispatch: home prices hit an all time highstrangely, no one wants to build new homes, and homebuilders are saddiscounts everywhere, but...
About Moses Sternstein
Making sense of capital markets, one chart at a time. If you're curious, contrarian, and have a sense of humour, then we will be friends.
US home prices hit a record high
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The Economist
Banks are playing it safe, sort of
Banks are playing it safe, sort of
In today’s dispatch: banks are lending lessbanks are also generating less revenue, and NIM continues to slide (for now)are Zombie banks good?bank exposure to non-bank lending is...