Barron’s (July 19)
“This market risk is a slow-motion wreck waiting to happen.” And yet the U.S. market remains sanguine, largely tuning “out the past week’s tariff drama.” Freya Beamish, Chief Economist at TS Lombard, is “cautioning investors against complacency because multiple ‘low-grade shocks’ can take their toll like that of a frog in boiling water.” The impact of tariffs, deportations and “the series of low-grade shocks the market is struggling to digest” will eventually appear and “investors may be underestimating their impact on inflation.”
Tags: Beamish, Boiling water, Chief economist, Complacency, Deportations, Frog, Inflation, Investors, Low-grade shocks, Market risk, Slow-motion wreck, Tariffs, TS Lombard, U.S.
Washington Post (November 30)
“After years of tumult in the housing market, builders across the country are betting that looser regulations and what they hope will be an economic boom will make it easier to build and sell. They’re also hoping those tailwinds more than offset possible hazards of Trump’s agenda, including ramped-up tariffs on Canada, Mexico and China that could push up costs for materials, and aggressive immigration policies that could mean the deportations of construction workers.”
Tags: Build and sell, Builders, Canada, China, Construction, Deportations, Economic boom, Hazards, Housing market, Immigration, Materials, Mexico, Regulations, Tailwinds, Tariffs, Trump, Tumult, Workers
American Banker (November 26)
“President-elect Donald Trump’s hard-lined immigration policies are likely to have implications for housing markets throughout the country, but not necessarily the ones he had in mind.” Though he “billed his hardline stance on the border and promised deportations as a solution to tight housing markets,” experts now expect such policies, “at least in terms of housing, could do more harm than good.”
Tags: Border, Deportations, Experts, Hard-lined, Harm, Housing markets, Immigration policies, Implications, President-elect, Trump
