Conor Sen
@conorsen
Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-@opinion. Suburban dad. The future is a policy choice.
参加 September 2009
303 フォロー中 109.1K ファン
It feels like anything rate-sensitive in the US is waiting for OATs to stabilize. Europe’s pretty good at avoiding worst-case scenarios and limping along so it’s probably just a matter of time and waiting for that pain point.
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