Carl R. Tannenbaum
@NT_CTannenbaum
Chief Economist for Northern Trust. @UChicago grad, former Fed risk manager during the financial crisis. Always in search of something good to eat.
ID:4149739878
http://northerntrust.com 06-11-2015 20:47:39
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50 developers have defaulted, and millions of Chinese households own property that isn't worth very much. It will take years, and a lot of money, to resolve the real estate crash. wsj.com/real-estate/ch… via The Wall Street Journal
The #IMFMeetings last week highlighted the importance of #debt resolution for emerging #economies . But the formula for relief has gotten very complicated. Some thoughts on this critical issue here: northerntrust.com/insights-resea…
#Commercial #realestate is a source of concern, with #hybrid work creating office vacancies. But not all CRE is created equal...and not all office property is created equal. Our thoughts on the situation here: northerntrust.com/insights-resea…
#Immigration to the United States appears to have exceeded everyone's expectations. Is this good for the #economy ? How will it affect #inflation ? Some answers here: northerntrust.com/insights-resea…
The #inflation news so far this year has been too hot. As a result, we don't expect the #FederalReserve to lower rates until September...at the earliest. More on our change of view here: northerntrust.com/insights-resea…
The era of negative #interestrates is over for now. Was it a success? Not really. A retrospective on this grand experiment here: northerntrust.com/insights-resea…