Conor Sen says the Fed has little room left to slow the US economy through housing, meaning any further cooling would need to come from elsewhere. The view fits his broader warnings on cyclical risks and AI capex pressure on cash flow.
published
Conor Sen says the Fed has little room left to slow the US economy through housing, meaning any further cooling would need to come from elsewhere. The view fits his broader warnings on cyclical risks and AI capex pressure on cash flow.
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