US Inflation and What To Do About It Message Board

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Strategies & Market Trends : US Inflation and What To Do About It

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To: RetiredNow who wrote (1286)	1/3/2020 7:59:29 PM
From: John Vosilla	Read Replies (1) of 1504

So where will the growth come from? I don't see it. Housing new construction has lagged dramatically this entire cycle worst recovery in modern times. Mortgage debt to GDP still at cycle lows 50% of GDP MOL vs near 75% in 2007 So we can get another 250K new housing starts easily for several more years averaging over a million per year. Plus average the $700B increase in new mortgage/refi/HELOC per year like the last bubble for several years as well... Nice growth to offset everything else where we are at the end of the cycle. If Hillary was president we probably would have had a recession like the rest of the world and be coming out of it like everybody else. On everything else am in agreement... Corporate debt, student loan debt, auto loan debt bubbles hitting a wall. Do you know what is going on in Australia and Canada these days? Hard to get good info. As you know they have had housing/mortgage debt bubbles for the ages with much of it also driven by Chinese investment that is disappearing. I fear we do the same thing with debt to keep this party going. They are obviously so overextended is incredible they haven't crashed yet.

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