tag:blogger.com,1999:blog-1110014885778996459.post3709988574048785919..comments2024-03-29T00:15:52.716-07:00Comments on Idiosyncratic Whisk: October 2016 InflationKevin Erdmannhttp://www.blogger.com/profile/07431566729667544886noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-1110014885778996459.post-10840863880576380742016-11-19T19:45:46.548-07:002016-11-19T19:45:46.548-07:00I'm afraid I don't have any insight into t...I'm afraid I don't have any insight into those factors.Kevin Erdmannhttps://www.blogger.com/profile/07431566729667544886noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-59692817477266832232016-11-19T08:59:02.768-07:002016-11-19T08:59:02.768-07:00Regarding bond yield, is there any reason to expl...Regarding bond yield, is there any reason to explain the rise which started even before the election? could it be someone know for sure that Trump will win and sold bond to buy old economy stock? or China is selling to defend RMB (but China Treasury holding dropped by 20B only which should not be significant in this market). If China Forex reserve holding dropped another 200B this year, which is likely, do you still think the bond yield can turn back down?Anonymoushttps://www.blogger.com/profile/14076635634745894329noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-88894568890034278382016-11-18T17:46:52.508-07:002016-11-18T17:46:52.508-07:00The authors mention zoning and even mention SF NY....The authors mention zoning and even mention SF NY.<br /><br />At the risk of sounding like a Johnny One Note, I think so much of real estate discussions come back to zoning lack of free markets.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-56744545073235346982016-11-17T21:36:34.122-07:002016-11-17T21:36:34.122-07:00Thanks Ben.
Interesting article. I wonder what a...Thanks Ben.<br /><br />Interesting article. I wonder what all the reasons might be for the high P/R levels. I wonder if a lack of renters rights laws could cause P/R to be higher in high demand Chinese cities than in the US. I don't know. Just spit-balling.Kevin Erdmannhttps://www.blogger.com/profile/07431566729667544886noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-23072878568534153082016-11-17T20:31:47.527-07:002016-11-17T20:31:47.527-07:00Gadzooks, this is a great post.
OT but not:
ht...Gadzooks, this is a great post. <br /><br />OT but not: <br /><br />http://www.moneyandbanking.com/commentary/2015/4/27/residential-real-estate-in-china-the-delicate-balance-of-supply-and-demand<br /><br />This problem of property zoning leading to higher house prices, leading to exposed banking systems, is global. <br /><br />Amazingly, scarcely written about. Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com