Calculated Risk : If months-of-supply is near 4 months in December - and above 2018 levels - then there is a good chance we will see 5+ months-of-supply by next June. And that might mean soft prices. That is something I’ll be watching carefully.
Calculated Risk : Once again, the economy is in good shape (last week Fed Chair Powell called the economy "remarkable"), and it is unlikely Mr. Trump will do most of what he said during the campaign.
Calculated Risk : However, the economic tailwinds are more limited in 2024 than in 2016, so the margin for error is smaller.
Calculated Risk : Until we see the actual policy proposals, it is hard to predict the impact. I will write more as policies are enacted. However, I'm not sanguine.
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