Re: Inflation/USD - The Four Horsemen of US Resilience Will Make the Fed an Uneven "Distributor of Pain."

US Resilience is going to force the Fed to break RoW first, and the Fed will become an Uneven "Distributor of Pain" through the USD Wrecking Ball transmission mechanism.

Sep 06, 2023

∙ Paid

I recently wrote a piece in which I compared the Fed to Ivan Drago, who famously said “I must break you” to Rocky in Rocky IV. As with most analogies, this one is imperfect, because in my Bizarro version of this tale, the Ivan Drago Fed will be the last man standing in its Inflation Fight.

Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.

Michael Kao

July 29, 2023

Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.

For the last several quarters, I’ve participated in several private roundtable discussions alongside a group of CRE developers/operators as well as public REIT CEOs. Here is the last summary I wrote up from last year: This week, I presented alongside such a panel of experts again, where I closed with my Macro views. This is a summary of my learnings and …

Read full story

Keep reading with a 7-day free trial

Subscribe to Kaoboy Musings to keep reading this post and get 7 days of free access to the full post archives.