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Wolf Street

Tag Archive for Expected Default Frequency

“Some very critical things are hidden.”

Moody’s Warns about Credit Crunch, Unnerves with Comparisons to 2008!

All that makes sense, but why are there still any cash-out refis when people could take cash out via HELOCs, without losing a 3% mortgage?

Turns out, collapse of the currency is the price Japan is now paying for years of crazed monetary policies.

Retail sales by major segment: huge winners (on top: ecommerce and general merchandise retailers), and some big losers.

When CRE hits investors, fine, they were paid to take those risks. But we’re a little more squeamish when it comes to banks.

Condos in Toronto hit 28-month low. But Vancouver house prices only -3.9% from peak in 2022. Calgary house prices jump to new high; oil boom helps.