The Real Signal #130 - Trade War Effects
Plus: Peak Has Passed For Apartment Deliveries And Population/Housing Supply Growth vs. Rent Inflation
Trade War Effects
“In last 48 hours:
- Philly Fed Survey: "New orders fell sharply, from 8.7 in March to -34.2, its lowest reading since April 2020"
- NY Fed Survey: Expected orders and shipments plunging”
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