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household debt
Netherlands: Q3’s 17% drop in property transactions suggests housing bust will continue
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The falling US labor force participation rate is not just a demographic issue
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Should we be optimistic?
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Canada’s consumer leverage growth will not end well
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The Fed’s zero rate policy is toxic for US household interest income
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Why I don’t believe housing has put in a secular bottom
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Bank of Canada: House price-to-income ratio outstrips norm by 35%
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The growing optimism on housing is not justified
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Gary Shilling: Bearish on the US economy; calling for a crash
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