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Recession Watch: Did the Everything Bubble Just Pop?

Recession Watch: Did the Everything Bubble Just Pop?

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John Rubino
Jan 29, 2025
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John Rubino's Substack
John Rubino's Substack
Recession Watch: Did the Everything Bubble Just Pop?
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Real estate, being expensive to finance and highly volatile at market peaks, is frequently a catalyst for recessions. And as Wolf Street’s Wolf Richter reports, housing is sending “peak cycle” signals.

The supply of new houses for sale is spiking to previous bubble levels:

In some formerly hot markets, it’s even worse:

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