Goldman Sachs economist Ronnie Walker : Sustained higher mortgage rates will have their most pronounced impact in 2024 on housing turnover. ... As a result, we expect the fewest annual existing home sales since the early 1990s at 3.8mn.
Goldman Sachs economist Ronnie Walker : While vacancy rates remain at historic lows, we expect housing starts to decline by 4% to 1.34mn in 2024, reflecting sharply fewer multifamily starts.
Goldman Sachs economist Ronnie Walker : We expect only modest home price growth of +1.3% in 2024, as supply remains tight but high rates weigh on affordability.
・伊ENI、カタールとLNG購入契約締結。三井物産もLNG事業参画の意向。
https://www.arabnews.com/node/2396221/business-economy
・ハマスのミサイル大量発射で弱点を露呈したイスラエルのアイアンドーム。
https://english.ahram.org.eg/News/510181.aspx
Econbrowser : A low confidence index is not the same as a recession (a recession is a broad sustained decrease in economic activity, which might result in a reduction in sentiment, or be presaged by a reduction in sentiment, but is not in itself the same thing).
「長い付き合いのある（中国内陸部の）それなりの人物から日本に対して『我々のところから日本に行く技能実習生の受け入れを少しでもいいから増やしてほしい
