Calculated Risk : I’ve argued this cycle will be more like the 1978 to 1982 period than the housing bubble and bust.
Calculated Risk : Right now, my guess is we see price increases in the low-to-mid single digits in 2024 as measured by the repeat sales indexes.
・Maersk社、スエズ-紅海航路運航を再開。Hapag-Lloydはなお慎重姿勢。
https://www.arabnews.com/node/2432666/business-economy
米・長期金利、３．９３%に上昇
https://jp.wsj.com/market-data/quotes/bond/BX/TMUBMUSD10Y
