tag:blogger.com,1999:blog-11027528911364475.post3501884882850052426..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: ISM Manufacturing Shows Continued ReboundJakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-11027528911364475.post-34224511668411198922010-06-02T12:33:06.918-07:002010-06-02T12:33:06.918-07:00Rather than "if" I think a continued CRE...Rather than "if" I think a continued CRE / RI downturn is the baseline. Poses major issues to banks and credit markets and impetus for continued reflation initiatives by the gov't. My thought is that it won't feed into CRE / RI (stricter lending) so I'm looking for other places for that liquidity to go.Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-75226304109713933152010-06-02T05:01:12.538-07:002010-06-02T05:01:12.538-07:00I don't think anybody has been debating the me...I don't think anybody has been debating the merits of a manf. recovery. The question is can manf. actually lead a recovery? Typically it's residential investment, CRE that lead the way out of recessions. We've blown that corner of the market to smithereens and pulled forward a substantial amount of demand. If RRE/CRE prices stay flat or drift lower what impacts would that have on the marketplace and confidence levels?Johnhttps://www.blogger.com/profile/12913710628927850877noreply@blogger.com