Relevant:
- A Lot of Talk About A Recession, But There Are Also A Lot of Conflicting Signals
- This Chart Shows When the Next Recession Could Hit
- Hussman: From the Risk to the Guarded Expectation of Recession
- Non-Residential Investment: Key Components
- Pretti: Fed Has Displaced "Normal" Housing Cycle With Investment Cycle
2008-08-21 — typepad.com
"Of the components of GDP, residential investment offers by far the best early warning sign of an oncoming recession. Since World War II we have had eight recessions preceded by substantial problems in housing and consumer durables. "
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