Stocks To Drop IN HALF Once Hard Landing Arrives? | Mike “Mish” Shedlock


There are a lot of mixed messages out there right now.

The economy is strong, yet inflation-adjusted retail sales aren’t growing.

The jobs market is strong, yet more and more of corporate America is announcing layoffs.

The housing market is robust, yet we’ve just hit a record level of unaffordability.

Which is more correct? Do better or worse days lie ahead?

To help us clear out the smoke & get a true picture of what’s going on, we welcome macro analyst Mike “Mish” Shedlock back to the program.

How Much Pain For The Housing & Jobs Markets Lies Ahead In 2023? | Mike “Mish” Shedlock


Mike “Mish” Shedlock returns for Part 2 of our interview with him to focus on his forecasts for the housing & jobs market.

Also, here in Part 2, we respond to live Q&A from the audience.

Click here for Part 1 of this interview with Mish Shedlock.

Is The Market Setting Itself Up For Disappointment? | Mike “Mish” Shedlock


Last week saw a deluge of news – from Fed Chair Jerome Powell’s public comments to several jobs reports as well as new data on the housing market.

To get help processing it all, at the week’s end I invited Mike “Mish” Shedlock to join me on a Twitter Space and hash through our thinking together.

A rollicking (and quite lengthy) conversation ensured – including a fair amount of Q&A with those who listened live to the discussion, several

of whom added valuable “boots on the ground” intelligence to our housing market discussion.

The discussion was substantive enough that I think you, our YouTube audience, will enjoy hearing it, too. So we’re making it available to you here now.