@grossdm @MESandbu Its a really smart paper applying the kind of bank balance approach we have gotten used to courtesy of BIS since 2008
Chartbook: Worries about commercial real estate, killer fungus, Swiss machines & the rise of Texas adamtooze.substack.com/p/worries-abou…
March 21, 2023
Chartbook: Worries about commercial real estate, killer fungus, Swiss machines & the rise of Texas adamtooze.substack.com/p/worries-abou…