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Q4 2019 Markets Update

January 29, 2020
Category: Guide

In This Issue

  • Feature – Year in Review: 2019 Default Trends
  • Economy – Slow and steady. Record budget and trade deficits in a time of record low unemployment.

Three Trends We are Watching

  • Cyclical highs in property prices
  • Sector overbuilding
  • The Retail Purge