7 Comments

Housing market - high mortgage rates and home prices up significantly mean sales have nowhere to go but down. Eventually, this will translate to lower sales prices - but given the shortage in housing - do you think this will translate into significantly lower prices or just a stabilizing of the current price ranges?

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In terms of the effect on inflation how does a tax cut differ from say a stimulus payment? Or how does a tax increase differ from say raising the cost of borrowing?

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Non-residential selling price inflation - What is the best measure of actual historical selling price inflation for non-residential buildings? The PPI for non-res buildings is often touted as a standard, but RS Means and others advertise other, usually much lower, indices. What are your opinions regarding the best forecasts for Non-Res selling price escalation? These are much tougher to find.

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Healthcare - We have talked a lot about the pandemic and supply chain. Now that we have moved through the original crisis, do you have any insight on how this may change healthcare either related to consumer cost, or "just in time" inventory practices across the nation to the workforce shortage moving to the "traveling nurse" model because the compensation is higher. What will be the economic impact of lessons learned?

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Virtual Employees - struggling with how to pay virtual employees. Hypothetically, two employees who have the same qualifications and do the same job live in different parts of the country. One in Mississippi and one in Miami. Company is based in MD. Do I pay them based on MD wages for their occupations, or do I pay them based on the going rates where they live?

Thank you

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To what extent will consumer's excess savings allow soft landing blunting recession? It would be helpful that an inflationary cause is also a good buffer.

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Always entertaining...love your comments!

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