Deficits, Tariffs, Immigration, Mortgage Delinquencies – MishTalk

Here are a few Tweets that caught my eye this week. Inquiring minds will take a look.

Policy Choices

The policy choices made about unauthorized workers by the next US administration will be one of the most important determinants of whether inflation becomes entrenched.

Polls suggest broad affinity to not just restrict new arrivals but shrink the number of unauthorized workers. pic.twitter.com/ulpR2W353F

— Bob Elliott (@BobEUnlimited) May 26, 2024

I agree with Elliot. If we go overboard on deportations, the economy will suffer badly.

For starters, the farm economy and construction would instantly collapse.

Mortgage Delinquencies

For all of our credit quality gospel singers, per Black Knight, Delinquency by Vintage shows that by count, recent vintages of mortgage origination (21 and 22) have the highest % of delinquency of outstanding mortgages

Already? https://t.co/Hf29csISmW pic.twitter.com/W40dTZPvEy

— Melody Wright (@m3_melody) June 14, 2024

German Unemployment

What’s Going On in France?

France runs 5%+ fiscal deficit during good times. The ECB should better get ready to print and buy French bonds to avoid full blown debt crisis down the road. Another option is to convince the French that structural reforms and pensions cuts are needed. Good luck with that. pic.twitter.com/ihFjk16PPw

— Michael A. Arouet (@MichaelAArouet) June 14, 2024

The College Fix

Everything is Fine

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Deficits, Tariffs, Immigration, Mortgage Delinquencies – MishTalk

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