
The Next U.S. Recession Will Start in 2020, Survey Says0(May 10, 2018)
created At: 2/12/2025

Sell
This analysis includes a sell recommendation. Please carefully review all mentioned risk before proceeding.
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Fact
Over 50% of 105 experts cite monetary policy as likely recession trigger
Fed signaling at least three rate hikes
Home value forecast: 5.5% rise to $220,800 median in 2018
Previous forecast was 3.7% appreciation
Fannie Mae expects 3.9% home price rise over 12 months
Geopolitical crisis was top recession risk in previous survey
Opinion
The survey results show deeply troubling signs about monetary policy risks. The shift in recession concerns from geopolitical to monetary factors suggests growing fear that Fed tightening could trigger a downturn. Most concerning is how housing prices are expected to accelerate despite rate hikes, indicating potential for a painful correction when monetary tightening finally impacts the market. The divergence between Zillow and Fannie Mae forecasts suggests significant uncertainty about market direction.
Core Sell Point
The combination of aggressive Fed tightening plans and accelerating home prices suggests increased risk of a policy-induced housing market correction that could trigger a broader recession.
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