January 24, 2026

Capitalizations Index – B ∞/21M

Shiller Is Anticipating Only A Soft Recession

Shiller Is Anticipating Only A Soft Recession
Robert Shiller surprised me with comments he made in a recent interview with Yahoo Finance. He pointed out that “we’re overdue for another recession” and characterized a recent moderation in house price gains as a “sign of weakness.” However, he added that “I wouldn’t expect something as severe as the Great Financial Crisis coming on […]

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