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CPI Shelter Component
CPI Shelter Component — The largest CPI bucket, lagged versus spot rents, creating policy communication traps.
Housing Starts
Housing Starts — Rate-sensitive construction activity with multiplier effects across materials and labor.
Dot-Com Crash 2000
The 2000–02 dot-com crash was an equity-valuation collapse after a narrative IPO bubble — brutal for NASDAQ, milder as a banking crisis because leverage sat more in households and corporates than in dealer warehousing of the story.
Global Financial Crisis 2008
The 2007–09 global financial crisis was a wholesale-run on securitized credit and dealer balance sheets after US housing turned — the modern template for shadow-bank runs, fire sales, and a central-bank-as-market-maker.
Lehman Weekend 2008
Lehman weekend (13–15 September 2008) was the disorderly failure of a primary dealer — the moment a housing/credit crunch became a global run on counterparties and money funds.
MBS Prepayment Speed
MBS Prepayment Speed — Refinancing and turnover driven cash-flow uncertainty in agency mortgages.
Dot-Com Crash 2000
The 2000–02 dot-com crash was an equity-valuation collapse after a narrative IPO bubble — brutal for NASDAQ, milder as a banking crisis because leverage sat more in households and corporates than in dealer warehousing of the story.
Global Financial Crisis 2008
The 2007–09 global financial crisis was a wholesale-run on securitized credit and dealer balance sheets after US housing turned — the modern template for shadow-bank runs, fire sales, and a central-bank-as-market-maker.
Housing Starts
Housing Starts — Rate-sensitive construction activity with multiplier effects across materials and labor.
Lehman Weekend 2008
Lehman weekend (13–15 September 2008) was the disorderly failure of a primary dealer — the moment a housing/credit crunch became a global run on counterparties and money funds.