Balance Sheet Meeting Productivity Real Estate 
MishTalk
AUGUST 22, 2013
Real yields might not rise, but it’s unlikely they would fall. And long-term rates are what matter for capital investment, which is key to increasing the economy’s growth potential and raising productivity.". From 2003-2006 the Fed ignored major bubbles in home prices, then commercial real estate. What Baum Left Out.
MishTalk
SEPTEMBER 26, 2013
A series of land sales have set record prices since August, with real estate developers ramping up their competition for the best plots in the biggest cities. Part of it may simply be that few Chinese see any real alternative to real estate as a way of saving. China Rich in Reserves. Pettis Replies.
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