Slides and Links:

https://fred.stlouisfed.org/series/MBS5T10

https://fred.stlouisfed.org/series/DTRTNM

https://ftalphaville.ft.com/2018/07/11/1531308482000/The–marginal-buyers–in-credit-are-neither-marginal-nor-buyers/

http://www.latimes.com/world/asia/la-fg-china-anbang-20180223-story.html

https://www.scmp.com/business/companies/article/2144418/chinese-companies-are-selling-us-properties-waldorf-astoria-en

https://www.wsj.com/articles/retail-rents-plunge-in-major-manhattan-shopping-districts-1524693162

https://www.zerohedge.com/news/2018-04-26/retail-rents-plunge-20-across-manhattan

https://www.bloomberg.com/news/articles/2018-02-27/manhattan-landlords-cut-deals-to-stave-off-vacant-storefronts

https://www.cnbc.com/2018/04/18/the-amount-of-retail-space-closing-in-2018-is-on-pace-to-break-record.html

http://economistsoutlook.blogs.realtor.org/2018/06/13/april-2018-housing-affordability-index/

https://fred.stlouisfed.org/series/SPCS20RSA

https://www.census.gov/construction/nrs/pdf/uspricemon.pdfwww.danielamerman.com/va/GHratio.html