re: credit bubble vs house prices

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Granted, it's not a massive drop but it's a drop happening as inflation is rising,

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I mean, housing prices have come down modestly in a lot of areas, that's to be expected. And inflation has not been rising - it's been falling.

quote:

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CREs though? CRE foreclosures began a stark rise last year. Full disclosure: CRE delinquency rates are still near historic lows but have been trending up for the last year and a half-ish and as the economy slows due to returning inflation growth (if that continues, and I have no reason to think it won't for at least the next couple of months) that is likely to continue (thus also pushing foreclosures up).

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I'm not sure this has much to do with resi.