Real Estate
Falling inflation will allow bond yields to decline in the major economies over the next few quarters. As such, we recommend that investors shift their duration stance from underweight to neutral over a 12 month-and-longer horizon and to overweight over a 6-month horizon. Structurally, however, a depletion of the global savings glut could put upward pressure on yields.
This week’s <i>Global Investment Strategy</i> report titled Fourth Quarter 2022 Strategy Outlook: A Three-Act Play discusses the outlook for the global economy and financial markets for the rest of 2022 and beyond.
Executive Summary For the first time in a decade, it is much less attractive to buy than to rent a home. In both the UK and US, the mortgage rate is now almost double the average rental yield. To reset the equilibrium between buying and renting a home,…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Listen to a short summary of this report Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic…
Executive Summary The Recovery of Chinese Property Market Relies On Home Sales
The Recovery of Chinese Property Market Relies on Home Sales…
Listen to a short summary of this report. Executive Summary Housing Activity Should Start To Stabilize By The End Of The Year
Housing Activity Should Start To Stabilize By The End Of…
Counterpoint’s August schedule: Next week, I am travelling to see clients in Australia, New Zealand, and Singapore, so we will send you a report on China’s 20th National Party Congress written by our Chief Geopolitical Strategist, Matt Gertken. Given that the…
Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of 2008, and the dot com…