Real Estate
August PPI reading came in at 8.3%. Naturally, many investors are wondering whether the companies will be able to pass their soaring input costs to the customers. An in-depth analysis of margins and pricing power requires a significant research effort.…
Highlights The Evergrande crisis is not China’s Lehman moment. Nonetheless, Chinese construction activity will decelerate further in response to this shock. Global equities are frothy enough that a weaker-than-expected Chinese construction sector will…
Resilient Mortgage Applications Despite High Prices: A Testament To Robust Housing Fundamentals…
Chinese Construction Activity Faces Headwinds…
US Housing Market Activity Is Robust…
Today we take a close look at the historical GICS1 level performance following the taper event in 2013. Chart 1 provides an overview of a price action of the 10-year US Treasury yield, the US dollar, and gold to provide context, while Charts 2 - 4…
Evergrande Pits Beijing Between A Rock And A Hard Place…
Is Global Real Estate At Risk…
House Prices Climb Higher In Canada And The UK…
Please note that next Friday September 24 at 10am EDT, we will host a webcast featuring a debate between my colleague Peter Berezin and me. The topic of debate is whether investors should overweight EM in a global portfolio. Please join us by registering via…