Real Estate
What’s Behind Rising Economic Surprises…
UK Housing At Crosswinds…
Greeting Q3 2024 Earnings Season…
Chinese GDP: Meeting Low Expectations…
Housing Is The Business Cycle… And Housing Is Weakening…
China’s Credit Impulse Has Lost Its Mojo…
Fade The Real Estate Rally…
The market got excited by the 50 bps Fed cut and China stimulus. But these are a recognition that economies are slowing significantly. Stocks often rally after the first Fed cut, before falling sharply. Investors should stay defensive.
Lower Mortgage Rates Spur Refinancing Surge…
China Needs Fiscal, Not Monetary Easing…