The simplest of rules still holds in Real Estate space. The current lack of volume is a harbinger for the price development. The trigger could prove to be the weakness in Services.
US housing keeps up for now despite sky-high rates. But are the rates just a nothing burger here?
Amidst continued unease in the Chinese economy and with Evergrande having just filed for Chapter 15 protection, we’ve decided to take a closer look at the state of US real estate. Trouble to come or in fact time to buy?
Which assets will be on the move if the Chinese RE meltdown continues on Monday? We have gathered the empirical evidence in this short but data-heavy piece. Best of luck for trading during the week ahead!
With the recent drop in house lending in the Eurozone, we take a closer look at how exposed European consumers and corporations actually are to further interest rate hikes. A teaser: It doesn’t look particularly great.
Quick dive into the Swedish Real Estate market where variable rates in mortgages have proven especially spicy for households.
Wednesday is back, and so is the weekly post where we highlight what we are currently spending our time looking at. Don’t miss out on the crucial tendencies in global macro presented in this shorter piece!
A couple of weeks ago, we provided you with a list of regional banks with the biggest exposure towards commercial real estate. Now, it’s time to see how those players have performed since, as well as providing you with further charts on the real estate outlook. Enjoy!
China’s top legislature, the National People’s Congress (NPC), opened its annual meeting yesterday. The main highlight was the presentation of the new work report by outgoing Premier Li Keqiang which sets the 2023 fiscal targets for the Chinese economy. Later this week, Xi Jinping is expected to further consolidate his power with several high-profile appointments including the new Premier, vice-premiers, and the new governor of the central bank.
While liquid markets are still trying to make up their minds on whether to rise from the ashes of H2 2022 or continue the downward trajectory, I think it is due time we put the real estate markets under the scrutinous loop once more.
The biggest interest rate shock in several decades ought to challenge the Real Estate outlook. Since housing famously is the business cycle, what is the 2023 outlook for housing?
Given the rumors surrounding the Chinese reopening story we thought that we would do a deep dive into the China story and look at what is moving. Can we even expect to see a reopening?
It is time to be humble about inflation. It is tricky to time the peak, why a basket with embedded windshields, should inflation re-accelerate, may be the best choice.