Category Archives: Housing

Private Equity Coming To A Neighborhood Near You

Posted on July 21, 2017 by macromon

Interesting piece in Wall Street Journal, which corroborates our last post,  The New “Supply-Side Economics” Fueling Asset Bubbles.   We argued institutional investors have been on a buying spree of residential housing for rental properties taking a massive amount of supply off … Continue reading →

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TOTD: 12 Most Expensive Rental Markets

Posted on March 2, 2017 by macromon

Source:  Wolf Street (TOTD = Table of the Day)

Posted in Housing | Tagged , , | 1 Comment

A Recovery in China’s Housing Sector? – Stratfor

Posted on June 12, 2015 by macromon

Stratfor Economy Analyst Mark Fleming-Williams and East Asia Analyst John Minnich discuss how China’s economy continues to slow despite an uptick in housing markets in some cities. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Foreign Investors in U.S. Real Estate

Posted on September 28, 2014 by macromon

Good piece in the IBD last week on foreign investment in U.S. real estate. Money quotes: …“Many foreign buyers now see luxury U.S. real estate as a store of value,” said Dolly Lenz, CEO of her namesake real estate firm. … Continue reading →

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London rents squeeze the young – FT

Posted on August 7, 2014 by macromon

The soaring cost of London living is pushing the finances of young people to the brink. Katie Morley reports on how a number are now starting to question how much longer they will be able to call the UK capital … Continue reading →

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If Houses Traded Like Bonds

Posted on September 5, 2013 by macromon

As the 10-year Treasury yield approaches 3 percent let’s take a look at the recent spike in mortgage rates and its micro impact on the housing market and average home buyer. The chart below shows 30-year fixed mortgage rates have … Continue reading →

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Stratfor: Global Effects of China’s Real Estate Lending

Posted on February 19, 2013 by macromon

You think housing is an important sector in the U.S.? Stratfor reports real estate accounts for 14% of China’s GDP and housing construction is the source of 48% of the country’s steel consumption. Stratfor East Asia analyst John Minnich examines … Continue reading →

Posted in China, Housing | Tagged , , , | 3 Comments

Mr. Irrational Exuberence on U.S. Housing

Posted on January 28, 2013 by macromon

Remember,  it was Yale prof. Robert Shiller who was the original source of the term “irrational exuberance” and not, as everyone thinks,  Mr. Greenspan (see here).    His opinions are worth a listen as he nailed the top in both the stock … Continue reading →

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Charlie Rose: Joe Stiglitiz, Housing’s Not Coming Back

Posted on November 5, 2012 by macromon

Professor Stiglitz’ Nobel credentials really shine with his current understanding of the U.S. economy in this interview with Charlie, which took place last month.  They discuss many issues,  including LIBOR,  derivatives,  European banks,  too big to fail, the fiscal cliff, … Continue reading →

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Real Chance of Japan-like Housing Slump – Robert Shiller

Posted on March 27, 2012 by macromon

Robert Shiller, who coined the term “irrational exuberance,” is one of our favorite economists.   He really nails it here on the structural shifts taking place in housing.   We agree there is a generational change going on in the sector where … Continue reading →

Posted in Black Swan Watch, Housing, Uncategorized | Tagged , , , | 3 Comments