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Tag Archives: Housing
Canadian Home Buyers In Bidding Wars
About that deflation………. Lauren Haw, CEO of Zoocasa, speaks with Financial Post’s Larysa Harapyn about the state of the housing market across the country. To read this story and more: https://business.financialpost.com/ Subscribe to watch more Financial Post videos: https://bit.ly/3380Px3
China Obsessed With Wealth Effect
We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post, The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading
A Recovery in China’s Housing Sector? – Stratfor
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)
London rents squeeze the young – FT
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
If Houses Traded Like Bonds
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
Stratfor: Global Effects of China’s Real Estate Lending
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
Mr. Irrational Exuberence on U.S. Housing
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
Construction Employment Starting to Rebound
Though payrolls came in just below expectations, one positive take away from this morning’s data was the 30 thousand increase in construction jobs. Almost all of the increase was in residential. These are relatively well paying jobs compared to … Continue reading
Posted in Employment, Uncategorized
Tagged Construction hiring, Housing, Lumber Prices, Nonfarm Payrolls
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Charlie Rose: Joe Stiglitiz, Housing’s Not Coming Back
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
Posted in Economics, Housing, Whales
Tagged Charlie Rose, Consumption, Housing, Joe Stiglitiz
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Apple, housing, and this merde market
Merde markets! We had a plan to unload our longs (mostly Apple) in the pre-market or at the open. We were expecting some follow through from yesterday’s ramp but didn’t think it would hold. We were lucky enough to get … Continue reading
Posted in Apple, Black Swan Watch, Equities
Tagged Apple, Eurozone summit, Housing, Raghuram G. Rajan, S&P500
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