Real Estate & Construction

★ Daily Intelligence Briefings (DIBs)Economics & Trade Finance Real Estate & Construction

Beijing Digs Property Developers Out of Cash Crunch, But Reforms Will Need to be Supported by Demand

Shares of Chinese real estate developers have soared into 2023, largely reflecting the introduction of more permissive policy from Beijing.…

McAlinden Research PartnersJanuary 11, 2023

★ Daily Intelligence Briefings (DIBs)Economics & Trade Politics & Policy Real Estate & Construction

China Attempts to Counter Property Downturn and Manage Contagion by Loosening Up More Liquidity

China's latest plan to stymie the decline of its massive property sector is significantly broader than previous measures. The sixteen-point…

McAlinden Research PartnersNovember 14, 2022

★ Daily Intelligence Briefings (DIBs)Monetary Policy Real Estate & Construction

Real Estate and Homebuilder Businesses Routed by Higher Rates May Face a Tough Road Ahead

Home prices are beginning to slump across the US, suggesting an ongoing downturn in shares of homebuilders and other real…

McAlinden Research PartnersSeptember 21, 2022

★ Daily Intelligence Briefings (DIBs)Economics & Trade Labor, Education & Demographics Real Estate & Construction

Perpetual Population Decline May Compel Hong Kong Officials to Relax Restrictive COVID Policies

Hong Kong has continued to enforce a strong spate of pandemic restrictions to try and maintain COVID-19 cases in the…

McAlinden Research PartnersSeptember 19, 2022

★ Daily Intelligence Briefings (DIBs)Monetary Policy Politics & Policy Real Estate & Construction

China’s Property Woes Spill Over Into the Banking Sector as Investment Falls and Mortgage Boycott Bites

Chinese property investment and residential construction are languishing under a lack of liquidity and rising financial unrest among the populace.…

McAlinden Research PartnersAugust 31, 2022

★ Daily Intelligence Briefings (DIBs)Economics & Trade Real Estate & Construction

Homebuilder Sentiment Underwater as Housing Starts Stumble, Sales Data Sours

The latest housing market index from the National Association of Home Builders (NAHB) marked a rough start to the month's schedule…

McAlinden Research PartnersAugust 16, 2022

⚑ Joe Mac's Viewpoints Commodities Markets Monetary Policy Real Estate & Construction

The FX Timebomb

A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…

McAlinden Research PartnersAugust 8, 2022

★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Technology

Data Center Construction Continues Apace, But Some See REITs Threatened by Public Cloud Partners

Despite a drawdown in the share prices of data center REITs, spending on facilities is booming this year. Several key…

McAlinden Research PartnersJuly 20, 2022

★ Daily Intelligence Briefings (DIBs)Economics & Trade Monetary Policy Real Estate & Construction

China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer

Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…

McAlinden Research PartnersJune 29, 2022

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade Real Estate & Construction

Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound

Steel stocks have been a rollercoaster in 2022, but the latest news out of the US and China heralds the…

McAlinden Research PartnersMay 19, 2022

Beijing Digs Property Developers Out of Cash Crunch, But Reforms Will Need to be Supported by Demand

China Attempts to Counter Property Downturn and Manage Contagion by Loosening Up More Liquidity

Real Estate and Homebuilder Businesses Routed by Higher Rates May Face a Tough Road Ahead

Perpetual Population Decline May Compel Hong Kong Officials to Relax Restrictive COVID Policies

China’s Property Woes Spill Over Into the Banking Sector as Investment Falls and Mortgage Boycott Bites

Homebuilder Sentiment Underwater as Housing Starts Stumble, Sales Data Sours

The FX Timebomb

China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer

Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound

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