Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…
McAlinden Research PartnersMay 18, 2023
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
US banks' second quarter results helped to map out an uncertain future for the financial sector. Trading revenues rose but…
McAlinden Research PartnersJuly 19, 2022
Following another round of missed coupon payments by China's Evergrande, default is looking more inevitable than ever. A long road…
McAlinden Research PartnersDecember 8, 2021
October's home sales and construction data largely missed estimates and continued a downward trajectory from peaks reached earlier in the year.…
McAlinden Research PartnersDecember 1, 2021
On an annual basis, September's new home sales were up by almost a third. Homebuilders are radiating with record optimism while…
McAlinden Research PartnersOctober 28, 2020
Residential mortgage lenders and servicers are living their best life right now, as business activity surges to all-time highs. For various…
McAlinden Research PartnersOctober 26, 2020
Homebuilder stocks were not spared by the downturn in equities we saw in March-April amid the global outbreak of COVID-19,…
McAlinden Research PartnersJune 30, 2020
