★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Chinese Bank Protests Intensify, Spotlighting Issues Facing Country’s Regional Banking System Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…McAlinden Research PartnersJuly 13, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal 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)Economics & TradeMonetary PolicyPolitics & Policy China Signals New Stimulus Measures, But All Signs Point to Persistent Real Estate Struggles Chinese equities have staged a major comeback over the last week after Beijing mounted a verbal intervention to reverse a…McAlinden Research PartnersMarch 23, 2022
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction China Leans on Loosening up Mortgages to Boost Real Estate Sector, Maintain Economic Growth 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
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & PolicyReal Estate & Construction China Faces a Real Estate Reckoning with Evergrande Default Imminent The ongoing collapse of China's Evergrande Property Group is the top financial headline around the world, as the firm faces an almost certain default.…McAlinden Research PartnersSeptember 21, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Homebuilders Set to Bolster Profitability, Mortgage Rates Retrace Back to 5-Month Low Home sales have weakened over the last couple of months and the latest data show potential home buyers may be increasingly…McAlinden Research PartnersJuly 21, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & ConstructionTechnology NFTs Could Revolutionize the Future of Real Estate Assets The popularity of NFTs is rapidly expanding in digital media like art and music. Eventually, digital real estate could see…McAlinden Research PartnersApril 5, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesReal Estate & Construction Homebuilders, Decking, and DIY Launch Lumber to New Highs Lumber prices touched a new record yesterday amid an ongoing rebound in the housing market, as well as an explosion in…McAlinden Research PartnersAugust 18, 2020
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsReal Estate & Construction Office and Student Housing REITs: Similar Concerns, Different Outcomes Real estate investment trusts (REITs) specializing in office space and student housing are lagging the broad equity market and real…McAlinden Research PartnersJuly 27, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyReal Estate & Construction Record Low Rates Power the Housing “V” – Joe Mac’s Market Viewpoint 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