★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Rising Rates Could Reverse Fed Progress on Key Shelter Inflation Gauge Amid Home Construction Slowdown The latest data on US home construction showed a significant deceleration in starts and permitting activity, which each fell to…McAlinden Research PartnersApril 16, 2024
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal 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 & TradeReal 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
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Steeper Mortgage Rates Spark Homebuilder Sell-Off But Building Activity Yet to Slow Home sales have slowed over the past few months in spite of building activity remaining at or near 16-year highs.…McAlinden Research PartnersApril 27, 2022
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction Homebuilders Hold Strong In Spite of Softer Data, But Fed Policy Could Shift the Balance Homebuilder stocks have been heading higher over the past few months, defying a softening of construction and sales data. Homebuilder sentiment…McAlinden Research PartnersSeptember 1, 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 & Construction Why Homebuilders Will Shine in 2020 The US housing market may be about to experience its strongest spring season since before the financial crisis. Cheap mortgages,…McAlinden Research PartnersMarch 2, 2020