Section
Housing Prices
45 posts
No Home Price "Collapse"
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
What investors should know about Canada’s new budget
by BeiChen Lin, Russell Investments Key takeaways Canada’s 2025 budget shows an expected total deficit of nearly $80…
The Supermajor Era in Homebuilders
by Will Keenan, Analyst, Smead Capital Management Dear fellow investors, The excesses of the 2000s subprime housing bubble…
RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isn’t following the script. Rates are high, but unemployment hasn’t spiked. Tariffs are at century-long…
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
Brian Wesbury: U.S. Housing Market Update
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Two reports on home…
The Coming Wave of Homebuyers
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman How higher rates for longer could be…
A Seller's Market For Housing
by Ryan Boyle, Senior Economist, Northern Trust Owning a home has many virtues: it creates stability for a…
The Housing Outlook: 2024
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Just because we still…
Housing: Rolling in (and out of) the Deep
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. After falling into…
The Inflation Inflection is Real
by Hubert Marleau, Market Economist, Palos Management June 16, 2023 The biggest takeaway of the week was the…
Houses of Cards?
by Vaibhav Tandon, Senior Economist, Northern Trust Housing stress may spread to other sectors. Buying a house is…
Alfred Lee: 2023 Outlook & Strategy: 50 / 30 / 20
Listen on The Move In this podcast episode, Pierre Daillie, Managing Editor at AdvisorAnalyst.com, interviews Alfred Lee, Director,…
Is the Fed Winning the Inflation War?
by Brian Clark, Knowledge Leaders Capital In anticipation of tomorrow’s rate decision, we saw another indicator today that…