In June, MRP made the case for a return of stagflation in the years ahead. We also stated our expectation to see “periodic growth surges” and a stronger housing market that would soon contribute to better economic growth numbers. Indeed, MRP has argued that the housing sector is on the verge of a second leg up. In recent months, we have already seen a steadily building recovery in the sector. This report focuses on the forces driving long-term demand. In addition, it will examine the positive cascade-like effect that the strengthening housing sector will have on the broader U.S. economy and the specific investment themes that are impacted by it . . .

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