★ 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
⚑ Joe Mac's ViewpointsCommoditiesMarketsMonetary PolicyReal Estate & Construction The FX Timebomb A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…McAlinden Research PartnersAugust 8, 2022
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Data Center Construction Continues Apace, But Some See REITs Threatened by Public Cloud Partners Despite a drawdown in the share prices of data center REITs, spending on facilities is booming this year. Several key…McAlinden Research PartnersJuly 20, 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)CommoditiesEconomics & TradeReal Estate & Construction Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound Steel stocks have been a rollercoaster in 2022, but the latest news out of the US and China heralds the…McAlinden Research PartnersMay 19, 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)Economics & TradeReal Estate & Construction Housing Data Points Toward Potential Slowdown on the Horizon, Mortgage Rates Soar to Three-Year Highs The red-hot US housing market could be approaching an inflection point in coming months as home prices continue to soar…McAlinden Research PartnersMarch 24, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsReal Estate & Construction Lumber Prices Higher On Low Inventory and New Tariffs, Housing Data Points Toward Robust Demand in 2022 Lumber prices have rebounded strongly over the last month amid ongoing supply chain disruptions and strong building demand. After rallying to…McAlinden Research PartnersDecember 20, 2021
★ 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)CommoditiesReal Estate & Construction Latest Housing Data Points to More Gradual Growth for Homebuilders 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