★ 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
★ 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 TrackerLabor, Education & DemographicsReal Estate & Construction Housing Activity Hurdles Usual Seasonal Weakness, Homebuilders Could Head Higher Several key measures of housing market activity showed record-high or multi-year high figures in the November-December period. Despite rising prices, buyers continue…McAlinden Research PartnersFebruary 1, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerLabor, Education & DemographicsReal Estate & Construction Homebuilders Continue Their Unrelenting Rally on Rising Sales and Suburban Surge August housing data, along with record homebuilder sentiment in September, shows the market still on a tear. Though material costs…McAlinden Research PartnersSeptember 29, 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction 7 Reasons to Be Bullish on US Homebuilders Since the US equity market bottomed on March 23, shares of U.S. homebuilder companies have enjoyed a spectacular 50% rally,…McAlinden Research PartnersMay 11, 2020