December Existing Homes Sales Add Evidence To The “Green Shoots” Thesis For Sales
Although the government shutdown is long over, the most recent government housing updates have been for October, I.e., two months stale.
Real Retail Sales And The Business Cycle
While November retail sales grew faster than expected, there being no reported November inflation rate, it’s hard to figure out if it’s true that it outpaced inflation, as asserted.
The Case For The Single Family Rental REITs
In an attempt to improve home affordability, President Trump announced a possible ban on institutional ownership of single family homes. This resulted in a selloff in the two leading single family rental (SFR) REITs.
EUR/USD Flat Around 1.1650 As Hot U.S. PPI, Geopolitics Freeze Trade
EUR/USD trades sideways amid Middle East tensions, lack of fresh Eurozone catalysts.
One Energy Yield Stands Apart From The Rest
Through 2024, the energy midstream sector had posted four consecutive years of double-digit total returns, including a massive 40% gain in 2024.
Failed Stock Market Breakouts Raise Risk Of A Deeper Pullback
The S&P 500 finished the day lower by 53 bps, which was better than the intraday low when it was down by more than 1%.