Global Real Estate and the end of QE – Is it time to be afraid?
Macro Letter – No 86 – 03-11-2017 Global Real Estate and the end of QE – Is it time to be afraid? Rising interest rates and higher bond yields are here to stay Real estate prices seem not to be...
View ArticleA warning knell from the housing market – inciting a riot?
Macro Letter – No 90 – 02-02-2018 A warning knell from the housing market – inciting a riot? Global residential real estate prices continue to rise but momentum is slowing Prices in Russia continue to...
View ArticleGlobal Real Estate – Has the tide begun to recede?
Macro Letter – No 113 – 19-04-2019 Global Real Estate – Has the tide begun to recede? Despite the fourth quarter shakeout in stocks, real estate values keep rising Financial conditions remain key,...
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