TMI Snapshot: Some US Housing Indicators Lose Momentum as Deurbanization Theme Appears Transitory
We see potentially peaking momentum in US housing, as data suggests the pandemic-driven deurbanization theme seen as a multi-year secular catalyst...
409 Views
U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
471 Views
U.S. Equity Strategy:Â Oversold Rally Continues
A combination of, optimism surrounding U.S.-China trade talks, and Fed Chairman Powell’s comments have led to a continuation of the oversold bounce...
645 Views
Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
597 Views
Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)
Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction...
224 Views