Valuation – Real Assets vs. Financial Assets

Valuation – Real Assets vs. Financial Assets The price of real assets relative to financial assets being very low suggests that investors should consider owning more real assets, such as real estate and precious metals. Image: BofA Global Research

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Greenland is not on the market; it’s a country with its own people and culture, not a frozen real estate deal! Happy April Fool’s Day, Everyone! 😎

Household Asset Allocation

Household Asset Allocation The wealth gap between the rich and the middle/lower classes is significantly influenced by their asset ownership patterns. The wealthy predominantly own equities, while the middle and lower classes tend to invest heavily in real estate. Image: Goldman Sachs Global Investment Research

FMS Investors – What Is the Most Likely Source for a Systemic Credit Event?

FMS Investors – What Is the Most Likely Source for a Systemic Credit Event? FMS investors view the China real estate as the biggest source of a systematic credit event due to excessive borrowing, with significant implications for the Chinese economy and global consequences. Image: BofA Global Fund Manager Survey

China Property Stocks

China Property Stocks The sharp decline in Chinese property stocks, reaching levels unseen since the Global Financial Crisis, is worrisome considering the crucial role of the real estate sector in China’s economy. Image: BofA Global Investment Strategy

Loan Demand

Loan Demand Demand for commercial & industrial (C&I) and commercial real estate (CRE) loans remains weak, which does not bode well for a soft landing. Image: BofA Global Research

U.S. Housing Starts and New One Family Houses

U.S. Housing Starts and New One Family Houses Housing starts declined 0.5% in November. Usually, a continued downturn may signal a contraction of the economy. And historically, a decline in residential real estate has led several recessions. But housing is already in a slump and shouldn’t cause a recession.