Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Weekly Outlook: Real Estate Powers Stocks To Records

  • US equity markets climbed for the sixth consecutive week on cooler-than-expected inflation data, hints of progress on the China/US trade dispute, and "dovish" remarks from the Fed.

  • Goldilocks is back? Coming off its worst week of 2019, commercial and residential real estate equities led the way this week as the 10-year yield retreated from four-month-highs.

  • While many analysts had expected a tariff-related uptick in inflation, the effects of Chinese currency depreciation and a general slowdown in global economic activity have kept inflationary pressures muted.

  • Retail sales rose faster-than-expected in October, driven primarily by higher gasoline prices, auto sales, and e-commerce. Brick and mortar categories, however, were weak as store closings continue to mount.

  • Ahead of a jam-packed week of housing data, the Housing Index climbed on strong earnings from D.R. Horton and gains from Restoration Hardware after Buffett's Berkshire Hathaway revealed a stake.

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