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Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
Chart Room: The US housing market will soon make sense again
New US home building and sales of existing homes have gone in opposite directions this year. A change in interest rates may restore their historic correlation.
Chart Room: Why China is all aglitter over gold
China’s onshore gold price premium has expanded, spurring cross-border arbitrage and calling for stronger policy measures to shore up confidence.
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
Chart Room: US housing dip may hit sentiment hard
US real estate was at the centre of the financial crash in 2008. The US housing sector is back in focus again as unaffordability returns to peaks from 2005-7
The Investor's Guide to China podcast: Common Prosperity
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.
Chart Room: Home is where the supply shortage is
Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.
Price moderation is an encouraging sign in the global housing market
Price moderation in some overvalued housing markets is an encouraging sign, as it is due mostly to supply-side policy measures rather than weakness in demand.
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