HOMZ News and Press, Hoya Capital Housing From 11/06/23

2023-11-06 15:07:00 ET Summary The US dollar has strengthened since July 2023 as US equities have weakened. The S&P 500 upside surprise or beat rate for Q3 2023 earnings is still 7%, which is pretty healthy. Non-US markets tend to be more regulated, less free-market orient...

2023-11-06 01:56:00 ET Summary Full-year 2023 S&P 500 earnings growth is expected to be 2-3%, versus 6% actual growth in 2022. Stock market return has more to do with liquidity than S&P 500 earnings growth. Credit spreads were the early warning detection system for US ...

2023-11-04 10:00:00 ET Summary Interest rates are higher than pre-COVID 19 and expected to stay high in the long term, which should support yields. Real estate equity prices have fallen since early 2022, so new loan collateral values will likely be lower than previous peaks. P...

2023-11-03 01:25:00 ET Summary The nonfarm payroll employment unexpectedly jumped in September. The increase of 336,000 was the largest since January, and it was accompanied by upward revisions to the prior two months. The 12-month trend rate for the overall price index for person...

2023-11-03 00:30:00 ET Summary Even though the S&P 500 has moved decisively higher over the past week, sentiment has entirely shrugged off price action. Bullish sentiment has now dropped for three straight weeks, having fallen 15.7 percentage points in that span for the larges...

2023-11-02 12:21:18 ET More related to mortgage rates: U.S. Dollar Gets Even Stronger As Long-Term Yields In The U.S. Rise Will The Stock Market Fall? Weekly Forecast, September 22, 2023: 1-Month Forward Treasuries Peak At 5.58% In 2039 'The question is: Shou...

2023-11-02 04:47:00 ET Summary Looking at the 24-month rolling correlation between the total return of the S&P 500 Index, including dividends, and the 10-year Treasury bond, including coupons, reveals significant volatility. During periods when inflation was moderate, correlat...

2023-11-01 02:25:00 ET Summary Despite an okay earnings season thus far, stocks are bearing the brunt of softening investor sentiment and corporate uncertainty. This week, 2,357 companies are expected to report for Q3, 170 from the S&P 500. Potential Surprises this week: C...

2023-10-31 23:35:00 ET Summary The most notable of these was in S&P 500 futures. Whereas this past summer saw positioning shift to the most net short levels in over a decade. The small-cap Russell 2000 still remains deep in net short territory, although there was some improvem...

2023-10-31 10:00:00 ET Summary At the halfway point of earnings season, REIT earnings results have been stronger than expected - and certainly stronger than the recent dismal share price performance of REITs would indicate. Of the 40 equity REITs that have provided updated full-ye...