HOMZ News and Press, Hoya Capital Housing From 11/09/23

2023-11-09 19:35:00 ET Summary The economy is still digesting the excesses of the Covid boom, and that process is not over yet. It could last several more years. Environments like this are characterized by unusually high risks, primarily because you’re coming off a period o...

2023-11-09 12:14:49 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 Lower rates may not he...

2023-11-09 04:28:00 ET Summary Why equity markets may be undervalued. The big headwind facing investors. Where the opportunities are among market volatility. Markets have started November on stronger footing than previous months, but can that momentum continue? Dav...

2023-11-08 19:19:00 ET Summary Weakness in US equity markets since July reflects ongoing uncertainty about the macroeconomic outlook. Despite the concerns, stocks with quality and defensive features have performed relatively well and could help portfolios surmount shaky conditions...

2023-11-08 18:40:00 ET Summary The S&P 500 is fighting (unsuccessfully at this point) for its eighth positive session in a row today (the longest winning streak for the index in exactly two years). Although Monday and Tuesday saw the S&P 500 rise 17.5 bps and 28.4 bps, res...

2023-11-07 20:10:00 ET Summary New home prices are trending downward. They're falling, but they are falling very slowly. The average 30-year conventional fixed-rate mortgage now has an interest rate approaching 8%. Mortgage rates have doubled since 2019. The relative affordabi...

2023-11-07 01:45:00 ET Summary Apple was the latest Magnificent 7 name to report impressive results for last quarter, yet tempered guidance for next quarter and beyond. This week 3,299 companies are expected to report for Q3, 61 from the S&P 500. Potential Surprises this w...

2023-11-06 21:05:00 ET Summary The surreal correlation between Treasury rates and stock index futures, that had been intensifying in September and October, played its role – in a positive manner for a change. The 10-year Treasury yield dipped below 4.50% intraday on Friday,...

2023-11-06 15:40:00 ET Summary The history of construction spending since 1993 reveals that this data tends to weaken prior to recessions. For a recent dip in Residential Construction attributed to the rise in mortgage rates, this indicator is charging higher. The COVID disrup...

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...