JPMorgan equity strategist predicts construction boom

Associated Builders and Contractors (ABC) Chief Economist Anirban Basu, American Institute of Architects (AIA) Chief Economist Kermit Baker and National Association of Home Builders (NAHB) Chief Economist Robert Dietz predicted continued growth for the construction industry in 2017 during a joint economic forecast this week (download the PDF slidedeck; watch the archived presentation).

Monday Morning Cup of Coffee: Congressman tries to tackle eminent domain plans Monday Morning Cup of Coffee is a quick look at the news coming across the housingwire weekend desk, Monday Morning Cup of Coffee: Congressman tries to tackle eminent domain plans.

Industrial Boom. predict the economy will slow in 2019 due to continued short-term interest rate bumps by the Federal Reserve and waning fiscal stimulus from federal tax cuts. “Inevitable.

Record low rates spur mortgage application filings History: Fannie, Freddie Seized by Federal Government Mortgage servicer satisfaction back from the brink Moody’s: Ocwen’s servicer ratings no longer on verge of downgrade Just two weeks after being upgraded by Moody’s Investor Service and being placed Standard & Poor’s CreditWatch list for a downgrade, S&P cut Ocwen Financial’s rankings for residential mortgage.Criterion for selection includes client service. s Tina Brink Honored as 2011 Top Employee Benefits Consultant and Responsibility Leader NEWS ARCHIVE NOTE: this archival news content, issued by the.Alabama supreme court rules in favor of MERS Alabama abortion law: rapper compares abortion law to slavery, national reaction continues – “According to the 2018 statewide poll, conducted by Anzalone Liszt Grove Research on behalf of Planned Parenthood, only 31 percent of Alabamians were in favor of an. case that gets the Supreme.What Are the Origins of Freddie Mac and Fannie Mae? | History. – At this point, Fannie Mae began operating as a GSE, generating profits for stock holders while enjoying the benefits of exemption from taxation and oversight as well as implied government backing. In order to prevent any further monopolization of the market, a second GSE known as Freddie Mac was created in 1970.Mortgage rates surged to a five-month high this week, tracking a jump in bond yields. But rising borrowing costs from record-low levels might spur some prospective home buyers to make purchases to.

THE dark clouds over Australia’s depressed housing market will lift next year – and Sydney will be leading the property boom. investment banks JP Morgan and UBS. The latter’s economist Scott Haslam.

Full text: S&P downgrades the U.S. debt rating "S&P Cuts AAA Ratings on Thousands of Municipal Bonds After U.S. Downgrade" "Standard & Poor’s lowered the AAA ratings of thousands of municipal bonds tied to the federal government, including housing securities and debt backed by leases, following its Aug. 5 downgrade of the U.S."

Hao Hong, global equity strategist. in food inflation,” JPMorgan’s Ulrich said in a Dec. 21 interview, referring to the lunar new year that ends by mid-February. The Hong Kong-based strategist.

The S&P 500 will climb to 1,600 by the end of next year amid record profit growth, Savita Subramanian, Bank of America’s head of U.S. equity strategy, wrote in a note. America soared 8.5 percent to.

China’s surge in home prices reminds JPMorgan Asset Management’s chief Asia market strategist of last year’s stock market. Just like last year’s equity boom, China is using credit growth to boost.

JPMorgan chase (jpm). david kostin, chief U.S. equity strategist at Goldman Sachs, recommends that investors overweight financial and industrial stocks for now, because both sectors have a.

So says the JPMorgan quant guru Marko Kolanovic, who predicts that a successful Republican tax overhaul will give equities a huge shot in the arm in 2018. In his mind, the institutional investors.

Momentum Strategies Across Asset Classes Risk Factor Approach to Trend Following Quantitative and Derivatives Strategy Marko Kolanovic, PhD AC (Global) mkolanovic@jpmorgan.com Z hen Wei, PhD (Asia) zhen.wei@jpmorgan.com April 2015 See page 183 for analyst certification and important disclosures, including non-US analyst disclosures.

That reflects the ’97 to ’02 period, a time that was neither a boom. with our strategy to maintain or improve our inventory turns, we look to control as much as possible through options where we.

About: Michael Biggs is a Macro Strategist and Investment Manager, responsible for emerging market bond and currency long only and absolute return strategies. Biggs joined GAM in September 2013 from Deutsche Bank where latterly he was a global economist and equity strategist.