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.

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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) Z hen Wei, PhD (Asia) 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.