US Housing

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably...

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.

525 basis points worth of Federal Reserve rate hikes have had a huge impact on US housing.

US Housing Market — Sudden Stop: As a result of the rate shock (a 3x jump in indicative servicing costs for a new mortgage), inflation shock (surge in living costs...

Deja-vu? If we were to rewind back to the years leading up to the global financial crisis (GFC) of 2007/08, some key economic factors stand out. House prices were on...

Housing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios have come down a lot — meaning...

Our recent US research trip highlighted the tailwind to wealth and consumption from house prices. In discussions across the seven states we visited (California,...

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors,...

Investing in Australian residential property has been nothing short of a goldmine in recent years. Charlie Munger, Warren Buffett’s business partner, would call it a...

James Hardie is an Australian manufacturer and global leader in fibre-reinforced cement. The business has been operating for 125 years producing products used in new...