Hints and tips:
Related Special Reports
...affordable homes in the county....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...Scariest of all, Nouriel Roubini, who puts the perma in perma-bear, is bullish now. Be careful out there, and email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The broad picture is one of normalisation, though weak C&I lending is notable. The big exception is housing. As we’ve written about many times, high rates have frozen the market....
...In the personal consumption expenditure index, which the Fed targets, it’s just housing; core PCE ex-housing is running at 2.1 per cent. Remember the story in shelter inflation....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...Community-led housing (CLH) is one string to our bow. This is driven by independently proven local need. In my part of Suffolk, we have delivered 18 homes for local people....
...But they still could, as people have begun to whisper, what if the next move is a hike? Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...the yen and said “all options” were under consideration by the authorities....
...Steady our nerves: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Philip Tetlock Philip Tetlock is one of the most influential social scientists in the world....
...The war on Apple is indeed multi-front. In Europe, the competition authorities have fined the company €1.8bn for suppressing competition from rival music streaming services on its platform....
...It could be that seasonal factors, and the fact that falling market rents refuse to appear in housing services prices, mitigate the badness of the numbers....
...In 1972, housing starts hit the highest level in the history of the United States. That was because the US had made the decision in 1968 to build 26mn housing units....
...Either way, the FT reports that Shari Redstone, who controls the studio, doesn’t like the Apollo bid. Tough break for the rich guys in suits. Email me: robert.armstrong@ft.com....
...The fact is we don’t have enough housing units in the United States....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...(Armstrong & Wu) One good read Brian Potter on the unnecessary decline of US Steel....
...The US economy continues to surprise: the latest example was new housing starts of 1.6mn in November, an almost 15 per cent jump from the month before and well more than economists had projected....
...Yet the cooling of the Cornish property market isn’t easing the area’s housing crisis or making life any easier for locals....
...“A member’s views regarding the projected performance of an investment strategy or single security may be useful,” the authority said . . ....
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter...
...I’m not sure of the market relevance of either point, but there you go. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...“At the moment, I’m sheriff for only half the county . . . and my arsenal is weaker than other regulators....
...The US housing market and the substitution effect Single-family homes are expensive....
...Email us your cockamamie schemes: robert.armstrong@ft.com and ethan.wu@ft.com. New year, same old CRE On the list of 2023’s overwrought market fears, commercial real estate ranked high....
International Edition