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Drop-In: US metro performance in a real estate downturn

Drop-In: US metro performance in a real estate downturn

Start date:

Wednesday, July 6, 2022 - 17:30 BST

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What to make of latest sector performance in the S&P 500

Capital Daily

What to make of latest sector performance in the S&P 500

Although the relative performance of the three “big-tech” sectors of the S&P 500 has underwhelmed recently, we suspect that they will be at, or near, the front of the pack again in 2024.

5th December 2023 · 4 mins read

On the relative performance of assets in China & the US

Asset Allocation Update

On the relative performance of assets in China & the US

We think both the recent outperformance of China’s sovereign bonds relative to those in the US and the underperformance of its equities will end – and may even reverse somewhat – in the near future...

20th October 2023 · 5 mins read

US Metro Employment (Aug.)

US Commercial Property Rapid Response

US Metro Employment (Aug.)

Total employment growth slowed slightly in August to 0.4% 3m/3m across the 30 metros we cover, once seasonally-adjusted. But office jobs in western cities have continued to decline as layoffs in the...

27th September 2023 · 2 mins read

US Metro Employment (Jun.)

US Commercial Property Rapid Response

US Metro Employment (Jun.)

Seasonally-adjusted total employment growth rose by 0.6% 3m/3m on average across the 30 metros we track for the third consecutive month. But there has been clear weakness in the information sector in...

2nd August 2023 · 3 mins read

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EM Drop-In: What currency sell-offs mean for emerging markets

23rd April 2024

Europe Drop-In: Why the ECB will cut rates by more than most expect

25th April 2024

FX Drop-In: What a stronger-for-longer dollar means for JPY and CNY

26th April 2024

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