US Housing Market Focus What does the sub-prime crisis mean for the wider economy? The meltdown in the sub-prime mortgage sector will have a significant impact on the US economy because of its consequences for the housing market, even if there are no contagion effects on the rest of... 15th March 2007 · 1 min read
US Housing Market Focus Housing, inflation and the US economy: an update of our views For close to a year now we have been predicting that a sharp housing-led slowdown in US economic growth would take hold in 2007. However, two recent developments have convinced us that the slowdown... 19th September 2006 · 1 min read
US Housing Market Focus Where will the housing slowdown hit hardest? The end of the housing boom, which is apparently now underway, is arguably the biggest risk to the US economic outlook over the next couple of years . In previous Focus pieces we have argued that even... 27th February 2006 · 1 min read
US Housing Market Focus US house prices have risen by a little over 50% in the past five years, leaving housing looking more US house prices have risen by a little over 50% in the past five years, leaving housing looking more over-valued than ever before. Based on a range of benchmarks including incomes and rents, . we... 20th October 2005 · 1 min read
US Housing Market Focus US housing boom entering its final stages The seemingly unstoppable US housing boom continues unabated with activity at high levels and prices rising sharply . . There are some disturbing parallels emerging, however, between the boom in the... 22nd June 2005 · 1 min read
US Housing Market Focus US house price boom set to end US house prices have staged the biggest continuous rise in their history. The resulting overvaluation may not be as severe as that in the UK and Australia, but it is still big enough to convince us... 20th July 2004 · 1 min read
US Housing Market Focus The US housing market is a bubble waiting to burst The rate of increase of US house prices has been particularly strong over the past 3 years. Indeed, house price inflation even accelerated in 2001, buoyed by falling mortgage interest rates, defying... 28th July 2003 · 1 min read
US Housing Market Focus Mortgage refinancing in the US: the boom is over The continued strength of consumer spending in the US over the past two years, despite a recession and big stockmarket losses, is principally due to the boom in mortgage refinancing, caused by low... 2nd December 2002 · 1 min read
US Housing Market Focus Is the US Housing Market a Bubble Waiting to Burst? The rate of increase of US house prices has been particularly strong over the past 3 years. Indeed, house price inflation even accelerated in 2001, buoyed by falling mortgage interest rates, defying... 30th April 2002 · 1 min read
