4 Sector ETFs & Stocks Likely to Benefit Despite Soft Jobs Data

Weekly Report: what happened at PKB last week (0429-0503)?

Sticky Inflation: The Tactical And Strategic Importance Of Real Assets

Home Investing Strategy Portfolio Strategy Sticky Inflation: The Tactical And Strategic Importance Of Real Assets. As inflation proves stickier than anticipated, the role of real assets in a diversified portfolio becomes increasingly important for inflation mitigation. Historically, during higher inflationary periods, real assets have offered risk mitigation against economic hardships.

Weekly Report: what happened at PKB last week (0422-0426)?

Rise in all-cash transactions helping drive price gains for most expensive U.S. homes

Rise in all-cash transactions helping drive price gains for most expensive U.S. Homes. Median sale price of luxury homes hit an all-time high $1.23 million in the first quarter. Sales of high-end homes have held up better than middle-of-the-road properties.

Biggest Landlords Pile Into 'Build-To-Rent' Single-Family Houses, But Sell Older Houses Into This Overpriced Market

Home Real Estate Analysis Biggest Landlords Pile Into 'Build-To-Rent' Single-Family Houses, But Sell Older Houses Into This Overpriced Market. Building professionally managed communities of single-family houses for rent, with their own leasing and maintenance offices, is the hottest trend in new house construction. The biggest landlords have begun selling thousands of older houses scattered all over the place. American Homes 4 Rent and Invitation Homes sold over 3,000 older houses combined in 2023.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

Should You Invest in the Invesco Building & Construction ETF (PKB)?

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

Mortgage Pain Has Not Peaked Yet

Despite spring market optimism, US Home sales in March posted their most significant decline in more than a year. In Canada, where fixed mortgage rates are back above 5%, March home sales and prices were mostly unchanged month-over-month. Oxford Economics forecasts that mortgage payments will increase by another 6% to $156 billion by the end of 2024 in Canada. The hardest hit will be low to medium-income households.

Why Homebuilder PulteGroup Shares Are Higher Today

PulteGroup, Inc. Shares are trading higher after the company reported first-quarter FY24 results. Revenue stood at $3.95 billion, beating the consensus of $2.58 billion. Reported home sale revenues rose 10% Y/Y to $4.8 billion.

Weekly Report: what happened at PKB last week (0415-0419)?

A Hawkish Pivot

U.S. Equity markets posted their worst week in a year while benchmark interest rates surged to five-month highs. The S&P 500 declined another 3.1% this week. High-flying technology stocks were particularly hard hit. Earnings season is off to a shaky start for office REITs.

Home Sales Clobbered By Mortgage Rates. New Listings And Active Listings Surge. Most Price Reductions For Any March In Years

REIT Earnings Preview: Delay And Pray

Why Builder D.R. Horton Shares Are Surging Today

D.R. Horton reports better-than-expected second-quarter FY24 financial results. Sales grew 14% Y/Y to $9.1 billion, beating the consensus of $8.3 billion. The company issued guidance for FY24 revenue to $36.7 billion to $37.5 billion.

Weekly Market Pulse: Are Higher Interest Rates Good For The Economy?

Interest rates surged last week on the back of a hotter-than-expected inflation report. The rise in rates last week pushed the 10-year to its highest level since the peak at 5% in October of last year. Gold has been setting new highs, trading above $2400.

U.S. Housing Downturn Deepens as Mortgage Rates Rise, Manufacturing Sees Uplift

U.S. Housing starts fell by 12.4% in March due to rising mortgage rates and a shortage of existing homes for sale. The overall housing starts plummeted by 14.7%, the largest decline since April 2020. The manufacturing sector is showing signs of recovery, suggesting a potential turnaround for the sector.

Weekly Report: what happened at PKB last week (0408-0412)?