19 REITs estimated to increase dividend in Q2, says report

19 REITs are estimated to increase dividend in Q2, says report. The largest hike comes from Medalist Diversified REIT (MDRR), says S&P Global Market Intelligence. Summit Hotel Properties (INN) is the second in the list.

Will Housing Inflation Keep Interest Rates Higher For Longer?

Housing prices are once more looking resilient after the Federal Reserve’s most aggressive tightening policy in decades. Housing prices are rising faster than the shelter component in the consumer price index in year-over-year terms. The revival in a firmer housing price trend is striking before the Fed has started cutting interest rates.

Rising Interest Rates And Prices Making New Homes Less Affordable

New homes in the U.S. Became less affordable in March 2024. The median price of a new home sold rose to $430,700 and the average interest rate on a 30-year fixed rate conventional mortgage increased to 6.82%. The mortgage payment on a new house in 2024 would consume 43.4% of the monthly income earned by an American household.

This Is Where You Start Bear Markets From

Resilient U.S. Housing Market Defies Lofty Rates

US housing has weathered surging mortgage rates. Thin inventory and pent-up demand could create opportunity. We expect increased future demand from millennials and first-time homebuyers. The US housing market continues to defy traditional notions about rising rates. Pockets of demand should help support home prices.

Good Month For New Home Sales Not Yet Enough To Break Downtrend

It Looks Like That Was 'It' For The April Correction

Updating S&P 500 Annual Returns; Nasdaq Composite Still Testing The November '21 All-Time High

The Nasdaq closed back above the late November '21 all-time high of 16,212, closing at 16,349. The 24-year annual return for the S&P 500 is still just a touch above 7%. From 1970 through 2023, the arithmetic average of the S-P 500 in terms of annual return is 12.15%. The major tech stocks are still not trading at all- time highs.

Weekly Report: what happened at HOMZ 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.

S&P 500 Earnings Strong, And 'Upside Surprise' Higher Than Last Few Quarters

S&P 500 1%+ Gaps Higher

May 2024 Perspective

Home Market Outlook Today's Market May 2024 Perspective. US equities struggled last month, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all falling by 4.16%, 5.00%, and 4.41%. The broader picture continues to be one of rising sovereign rates acting as a headwind to equity market returns.

REITs close April at larger discounts to NAV per share estimates

Long-term mortgage rates rise for the 5th consecutive week

Long-term mortgage rates rise for the 5th consecutive week. 30-year fixed-rate mortgages averaged 7.22% as of May 2. Freddie Mac Primary Mortgage Survey: 15-year mortgage rates averaged 6.47% last week and 5.76% a year ago.

The Three 'Rs' Of Equities: Risk, Reward And The Role In A Portfolio

Investors wonder what current risk premiums portend for equity markets. Both interest rates and Treasury yields ratcheted upward with pernicious inflation. As long-term investments in real assets, equities deserve comparison to real risk premiums. We question whether real yields of 2% are sustainable for long- term investment.

Dip Or Correction?

Home Market Outlook Today's Market Dip Or Correction? Ryan Puplava looks at the reasons for the market weakness in April. Inflation and Higher Rates kick off the month of April. The 50-day moving average will be key to monitor to see if this is a short-term dip or correction.

Weekly Market Pulse: Be Careful What You Wish For

Home Market Outlook Today's Market Weekly Market Pulse: Be Careful What You Wish For. Japanese PM Shinzo Abe launched his three arrows plan to revive the Japanese economy in 2012. The aim of the devaluation was to escape deflation. The Yen started to weaken in 2021 as the BOJ ramped up Yen printing.

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

S&P 500 Earnings: The Upward Revisions Are A Big Positive

The S&P 500 earnings yield ended the week above 5% for the first time since January 19th. The "upside surprise" for this quarter's earnings was 9.5%. The upside revenue surprise was 1.3% through this week. This is the 5th week in a row of sequentially higher estimates for the S&p 500.