Andrew Sheets: The Housing Inflation Puzzle

In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----M ...  Show more

Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle ...  Show more

Inflation and interest rates—two things we rarely talk about when the market is going smoothly. Just this week, the Federal Reserve made some stark moves surrounding interest rates with the hope of cooling down the rampant inflation we’re experiencing. But what exactly is causing ...  Show more

Today the Wall Street Journal reported that we could be facing a synchronized slowdown in home prices. On today’s show we’re talking about how to make sense of the conflicting data out there. But what’s reported in the news for individual home owners is very different from wha ...

The 2024 housing market isn’t turning out how most of us thought. At the beginning of the year, real estate investors were hopeful that mortgage rates would fall, affordability would return, and home prices would have a chance to stabilize before going back up. But none of those ...  Show more

House prices in Ireland have been soaring by unsustainably high rates of around 14% year on year. But are we set to see that slowing down? The latest survey from MyHome.ie suggests that Rising interest rates, affordability concerns and overall economic inflation may be set to tem ...  Show more