Andrew Sheets: The Housing Inflation Puzzle

Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions.Read more insights from Morgan Stanley.----- Transcript -----Michelle W ...  Show more

Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the ...  Show more

While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Antho ...

As prices for homes and rents continue to rise in many towns and cities, it's one of the key issues for voters.In 2023 the average price of a home in the United States was $495,100, six per cent higher than a year earlier, though the signs are prices may now be starting to fall. ...  Show more

The Federal Reserve raised interest rates to get inflation under control. One side effect is that taking out a mortgage to buy a home has gotten very expensive. That's especially a problem for some homeowners who managed to get a lower mortgage rate years ago. They have a sort of ...  Show more

Is the dream of home ownership slipping out of reach for many Americans? Prices are climbing, supply can’t keep up with demand, and high interest rates are keeping sellers on the side-lines.Tariffs and rising construction costs are squeezing builders too, piling more pressure on ...  Show more