Special Encore: U.S. Housing - Breaking Recor...

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his first monetary policy meeting and possible implications for markets.Read more insights from Morgan Stanle ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm M ...  Show more

Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about an imminent collapse in the US housing market. But home prices have only dipped slightly since then and now they're even recovering, stacking up three consecutive mon ...  Show more

Thanks to the surge in mortgage rates, we've seen a historic collapse in mortgage affordability. New homebuyers are facing a massive sticker shock relative to what they could have paid just six months ago. So does this mean that house prices are due for a crash? On this episode o ...  Show more

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

Description: How have aggressive interest rate hikes impacted the housing markets in both Canada and the US? And how will stable rates impact current housing affordability? BMO Senior Economists Sal Guatieri and Robert Kavcic discuss corrections, market stability, and signs of a ...  Show more