士丹利_固定收益_策略_房市情况检查
经济学人·2024-07-10 05:12
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 June 26, 2024 07:30 PM GMT M Global Idea Global Economics & Strategy Checking In On The Global Housing Cycle With central bank easing broadening over 2H24, a clearer shift in the global housing cycle looks likely with affordability and supply-demand dynamics both incrementally improving from extreme levels. Lower rates are likely to benefit volumes more than prices. A slower turn in the cycle: A year ago we wrote a deep dive on the global housing cycle and its implications for e ...