We offered a comprehensive review of the current dynamics driving the US Housing market, detailed the emerging reflation risk facing the sector and contextualized the outlook for Housing fundamentals and equity price performance in 1Q and the balance of 1H21.
Given the size of housing as an asset class, the outsized role it’s played in the peri-pandemic period and the macro dynamics shaping both fundamental and equity related performance for the sector, we wanted to make available this Housing sector content to our macro audience. For further information regarding our Housing sector research please contact
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