⚡Will the $13.2 Trillion Real Estate Market Rebound in 2024?
(Real Estate Adjustments) // Macro Mornings - RealEstateRecovery, MarketSurge, AI Investing, Macro, Finance, Investing
New here? This is part of a series designed for those who don't want to miss out on any market news. I cover all the crucial market developments that the community needs to know. Feel free to catch up on previous emails here if you'd like to start from the beginning!
"Macro Mornings is thriving - now read in 48 states across the U.S. and 120 countries worldwide. Join thousands of investors who rely on us to stay ahead of the markets!"
Real Estate Renaissance
$13.2 Trillion Market Stabilizes: The global real estate market, valued at $13.2 trillion, is showing signs of recovery after a two-year decline, driven by falling interest rates and renewed demand.
U.S. Property Values Down 20%: Property values in the U.S. have dropped by 20% since their 2022 peak, while the UK market saw a 30% decline but is now showing signs of recovery.
Transaction Volumes Up: Real estate transaction volumes are increasing across Europe and the UK, following lows from 2023, with expectations for further growth as financing costs fall.
China and U.S. Rally Amid Shifts
China's 16% Surge: The CSI 300 index jumped nearly 16% last week, its biggest weekly gain since 2008, in response to fiscal stimulus signals, while Hong Kong H-shares soared 14% - heir best performance in 13 years.
U.S. Stocks Hit New Highs: The U.S. stock market broke records, buoyed by low jobless claims and solid labor market data, contrasting with concerns from earlier recessions.
Real Estate Capitalization Rates Fall: After years of rising capitalization rates, they are beginning to fall, reflecting an improvement in expected cash flows for real estate investments.
Strategic Portfolio Adjustments
AI Driving U.S. Equities: U.S. stocks, driven by the AI boom, are expected to see broad-based earnings growth. Year-to-date, the MSCI USA Index is up nearly 20%, with expectations for continued performance.
Short-Term Credit Favored: Investors are turning to short-term credit with yields rising to 5%, offering a more attractive risk-adjusted return compared to long-term bonds.
Emerging Markets at Crossroads: China’s stocks remain at a deep discount compared to developed markets, despite recent rallies. Investors are cautious but see opportunities if stimulus measures unfold as expected.
💎 Reward my hard work totally FREE, here you have the link for your review, I'd love to have some of yours.
Alessandro
Founder of Macro Mornings
BECOME MY FRIEND
💎 Get your Mentorship FREE here
🎙 PODCAST
Disclosure
This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This material has been prepared for informational purposes only. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.