How to choose between Trump and Harris trade? This industry may become the biggest winner, with related stocks already soaring 64% within the year.
Although the presidential candidates of both parties have policy differences, many investors analyze the 'Harris Trade' as a reverse version of the 'Trump Trade,' yet there are still some policy consensus between the parties, such as infrastructure development.
Is Lennar Stock a Buy, Sell or Hold at a P/E Multiple of 11.51X?
To Lure Home Buyers, Builders Still Have to Help With High Mortgage Costs -- WSJ
Daily real estate industry dynamics summary (2024-10-15)
Chengdu has issued a notice on policies related to promoting the stable and healthy development of the real estate market, which mentions that newly purchased commercial housing (excluding targeted sales projects) and second-hand housing within the scope can be listed for trading after obtaining the "Real Estate Certificate". Previously purchased housing that has already been included in the re-trading management scope will continue to be executed according to the original policy. The signing and filing time is the criterion for newly purchased commercial housing, while the real estate transfer registration time is the criterion for newly purchased second-hand housing. (Released by Chengdu)
The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable for US stocks but tariffs are unfavorable for chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Hurricane Milton To Deliver $2.5B Blow To Florida's Homebuilding Sector, Goldman Sachs Says