To Lure Home Buyers, Builders Still Have to Help With High Mortgage Costs -- WSJ
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
After eight weeks of selling off, the hedge fund bought back US stocks, achieving the fastest speed since 2021.
The US stock market is currently experiencing active buying and market growth, but the market's high valuation is a concerning issue that may trigger future adjustments.
Value Investor Predicts Big Home-Builder Stocks Will Surge -- Barron's
Homeowners Haven't Drained Cash Out of Their Houses This Fast Since 2008