Zillow Home Value Index: "Real" Values Increases for Third Straight Month
August's ZHVI came in at $349,770, up 0.47% from July and up 0.40% from August 2022. However after adjusting for inflation, the real figures are 0.09% month-over-month and -6.45% year-over-year. Nominal home values have increased for 5 straight months while "real" home values have only increased for 3 straight months.
More Labor Strife Is Coming to the US Economy
Labor strikes aren’t cheap. Equipment sits idle. Supply chains get gummed up. Workers lose wages, shareholders lose profits, governments lose tax revenue. All these effects can have an adverse impact on economic growth, employment and inflation.
Weathering the Storm: Exploring Climate Change Adaptation and the Investor’s Imperative
The Franklin Templeton Fixed Income team believe that issuers that think critically about the environment in which they operate could outperform throughout the full market cycle compared with those who are slower to adapt.
Treasury Yields at Highest Levels Since 2007 on Price Concerns
US five- and 10-year yields rose to the highest levels since 2007 after hotter-than-anticipated inflation data in Canada and rising oil prices added to global concerns about resurgent price pressures.
A Recession Is Possible, but Far From Certain. So How Should You Consider Positioning Your Portfolio?
Given the uncertainty over a recession, there are other incremental steps that investors may want to consider instead. These include making adjustments to a portfolio’s market beta and credit exposure.
5 Factors Favoring Stock Selection
When markets are in a rising tide, all boats (aka stocks) can benefit. When the waters are choppier, active equity selection aims to identify the sounder vessels. Tony DeSpirito reviews five reasons why he believes the new environment is setting up to favor an active approach.