Winnie Wu of BofA Securities discusses the how the U.S. interest rate path might affect the China market and why a cut in mortgage rates in China is not the best idea.
"Eylül 2024" Arşivleri
Arşiv Sayfaları
Have we seen the peak in housing inventory for 2024? The best part about 2024 has been that higher mortgage rates have created an inventory buffer, so if the economy gets softer and rates fall, we have many more homes to work with than we had in 2020-2023. I have consistently written that with mortgage…