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Thursday, October 6, 3:00 pm EDT
Beyond its usual impact on GDP and employment, housing suddenly has become a surprise part of the story of today’s high inflation and the Fed response. The market already has started to cool, but a series of stubborn obstacles to supply will determine the pace. The path for housing will put its stamp on the multifamily and single-family rental markets, on prepayment and credit risk in residential MBS and on the outlook for parts of investment grade credit.
Join APS analysts Steven Abrahams, Stephen Stanley, Mary Beth Fisher, Brian Landy, Dan Bruzzo—and special guest Laurie Goodman—for a 1-hour call. We’ll cover the highlights from the special issue of APS Portfolio Strategy on Housing: Present, future and its impact on markets.
Steven Abrahams, Head of Investment Strategy, APS
Stephen Stanley, Chief Economist, APS
Laurie Goodman, Housing and Mortgage Finance Analyst, Independent
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