THE BASIS POINT

Linkage: Housing Sucks. No, It’s Great!

Housing analyst Jonathan Miller likes to say that the U.S. is in a Pre-covery instead of recovery, a phrase which underscores the debate that’s going on with housing right now. Today’s Originations linkfest is focused on this topic…

– Goldman Says Home Price Gains May Be Overstated (Nick Timiraos, WSJ)

– Goldman’s Pretty Weak Argument Home Prices May Be Overstated: Lawler (CalculatedRisk)

– Experts Debate Strength Of Today’s Housing Market (Megan Hopkins, HousingWire)

– Housing recovery unsustainable without big jobs recovery (Anthony Sanders, ConfoundedInterest)

– Housing no longer a drag on consumer spending, but when will it help drive consumer spending? (Josh Brown, ReformedBroker)

pimco-housing

And to summarize Goldman’s home price analysis, here’s latest on all major home price reports.
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Follow The Authors:
@reformedbroker, @anthonybsanders, @meganhopkinsHW, @nicktimiraos, @calculatedrisk, @JonathanMiller

 

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