November 24, 2009
BusinessWeek compiles comments from Wall Street economists and strategists on the key economic and market topics of Nov. 24. Paul Ashworth, Capital Economics The ...
November 23, 2009
There are yet more signs that the crippled U.S. housing sector is getting back on its feet. On Nov. 23 news arrived that U.S. existing home sales jumped 10.1% in ...
November 17, 2009
Anyone who's been paying attention to Wall Street investment strategists' forecasts for 2010 knows that a potential avalanche of commercial real estate foreclosures ...
August 23, 2009
If you're selling your home, the good news is that you're likelier to find a buyer now than in the last couple of years. The bad news is you should be prepared to ...
August 6, 2009
This is the first column for BusinessWeek by David Phillips, who examines companies' financial statements and writes the 10-Q Detective blog. Vornado Realty Trust ...
June 16, 2009
A vast array of companies—from homebuilders to home-improvement stores and furniture manufacturers—profited from the U.S. housing boom and then suffered ...
June 11, 2009
Home Depot (HD) offered some encouragement to bullish investors on June 10 when the retailer raised its earnings estimates for the year. The home improvement giant ...
June 9, 2009
Here's a feedback loop that nobody expected: It looks like investors' expectations for an economic recovery could end up delaying that very scenario. Fear of inflation...
June 7, 2009
Stocks of homebuilders have had an impressive run recently, thanks to a stream of improving macroeconomic data, including home sales and consumer confidence, climbing ...
June 2, 2009
By BW Staff The stock market's recent strength has been matched by a concomitant rise in interest rates. While equity investors appear nonplussed about the spike in ...
May 26, 2009
by BW Staff With gloomy headlines ranging from the geopolitical (North Korea's nuclear test) to the housing sector (further declines in the U.S. S&P/Case-Shiller ...
May 19, 2009
Hopes are high that the deeply troubled U.S. housing sector has finally seen the worst of the recession and financial crisis. But new data on May 19 raised questions ...
May 19, 2009
By BW Staff Looks like the "green shoots" for the U.S. housing market are taking their sweet time springing through the soil. One day after a surprising jump in the ...
April 22, 2009
Despite more than three years of deteriorating housing market conditions, Standard & Poor's Ratings Services does not see evidence that the steady erosion of the ...
April 12, 2009
Bank stocks enjoyed a nice rally on Apr. 9, fueled by Wells Fargo's (WFC) surprisingly strong preannouncement of its first-quarter earnings. The KBW Bank Index, which ...
April 8, 2009
A couple of years into the housing slump, there are finally some news headlines to lift the spirits of long-suffering U.S. homebuilders. But that does not mean the ...
March 25, 2009
After a terrible 2008, real estate investment trusts are having an awful 2009. A seemingly unending stream of bad news from struggling mall operator General Growth ...
March 17, 2009
by BW Staff This St. Patrick's Day, even the economic data reports were wearing green. In a welcome surprise, U.S. housing starts jumped 22% in February, according to ...
February 16, 2009
With the financial crisis quickly becoming President Obama's primary burden, his Administration has intensified its efforts to stem the rising tide of foreclosures in ...
January 30, 2009
It looks like the U.S. homebuilding story entering 2009 may be much like 2008, with weak demand, high cancellations, lower pricing, and industry inactivity. Current ...
January 23, 2009
The growing urgency to implement an effective fix for the deepening U.S. financial crisis is pushing policymakers to consider measures that were roundly rejected as ...
January 16, 2009
There was great dissension among economists and public policy experts over the use of the first $350 billion from the Troubled Asset Relief Program last fall after ...
December 23, 2008
By BusinessWeek, Standard & Poor's, and Action Economics staff U.S. economic reports released Dec. 23 were a mix of the unsurprising and dispiriting. While a revised ...
December 1, 2008
Now it's official. On Dec. 1, the Business Cycle Dating Committee of the National Bureau of Economic Research—the widely acknowledged arbiters of when the U.S. ...
November 21, 2008
It's been a tough real estate market, but S&P Equity Research is still enthusiastic about select real estate investment trusts (REITs). Since the beginning of ...