More on transatlantic property bubbles
John Authers, my predecessor as Short View writer and co-author of this blog, published some interesting graphs this week about London property, as he worries about a bubble. I don’t often disagree...
View ArticleLondon Property III: This Time It’s Granular
Judging by the response to my Monday column, a lot of people are interested in central London property. As that has been followed by news that a London house is on sale with an asking price of more...
View ArticleLondon property IV: south-east Asian edition
As predicted, there is more to say about the London housing market. It is widely known that the buying pressure on prime London properties is coming from overseas. The eurozone crisis and the creation...
View ArticleTracking luxury
Investors in luxury goods producers tend to spend a lot of time following what’s going on in China, for good reason. China’s legions of corrupt officials have a penchant for bling (as well as luxury...
View ArticleBanking union: Nevada vs Ireland
If you only know one thing about European summits, it should be this: agreements aren’t worth the paper they’re written on. The fact something has been publicly announced, even written down in 4am...
View ArticleGreat news! US housebuilding back to previous lows
The US housing recovery is gathering steam, and bullish economists are hopeful it will give a handy boost to growth, at a time when the US faces more austerity than most of Europe, thanks to the tax...
View ArticleUK house haven wavering
Calm in the eurozone has come at a cost to the havens. James Mackintosh, investment editor, points to the sliding Swiss franc and sterling, and warns the premier haven of choice, London property, could...
View ArticleObama’s housing hope
In his first term, US president Barack Obama oversaw the second-biggest rise in the stock market of any US president since the second world war. James Mackintosh, investment editor, says his second...
View ArticleEurope’s house price bubbles: Iceland, Ireland and Spain updated
Just a quick update for those who love Iceland as a model (a category which unites the unlikely pair of uber-Keynesian Paul Krugman and Conservative eurosceptic Dan Hannan). After its disastrous...
View ArticleUS housebuilders: double bubble?
Americans have been wondering if the housing market is in a double bubble for a little while, since Professor Robert Shiller, co-creator of the Case-Shiller house price indices, raised the danger. The...
View ArticleLondon house bubble: location, location, location
FT Alphaville today has a nice chart suggesting London house prices are down by more than a quarter in real terms. Here’s an alternative thought: the quality of measurement of London house prices has...
View ArticleMore on transatlantic property bubbles
John Authers, my predecessor as Short View writer and co-author of this blog, published some interesting graphs this week about London property, as he worries about a bubble. I don’t often disagree...
View Article
More Pages to Explore .....