Beyond Bulls & Bears

Quick Thoughts: A Very Hot Housing Market Globally
Perspectives

Quick Thoughts: A Very Hot Housing Market Globally

Rising housing prices often reflect a country’s economic growth and health. This may be a type of “good inflation,” but wages and other metrics may not keep pace. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses how the pandemic may have globally fueled inflation in housing and the supply chains that build them.

PODCAST: US Housing Market: Are There Cracks in the Foundation?
Fixed Income

PODCAST: US Housing Market: Are There Cracks in the Foundation?

The US housing market is starting to cool off a bit, but the big question is whether there are cracks in its foundation. Paul Varunok, head of Securitized Assets with Franklin Templeton Fixed Income Group, shares his view on our latest Talking Markets podcast. He discusses the state of the US housing market today and why he doesn’t see a repeat of the housing crisis that hit the US market a decade ago. He also shares some thoughts on where he’s finding opportunities as an investor in the space.