JPMorgan equity strategist predicts construction boom

Dhaval is currently BCA’s Chief Strategist, European Investment Strategy. Prior to joining BCA, he held positions as Chief Strategist at RAB Capital, and Global Strategist at Socit Gnrale, where he received the Extel award for best new pan-European analyst in 2000.

Momentum Strategies Across Asset Classes Risk Factor Approach to Trend Following Quantitative and Derivatives Strategy Marko Kolanovic, PhD AC (Global) mkolanovic@jpmorgan.com Z hen Wei, PhD (Asia) zhen.wei@jpmorgan.com April 2015 See page 183 for analyst certification and important disclosures, including non-US analyst disclosures.

 · From the early 90’s all the way up until 2006, we had a home building boom in less desirable regions, but the most high-end regions there is still great scarcity. Not too long ago, it was not too uncommon to be driving down the interstate 101 california and just see swathes of development. The construction boom is quite evident.

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 · If a U.S. recession is in the offing, analysts from JPMorgan Chase say it’s time to own Swiss francs, Singapore dollars, U.S. dollars or Japanese yen. This according to a.

Wells Fargo to buy $1.6 billion loan portfolio from ING Real Estate Finance Congressional leaders reach a debt deal to avoid painful sequestration cuts Valuing a new asset class JPMorgan’s Dimon threatens to quit FHA loans JP Morgan’s dimon: prime mortgages Look Terrible Check your bank’s health | KnoxViews – And JP Morgan says: "Prime looks terrible." In a surprisingly short conference call with analysts, Dimon suggested that losses in JP Morgan’s prime mortgage book could triple in the foreseeable future as the credit mess moves out of subprime and into Alt-A and jumbo loans. “prime looks terrible,” he told analysts on the call. · JPMorgan’s Dimon threatens to quit fha loans. jpmorgan chase’s (JPM) CEO says his bank is considering getting out of the fha mortgage origination business altogether. notably, with the second quarter’s 66% year-over-year plunge in originations reported last week, that process is inadvertently and unintentionally under way.American cliffhanger – At the same time, government spending would plummet by $110 billion a year in indiscriminate cuts that Congress and Obama ordered up when they played debt-ceiling chicken. Remember, when Washington.As for Wells Fargo, total loans grew by $2.5 billion, compared with Q1, to $828.9 billion in the last three months. That included growing business in auto loans, credit cards, business lending as well.Radian: New mortgage insurance written jumps 25% in first quarter U.S. shares declined as poor earnings from two banks led investors to believe financial firms have yet to recover from the subprime mortgage. quarter they’ve been wrong. I think they are again here.

JPMorgan Chase’s presence in Boston has made Vasserman and his team privy to the city’s continuing multifamily boom. Higher education has played a significant role in increasing the value of.

Perhaps it was his comments today that "a construction boom is coming. tune out the noise and enjoy the bull market" due to lower oil costs and improving weather; but it appears JPMorgan and the permabull are about to part company after 15 years:*JPMORGAN U.S. CHIEF EQUITY STRATEGIST thomas lee departs firm*jpmorgan announces lee’S DEPARTURE IN INTERNAL MEMOIt is unclear if Lee’s next career.

Jeb Hensarling: “Dodd-Frank was a grave mistake” Fitch Updates Ratings model; projects steep housing price Declines Fitch Updates Ratings Model; Projects Steep Housing Price Declines The total housing wealth owned by UK landlords has overtaken that held by mortgaged owner-occupiers. decline: it has reached a 25-year low in the US and is also falling in Ireland, Spain, Denmark.At present, Texas congressman, Jeb Hensarling – an outspoken critic of Dodd-Frank appears to be the frontrunner in the competition for US Treasury Secretary. Hensarling, who just last week said "Dodd-Frank was a grave mistake", is pushing his own Wall Street-friendly Financial CHOICE act.

THE dark clouds over Australia’s depressed housing market will lift next year – and Sydney will be leading the property boom. investment banks JP Morgan and UBS. The latter’s economist Scott Haslam.

Finally, in East Houston, the downstream refining and petrochemical industries are experiencing the greatest construction boom in the history of the. a Houston-based real estate private equity firm.