$350 Trillion Of Global Real Estate Can’t Swallow Higher Bond Yields

14 Apr 2022

by Dhaval Joshi, Chief Strategist

BCA Research | Counterpoint

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and position portfolios with conviction.

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Contents

Executive Summary / Insight
Chinese Real Estate Is Trading On A Stratospheric Valuation
The Surge In US Mortgage Rates Is Taking Its Toll
$350 Trillion Of Global Real Estate Can’t Swallow Higher Bond Yields
Some Investment Conclusions
Fractal Trading Watchlist
Footnotes
Fractal Trading System
Fractal Trades
6-Month Recommendations
Structural Recommendations
Closed Fractal Trades
Indicators To Watch - Bond Yields
Indicators To Watch - Interest Rate Expectations

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$350 Trillion Of Global Real Estate Can’t Swallow Higher Bond Yields

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$350 Trillion Of Global Real Estate Can’t Swallow Higher Bond Yields

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