U.S. consumption is the strongest economic link. Consumers are benefiting from low fuel costs, historically cheap borrowing rates and increasing capital availability. Wage growth is outpacing nominal GDP growth, consumer income…

The equity rally has been in a holding pattern, with some tactical fraying around the edges.

There is a strong incentive for homeowners to invest in their own homes, as existing home prices have eclipsed pre-crisis peaks. Mortgage credit is also readily available and growing again after a multiyear contraction, which will aid…

The decline in global bond yields and negative interest rates outside the U.S. represent a windfall for U.S. housing, to the extent that U.S. mortgage rates are pushed below levels warranted on U.S. fundamentals alone. With a fully…

Housing activity should accelerate in the back half of the year given the drop in Treasury yields. Buy home improvement retailers and add to long homebuilding positions.

The Brexit drama has moved from the realms of psephology into the realms of game theory. How will the game play out? And how will the economy and financial markets react?

Three strategies that could win whatever the outcome of Britain's referendum on EU membership. And what to look out for in the final days before the vote.

The overall retailing sector is still struggling with aggressive price discounting, as the retail price deflator hit its lowest level since the 1990s. Consumers have a high propensity to save, which is making it difficult for…