US Housing Market Outlook 2014

Blue Quadrant Research Team
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Market Insights

Synopsis

Recent data covering the US housing sector has shown a mixed picture, with some indicating renewed weakness in new home sales and existing home sales. In this insight, we examine what is driving some of this renewed softness and detail our longer-term outlook for this key sector of the US economy.  

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US income growth 2014

Blue Quadrant Research Team
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Market Insights

Synopsis

A key driver of any sustained recovery in GDP growth in the US must be underpinned by consumption growth. Consumption growth itself needs, however, to be supported by real growth in disposable incomes. Although the rate of real disposable income remains positive, it is below the median levels consistent with GDP growth above 3%. A further slowing in wage and income growth would present a downside risk to our current forecasts.  

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