Founders: Apollo on Housing Recovery, Goldman thinks China is key in 2024
Good afternoon. Here are 3 last minute pieces for 2023
Good afternoon. Here are 2 last minute reports worth looking at.
Apollo Slide Deck: Housing recovery already underway
A housing recovery has started driven by:
1. Low housing supply
2. Pent-up demand boosted by falling mortgage rates
3. Decent job growth
4. Robust wage growth
5. Still some excess savings left
Goldman Thinks China is Key in H1 2024
This wel…