Nashville’s booming housing market – is it sustainable?

Nashville’s housing market is booming.  Rents are rising dramatically.  We are hearing stories that give us pause to consider the sustainability of the boom.  Several articles have caught our attention. Nashville’s housing market hits high notes thanks to young buyers.  The Financial Times featured Nashville’s booming housing market a few weeks ago. [Tiered Registration Required]

A worrisome vulnerability

This week we examine some worrisome characteristics of the U.S. market.  According to Liz An Sonders of Charles Schwab, global monetary conditions remain equity market friendly, but pending U.S. rate hikes may change perception about market valuation.  Gavyn Davis, columnist for the Financial Times, notes increasing grounds to worry about the sustainability of the market’s

This Week with J. Mark Nickell & Co. – August 27, 2014

News from Jackson Hole, Wyoming leads off this week, where central bankers from across the globe met last week.  In addition,   the analysts from Charles Schwab provide a market perspective, and an overlooked vehicle for saving for retirement is examined. No rate change until U.S. has 2% inflation and strong job market.  Each year the

This Week with J. Mark Nickell & Co. – August 6, 2014

U.S. economy returns to growth after winter downturn.  The U.S. economy grew at a seasonally adjusted 4% in the second quarter, according to numbers released last week from the Commerce Department, topping most economists’ forecasts.  This was a nice rebound from the first quarter’s steep contraction of 2.1%--the worst single quarter downturn in five years.

This Week with J. Mark Nickell & Co. – May 21, 2014

Mixed economic signals and investor uncertainty are two interrelated topics we address this week.   We explore bond and stock markets that are providing divergent messages.  Then, we address a strategy—really a different perspective on what we already are doing—to address uncertainty in conditions like these. Fears over ‘lowflation’ serve up a bond market surprise.  Yields