Report
Bruno Cavalier

US housing crisis: what impact on inflation?

Interest-rate hikes have put a sudden brake on the rise in house prices. After a surge in 2020 and 2021, those prices began to fall at the beginning of the summer. All indications are that this trend will gain traction. Likewise, some rental indices are slowing and even falling. Housing services account for one-third of the CPI. Will the correction in the housing sector help to moderate inflation? Yes, to a significant extent, but probably not before H2 2023 as inertia effects de...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Bruno Cavalier

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