Asset Bubble Special Report – Analyzing potential bubbles in equity and house prices
​In this report, ThirdYear Capital explores potential bubbles in equity and housing markets for 24 countries. The analysis levers methodologies described in two widely cited academic papers from the Federal Reserve Bank of San Francisco and the IMF, and makes them forward looking. Key findings are that equities have become more expensive, but are not in a bubble as of yet. House prices are more elevated and have entered bubble territory in some countries.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
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