Update: Sector inmobiliario EEUU

Contexto

http://www.ferrerinvest.com/28/post/2012/07/venga-un-poco-de-optimismo-sobre-estados-unidos-sector-inmobiliario-i.html

http://www.ferrerinvest.com/28/post/2012/09/cmo-aprovecharse-de-la-recuperacin-del-sector-inmobiliario-usa.html

http://www.ferrerinvest.com/1/post/2012/10/diferentes-maneras-para-exponerse-al-sector-inmobiliario.html 

perspectiva negativa: http://www.youtube.com/watch?v=2NfkOui3EVM&feature=relmfu 

Household formation http://online.wsj.com/article/SB10001424052970204707104578095223920995426.html?mod=wsj_share_tweet 

http://www.businessinsider.com/goldman-sachs-on-household-formation-2012-11

Nuevos datos, 19 noviembre

Indice NAHB

The National Association of Home Builders (NAHB) reported the housing market index (HMI) increased 5 points in November to 46. Any number under 50 indicates that more builders view sales conditions as poor than good.

Read more at http://www.calculatedriskblog.com/2012/11/nahb-builder-confidence-increases-in.html#S6d6TRALmHg5Yzyw.99 

Home sales

Galería gráficos: http://www.crgraphs.com/2011/10/housing-graphs.html

Fenómeno regional?

Datos ventas lunes: Regionally, only the Northeast saw lower sales in October, with a decline of 1.7%, due, in part to Hurricane Sandy, which hit the area late in the month

Completo análisis datos lunes: http://www.calculatedriskblog.com/2012/11/existing-home-sales-solid-report.html?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+CalculatedRisk+%28Calculated+Risk%29

http://www.ft.com/cms/s/0/039fbcb8-3259-11e2-916a-00144feabdc0.html#ixzz2ChKdmjUK

The national median existing home price was $178,600 last month, up 11.1 per cent from October 2011 as fewer people sold their homes under distressed conditions over the course of the year.

Says Deutsche Bank's Joe Lavogna, in regards to homebuilding...

The year-to-date contribution to real GDP has been 30 bps per quarter. This should increase to 60 bps per quarter next year given the scenario highlighted above. Additionally, higher consumption of housing-related services coupled with the indirect effects from home price appreciation (i.e., wealth effects) could easily raise the housing contribution to one full percentage point. In short, housing could provide a meaningful (and critical) lift to overall economic activity at a time when other growth drivers, like exports, are slowing. 

Housing puede llegar a contribuir un 1% del PIB. Pero, qué va a alimentar esto? Factores demográficos.

Household formation http://online.wsj.com/article/SB10001424052970204707104578095223920995426.html?mod=wsj_share_tweet