What's next for the housing market: 5 themes to watch, Morgan Stanley

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Morgan Stanley: These are the 5 key themes shaping the housing market for years to come, and the 5 stock-market industries filled with opportunities and pitfalls investors need to watch for

A new housing market cycle is about to begin, according to Morgan Stanley.and start reading now.Morgan Stanley economists see a stronger housing market cycle and interest rates being cut in 2024.He also revealed the four industries that will benefit from the new cycle, and one that will falter. rising to just under 7%, it's a difficult time for both new buyers who can't afford a house, and current homeowners who can't afford to move and lose their lower rates.

"Longer duration mortgages lowers the sensitivity of housing markets to the policy rate — both in terms of timing and cyclicality," Wilson wrote."In the current cycle it has also widened the gap between the average new and outstanding mortgage rate — a headwind to housing activity."Wilson also believes that, while rates will come down eventually, central banks are still battling inflation.

Wilson noted that the US housing market will grow more stable from here, as will China's housing market, which is struggling now but will soon see further stimulus from the Chinese government, Wilson said. Meanwhile, he's less optimistic about the Australian, Canadian, and UK housing markets.

 

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