3 stocks set to benefit from housing recovery: Morgan Stanley

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America's housing market has a unique advantage that makes it more stable than other countries', Morgan Stanley says — and names its 3 favorite stock picks for the recovery

This comeback will be led by volume rather than price increases. Like the economy, the housing market goes through boom and bust cycles, including expansion, hyper-supply, recession, and recovery. Right now, the global housing market is at a turning point and about to switch into its recovery phase, said a team of Morgan Stanley strategists in a recent client note.

"While the US mortgage market is usually 30 year fixed, no other economy benefits from such high proportion and long tenor mortgage structure – the longest fixed duration in most economies is 3 or 5 years," Morgan Stanley strategists including Michelle Weaver wrote."These differences are highly important anticipating local housing cycles and economic implications."

On a positive note, interest-rate hikes for this cycle may be ending soon. On Wednesday, the Federal Reserve increased its benchmark rate by another 25 basis points, bringing the fed funds rate to a range of 5.25% - 5.5%. With one more potential rate hike, things are expected to begin cooling off.

 

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