Markets, Real Estate & REITs Defoes 6/4/26 Markets, Real Estate & REITs Defoes 6/4/26 Real Estate and REITs: U.S. vs UK Property Risk in a Higher‑for‑Longer Scenario Read More Markets, Financials & Banks Defoes 6/1/26 Markets, Financials & Banks Defoes 6/1/26 Financials Focus: US Banks vs UK Banks Under Diverging Rate Paths Read More Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Bank of England, Inflation and the UK Equity Risk Premium Read More Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Paris Property Has Stopped Falling — But Not Everywhere at Once Read More Macro & Geopolitics, New Zealand Defoes 4/22/26 Macro & Geopolitics, New Zealand Defoes 4/22/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More Macro & Geopolitics, Australia Defoes 4/20/26 Macro & Geopolitics, Australia Defoes 4/20/26 Australia: Another Year of Rising Prices, Slower Momentum Read More Macro & Geopolitics, Australia Defoes 4/19/26 Macro & Geopolitics, Australia Defoes 4/19/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More Markets, Equities, Europe Defoes 4/12/26 Markets, Equities, Europe Defoes 4/12/26 European Equities Opened 2026 At All-Time Highs Read More Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 New York Property 2026: Prime Strength, Rental Pressure, Financing Turns Critical Read More
Markets, Real Estate & REITs Defoes 6/4/26 Markets, Real Estate & REITs Defoes 6/4/26 Real Estate and REITs: U.S. vs UK Property Risk in a Higher‑for‑Longer Scenario Read More
Markets, Financials & Banks Defoes 6/1/26 Markets, Financials & Banks Defoes 6/1/26 Financials Focus: US Banks vs UK Banks Under Diverging Rate Paths Read More
Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Bank of England, Inflation and the UK Equity Risk Premium Read More
Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Paris Property Has Stopped Falling — But Not Everywhere at Once Read More
Macro & Geopolitics, New Zealand Defoes 4/22/26 Macro & Geopolitics, New Zealand Defoes 4/22/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More
Macro & Geopolitics, Australia Defoes 4/20/26 Macro & Geopolitics, Australia Defoes 4/20/26 Australia: Another Year of Rising Prices, Slower Momentum Read More
Macro & Geopolitics, Australia Defoes 4/19/26 Macro & Geopolitics, Australia Defoes 4/19/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More
Markets, Equities, Europe Defoes 4/12/26 Markets, Equities, Europe Defoes 4/12/26 European Equities Opened 2026 At All-Time Highs Read More
Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 New York Property 2026: Prime Strength, Rental Pressure, Financing Turns Critical Read More
