
Sectors exposed to housing are strong but cooling as pandemic aid tapers
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Warren Kornfeld from the Banking team, Rachael McDonald from Public Finance, Kelly Chen and Natalia Gluschuk from Corporates and Barbara Rismondo from Structured Finance discuss the outlook for sectors exposed to the US, European and Chinese housing markets in the year ahead.
Related content on Moodys.com (some content only available to registered users or subscribers):
- Property – China: Outlook turns negative on tightened funding access
- State Housing Finance Agencies – US: 2022 outlook remains stable as portfolios recover and strong issuance continues
- Housing Associations – United Kingdom: 2022 Outlook stable given higher turnover and robust liquidity (Slides)
- Non-bank mortgage companies – US: Outlook revised to negative from stable as declining originations constrain profitability
- RMBS and ABS – EMEA: 2022 Outlook – Underwriting will normalize while improving economies aid performance
- RMBS - US: 2022 Outlook - Eroded affordability will weaken new RMBS; outstanding deal losses will rise but remain low
- Homebuilding – US, Building Materials – US & Europe: 2022 outlook largely positive (Slides)
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