Background:
Both the U.S. and EU real estate markets have suffered in recent years, but analysts see critical differences between the markets and several conclude that EU banks are less exposed to regional real estate frailty than their U.S. counterparts.
Access to this content is restricted to RGE clients.
If you have a client code, please enter it here to activate your client account.
Click here for a free trial.
Learn About Our Services:
Our dynamic and intuitive research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.
RGE market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:
• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio
Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.
Learn More »
Associated Readings
Blogs
Capital Chronicle
May 26, 2009
Euro house price collapse coming...
Analysis
BIS Quarterly Review
Luci Ellis
Dec 08, 2008
How many in negative equity? The role of mortgage contract characteristics
Analysis
IMF
Alessandro Rebucci, Roberto Cardarelli and Deniz Igan
Apr 03, 2008
The Changing Housing Cycle and Implications for Monetary Policy
Analysis
Deutsche Bank Research
Tobias Just
Apr 09, 2008
Hot Spots in the European Real Estate Markets
Analysis
Europe EconoMonitor
Daniel Gros
Mar 26, 2008
Transatlantic differences in real estate bubbles?
Blogs
FT Alphaville
Sam Jones
Apr 04, 2008
How Pfandbriefe saved the day
Analysis
PIMCO Bonds
Matthieu Louanges
Apr 03, 2008
Is Euroland Heading for a Recession (too)? Why the European Central Bank Should Be Proactive and Cut Now
Research
Morgan Stanley
David Miles and Vladimir Pillonca
July 2007
Financial Innovation and European Housing and Mortgage Markets - Report
Analysis
BNP Paribas
Dominic Bryant, Alan Clarke and Eoin O’Callaghan et al
Nov 30, 2007
Eurozone Housing: Some Home Truths
Analysis
FitchRatings (free login)
Atanasios Mitropoulos, Rida Zaidi and Weike Wu
Apr 04, 2008
De-Mystifying UK Buy-to-Let - Part 1: Its Role in The Housing Market
Blogs
RGE Europe EconoMonitor
Philip Lane
Jan 14, 2008
Is Ireland At Risk of a Financial Crisis?
Analysis
Deutsche Bank
Norbert Walter and Stefan Bergheim
Mar 26, 2008
ECB objectives and tasks - Price stability vs. lender of last resort
Analysis
PIMCO
December 2006
Bond Basics: Covered Bonds