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The beat
Élise Tremblay covers housing and the wider economy for Wyre OpEd: mortgage rates and the spreads inside them, building codes, labour market data, and the energy economics under the AI build-out.
Housing on this beat is a supply story told through numbers that do not move: months of inventory flat for a year while everything around it changed, a staircase rule no other wealthy country writes into its code, a hundred and ten basis points of mortgage spread that no one in real estate produced and everyone in it is paid by. The macro essays are here for the same reason, since a jobs revision is a housing story one quarter later.
Essays
2 essays
- Eighty-Two, Then Fifty-ThreeBank of America's fund manager survey put long semiconductors at a record 82 percent crowded, then 53 a month later, with nothing changed underneath it.
- Fifty-Nine to Forty-ThreeThe Philippine IT and BPM sector revised its 2028 roadmap from $59 billion to $43.3 billion, with a jobs floor beneath what the sector employs today.