Home Equity Loans Make Comeback Fueling U.S. Spending – Bloomberg 11-26-12

Salient to Investors: Moody’s forecast home equity lines of credit will rise 30 percent in 2012 to the highest level since the start of the financial crisis in 2008, and rise another 31 percent in 2013. Mustafa Akcay at Moody’s Analytics said lending will keep rising if house prices continue to rise. The Mortgage Bankers Association forecast

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Sales of U.S. Existing Houses Probably Held Near Two-Year High – Bloomberg 11-18-12

Salient to Investors: Mark Vitner at Wells Fargo Securities said housing will move significantly higher over the next year driven by low mortgage rates, a gradual improvement in the labor market, and very low inventories. The S&P Supercomposite Homebuilding Index is up 70 percent since year-end 2011 versus the 8.1 percent gain for the S&P 500.

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Home Depot Profit Tops Estimates as Housing Market Heals – Bloomberg 11-13-12

Salient to Investors: Home Depot Q3 profit topped analysts’ estimates. The US housing market is healing, with new-home sales rising to the fastest pace in two years and construction starting at the fastest rate in four years. Americans’ real estate holdings have risen in value for two straight quarters. CoreLogic said over

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