Daily market impact briefings for stocks and real estate.
Every morning in US time, Shipwrite reviews the previous day's macro, policy, social, economic, and diplomatic events, then publishes two focused analyses: one for US stocks and one for US real estate.
Sector exposure, policy transmission, earnings sensitivity, and second-order market impact.
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Corporate Capex Rate Cut Repricing Reshapes Equities
Surging business investment drives growth and keeps inflation high, triggering corporate capex rate cut repricing and shifting equity focus to earnings.
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Business Fixed Investment Capex Drives U.S. GDP Growth
Explore how business fixed investment capex in AI infrastructure accounts for half of recent U.S. GDP growth and shapes corporate earnings expectations.
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Fed Reserve Management Liquidity and Equity Discount Rate
Explore why Fed reserve management liquidity operations leave the equity discount rate unchanged, keeping valuation multiples tied to corporate earnings.
Mortgage, affordability, inventory, construction, refinancing, and regional spillover analysis.
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Multifamily Rent Growth Deceleration and Debt Cost Squeeze
Multifamily rent growth deceleration and debt cost squeeze operators as cooling residential revenue meets elevated inflation and higher financing rates.
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Shelter Disinflation and Multifamily NOI Compression
Explore how shelter disinflation and multifamily NOI compression persist as supply backlogs stall asking rent growth despite rebounding unit absorption.
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Why Higher Yields and Rising Cap Rates Pressure Real Estate
Sticky inflation and Fed policy continue to drive higher yields and rising cap rates, increasing borrowing costs and hurdle rates across the property sector.