Tapering, Housing & Batteries

Check out the accompanying pdf and chart collection. (1) Fed’s April minutes never say “tapering” but imply it’s coming. (2) Elevated valuations get a shout-out. (3) Rate hiking could start before mid-2022. (4) Everyone has a housing tale. (5) After a long run, housing stocks pull back. (6) High lumber and steel and copper prices … oh my! (7) Rising construction industry wages add to pressure. (8) Homeowners across the country enjoy double-digit price increases. (9) Watching inventories and mortgage rates. (10) Solid-state electric vehicle batteries could be a game changer. (11) Checking out Harvard, Toyota, QuantumScape, and Solid Power.