Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Macroeconomics

<ul>
<li>US housing starts fell 6.8% MoM and 16% YoY in July, falling to their lowest level since 2020. Single-family starts reached a 16-month low.</li>
<li>Overall housing inventory has surged to its highest level since 2020, reaching 1.3 million. New housing inventory surged to levels last seen in 2008. </li>
<li>Despite lower mortgage rates, high home prices are deterring buyers, stagnating housing sales, and dampening homebuilder sentiment. </li>
</ul>


US housing starts fell 6.8% MoM and 16% YoY in July, falling to their lowest level since 2020. Single-family starts reached a 16-month low.
Overall housing inventory has surged to its highest level since 2020, reaching 1.3 million. New housing inventory surged to levels last seen in 2008. 
Despite lower mortgage rates, high home prices are deterring buyers, stagnating housing sales, and dampening homebuilder sentiment. 


Slump in US Housing Starts Signals Dismal Recovery Prospects