Depressed New Home Supply and Investment Share

Today’s Macro Minute dives into why investors should pay closer attention to the U.S. housing market. Weakness in home prices and building permits highlight structural fragilities that reinforce our call for structural regime change at the Fed. We also discuss how credit availability, fiscal dominance, and Paradigm C shape the outlook—and wrap up with a powerful client testimonial on building trust and staying on the right side of market risk.