Kathy Jones and Liz Ann Sonders discuss the recent drawdown in markets and debate whether this is a growth scare or something more lasting in the bond market.

What's the housing market outlook for 2025? Liz Ann Sonders interviews noted housing market expert Ivy Zelman, executive vice president and co-founder of Zelman & Associates. Ivy reflects on the unique economic cycle that has emerged since the pandemic, particularly its impact on the housing market. 

She highlights the significant migration trends, supply and demand dynamics, and the challenges of affordability. The discussion also touches on the role of public versus private builders, the effects of climate change on housing, and the interplay between economic uncertainty and consumer confidence. Ivy emphasizes the importance of regional variations in housing markets and the potential tailwinds that could support the industry moving forward.

Check out Ivy's memoir, Gimme Shelter: Hard Calls + Soft Skills From a Wall Street Trailblazer.

Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week.

On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. 

If you enjoy the show, please leave a rating or review on Apple Podcasts.

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