The Psychological Impact of Rising Home Values on Consumer Behavior

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In this Tuesday Market Outsiders episode, Jenny Rae and Namaan break down Home Depot’s claim of holding prices steady despite new tariffs - while Walmart hikes prices.

They dig into Home Depot’s first earnings miss since 2020, stagnant basket sizes, and whether strong employment and rising home values are really sustaining consumer spending. 

From supplier pressure to diversification to a cooling housing market, they unpack what’s really behind the headlines - and what it signals for the broader economy.

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