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Will The Fed Get Their Soft Landing? | Weekly Round Up

Supply Shock

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The Resilience of the Housing Cycle

Housing has been considering the rise in mortgage rates. That's another explanation for why things might have been more resilient than we thought. So people who want to buy homes, even though there may be fewer of them, they've got to go to the new home market. And so their pricing has been strong. It's re-accelerated as you saw just in the chart of those construction materials and the home builders.

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