Beware an 'Inflation Head Fake'
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Are We Seeing a Recession in the Housing Market?
We're buying some of the more traditional ale, which is in financials, in energy, in industrials, in materials, in mining. Ah, but we're also finding value throughout the health care a, a sector. We're finding some acrossa consumer services. In home building, our view is, yes, have we seen, you know, a meteoric rise in mortgage rates, and has that slowed the housing market? Yes, absolutely. But do we think the housing market is going to go into a multi year recession? No, we don't Cause we think that there's fundamental supply mand an balances. And so we think there's some interesting to buy, things
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