Excess Returns  cover image

Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal

Excess Returns

00:00

Outlook and Challenges in the Housing Market

This chapter explores the current state of the housing market, including the increased time to build houses, declining single-family starts, and the impact of decreasing mortgage rates. It also discusses the potential for a housing slowdown if mortgage rates rise above 8%.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app