Ivy Zelman on the Coming US Housing Crisis
Macro Hive Conversations With Bilal Hafeez
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Is Inventory a Regional Story or a National Story?
You mentioned inventories and that's often the thing that seems a bit different about this housing cycle compared to previous ones. People are saying inventory is very low, even going back to pre COVID,. The post GFC period just wasn't much investment in the residential sector. You did mention that you think imagery pictures turning. So could you talk a bit more about inventory? Is it a regional story, a national story, and just how we should understand the influence of inventory?
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