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Barron's Live

What to Watch in the Markets this Week

Mar 25, 2024
Barron's Senior Managing Editor and Deputy Editor discuss Fed interest rate cuts, market responses, corporate earnings forecasts, RH's stock outlook, strategic money allocation, undervalued stocks, and US housing market trends.
40:25

Podcast summary created with Snipd AI

Quick takeaways

  • Housing market stability relies on limited supply and buyer-seller reactions.
  • GameStop's profitability decline raises caution despite unpredictable price action.

Deep dives

Investing in the Housing Market

The housing market continues to surprise as mortgage rates rise, but housing prices hold up due to limited supply. Housing stocks, like KB Home and Toll Brothers, are at 52-week highs, indicating market optimism. Monitoring new supply and buyer-seller reactions is crucial to gauge the market stability.

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