Andrew Obin

Andrew Obin, a senior industrials analyst at Bank of America Securities, shares insights on the recent drop in mortgage rates and its impact on housing affordability. He discusses how the government's push to buy $200B in mortgage bonds aims to stimulate the market. Obin also highlights Meta's strategic nuclear deals to power its AI ambitions, detailing the implications for data center infrastructure and the potential winners in the HVAC sector. Additionally, he addresses the growing role of advanced nuclear power in overcoming energy shortages.