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Thoughts From The Divide - Archive

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Posts in Housing
Mixed Housing Data - February 19, 2019

Recent housing data has been displaying mixed signals. On the positive side, homebuilders and consumers are confident in the future, while on the negative side, NAHB’s Opportunity Index, which measures affordability, is at its lowest reading in ten years. 

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Cause and Effect - January 29, 2019

Jerome Powell and the Federal Reserve do not see the Fed Balance Sheet runoff creating problems, but the tide may be changing as QT may reverse the virtuous cycle created by QE. Recent housing data has further shown mixed signals and the government is a bit worried about mortgage lenders.

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