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Thoughts From The Divide - Archive

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Posts tagged Homebuilders
Housing Daunted - October 23, 2018

Following the optimism of the previous week's builder data, a recent flood of data indicates potential rain in the housing market, including permits, starts, and applications. Paramount among the problems was affordability, which is becoming problematic due to higher mortgage rates and price inflation. Wage inflation could help with affordability, but has not accelerated past rising costs.

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Independent Fed and Housing Optimism - October 16, 2018

As President Trump and Fed members exchange words following the recent market wobbles, we discuss 2005 research from the St. Louis Fed analyzing the Great Inflation, analyzing the human and political elements that complicated and informed the decision making. Housing remains in focus as builders continue to be optimistic, despite continued tightness in the labor market.

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