Katie Hubbard and Lee Everett survey the housing sector. “Affordability continues to be a challenge,” notes Katie after the most recent round of housing economic data. She says there’s a loosening in the “mortgage rate lock-in effect”, with less homeowners still on a low-rate mortgage. Lee covers the significant part of the homebuilding workforce made up of undocumented workers, which could see a major impact from Trump’s deportation threats.
Trading 360
28 Jan 2025
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