Alex Barron discusses the issue facing homebuyers right now: Higher prices, higher rates. He says the Fed cutting rates would be a good start to help affordability constraints for those looking to get into the housing market. In terms of homebuilders, Alex says "sometimes they can be their own worst enemy" as there are pockets of struggles to clear inventory. He weighs in on the state of supply versus demand in the U.S. market and what he's watching into 2026.