The Big Picture on the Housing Market

Odeta Kushi and Eric Winograd break down the housing market and the most recent housing data. Eric sees an oversupply of new homes but a “frozen” market for existing homes, with mortgage rates leaving a lot of houses “locked up.” Odeta argues that homebuilders have ways of reducing prices that make them more successful, but says that might not last as pressures continue.

The Watch List

30 Sep 2025

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