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US Housing: Pumped Up and Vulnerable

Summary

  1. Affordability is the biggest issue in housing. The good news is price increases are slowing
  2. Improved supply/demand is helping. The bad news is weakening demand is the main driver
  3. Supply factors are improving but too slowly to change the broad market dynamics
  4. The Fed is partly to blame as demand falls to pre-CV levels, leaving markets vulnerable 
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