Posted on

US Housing: Pumped Up and Vulnerable


  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 
To access this content, clients must log in. To inquire about access, please contact us.