Why this was a positive week for housing, but not new construction
Summary
HousingWire Daily host Logan Motoshami argues that despite inflation concerns, it was a positive week for housing as mortgage rates stayed in the sixes and the 10-year yield dropped. He critiques the persistent belief that building more homes will solve the crisis, noting that new home sales remain stagnant and builders respond to actual demand rather than political mandates. The episode also covers trending stories, including Fannie Mae’s title pilot, HUD’s operational tests, and Trump’s delay of the 21st Century Act.
Topics discussed
HousingWire AI Summit promotion
Top five trending stories recap
Market overview: Yields, inflation, and Fed stance
Inflation analysis: Supply shocks vs demand
Housing affordability and realistic rate expectations
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New home sales and the construction boom myth
Demographics, immigration, and builder economics
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Builder efficiency and market realities
Mortgage spreads and weekly wrap-up
Outro and Home Builder Rankings promo
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