Macro and Rates
Housing market and mortgage rates
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 20
- Share
- 1.9%
- Shows
- 20
- Net sentiment
- −0.76
Down from 2.6% of episodes in the weeks before; net sentiment was −0.75.
Bullish 0Mixed 4Neutral 3Bearish 13
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 13
- Demand is at multi-decade lows, prices are falling in Sun Belt markets, and affordability remains poor despite some rate relief.Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come · Wealthion · Oct 14
- Home sales near multi-year lows, rising cancellations and mortgage rates above 7% signal a slow housing bleed.US Economy Report Card - The Real Estate Blood Bath Worsens, Bonds Show Strength, and Inflation Reports Loom | Money Moves · Millionaire Mindcast · Oct 14
- Homebuilders hit 52-week lows; high rates and heavy incentives weigh on closings and margins near term.Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings · Chit Chat Stocks · Oct 17
- Home prices expected to fall 5 to 10 percent, with weaker volumes across mortgage lending.#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · The Julia La Roche Show · Oct 17
- Host says mortgage payments have roughly doubled over a decade and some regions may see price declines.Understanding Market Trends and Investment Strategies · Watchdog on Wall Street with Chris Markowski · Oct 17
- Housing is unaffordable with high rates, insurance and tax costs, and homebuilder stocks are falling.How OpenAI Could Cause a US Recession With Steve Eisman · The Compound and Friends · Oct 16
Show 7 moreShow fewer
- Record price reductions and seller surplus suggest a soft housing market amid high rates and fuel costs.DHUnplugged #821: Gold Standard Ahead · DHUnplugged Podcast · Oct 14
- Higher mortgage rates are slowing home sales, which cuts demand for furniture.S15 EP185: Hour 2 - Why Ukraine Builds 5 Million Drones and America Cannot · The Erick Erickson Show · Oct 14
- Existing home sales remain near multi-year lows and homebuilder stocks are at new lows.Are Higher Rates Worse Than ZIRP? (EP. 486) · Animal Spirits · Oct 14
- Falling property volumes and stamp duty revenue signal pressure on residential property.the call: Tuesday 13 October · The Call from ausbiz · Oct 13
- Smead is skeptical of housing demand and lumber prospects given high mortgage rates and weak household formation.He Got Canadian Energy Right. Here's What He's Saying Now · In the Money with Amber Kanwar · Oct 13
- Auction numbers and mortgage applications fell sharply, especially among first home buyers.AI sell-off, White House turmoil; gold takeover battle heats up; YouTube eating Netflix · FEAR & GREED | Business News · Oct 18
- Rising mortgage rates are hurting home lending and suggest weak homebuilder and retailer results ahead.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
Mixed 4
- High rates push borrowers to rent and investors to DSCR loans, while the MBA proposes affordability cuts.10.15.26 Demo Day; Polunsky Beitel Green's Andy Duane and Tye McWhorter on DSCR; Wholesale Inflation · Chrisman Commentary - Daily Mortgage News · Oct 15
- Existing home sales rose month over month but fell year over year as mortgage rates surged.America's Truckin' Network 10/14/26 · 700 WLW On-Demand · Oct 14
- Glasgow's housing investment fund could unlock city centre homes, though it is still at business case stage.Business Leaders Call for Bold Action on Housing, Skills and Competitiveness · The Go Radio Business Show with Hunter & Haughey. Scotland’s Business Podcast. · Oct 18
- Rising rates have hurt REITs broadly, while Empire State's office leasing is solid but its observatory income has slumped.Bank Earnings Have Entered the Upside Down · Motley Fool Hidden Gems Investing · Oct 13
Neutral 3
- Discussed as a supply-side policy problem; high interest rates and construction costs are obstacles to building.How Abundance Has Failed and Succeeded · Plain English with Derek Thompson · Oct 16
- Housing volumes are low and prices high in the US, described factually without a clear investing lean.Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert · The Acquirers Podcast · Oct 15
- A brief discussion of whether to take a larger mortgage in retirement versus fixing up a current home.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
Around it
Companies named
- Lennar3
- United Wholesale Mortgage2
- West Fraser Timber1
- Empire State Realty Trust1
- JPMorgan 1
- Wells Fargo 1
Shows that covered it most
- In the Money with Amber Kanwar1
- Motley Fool Hidden Gems Investing1
- Sozzi Unleashed1
- The Call from ausbiz1
- 700 WLW On-Demand1
- Ask The Compound1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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