Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Two days per week, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.
Market Outsiders
What's Going On With The U.S. Housing Market? (May 16, 2025)
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In this Friday Market Outsiders, Namaan breaks down why the U.S. housing market - responsible for 16% of GDP - is stuck in the mud.
Despite builders offering mortgage rate buy-downs that bring the effective interest rate to as low as 5%, demand remains near record lows and unsold inventory is piling up at levels not seen since 2009. Homeowners locked into sub-4% mortgages aren’t listing, new home sales are stagnating, and builder profits are getting squeezed.
Namaan explains why falling rates alone won’t fix the crisis and makes the case for solving the real issue: a 4-million-home supply shortfall.
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