Housing: Locked In, Locked Out, Locked Up

Continuing the AI series, the Inside Economics team talks with ConstructConnect Chief Economist Michael Guckes about the data center boom. Michael’s granular view of the buildout sheds light on both the opportunities and risks, including whether financing has outpaced constructio ...  Show more

Stripe Chief Economist Ernie Tedeschi joins the Inside Economics team to separate the signal from the noise in a busy week for the economy and financial markets. The group discusses Kevin Warsh's recent speech and the market's reaction, unpacks the latest PCE inflation data and w ...  Show more

On today show we’re taking a look at a major shift in the rental housing market. This change is a direct result of the rapid increase in interest rates. A lot has been written in recent months about the so-called lock in effect. I recently attended a talk by Dr. Doug Duncan, c ...

Affordability pressures continue to mount as housing supply tightens. How long will home prices continue setting records and what could it mean for credit availability?

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James Egan Welcome to Thoughts on the Market. ...

Looking for a concise overview of the economy and housing markets across North America? This week, Ali Wolf, Chief Economist at Zonda & Advisor to the White House (yes, that White House), sits down with Matt & Adam to discuss the US housing market, the Vancouver real estate marke ...  Show more

On today's edition of “Boiler Room,” Alfonso Peccatiello is joined by Eric Basmajian, founder of EPB Macro Research. With a focus on cyclical and secular cycles in the economy, Eric joins the show for a deep dive into the housing market. He shares with listeners the indicators th ...  Show more