This afternoon we presented our outlook for domestic housing in 4Q and into 2022. Replay link below.
We contextualized the fundamental setup for housing across durations, detailing the historic HPI and inventory dynamics, the fledgling inflection in volume and the implications associated with (real/perceived) affordability changes, prospective policy changes and secular demographic and inter-state migration trends. As always, we filtered our expectations for the sector through the lens of the Quad outlook and the broader Macro condition set.
CLICK HERE for event replay (includes video, dial-in and materials link)
