We recently (12/10) presented our outlook for domestic housing in 1Q22 and throughout 1H. Slides & Replay link below.
We contextualized the fundamental setup for housing across durations, detailing the historic HPI and inventory dynamics, the recent positive inflection in volume and the implications associated with (real/perceived) affordability. As always, we filtered our outlook 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)
