Housing Policy Was Afterthought in Trump’s Davos Speech. No News Is Good News for Builders.
Barrons·2026-01-21 20:54
Group 1 - The housing industry's stocks experienced an upward trend following President Donald Trump's speech at Davos, which contained few surprises regarding housing policy [2] - The lack of significant housing policy announcements in the speech is perceived as positive news for builders, indicating stability in the sector [2] - Companies such as D.R. Horton (DHI), Lennar (LEN), and PulteGroup (PHM) are likely to benefit from the current market sentiment following the speech [2]