Housing market is not good as buyers take pause amid uncertainty, says UBS' John Lovallo

So, where does the industry go from here amid a mixed economic picture and no near-term resolution on these tariff pressures. Let's ask John Lvalo. He's US home building analyst at UBS here with me on set, which I appreciate.It's good to see you. I mean, the number this morning was awful. It was absolutely awful.And the builders had enjoyed a little bit of a a period of outperformance because of these buy downs and so forth. Now, that doesn't seem to be working as well. It's it's not dead.So, we're not quit ...