UBS’ John Lovallo on Trump’s teased housing reform plans

Joining us now here at Post9 is John Lvalo, senior US home building and building products equity research analyst at UBS. Uh John, any any thoughts on kind of what we could see from this this big new plan that could impact affordability. >> Thanks Leslie.Yeah, so I think there's a few things. It could be short-term, intermediate, and then housing emergency. In the short term, we could utilize the GSC's to subsidize mortgages, to buy more NBS for their portfolio, and to reduce G fees.G fees could be 60 basis ...