Joining us now is our former vice chair, Alan Blinder. Allan, good to have you. Uh, tariffs going to be what would one would imagine an important sort of focus certainly in the press conference.Where do you stand in terms of the inflationary impact of tariffs, which we have yet to really see in any significance. Is it still coming. I I think it's still coming.I I stand exactly where you are that we haven't seen much from the tariffs yet. The tariffs have been announced, unannounced, announced, unannounced. ...

Jobless claims and housing uh starts data going to hit the wires right now in about two seconds. Rick Santelli standing by at this in CM in Chicago. Hey Rick.Hi. Good morning Joe. Yes.Housing starts for the month of May expected 1,350,000 seasonally adjusted annualized units. Comes in light, extremely light. 1,256,000.That is definitely well below what we are expecting. And that would be the lightest going back well quite a ways. We're going back to wow 1256. We're going all the way back to May of 2020. May ...

Well, joining us is Emily Roland, John Hancock, investment management co-chief uh investment strategist. Emily, what's going on. How are you.What what what what's caught your uh your interest. Like you we we've pointed out insurance companies have a whole different uh sort of a view of the world at times with because you the money has to be there, doesn't it. For a lot of people.That's true, Joe. And you know, today we're obviously focused on the Fed. Thank you for having me on on Fed Day.And I think, you k ...

Home sales rise again in May but still trail 2024 levels.DENVER, June 17, 2025 /PRNewswire/ -- For the fourth consecutive month, homes sales rose in May, increasing 8.6% from April, and sales remained below 2024 levels, with May sales finishing 3.5% lower year over year.Across the 52 metro areas surveyed in the report, the number of homes for sale rose 8.3% month over month and increased 34.8% year over year. This marks the 17th consecutive month that inventory has grown year over year. The Median Sales Pri ...

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 ...

16 June 2025 | 12:26PM HKT China: 70-city average primary property prices fell further in May Bottom line: The National Bureau of Statistics' 70-city house price data suggest the weighted average property price in the primary market fell by 2.4% mom annualized in May after seasonal adjustments. The widening in sequential decline of house prices was broad-based across all city tiers. We emphasize the 70-city data are for primary market transactions (new home sales) only; secondary market data by NBS and some ...

Investor Presentation Together with you, we make a house a home. I. Executive Summary South Florida June 2023 2 Key Takeaways And Updates We are the nation's premier single-family home leasing company, with an emphasis on the resident experience Phoenix 3 Our May QTD Same Store results reflect continued strong demand and sustained pricing power: New lease rate growth of 7.4%, versus 5.7% in 1Q23 Renewal rate growth of 6.9%, versus 8.0% in 1Q23 Blended rate growth of 7.0%, versus 7.3% in 1Q23 Average occupan ...

12 June 2025 | 6:17PM CST China Property What would it take to clear China's housing inventory (No. 2) With incremental inventory (including both saleable and non-saleable WIP and land reserve) data being disclosed by city governments lately, we perform a deep dive into China's housing inventory in the 2nd edition on this topic (see first edition here). We examine 78 cities which account for ~50% of China's population and housing stock and ~60% GDP. Shi Xu +86(21)2401-8929 | shi.x.xu@goldmansachs.cn Goldman ...

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While mortgage rates hold steady for another week, affordability does rem remain a pain point in the housing market. Our next guest pointing to a mixed picture in leading indicators for demand. That's Jim Egan, Morgan Stanley, US housing strategist and co-head of securitized products research.Jim's here with me in the studio. Thanks for being here. Thank you for having me.So given that we have not seen that much movement on rates and notably not that much relief on rates, do we remain in this sort of stuck ...