Core Viewpoint - The Trump administration is planning to allow investors to use retirement funds for home down payments, with more details to be announced at the upcoming Davos conference [1][2]. Group 1: Policy Changes - The administration aims to permit withdrawals from 401(k) accounts for home down payments, which is intended to address housing affordability issues amid high mortgage rates and home prices [1][2]. - President Trump has proposed several measures to improve housing market conditions, including banning institutional investors from purchasing single-family homes and directing the Federal Housing Finance Agency to buy $200 billion in bonds from Fannie Mae and Freddie Mac to lower mortgage rates [3]. Group 2: Economic Context - The proposed policy comes as the Trump administration faces economic challenges, particularly regarding housing affordability, which has been exacerbated by high mortgage rates and elevated home prices that have deterred potential buyers [2]. - Recent consumer inflation data indicates that housing inflation remains strong, prompting investors to look for policy changes or lower interest rates to revive buyer interest and increase mortgage application volumes [4]. Group 3: Supply Issues - Analysts highlight that a significant issue in the housing market is the lack of supply, suggesting that local zoning and regulations may have a more substantial impact than interest rate changes alone [5].

Some questions now being raised about how much we might trust this print. Our Steve Leeman's looking into that. I'm seeing the Brucellis response this morning.Uh [laughter] dude, that was one flawed report. >> That's one of my bullet points here, Carl. And you guys were just talking about this stocks loving this cooler than expected inflation report.The bond market and economists highly skeptical with many saying changes to the data gathering process. They started gathering data midmon distorted the numbers ...

Welcome back. Stocks are higher after the cooler than expected inflation data this morning. But some questions now being raised about how much we might trust this print.Our Steve Leeman's looking into that. I'm seen the Brucellis response this morning. Uh [laughter] dude, that was one flawed report.>> That's one of my bullet points here, Carl. And you guys were just talking about this stocks loving this cooler than expected inflation report. The bond market and economists highly skeptical with many saying c ...