Housing Feels the Middle East Fallout | S3 E 138 | 04-15-26

The housing market is starting to show signs of stress again.

In today’s Markets with Megan, Verdenec CIO Megan Horneman dissects the latest housing data and explains how rising mortgage rates, higher material costs, and Middle East conflict concerns are beginning to weigh on both builders and buyers.

Get insights on:

• The sharp drop in home builder confidence in April
• Why mortgage rates have climbed to a seven-month high
• How supply chain concerns are pushing up building material costs
• Why existing home sales fell to a nine-month low
• What rising Treasury yields and inflation pressures mean for housing going forward

Housing has already been one of the most rate-sensitive parts of the economy, and this latest data suggests it may remain under pressure as inflation and geopolitical risks continue to build.

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https://youtu.be/3AO-23cyjfU