#RealEstate
#recession
#redwave
"Housing is the basis of one of my favorite models for business cycle forecasting. And policy changes will clearly have a negative impact on homebuilders. Early in February, I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch."
#investing
#premarket
https://www.calculatedriskblog.com/2025/02/housing-starts-and-recessions.html?m=1