Take a deep dive into the complexities of the U.S. housing market with Anthony Paolone, co-head of U.S. Real Estate Stock Research and John Sim, head of Securitized Products Research. They examine supply-demand dynamics, President Trump’s tariffs, interest rates and other key factors affecting home prices and affordability. Taking stock of the macroeconomic environment, where could rates go next and how would this impact home prices?

This episode was recorded on April 8, 2025.

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From tariffs to tightness: What’s happening in the US housing market?

Making Sense

From tariffs to tightness: What’s happening in the US housing market?