12025 Reports
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AZEK Company
Dropping Coverage
07/02/2025
Macro Mortgage Finance Forecasts
Stuck in Neutral
07/02/2025
Western Markets Homebuilding Report
Absorptions Jump Higher, but Still Below Seasonal
07/02/2025
Macro Manufactured Housing Forecasts
Impacted by Housing Headwinds, But Still a Long-Term Winner
07/01/2025
Macro Rental Market Forecasts
A Relative Port in the Storm
07/01/2025
Tape Measure
Week of June 30, 2025
06/30/2025
Macro Consumer Forecasts
Weaker Housing to Elongate Furniture Recovery
06/30/2025
Macro Building Products Forecasts
Weaker for Longer Given Macro Headwinds, Interest Rates
06/30/2025
Macro Existing Home For-Sale Forecasts
With Rates Staying High, Lower Prices the Lever
06/27/2025
Macro Homebuilding Forecasts
A Gloomier Volume and Price Outlook Unfolding
06/27/2025