Digging in on Recent Musings from the Administration & FHFA

Reality Versus Rhetoric

Wednesday, November 12, 2025

Homebuilding Mortgage Finance Real Estate Services Macro Housing Thematic Thematic Macro Consumer

Within our macro housing research, we publish thematic reports that are incremental to our recurring publications. These reports address pressing topics and controversial industry dynamics, and are typically among the most-widely utilized by clients.

Related reports

Saturday, November 22, 2025

Thematic Macro: Housing Market Update
Friday, November 21, 2025

Atlanta Field Trip Wrap Up: Tougher Sledding in Entry-Level Submarkets
Friday, September 26, 2025

A Tale of Two Markets: Entry-Level Most Challenged, While High-End Resilient
Monday, September 15, 2025

Thematic Macro: 2025 State of the Housing Market
Monday, September 15, 2025

2025 Housing Summit Wrap Up: A Tale of Two Geographies
Monday, July 21, 2025

Student Loans Back in Session: Initial Survey Feedback Mostly Muted Thus Far
Monday, April 14, 2025

Analyzing Foreign Buyer Financing Changes: Impact to Market Likely Very Negligible
Friday, February 28, 2025

Mortgage and Broker Contacts Weigh in on Policy: More Focus on Risks than Opportunities
Wednesday, January 15, 2025

Thematic Macro: Key Themes for Housing in 2025 and Beyond
Monday, December 23, 2024

Population Growth Hits Multi-Decade High: Immigration the Major Driver But Likely Already Decelerating
Wednesday, September 25, 2024

Affordability in the Eye of the Afforder: Silver Linings to a Historically Stretched Backdrop
Saturday, September 21, 2024

Thematic Macro: Housing Market Update