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BNN Bloomberg: The Latest Homebuilder Data

Summary

  • Post-Pandemic Economic Cycle: The economy hasn’t followed a traditional business cycle since COVID-19, resembling more of a “wartime recovery” similar to the World War II era, with significant government spending and market disruptions.
  • Federal Reserve Strategy: Scott expects the Fed will likely cut rates by 25 basis points in December, using the press conference to signal a more data-dependent approach in upcoming meetings.
  • Tech and AI Investment: The AI theme is driving significant investment, with Scott comparing the current moment to the mid-1990s tech boom. He argues that investors “can’t not own” tech.
  • Housing Market Potential: Scott anticipates mortgage rates could drop 100 basis points in the next 12 months, potentially revitalizing the housing market and creating opportunities for home builders.

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The latest homebuilder data could provide some promising signals for the housing market.

Chief Investment Officer Scott Ladner visited BNN Bloomberg to discuss how potential policy shifts favoring home builders, coupled with projected mortgage rate drops of 100 basis points in the next 12 months, could create a compelling housing sector opportunity.

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