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Navigating today’s U.S. housing market
Episode 86
Published 10 months, 2 weeks ago
Description
Is the U.S. housing market cooling, or just normalizing?
Eric Hathaway, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks the latest housing data, including the first national home price decline in over two years, and shares what it means for market participants.
Despite affordability challenges and slower sales, mortgage-backed securities remain resilient, backed by healthy consumer balance sheets and historically low loan losses.