Inside Out: Housing Market Fears Abating?

Alex Barron believes the bottom of the housing market is here. He says the "fear factor" from the Iran war has faded at this point as the summer home selling season ramps up.

Rate Cuts Are Coming: Here's How to Position TLT, XLRE, and ITB Now

The Federal Reserve has already trimmed its policy rate by 0.75 percentage points over the past year, leaving the upper bound at 3.75%.

24/7 Wall Street • May 6, 2026

New Home Sales Rise as Median Price Hits Near 5-Year Low

According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 682,000 in March. This represents a 7.4% increase from February's rate of 635,000 and a 3.3% rise from the previous year.

ETF Trends • May 5, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

Construction on new homes jumps to a 15-month high, but the real-estate slump isn't over

Home builders ramped up construction in March as the weather warmed and housing starts hit a 15-month high, but an industry slump appears no closer to ending.

Market Watch • Apr 29, 2026

U.S. Home Price Growth Slowed in February

U.S. home-price growth slowed in February as affordability pressures shaped home buyer decisions.

WSJ • Apr 28, 2026

U.S. Home-Builder Sentiment Slips Amid Economic Uncertainty

The NAHB/Wells Fargo Housing Market Index fell to 34 in April due to rising materials prices, elevated interest rates and increased economic uncertainty.

WSJ • Apr 15, 2026

Should You Invest in the iShares U.S. Home Construction ETF (ITB)?

If you're interested in broad exposure to the Consumer Discretionary - Broad segment of the equity market, look no further than the iShares U.S. Home Construction ETF (ITB), a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Apr 14, 2026

Home sales declined 3.6% in March, getting the crucial spring selling season off to a poor start

Sales of existing homes declined to a nine-month low, amid rising mortgage rates and economic uncertainty.

WSJ • Apr 13, 2026

Construction Business Taking a Hit From Iran Conflict

Rising prices for fuel and materials such as aluminum push up costs just as they were stabilizing. ‘This war just trashed that.

WSJ • Apr 10, 2026