Fed Most Likely to Hike Rates After 3 Years: ETFs to Win/Lose

The Fed's likely rate hike could create opportunities and risks across ETFs, with value, technology and energy in focus while homebuilders, leisure and small-caps face pressure.

Zacks Investment Research • Sep 16, 2026

No End In Sight For America's Housing Affordability Crisis

Let's start with a fun fact: 56% of U.S. households can only afford a home below $300,000, versus a $434,100 median home price. Affordability remains a problem, and I don't see a permanent fix in the near term.

Seeking Alpha • Sep 9, 2026

New home sales hit lowest level since January

National Association of Home Builders President and CEO Jim Tobin discusses the historically rough housing market on 'Maria Bartiromo's Wall Street.'

Fox Business • Aug 31, 2026

Rates Retake The Spotlight

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Seeking Alpha • Aug 23, 2026

Berkshire Hathaway bet big on the U.S. housing market. You probably shouldn't follow suit.

Home-builder stocks are cheap, but it's not easy to time a rebound in the depressed housing market.

Market Watch • Aug 19, 2026

Berkshire Reshapes Its Stock Portfolio: ETFs in Focus

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Zacks Investment Research • Aug 18, 2026

Home Construction's Big Slide Is Good for Builders, Bad for Buyers

Builders' slower construction could help their margins if they don't have to offer discounts or incentives to boost sales.

Barrons • Aug 18, 2026

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

The iShares U.S. Home Construction ETF (ITB) was launched on May 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Consumer Discretionary - Broad segment of the equity market.

Zacks Investment Research • Aug 17, 2026

U.S. Home-Builder Sentiment Still Muted by Affordability Concerns

The NAHB/Wells Fargo Housing Market Index inched up to 35 in August from 34 in July as concerns about high mortgage rates, rising construction costs and the economy persisted.

WSJ • Aug 17, 2026

Winners Of REIT Earnings Season

REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite widespread guidance raises, as renewed interest-rate pressure outweighed improving property-level trends and earnings momentum. Upside standouts included Hotel, Industrial, Data Center, Billboard, Office, Senior Housing/Skilled Nursing, and Single-Family Rental REITs, while Self-Storage finally showed a convincing pricing inflection.

Seeking Alpha • Aug 13, 2026