A Deal That Isn't Signed Isn't a Deal — Week Ending August 21, 2026
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This week, a Canada-U.S. tariff "deal" that still isn't signed, two retail earnings reports that agree on where homeowner spending is actually going, a remodeler sentiment index with a warning sign built into it, and the one genuinely good-news story of the week, from north of the border.
In this episode: why Tuesday's tariff pause bought less certainty than it looked like, what Home Depot and Lowe's are both telling us about the gap between small projects and big remodels, the two numbers inside NAHB's own data that don't agree with each other, and why Canadian home sales might be the most underrated demand signal of the month.
Built for production leaders, design leaders, and business owners who don't have time to read every housing report, earnings call, and trade-policy update themselves.
Runtime: ~9:30
New episodes every Friday morning.