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  • The Canadian Tariff Shock to US Home Building

    The Canadian Tariff Shock to US Home Building
    2026/09/10
    With the U.S. imposing import bans on Canadian goods and Toronto retaliating with CA$27.6 billion in tariffs, the housing sector faces a new cost reality. We examine how lumber prices are reacting to this trade war escalation, why home builders like D.R. Horton and Lennar are seeing their input costs spike despite falling starts, and what the latest wholesale price data tells us about inflation pressures heading into the FOMC meeting. #HousingEconomy #RealEstateMarkets #TradeWar #CanadaTariffs #LumberPrices #ConstructionCosts #InflationData #FOMCMeeting #HomeBuilders #DRHorton #Lennar #WholesalePrices #MortgageRates #EconomicsPodcast #BusinessNews #FexingoBusiness #BusinessPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Home Prices Are Defying the Rate Environment

    Why Home Prices Are Defying the Rate Environment
    2026/09/09
    On September ninth, 2026, median home prices hit four hundred ten thousand dollars while new construction starts plummeted to one million two hundred thirty-nine thousand units. Lucas and Luna break down the structural disconnect between housing supply and demand, explaining why builders are prioritizing higher margins over volume in a market where permits remain stubbornly high. #HousingMarket #RealEconomics #MortgageRates #HomePrices #ConstructionSupply #FexingoBusiness #BusinessPodcast #EconomicsShow #LucasAndLuna #HousingData #BuilderMargins #InterestRates #US Economy #RealEstateInvesting #HousingShortage #BuildingPermits #FinancialLiteracy #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Permit Paradox in US Housing Markets

    The Permit Paradox in US Housing Markets
    2026/09/08
    Housing starts have plummeted while building permits surged, creating a confusing signal for the real estate economy. We examine why builders are securing land rights without breaking ground, how this permit trap affects inventory, and what it means for home prices in September 2026. #HousingMarket #RealEstateEconomics #BuildingPermits #HousingStarts #MortgageRates #HomePrices #ConstructionIndustry #InventoryShortage #EconomicIndicators #FexingoBusiness #BusinessPodcast #LucasAndLuna #MacroEconomics #SupplyChain #LandBanking #ConstructionPermits #HousingPolicy #InvestmentStrategy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Permit Trap in US Housing Markets

    The Permit Trap in US Housing Markets
    2026/09/07
    In July, US building permits surged to 1.43 million while housing starts plummeted to 1.24 million. Lucas and Luna dissect this widening gap between intent and action. With median home prices holding near 410,700 dollars and mortgage rates at 6.71 percent, builders are filing for land but stalling on construction. We explore why the lock-in effect is pushing inventory into rental conversion and how this permit-start divergence signals a structural shift in American real estate economics rather than just seasonal noise. #HousingEconomy #RealEstateEconomics #BuildingPermits #HousingStarts #MortgageRates #HomePrices #FexingoBusiness #BusinessPodcast #EconomicsDaily #ConstructionIndustry #SupplyChainConstraints #InterestRateRisk #RentalMarketShift #LandBanking #BuilderStrategy #USHousingData #LucasAndLuna #InvestorInsights Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Housing Starts Plummeted While Permits Surged

    Why Housing Starts Plummeted While Permits Surged
    2026/09/06
    On September sixth, two thousand twenty-six, housing starts collapsed to one thousand two hundred thirty-nine thousand units while building permits jumped to one million four hundred thirty-three thousand. This divergence signals a critical shift in builder behavior as mortgage rates hold at six point seventy-one percent. Lucas and Luna dissect why developers are securing land rights but halting construction, what the twelve percent drop in new begins means for inventory, and how this strategic pause is reshaping home prices despite the median sale price climbing to four hundred ten thousand dollars. #HousingEconomy #RealEstateEconomics #FexingoBusiness #BusinessPodcast #MortgageRates #BuildingPermits #HousingStarts #HomeBuilderStrategy #InventoryShortage #ConstructionData #InterestRateImpact #MarketAnalysis #EconomicIndicators #HousingSupply #BuilderHesitation #PriceToEarn #EconomicForecast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Why New Home Prices Are Rising Despite Falling Starts

    Why New Home Prices Are Rising Despite Falling Starts
    2026/09/05
    In July, housing starts dropped to 1.24 million while building permits rose to 1.43 million. This divergence suggests builders are prioritizing higher-margin luxury units over starter homes. We explore how the median home price hit $410,700 and why mortgage rates near 6.7 percent are pushing buyers toward new construction even as inventory tightens. Lucas and Luna break down the economics of builder margins, land costs, and the shifting composition of new housing supply in September 2026. #HousingMarket #RealEconomics #NewConstruction #MortgageRates #HomeBuilderStocks #HousingSupply #LuxuryHomes #StarterHomes #BuildingPermits #HousingStarts #MedianHomePrice #FexingoBusiness #BusinessPodcast #EconomicsExplained #RealEstateInvesting #ConstructionIndustry #HousingPolicy #FexingoPodcast Keep every episode free: buymeacoffee.com/fexingo
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    13 分
  • The Lock-In Effect Is Quietly Reshaping Housing Supply

    The Lock-In Effect Is Quietly Reshaping Housing Supply
    2026/09/04
    With mortgage rates hovering near six point seven percent and the median home price holding at four hundred ten thousand dollars, a structural shift is underway in American real estate. This episode examines how the lock-in effect — homeowners refusing to sell because their existing rates are far below current borrowing costs — is strangling inventory despite strong job growth. We look at why housing starts have fallen while permits rise, and what this means for buyers who can’t find anything to buy. #HousingMarket #MortgageRates #RealEstateEconomics #LockInEffect #InventoryShortage #HomePrices #ConstructionPermits #FirstTimeBuyers #FedPolicy #JobMarket #AffordabilityCrisis #HousingSupply #InterestRates #EconomicAnalysis #FexingoBusiness #BusinessPodcast #LucasAndLuna #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The New Construction Trap in Real Estate

    The New Construction Trap in Real Estate
    2026/09/03
    We are looking at a bizarre divergence in the housing market right now. Building permits have surged to 1,433,000 in July, yet housing starts have crashed to 1,239,000. This gap is not an error in the data; it is a signal of hesitation. Builders are securing land and getting approvals while waiting for mortgage rates, currently sitting at 6.71 percent, to stabilize. We break down why this permitting surge is actually a warning sign for homebuyers and what it means for inventory levels as we move through September 2026. #HousingMarket #RealEstateEconomics #MortgageRates #BuildingPermits #HousingStarts #HomePrices #ConstructionIndustry #RealEstateInvesting #EconomicIndicators #FedPolicy #InterestRates #HousingSupply #BuilderStrategy #LandOptions #FexingoBusiness #BusinessPodcast #EconomicsShow #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    7 分