Worries about the economy and the trade war’s impact on it have hurt the confidence of American consumers, investors, CEOs and manufacturing sector purchasing managers. Yet, one group of Americans just posted its highest confidence reading for the year-to-date. The nation’s homebuilders were reported to be feeling good in September thanks to low mortgage rates and strong buyer demand. Truth is, though, trade war troubles reached pockets of the housing market too, at least where manufacturing matters. So, despite the strong headline reading, the data offers a cautionary note. Furthermore, builders' reading of the current