Housing, Jobs, And The Affordability Agenda

2026-01-11 09:00:00 ET

Real Estate Weekly Outlook

U.S. equity markets rallied this week as investors digested a critical slate of employment data pointing to a measured cooling in labor markets and weighed a wave of policy “trial balloons” from the White House centered on affordability. Interest rates pulled-back at the longer-end of the curve, as labor market data was soft enough to reinforce the disinflation narrative but not weak enough to justify a January Fed rate cut. Leadership came from a rebound in the long-sluggish housing market, where moderating mortgage rates and improving affordability metrics sparked renewed optimism....

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