USA

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US Real Estate market and housing supply shortage concept

US Housing: ‘Locked-In’ Mortgage Effects & Shelter Inflation Persistence

The structural locked-in mortgage effect is restricting housing supply and keeping shelter inflation sticky, creating a complex challenge for federal policy transmission.

Brigitte Schneider28 days ago3 min read

Residential construction site representing US housing starts data and interest rate policy impact

US Housing Starts Preview: Tracking Interest Rate Policy Transmission

Analyzing the upcoming US housing starts and permits data as a critical gauge for how interest rate policy is filtering through to real economic activity.

Austin Baker28 days ago3 min read

US manufacturing floor showing industrial production activity

US Factory Output Trends: Metals Strength vs. Auto Weakness

US manufacturing shows nuanced resilience as primary metals output offsets automotive declines, though tariff-related uncertainty remains a primary risk to capex.

Jennifer Davis28 days ago3 min read

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