After a weekend of crazy headlines and a stock sell-off on Monday morning, bond yields are close to hitting 4% again, but mortgage rates are back under 6% once again, which is the multiyear low in recent history.
A headwinds-meets-crosswinds housing market buffets homebuilding business leaders as 2026’s spring selling stretch lies just ahead. Almost in everything, everywhere and all at once, homebuilding firms are buying sales, trying not to be among those whose inventory ages on the vine. An outlying knack for sustaining a new-order pace, defined less by price discovery and […]
We’ve said it before. When D.R. Horton reports its quarterly earnings, what you’re watching isn’t just the scoreboard of America’s largest homebuilder. You’re watching a business model operating at a different altitude — and with different oxygen — than almost every other homebuilding enterprise in the country. And when it performs, the implications go far […]
By the time the homebuilding industry reaches Super Bowl LX on Sunday, Feb. 8, the stakes will be unmistakable. That date marks more than the unofficial kickoff to Spring Selling Season, for U.S. homebuilders large and small. It signals the point at which months of price capitulation, incentive layering, cost cutting, and balance-sheet triage either […]