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Goldman's Mid-Year Housing Outlook

CalculatedRisk by Bill McBride's avatar
CalculatedRisk by Bill McBride
Jul 21, 2025
∙ Paid

Last Friday, Goldman Sachs Senior economist Ronnie Walker wrote: Mid-Year Housing Outlook: Slowing Construction and Price Growth, Not Just for Multifamily

Here are a few brief excerpts and my comments (CR):

Goldman on existing home sales: “Sustained higher mortgage rates will continue to have their most pronounced impact on housing turnover. 87% of mortga…

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