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RESEARCH & INSIGHTS
Shutdown Squeezes Key Housing Programs as Affordability Dominates Recent Elections
As voters seek solutions to affordability, the ongoing shutdown increases the risk of a cascading impact on housing development and security.
Jason M. Davis
2 days ago


Macro Signals for November 2025
The protracted government shutdown squeezes housing programs, 'data fog' creates a conundrum for the Fed, and a US-China trade truce offers cautious optimism to developers.
The Chandan Economics Research Team
4 days ago


Renters Caught in the Health Insurance Coverage Gap as ACA Premiums Take Center Stage
Health insurance coverage patterns reveal a clear divide between renters and homeowners. Renters are nearly three times as likely to be uninsured as homeowners (11.7% versus 4.4%) and are far more reliant on public coverage.Just under half of renters (48.8%) have private insurance, compared with a majority of homeowners (54.5%). Meanwhile, nearly one in three renters (29%) rely exclusively on public insurance, underscoring the income and employment disparities that shape acce
Jonathan O'Kane
Oct 28


Macro Signals for September 2025
Tariffs face legal uncertainty, lumber and furniture tariffs may introduce fresh headwinds for housing, and the Fed prepares to cut rates.


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