Скачать или смотреть Morgan Stanley Strategist on Unlocking the Housing Market | WSJ’s Take On the Week

On WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried start the show off by diving into President Trump’s latest trade deals. They then get into the president’s push to cut drug prices and how pharmaceutical stocks reacted to the news. Telis and Miriam also talk about the slew of housing data and home-improvement stock earnings, including Home Depot and Lowe’s, expected this week and what it could tell us about the state of the housing market amid the spring home-buying season.

Later on the show, Jim Egan, Morgan Stanley U.S. housing strategist, joins Telis and Miriam to talk about what it will take to unlock the housing market. They get into mortgage rates, home equity and what it all means for buyers, sellers and investors.

One bit of housekeeping: We’ll be on vacation next week and will be back with a new episode on June 1.

Chapters:
00:00 Introduction to this week’s guest
00:50 Trade deals: U.K. and China
03:16 Drug prices executive order and pharma stocks reaction
06:33 Upcoming housing data and earnings
09:50 Spring home buying season: A bust?
11:40 Impact of mortgage rates on housing
15:34 Home builders and supply
17:46 Consumer outlook and spending on homes
24:59 Is now the time to buy?

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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