Macro & Capital Markets

Institutional analysis of Federal Reserve policy, inflation data, and the macroeconomic capital shifts dictating the housing sector.

LATEST

The Fastlane

Cannibal Capital: Why Housing’s M&A Spree Fails to Move the Revenue Needle

Lance Sonka

•

Jul 6, 2026

Macro & Capital Markets

The Fed Pause: Powell Signals a 'Higher for Longer' Stance

Lance Sonka

•

Jan 29, 2026

Macro & Capital Markets

The Davos Dividend: Geopolitical calm aids bond rally; Institutional ban

Lance Sonka

•

Jan 22, 2026

Macro & Capital Markets

Fed Cuts Rates for Third Time in 2025: Why Housing Headwinds Persist

Lance Sonka

•

Dec 13, 2025

Macro & Capital Markets

Rates Defy Fed Cut, 2026 Forecasts & Construction Slump

Lance Sonka

•

Dec 11, 2025

Macro & Capital Markets

"Two-Speed" Market: Where Prices Are Falling & Where They Are Soaring

Lance Sonka

•

Dec 9, 2025

Macro & Capital Markets

Borrowing Power Skyrockets as Builders Hit the Brakes

Lance Sonka

•

Dec 2, 2025

Macro & Capital Markets

The Unyielding Climb: Why Home Prices Are Still Defying Gravity

Lance Sonka

•

Nov 25, 2025

Macro & Capital Markets

Fed Rate Cut, inflation, complicate U.S. housing market outlook

Lance Sonka

•

Oct 30, 2025

Macro & Capital Markets

Beyond the Boom: What 2023 Meant for the U.S. Housing Market

Lance Sonka

•

Dec 26, 2023

Macro & Capital Markets

The Big Chill: What Happened to the U.S. Housing Market in 2022?

Lance Sonka

•

Oct 19, 2022

Macro & Capital Markets

Market Meltdown Memo: The 7% Problem That Paralyzed Housing

Lance Sonka

•

Oct 17, 2022

Macro & Capital Markets

The State of Play: Q1 2020 U.S. Housing Market Report

Lance Sonka

•

Apr 5, 2020

Macro & Capital Markets

LATEST

Cannibal Capital: Why Housing’s M&A Spree Fails to Move the Revenue Needle

The Fed Pause: Powell Signals a 'Higher for Longer' Stance

The Davos Dividend: Geopolitical calm aids bond rally; Institutional ban

Fed Cuts Rates for Third Time in 2025: Why Housing Headwinds Persist

Rates Defy Fed Cut, 2026 Forecasts & Construction Slump

"Two-Speed" Market: Where Prices Are Falling & Where They Are Soaring

Borrowing Power Skyrockets as Builders Hit the Brakes

The Unyielding Climb: Why Home Prices Are Still Defying Gravity

Fed Rate Cut, inflation, complicate U.S. housing market outlook

Beyond the Boom: What 2023 Meant for the U.S. Housing Market

The Big Chill: What Happened to the U.S. Housing Market in 2022?

Market Meltdown Memo: The 7% Problem That Paralyzed Housing

The State of Play: Q1 2020 U.S. Housing Market Report

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