2025 Economic Outlook with Mohamed El-Erian

Play it safe or take a risk? According to Mohamed El-Erian, you need a combination of both. Tune into this week’s #Walker Webcast where he joined Willy Walker to discuss everything you need to know about the economy to be successful in 2025. #walkerwebcast #economicoutlook #globaleconomy source

What’s Shaping the 2025 Housing Market? with Ivy Zelman

Willy was once again joined by one of the most respected voices in the housing industry, Walker & Dunlop’s Hall of Fame housing market analyst and executive vice president and co-founder of Zelman & Associates, Ivy Zelman. They discussed Ivy’s outlook on the housing market, tariffs and the upward price impacts on the industry, the public vs. private homebuilding markets, the lock-in effect’s impact on existing inventory, home affordability issues she’s seeing, the privatization of Fannie and Freddie, the broader implications of the fires in LA, and much more. Watch or listen to the replay. Key Points In The Webcast: 00:00 Introduction 03:52 Overall outlook on the housing industry 05:38 How single-family mortgage rates impact absorption 07:46 The effects of losing inflation control 12:00 Public homebuilders and legal labor 14:30 Why is there so much consolidation? 17:49 The cause of the wide single-family mortgage spread 20:12 The release on the lock-in effect 24:43 Constraints on existing and new SFR supply 27:34 Are independent homebuilders more risk-averse? 30:03 Potential solutions for price relief 32:36 How higher tariffs can affect the housing market 34:23 Should Fannie and Freddie be out of the federal government? 37:39 TikTok, tax bill, and Fannie and Freddie privatization 39:38 Where the rising supply comes from 40:52 Why Zelman is outperforming other firms 42:33 Any technological shifts in homebuilding? 45:39 Manufactured housing and land entitlement 49:13 Pricing as the real problem 52:17 How the California fires will impact housing 58:17 The potential of micro units 01:02:26 Suggestions on housing for the current administration GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines. Check out our previous videos: » Full playlist: https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk Apple Podcasts: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402 Spotify: https://open.spotify.com/show/1z3wDGMAjtscNhKWJfXs7L Follow us: » LinkedIn: https://www.linkedin.com/company/walker-&-dunlop/ » Facebook: https://www.facebook.com/WalkerDunlop » Twitter: https://twitter.com/WalkerDunlop » Instagram: https://www.instagram.com/walkerdunlop/ POSTING POLICY: Please bear in mind that this is a public and professional platform. We’ll do our best to ensure that our postings on this page comply with our standards, which prohibit content that: • is abusive, defamatory, threatening, or obscene • is fraudulent, deceptive, or misleading • violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another • contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code • contains the personal information of others, such as names, addresses, and telephone numbers • violates any law or regulation • is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards. source

Who holds the regulator accountable when there’s no one to push back?

conservatorship, Fannie Mae, Freddie Mac, housing finance, mortgage market, financial policy, government-sponsored enterprises, GSE reform, real estate finance, economic policy, mortgage industry, housing market, financial regulation, Walker Webcast, future of finance, policy debate, mortgage-backed securities, finance strategy, eco source

What’s the difference between prices falling and inflation going down?

Prices fell in June for the first time since the pandemic and inflation is down for the third consecutive month. But what does that actually mean? #facts #learn #foryou #fyp #usafacts #usgov #govdata #opendata #learning #inflationnews #inflation #economy #costofliving See the data: https://usafacts.org/articles/what-is-the-consumer-price-index-monthly-cpi-report/ Subscribe for JUST the facts! source