Goldman on housing: "Housing activity has remained rangebound in recent years.. In 2027, we expect the headwind from affordability—reignited by the recent rebound in mortgage rates—to increasingly dominate, weighing further on activity."

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Took my own cut at this. Unaffiliateds who pulled Dem ballots in the primaries are surging, equivalent Republican cohort suppressed. Doesn't tell us anything new per se, just confirms that the best way to figure out if voters are turning out early is "How blue are they"

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First leg up was vibes, second leg up/since has been EV data.

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greatest economy in the history of the world *US OCT. HOMEBUILDER INDEX FALLS TO 29, LOWEST SINCE 2012: NAHB

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$CRWV is 7% lower than it was heading to the open and about to go red ignore

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