Podcast EP 44: Housing Economics & Market Outlook with Odeta Kushi скачать в хорошем качестве

Podcast EP 44: Housing Economics & Market Outlook with Odeta Kushi

In this episode, Alex sits down with Odeta Kushi, Deputy Chief Economist at First American Financial Corporation, one of the nation’s leading providers of title insurance, settlement services, and risk solutions. Odeta is known for her clear, data-driven analysis of the housing market, economic cycles, affordability trends, and the forces shaping real estate in America today. In this conversation, Odeta breaks down: 0:00 Intro – Quarterly housing & economy check-in with Odetta Kushi 2:20 Fed, inflation update & impact of the government shutdown on data 7:40 Labor market, wages, quits rate & AI/job-loss concerns 15:30 Banks, hiring freezes & challenges for recent grads and entry-level roles 21:00 Consumer spending, credit card debt & rising delinquencies during the shutdown 23:30 GDP, “real” growth metrics & are we actually close to a recession? 27:30 Fed rate cuts, balance sheet changes & what markets expect next 30:30 Migration trends & demographics reshaping housing demand (Sun Belt vs Northeast/Midwest) 38:00 Underbuilding, housing shortage, build-to-rent strategy & Wall Street’s shift 44:10 Rate-lock effect, inventory, mortgage applications, denials & appraisals 50:10 Home prices, equity, regional affordability gaps & renters vs owners 58:10 Insurance premiums, climate risk, future affordability & closing outlook for 2026 If you want grounded, research-backed insights on housing, the economy, and real estate trends, this episode is a must-listen. 🎙️ About Odeta Kushi: Odeta brings expert insights backed by economic data and years of industry experience. Connect with her for more analysis and updates: 📨 LinkedIn: linkedin.com/in/odetakushi 🌐 First American Profile: firstam.com/economics 🐦 Twitter/X: @odetakushi 📌 Don’t forget to like, comment, and subscribe for more expert insights on real estate and finance! #RealEstate #Mortgage #2025Forecast #Trump2024 #OdetaKushi #HousingMarket #Economy #podcast