The Housing Market Remains Out of Sync

September 5, 2025 • Liz Ann Sonders • Kathy Jones

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In this conversation, Kathy Jones and Liz Ann Sonders discuss the current state of the housing market, the implications of potential Fed policy changes, and the broader economic indicators that could affect market expectations. They explore the complexities of housing affordability, the yield curve, and the potential impact of this week's job reports on both the equity and bond markets. The discussion highlights the interconnectedness of various economic factors and the uncertainty surrounding future market movements.

Check out Liz Ann Sonders's and Kevin Gordon's recent housing article "Take the Long Way Home: Is Housing Bottoming?"  

On Investing is an original podcast from Charles Schwab. 

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