Fastest Four: The Home Building Industry

Is the housing market sending warning signs about the U.S. economy?

In this episode of The Fastest Four Minutes in Finance, Scott Inman breaks down the latest earnings reports from the Big 4 homebuilders—D.R. Horton, Lennar, Pulte Group, and NVR—and what their forward guidance says about affordability, tariffs, and mortgage rates. With the S&P 500 Homebuilding Index down 34% since its 2024 peak, what does this mean for investors and prospective homebuyers?