Homebuilder Stocks Are Getting Crushed

Homebuilder stocks are getting crushed in May 2026, with the XHB down nearly 4 percent in a single week. Lucas and Luna look at the numbers behind the selloff: DHI, LEN, PHM, KBH, and TOL all dropping on a cocktail of rising mortgage rates, stubborn inflation, and a new Fed chair who markets don't quite trust yet. They trace the chain from Kevin Warsh's swearing-in this Friday to the bond vigilantes demanding higher rates, and ask whether this is a buying opportunity or the start of a deeper housing correction. With the Case-Shiller index still climbing and housing starts actually up, there's a strange disconnect between Wall Street's panic and Main Street's reality. Lucas argues the selloff is overdone; Luna pushes back with the real cost of a mortgage in today's market. First episode of The Housing Economy with Fexingo. #HomebuilderStocks #XHB #ITB #DH Horton #Lennar #PulteGroup #TollBrothers #MortgageRates #FederalReserve #KevinWarsh #BondVigilantes #HousingMarket #CaseShillerIndex #RealEstate #Inflation #Economy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo