EPISODE · Sep 10, 2026 · 8 MIN
The Canadian Tariff Shock to US Home Building
from The Housing Economy with Fexingo: Home Prices, Mortgage Rates, and Real Estate Markets · host Fexingo
With the U.S. imposing import bans on Canadian goods and Toronto retaliating with CA$27.6 billion in tariffs, the housing sector faces a new cost reality. We examine how lumber prices are reacting to this trade war escalation, why home builders like D.R. Horton and Lennar are seeing their input costs spike despite falling starts, and what the latest wholesale price data tells us about inflation pressures heading into the FOMC meeting. #HousingEconomy #RealEstateMarkets #TradeWar #CanadaTariffs #LumberPrices #ConstructionCosts #InflationData #FOMCMeeting #HomeBuilders #DRHorton #Lennar #WholesalePrices #MortgageRates #EconomicsPodcast #BusinessNews #FexingoBusiness #BusinessPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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The Canadian Tariff Shock to US Home Building
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