Housing Market to Thaw with Trump Administration's Policy Maneuvers

The Trump administration's policy maneuvers may partially thaw the housing market, potentially boosting existing home sales by 5-7% in 2026. Goldman analyst Arun Manohar highlights the $200 billion MBS purchase program, proposed ban on institutional investors buying single-family homes, and additional measures to reduce homeownership costs. These policies have already pushed mortgage rates lower by 15bp, improving affordability and sentiment ahead of the spring homebuying season.