Housing Market to Thaw with Trump Administration's Policy Maneuvers

Sunday, Jan 18, 2026 8:26 pm ET1min read
GS--

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.

Housing Market to Thaw with Trump Administration's Policy Maneuvers

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