What the Headlines Got Right and What They Missed

by Matt Thomas

The 3 Things I Think You Should Know About This Week

Number ONE - Mortgage rates fell last week (and mirrored them again today)...

...to their lowest point in 2025 and lowest point since last October. Why? Jerome Powell, the The Federal Reserve's Chairman, fears that the labor market is softening. What did the markets do in response to Powell's reaction? Well, rates fell in response to Powell's acknowledgment. This acknowledgment essentially led to a shift in expectations for our economy. 

Number TWO - What didn't make headlines was that Powell also admitted that tariffs are NOT having the inflationary impact that markets anticipated.

This is great news especially for the new home builders as it was feared that imported goods would make homebuilding more expensive at a time when material costs are up and homebuying demand/sentiment is softer than it had been in recent years.
 

Number THREE - Billionaire investor, also known as The Omaha Oracle, Warren Buffet, invested over $800 M in new housing this week indicated he's bullish on the future of homebuilding.

So if investing in housing good enough for The Oracle...?

 

 

 

 

 

 

 

 

 

 

 

 

 

BOTTOM LINE

Rates are at their lowest levels in nearly a year, Jerome Powell himself is signaling a softer labor market (and therefore softer rates), tariffs aren’t creating the cost pressures we once feared, and Warren Buffet is dropping $800 million on housing because he’s betting big on its future.
 
What does all of this mean for you? Opportunity. But can I tell you something? I'm not so sure this won't be short-lived. Powell's comments have already resulted in lower rates. By the time the Fed gets around to actually lowering rates in September, Powell's position will have already been baked into the rates. If the job market steadies, rates could even go up, potentially. And with the lull of the end-of-summer market being behind us at that point, and the inventory levels of available homes shrinking by then, I'm not sure that now isn't the best time to take advantage of current aspects of the market that represent these improved conditions we're already seeing. 
 
If you’ve been sitting on the sidelines, wondering when the timing might feel right—this may be it. Lower rates open more doors, builders are breathing a sigh of relief, and smart money is flowing into real estate.
 
In the end, the thing to know is that there’s real money on the table—but only if you know how to play the game. That’s where I come in.
 
📩 Let’s connect. Whether you’re thinking about buying your first home, moving up, or considering investment opportunities, now’s the time to talk strategy. Shoot me a reply, call, or text—let’s put a plan in motion before the market shifts again.
 
Just reply to this email or click below to email me.
 
Let's make sure you’re not leaving money on the table. Call me. 303.269.1617

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Matt Thomas
Matt Thomas

Consultant | Broker Associate | FAFA100030130

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