{"podcast":{"title":"Making Sense","slug":"making-sense-491900","podcast_index_feed_id":491900,"rss_url":"https://feed.podbean.com/marketmatters/feed.xml","website_url":"https://www.jpmorgan.com/country/US/en/jpmorgan","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_1400x140073n2r.png","author":"J.P. Morgan","episode_count":300,"summary":"“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/making-sense-491900"},"episode":{"title":"From stalling home prices to new reforms: Will US housing activity pick up?","slug":"from-stalling-home-prices-to-new-reforms-will-us-housing-activity-pick-up","published_at":"2026-03-10T20:01:56+00:00","page_url":"https://stenobird.com/podcast/making-sense-491900/from-stalling-home-prices-to-new-reforms-will-us-housing-activity-pick-up","show_page_url":"https://stenobird.com/podcast/making-sense-491900","url":"https://marketmatters.podbean.com/e/from-stalling-home-prices-to-new-reforms-will-us-housing-activity-pick-up/","audio_url":"https://mcdn.podbean.com/mf/web/q6tm6ganycbrmtis/0326_Research_Housing_Market_Podcast_FINALb77ho.mp3","summary":"In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, offer their take on the U.S. housing market. They examine current supply-demand dynamics, regional price trends and mortgage rates, which have remained elevated since 2022. Where are home prices headed, and how might new reforms alter the wider outlook? Plus, how are rental markets faring amid growing “rent fatigue”? This episode was recorded on March 2, 2026. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any oth…","meta_description":"In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, offer t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1003,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/making-sense-491900/episodes/from-stalling-home-prices-to-new-reforms-will-us-housing-activity-pick-up/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/making-sense-491900/from-stalling-home-prices-to-new-reforms-will-us-housing-activity-pick-up.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}