Economic Trendspotting with Bloomberg’s Conor Sen

In this episode of the Top of Mind podcast, Mike Simonsen sits down with Bloomberg’s Conor Sen to talk about the big economic trends shaping the housing market. Conor shares his views on what to expect with interest rates, pinpoints key areas for strength in the economy, and looks at demographic shifts that will impact the housing market in the coming years. He also offers his take on how the election could affect the economy and what to watch for.

Here’s a glimpse of what you’ll learn: 

• What to expect for interest rates this year and why
• The key areas for strength in the economy and what that means for 2024
• What a shifting labor market means for real estate
• Recession risks and how to anticipate it
• Whether the “Vibecession” is over and we’re now in “Vibespansion”
• Why there is still room for supply chain improvements to help the economy
• How shifting millennial demographics will impact housing over the next 5 years
• When Boomers will finally sell their homes
• Why higher migration is a big theme right now, and what that means for housing and the economy
• Why home builders can finally “play offense” for the first time since 2005
• Election year impacts we should watch for

Related to this episode:

• Connect with Conor on LinkedIn
• Bloomberg
• Mike Simonsen on LinkedIn
• Altos Research

The Top of Mind Podcast is produced by Altos Research. Each week, Altos tracks every home for sale in the country – all the pricing, and all the changes in pricing – and synthesizes those analytics to make them available before becoming visible through traditional channels.