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3rd Mar 2026 11:27USDaily Monitor
  • The housing sector typically see the earliest and biggest boost from looser Fed policy…
  • …But homebuilders face considerable headwinds, even if mortgage rates continue to fall. 
  • These constraints will blunt the boost from easier policy, making additional rate cuts more likely. 

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Keywords for: 5 March 2026 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence