The REconomy Podcast

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New Year, New Housing Market? Resolutions for 2026 - EP 132 Jan 01, 2026

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In this New Year’s episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi offer their “resolutions” for the 2026 housing market. From mortgage rates that may remain above 6 percent to gradual improvements in affordability, inventory, and sales activity, 2026 resolves to trend toward normalization amid a still-solid macroeconomic landscape. Don’t miss a single REconomy episode, subscribe today.

Homeownership Steals the Scene in the Holiday Movie Classics (Special Holiday Edition) Dec 23, 2025

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In this special holiday episode of The REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi unwrap the hidden homeownership themes threaded throughout some of the most iconic holiday movie classics. From It’s a Wonderful Life to Home Alone to The Holiday, and Christmas Vacation, homeownership is more than a backdrop, it is the emotional core of the American story. Don’t miss a single REconomy episode, subscribe today.

Commercial Real Estate Turns a Corner: What to Expect in 2026 - EP 131 Dec 18, 2025

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi dig into the 2026 outlook for commercial real estate (CRE) with senior economist Xander Snyder, who identified five forces that will shape the CRE market as its nascent recovery accelerates. Stabilizing prices, rising sales activity, rebounding refinancing volumes, increasing distress resolution, and lenders pivoting from defense to offense signal that 2026 may be the year the CRE recovery truly starts to feel like one. Don’t miss a single REconomy episode, subscribe today.

Will the Fed side with Snow Miser or Heat Miser on Rates? - EP 130 Dec 04, 2025

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In this holiday-themed episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi channel the classic Heat Miser and Snow Miser characters from The Year Without Santa Claus to debate the Federal Reserve’s upcoming December rate decision. From cooling shelter inflation and moderating wage growth to tariff-driven price pressures and a softening labor market, they break down the mixed signals shaping the Fed’s interest rate dilemma. Mark and Odeta make the case why the Fed may lean toward some Heat Miser rate-cut warmth or adopt some Snow Miser restraint heading into 2026. Don’t miss a single REconomy episode, subscribe today.

The Grateful Eight – A Thanksgiving Recipe for Housing Market Optimism - EP 129 Nov 20, 2025

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In this Thanksgiving-themed episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi carve up the 2025 housing market trends they’re thankful for. From easing mortgage rates and improving affordability to growing inventory and demographic tailwinds, they highlight ‘grateful eight’ reasons for housing market optimism. Don’t miss a single REconomy episode, subscribe today.

Bubble Busters – Debunking the Scariest Housing Headlines - EP 128 Nov 06, 2025

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi shine a light on the housing market’s scariest headlines, exposing the myths shrouding reality. They explain why slowing price growth, a modest uptick in delinquencies, and low sales volumes point to a market that’s steadily rebalancing, rather than crashing. Don’t miss a single REconomy episode, subscribe today.

Can We All Just De-Stress About Distress in Commercial Real Estate? - EP 127 Oct 24, 2025

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In this episode of the REconomy Podcast™, Deputy Chief Economist Odeta Kushi and Senior Commercial Economist Xander Snyder break down whether the commercial real estate market has reached peak distress, explaining why shifts in debt maturities, delinquency rates and sales activity across asset classes may offer a glimmer of optimism.

Why the Housing Market Recovery is Less Reliant on Federal Reserve Rate Cuts than Many Believe - EP 126 Oct 09, 2025

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi break down why Federal Reserve rate cuts don’t always translate into lower mortgage rates and how today’s complex economic environment may make the housing market less rate sensitive than many believe.

Don’t miss a single REconomy episode, subscribe today.

Housing Affordability Through the Lens of History and the NFL - EP 125 Sep 25, 2025

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi explore the state of housing affordability through the lens of history and even the NFL. They compare affordability levels today with those from the late 1970s and early 1980s, revealing why the “cheaper” homes of the past weren’t necessarily more affordable, and highlight the results of the 2025 Affordability Bowl, which ranks first-time home buyer affordability across NFL divisions.

Don’t miss a single REconomy episode, subscribe today.

Flight to Quality or Softening Demand? What’s Driving the Shift in the Industrial CRE Market - EP 124 Sep 11, 2025

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In this episode of The REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi welcome back Senior Commercial Real Estate Economist Xander Snyder to discuss the shifting dynamics within the industrial real estate market. Net absorption for industrial turned negative for the first time in 15 years, a clear signal of a rebalancing market, but a closer look indicates long-term support for industrial demand.

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