JPMorgan Says Lower Interest Rates Heal All for Homebuilders

May 1, 2019
Felice Maranz - Bloomberg

Homebuilder stocks may be poised to keep rallying, with investor optimism about lower interest rates likely priming them to overlook any possible disappointments in KB Home and Lennar Corp. earnings, JPMorgan’s Michael Rehaut wrote in a note.

A lower 10-year Treasury yield “heals all wounds,” Rehaut said.



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