Ian Shepherdson Quotes

This report muddies the policy waters.

- Ian Shepherdson

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Report | Muddies | Policy | Waters |

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At last some good -- or at least not so bad -- news... don't change the overall trade picture, but we think the worst news is over. - Ian Shepherdson

Over the next few months we expect starts to strengthen as reconstruction begins on the Gulf Coast - the rise in permits may be an early sign - but elsewhere starts still need to lag sales. Demand is still huge but there are too many new homes for sale. - Ian Shepherdson

A big headline drop was always in the cards after the weather-assisted surge in January, which hugely boosted retail activity. - Ian Shepherdson