Highland Capital Sees 'Chinks' in Sub-Prime Auto Loans

The video discusses the current state of the auto loans market, highlighting weaknesses in subprime lending and the impact of increasing default rates. It also explores trends in the housing market, noting the effects of rising mortgage rates and low inventory on home buying. Additionally, the video examines the implications of the FOMC minutes, focusing on potential interest rate hikes and balance sheet adjustments, and their impact on the economy and yield curve.

What factors are contributing to the current weakness in the auto loans market?

In what ways could the auto industry impact the housing market?

How might rising interest rates affect household formations in the housing market?

What is the significance of the Affordable Affordability Index in the current economic context?

What challenges does new home construction face in the current market?