Inflation Fears Soar to 1980s Levels, Consumer Sentiment Sharply Plummets

On The Market

BiggerPockets

News, Investing, Business, Education

4.8 • 820 Ratings

🗓️ 14 April 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Consumer confidence collapses, China flashes its “nuclear option,” Zillow goes after secret listings, and uh oh, renovations could get even pricier—what does it all mean for your investments? Americans are dealing with severe trade war whiplash, and it’s starting to show. Consumer sentiment has fallen off a cliff in the most recent reading, with many Americans fearful that inflation will spike back up, the economy will slow way down, and we’ll be stuck in economic quicksand. How close is this to reality, and if average Americans are panicking, what should investors do to keep their sanity and portfolios stable? It’s been quite a week, so we’re bringing you the biggest headlines from the housing market and more! Zillow fights to unlock some of the “gated” listings agents and brokers have been using to curate their clientele selectively. Don’t know what secret listings we’re talking about? There’s a good chance they were hidden from you, too! China holds the “nuclear option” that could end the trade war, but will they use it, knowing that it could quickly send a shockwave across the shore and straight into China’s own economy? Plus, are things really that bad? According to Americans…yes. Consumer sentiment is now hovering around ten-year lows. Flipper confidence could be next, as construction costs may rise due to tariffs. How do you protect your deals, no matter what’s coming down the pipeline? In This Episode We Cover China’s secret weapon against high tariffs (and whether they’ll actually use it) New consumer sentiment numbers that show just how bad Americans think the economy will get Inflation expectations and why many Americans are prepared for a return to constantly rising prices Zillow’s move to end listing gatekeeping and open up more housing options for ALL buyers James’ time-tested advice to take NOW if you’re renovating or flipping a home And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders Dave's BiggerPockets Profile Henry's BiggerPockets Profile James' BiggerPockets Profile Kathy's BiggerPockets Profile On The Market 310 - Mortgage Rates Fall Fast as Tariffs Trigger Mass Stock Selloff, Economy at Risk Grab Dave’s Newest Book, “Start with Strategy” Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-312 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The so-called Liberation Day tariffs have officially kicked in, sending shockwaves through the markets
0:05.7	and raising big questions for real estate investors.
0:09.6	Today, we're breaking down what all the recent news means for the economy, the housing market,
0:13.4	and for your portfolio.
0:20.0	I'm your host, Dave Meyer, and I am joined with our esteemed panel, Kathy Fecky, Henry Washington, and James Dainerd.
0:27.7	We're going to be diving into the latest headlines, sharing our hot takes, and helping you make sense of the madness.
0:34.1	Now, James, Henry, Kathy, are any of you just completely exhausted by the word tariff at this point?
0:39.4	I just can't.
0:40.5	I'm tired of saying the word.
0:42.2	You better get used to it.
0:43.6	I don't think you're going to stop hearing it for quite some time, my friend.
0:47.2	Well, welcome to all of you.
0:48.5	Thanks for being here.
0:49.5	And thank you all so much for listening.
0:50.8	In this episode, we are going to talk about tariffs. We're going to talk about a couple of other things as well. We'll start by talking about mortgage rates, because there's
0:59.0	some big swings to mortgage rates that, honestly, I didn't really think we're going to be
1:02.9	an immediate result of tariffs, but that is happening. We should talk about it. We'll also talk a bit
1:08.6	about how tariffs could impact construction costs, why consumer confidence in the U.S. is tanking. And'll also talk a bit about how tariffs could impact construction costs, why consumer
1:12.2	confidence in the U.S. is tanking, and we'll talk about how Zillow is pushing to make real
1:17.2	estate listings more exclusive. All right, let's jump into this. Kathy, you brought us our first
1:22.7	story here. You're going to take on the hard one here. So let us know what's on your mind.
1:28.2	All right. Well, I brought a kind of a, woo, a scary headline, I suppose you could say.
	...

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