The Julia La Roche Show · Saturday, September 19, 2026
Chris Whalen forecasts significant turmoil in the housing sector, predicting "death and destruction" for companies and an increase in default rates. He attributes this to persistent inflation, which he believes will prevent the Fed from intervening with lower interest rates as they have in the past.
“But I can tell you in the housing sector, we're going to see death and destruction this year and next.”
“Companies are going to go out of business. We're going to see higher default rates.”
“And this is something I've been focusing a lot on with my clients and with people in the industry.”