Send us a text The numbers shouldn’t look like this—and yet they do. A projected trade deficit gets sliced nearly in half, imports fall, exports rise, and we’re left asking whether tariffs and domestic substitution are quietly reshaping the real economy. We take that momentum into the mortgage market, where a proposed $200B purchase of mortgage bonds by Fannie and Freddie could pull rates down and, more importantly, tweak the way new money enters the system. If housing finance is a primary en...