Trump to Seize on Employment Figures: A Critical Time for the Federal Reserve.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Source: Barron's
Trump's Cameo in Home Alone 2: President Donald Trump made a brief appearance in the film, giving directions to the character Kevin, played by Macaulay Culkin.
Potential Fed Chair Candidates: Trump is now looking to influence the selection of the next Federal Reserve chair, with Kevin Hassett and Kevin Warsh being the likely candidates.
Impact on Interest Rate Forecasting: Trump's involvement in the selection process could complicate predictions regarding interest rates, especially with significant economic data expected this week.
Economic Context: The current economic climate is characterized by a flurry of data releases, which may be affected by the upcoming changes in Fed leadership.
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Analyst Views on LEN
Wall Street analysts forecast LEN stock price to rise
13 Analyst Rating
0 Buy
7 Hold
6 Sell
Moderate Sell
Current: 99.940
Low
80.00
Averages
101.18
High
125.00
Current: 99.940
Low
80.00
Averages
101.18
High
125.00
About LEN
Lennar Corporation is a homebuilder and an originator of residential and commercial mortgage loans. The Company is also a provider of title insurance and closing services, and a developer of multifamily rental properties. The Company's segments include Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar others. Its Homebuilding segments primarily include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through its unconsolidated entities. The Company's Financial Services segment primarily provides mortgage financing, title and closing services primarily for buyers of its homes, as well as property and casualty insurance. The Company’s Multifamily segment is involved in the development, construction and property management of multifamily rental properties. its Lennar Other segment includes fund investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
February Home Sales Show Modest Rebound Amid Challenges
- Sales Increase: Existing home sales in February rose by 1.7% from January to an annualized rate of 4.09 million units, according to the National Association of Realtors, although this reflects a 1.4% decline year-over-year, indicating ongoing market weakness.
- Wage vs. Price Growth: Chief Economist Lawrence Yun highlighted that wage growth is now outpacing home price growth by nearly four percentage points, and while mortgage rates are significantly lower than last year, actual housing demand remains muted.
- Inventory Levels: There were 1.29 million units for sale at the end of February, a 2.4% increase from January, yet this remains below the six-month supply considered balanced, reflecting a sluggish supply growth trend.
- First-Time Buyer Share: First-time buyers accounted for 34% of total sales, up from 31% a year ago, indicating an increase in market participation among new buyers despite low inventory and high prices.
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Earnings Season Strong, Investors Eye AI-Driven Demand
- Earnings Season Dynamics: This week’s earnings season is strong, with retailers, tech giants, and AI winners taking center stage, as investors closely monitor how guidance and AI-driven demand will shape market direction.
- Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) saw a 68% surge last quarter, and investors are keen to see if its massive $523 billion contract backlog is beginning to translate into realized revenue, particularly as capital expenditures soar.
- UiPath Earnings Expectations: UiPath is set to report after Wednesday’s close, with analysts expecting earnings of 26 cents per share on revenue of $464.49 million, as investors will focus on the durability of growth and profitability stabilization and the impact of AI on net new ARR.
- Adobe Earnings Outlook: Adobe anticipates earnings of $5.87 per share and revenue of approximately $6.28 billion, reflecting a year-over-year increase of about 10%, with investors watching how generative AI features drive upside in net new ARR and Digital Media growth.
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Opendoor Accelerates Acquisitions and Restructuring Efforts
- Acquisition Acceleration: Opendoor's weekly home acquisitions surged from approximately 131 to 442, indicating a proactive market expansion despite the stock's 50% decline since last September, reflecting skepticism about its growth potential.
- Organizational Restructuring: Under new CEO Kaz Nejatian, Opendoor has reduced its workforce by 40%, aiming to enhance operational efficiency, although Wall Street has not fully accounted for the operational leverage from these cuts.
- Mortgage Business Innovation: The launch of a 4.99% mortgage rate product and the acquisition of HomeBuyer.com could serve as key growth drivers for Opendoor's mortgage business, despite market skepticism regarding subsidized mortgages.
- Market Sentiment Decline: Despite Nejatian's acceleration on several fronts, retail traders' interest in Opendoor has waned, with Stocktwits sentiment predominantly bearish over the past three months and message volume declining by 87% in the last 30 days, indicating a pullback in retail activity.
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Key Focus This Week: Inflation and Labor Reports, Oracle, Hewlett Packard, Adobe, and More
Market Concerns: Wall Street is apprehensive about stagflation due to a surprising decline in nonfarm payrolls and rising oil prices.
Upcoming Data: Investors are anticipating significant data releases that will provide insights into price growth trends.
See More
U.S. Housing Affordability Gradually Improves
- Increased Buying Power: According to Zillow, U.S. households with a median income of approximately $86,300 can now afford a home priced at $331,483, which is an increase of $30,302 from last year, allowing buyers to access better neighborhoods or larger homes.
- Interest Rate Impact: Although the average rate for a 30-year fixed mortgage has risen from 5.99% to 6.14%, it remains lower than last year's 6.79%, and this gradual decline still enables buyers to save about $1,000 annually, enhancing their purchasing power.
- Income Requirement Changes: The NAR's affordability index indicates that buyers need an annual income of $94,032 to afford a median-priced single-family home at $400,300, which is a decrease from last year, reflecting slight market improvement but still below actual home prices.
- Market Supply and Demand: Despite a 6% increase in available homes, a broader housing shortage persists, and more potential buyers entering the market could drive prices up, as noted by NAR's chief economist, emphasizing the need for increased housing supply to prevent further price hikes.
See More
Stocks Decline Amid Concerns of Stagflation and Rising Oil Prices
- Market Response: Stock markets have shown resilience despite ongoing conflicts in the Middle East.
- Economic Concerns: Domestic economic issues may pose a greater challenge than international conflicts.
See More
February Home Sales Show Modest Rebound Amid Challenges
- Sales Increase: Existing home sales in February rose by 1.7% from January to an annualized rate of 4.09 million units, according to the National Association of Realtors, although this reflects a 1.4% decline year-over-year, indicating ongoing market weakness.
- Wage vs. Price Growth: Chief Economist Lawrence Yun highlighted that wage growth is now outpacing home price growth by nearly four percentage points, and while mortgage rates are significantly lower than last year, actual housing demand remains muted.
- Inventory Levels: There were 1.29 million units for sale at the end of February, a 2.4% increase from January, yet this remains below the six-month supply considered balanced, reflecting a sluggish supply growth trend.
- First-Time Buyer Share: First-time buyers accounted for 34% of total sales, up from 31% a year ago, indicating an increase in market participation among new buyers despite low inventory and high prices.
See More
Earnings Season Strong, Investors Eye AI-Driven Demand
- Earnings Season Dynamics: This week’s earnings season is strong, with retailers, tech giants, and AI winners taking center stage, as investors closely monitor how guidance and AI-driven demand will shape market direction.
- Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) saw a 68% surge last quarter, and investors are keen to see if its massive $523 billion contract backlog is beginning to translate into realized revenue, particularly as capital expenditures soar.
- UiPath Earnings Expectations: UiPath is set to report after Wednesday’s close, with analysts expecting earnings of 26 cents per share on revenue of $464.49 million, as investors will focus on the durability of growth and profitability stabilization and the impact of AI on net new ARR.
- Adobe Earnings Outlook: Adobe anticipates earnings of $5.87 per share and revenue of approximately $6.28 billion, reflecting a year-over-year increase of about 10%, with investors watching how generative AI features drive upside in net new ARR and Digital Media growth.
See More
Opendoor Accelerates Acquisitions and Restructuring Efforts
- Acquisition Acceleration: Opendoor's weekly home acquisitions surged from approximately 131 to 442, indicating a proactive market expansion despite the stock's 50% decline since last September, reflecting skepticism about its growth potential.
- Organizational Restructuring: Under new CEO Kaz Nejatian, Opendoor has reduced its workforce by 40%, aiming to enhance operational efficiency, although Wall Street has not fully accounted for the operational leverage from these cuts.
- Mortgage Business Innovation: The launch of a 4.99% mortgage rate product and the acquisition of HomeBuyer.com could serve as key growth drivers for Opendoor's mortgage business, despite market skepticism regarding subsidized mortgages.
- Market Sentiment Decline: Despite Nejatian's acceleration on several fronts, retail traders' interest in Opendoor has waned, with Stocktwits sentiment predominantly bearish over the past three months and message volume declining by 87% in the last 30 days, indicating a pullback in retail activity.
See More
Key Focus This Week: Inflation and Labor Reports, Oracle, Hewlett Packard, Adobe, and More
Market Concerns: Wall Street is apprehensive about stagflation due to a surprising decline in nonfarm payrolls and rising oil prices.
Upcoming Data: Investors are anticipating significant data releases that will provide insights into price growth trends.
See More
U.S. Housing Affordability Gradually Improves
- Increased Buying Power: According to Zillow, U.S. households with a median income of approximately $86,300 can now afford a home priced at $331,483, which is an increase of $30,302 from last year, allowing buyers to access better neighborhoods or larger homes.
- Interest Rate Impact: Although the average rate for a 30-year fixed mortgage has risen from 5.99% to 6.14%, it remains lower than last year's 6.79%, and this gradual decline still enables buyers to save about $1,000 annually, enhancing their purchasing power.
- Income Requirement Changes: The NAR's affordability index indicates that buyers need an annual income of $94,032 to afford a median-priced single-family home at $400,300, which is a decrease from last year, reflecting slight market improvement but still below actual home prices.
- Market Supply and Demand: Despite a 6% increase in available homes, a broader housing shortage persists, and more potential buyers entering the market could drive prices up, as noted by NAR's chief economist, emphasizing the need for increased housing supply to prevent further price hikes.
See More
Stocks Decline Amid Concerns of Stagflation and Rising Oil Prices
- Market Response: Stock markets have shown resilience despite ongoing conflicts in the Middle East.
- Economic Concerns: Domestic economic issues may pose a greater challenge than international conflicts.
See More
