Trump's $200 Billion Mortgage Package Could Trigger A Rally In These Two Stocks, Says Steve Eisman: 'Like Threading An Elephant Through A Needle'

Benzinga

01/19

Investor Steve Eisman said that President Donald Trump's push to lower mortgage costs could ignite a sharp, short-term rally in these U.S. homebuilder stocks, even if the policies don't solve the ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2604902325"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2604902325\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2604902325?lang=zh_CN&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/01/18/Blue-Candlestick-Stock-Chart-With-Market.jpeg?optimize=medium&dpr=2&auto=webp&width=260","is_english":true,"pubTime":"2026-01-19 12:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2604902325","market":"hk","top_or_hot":-1,"title":"Trump's $200 Billion Mortgage Package Could Trigger A Rally In These Two Stocks, Says Steve Eisman: 'Like Threading An Elephant Through A Needle'","media":"Benzinga","content":"<div>\n<p>Investor Steve Eisman said that President Donald Trump's push to lower mortgage costs could ignite a sharp, short-term rally in these U.S. homebuilder stocks, even if the policies don't solve the ...</p>\n\n<a href=\"https://www.benzinga.com/markets/macro-economic-events/26/01/49986719/trumps-200-billion-mortgage-package-could-trigger-a-rally-in-these-two-stocks-says-steve-eisman-like-threading-an-elephant-through-a-needle\">网页链接</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump's $200 Billion Mortgage Package Could Trigger A Rally In These Two Stocks, Says Steve Eisman: 'Like Threading An Elephant Through A Needle'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump's $200 Billion Mortgage Package Could Trigger A Rally In These Two Stocks, Says Steve Eisman: 'Like Threading An Elephant Through A Needle'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-19 12:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/macro-economic-events/26/01/49986719/trumps-200-billion-mortgage-package-could-trigger-a-rally-in-these-two-stocks-says-steve-eisman-like-threading-an-elephant-through-a-needle><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investor Steve Eisman said that President Donald Trump's push to lower mortgage costs could ignite a sharp, short-term rally in these U.S. homebuilder stocks, even if the policies don't solve the ...</p>\n\n<a href=\"https://www.benzinga.com/markets/macro-economic-events/26/01/49986719/trumps-200-billion-mortgage-package-could-trigger-a-rally-in-these-two-stocks-says-steve-eisman-like-threading-an-elephant-through-a-needle\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0211331839.USD","symbol_name":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.benzinga.com/markets/macro-economic-events/26/01/49986719/trumps-200-billion-mortgage-package-could-trigger-a-rally-in-these-two-stocks-says-steve-eisman-like-threading-an-elephant-through-a-needle","article_id":"2604902325","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/01/18/Blue-Candlestick-Stock-Chart-With-Market.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/macro-economic-events/26/01/49986719/trumps-200-billion-mortgage-package-could-trigger-a-rally-in-these-two-stocks-says-steve-eisman-like-threading-an-elephant-through-a-needle","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604902325","pubTimestamp":1768796640,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Investor Steve Eisman said that President Donald Trump's push to lower mortgage costs could ignite a sharp, short-term rally in these U.S. homebuilder stocks, even if the policies don't solve the market's deeper problems.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","DHI":"霍顿房屋","LEN":"莱纳建筑公司","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4588":"碎股","BK4088":"住宅建筑","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4561":"索罗斯持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC"},"translate_title":"史蒂夫·艾斯曼(Steve Eisman)表示，特朗普2000亿美元的抵押贷款计划可能会引发这两只股票的反弹：“就像用针穿过大象一样”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LEN":1,"DHI":1},"content_text":"Investor Steve Eisman said that President Donald Trump's push to lower mortgage costs could ignite a sharp, short-term rally in these U.S. homebuilder stocks, even if the policies don't solve the market's deeper problems.\nOn the Real Eisman Playbook podcast last week, Eisman said Trump's proposal to purchase $200 billion in mortgage-backed securities to push down borrowing costs could spark a fresh rally in homebuilder stocks. “Yes, they all rallied on Friday, but they could have more to go,” he said.\nHe highlighted two prominent stocks in the sector, Lennar Corp. (NYSE:LEN) and D.R. Horton Inc. (NYSE:DHI), which were beaten down in 2025, but are now beginning to trend upward due to falling mortgage rates and their low valuations.\n“Mortgage rates are now down to 6%,” he said, adding that “if they can get down to 5 and a half, my guess is that existing home sales will improve and new home sales will too.”\nAccording to Eisman, given their low market capitalization, with D.R. Horton being the largest at $45 billion, “The stocks will go up more and faster than you might think,” which he likened to “threading an elephant through a needle.”\nHe, however, noted that Trump’s proposal was unlikely to fix the long-standing supply constraints facing U.S. housing, saying that they were all “at the local level,” with regulations making it difficult and expensive to build smaller homes.\nFollowing a slump in 2025, when leading homebuilding stocks witnessed pullbacks throughout the year, owing to high rates, tariffs and aggressive immigration enforcement, the segment is off to a great start in 2026, with significant policy momentum aligning in its favor. \nThe iShares US Home Construction ETF does poorly on Momentum in Benzinga’s Edge Stock Rankings, but has a favorable price trend in the short, medium and long terms.\nPhoto: mukul126 / Shutterstock","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}