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 ...

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(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"}}}