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

Benzinga01-19

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"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2604902325","isCrawlerRequest":true}