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Conor Sen highlights that Florida and Texas, which were among the first states to experience a decline in housing markets, are now showing signs of recovery. Inventory is decreasing, homebuilder backlogs are increasing again, and job growth in these regions is starting to turn upward.
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Conor Sen has recently noted that growth in goods-producing jobs has turned positive after 2025, while government job growth remains sharply negative, as detailed in his analysis of labor trends. He also suggested that FOMC members may soon recognize broader pressures on growth and inflation, according to a recent commentary on monetary policy. These observations provide context to the emerging recovery in Florida and Texas housing markets.