U.S. housing prices rose 2.9% annually in Q2 2025 but show signs of flattening, with regional disparities evident. Higher mortgage rates and affordability issues are curbing discretionary spending, impacting leisure sectors negatively. Banking faces risks from commercial real estate exposure, especially regional banks, while large-cap banks remain more resilient. Investors should underweight leisure, favor defensive sectors, and selectively allocate to well-capitalized banks amid this uneven market.
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