ALL THE CREDIT | EPISODE 64

As the post-COVID boom in housing activity transitions toward more normalized market conditions, PGIM assesses the state of the U.S. housing market. Hear our experts dissect housing fundamentals, as persistent affordability challenges and a cooler labor market collide with a structural shortage of homes and the onset of a Fed rate cutting cycle.

PGIM’s Brian Barnhurst, CFA, Global Head of Credit Research, hosts this discussion with Kaustub Samant, Head of Securitized Products Research, and John Maxwell, U.S. Leveraged Finance Credit Research Analyst.

Recorded on September 24, 2025.