Key Takeaways Builder sentiment held steady at 32 in September, with future sales expectations hitting a six-month high.Easing mortgage rates and anticipated Fed cuts are fueling cautious optimism among homebuilders.Homebuilders and suppliers like DHI, TOL, HD, LOW, and MAS have posted strong gains in the past 3 months.The U.S. housing market has been navigating a delicate balance between affordability headwinds and pent-up demand since mid-2022. Elevated mortgage rates, higher construction costs, and a coo ...