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FYI: Homebuilder sentiment took a sharp turn higher this month, rising from 64 up to 68 and well ahead of consensus expectations for a reading of 64. While the magnitude of the beat seems large, there have been three other reports in the last year where sentiment saw as big or a bigger improvement relative to expectations. Regards, Ted https://www.bespokepremium.com/think-big-blog/homebuilder-sentiment-back-on-the-upswing/