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Jan 19, 2026 12:00 AM

Trump's $200 Billion Mortgage Package Could Trigger A Rally In These Two Stocks, Says Steve Eisman: 'Like Threading An Elephant Through A Needle'

Investor Steve Eisman said that President Donald Trump's push to lower mortgage costs could ignite a sharp, short-term rally in these U.S. homebuilder stocks, even if the policies don't solve the market's deeper problems.

Two Homebuilders Set To Rally

On the Real Eisman Playbook podcast last week, Eisman said Trump's proposal to purchase $200 billion in mortgage-backed securities to push down borrowing costs could spark a fresh rally in homebuilder stocks. “Yes, they all rallied on Friday, but they could have more to go,” he said.

He highlighted two prominent stocks in the sector, Lennar Corp. (NYSE:LEN) and D.R. Horton Inc. (NYSE:DHI), which were beaten ...