John Sim
Head of Securitized Products Research at J.P. Morgan, providing expertise on mortgage markets, securitized products, and housing supply-demand dynamics.
Best podcasts with John Sim
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18 snips
Mar 10, 2026 • 17min
From stalling home prices to new reforms: Will U.S. housing activity pick up?
John Sim, head of Securitized Products Research at J.P. Morgan, brings mortgage-market and housing supply-demand expertise. He walks through recent price slowdowns and regional risks. He breaks down current mortgage and ARM dynamics, how pending bank capital reforms could shave rates, and thresholds that might revive sales. Rental market fatigue and single-family versus multifamily trends also come up.
13 snips
Apr 15, 2025 • 17min
From tariffs to tightness: What’s happening in the US housing market?
John Sim, head of Securitized Products Research at J.P. Morgan, untangles the intricate web of the U.S. housing market. The conversation dives into how tariffs impact construction costs and affect home prices. Sim discusses the locked-in mortgage rates benefiting current homeowners, while renters face growing affordability challenges. They also predict mortgage rates could drop to 5.75% by the end of 2025, amidst changing economic conditions. Finally, rising insurance costs and consistent tenant retention rates shape rental market dynamics.
