(https://www.marketwatch.com/story/these-are-the-toughest-places-in-america-to-sell-a-home-right-now-724bff2a?mod=mw_rss_topstories) in major metros. That sounds like local news until you realize it's a structural brake on home improvement spending. HD posted net margins of with revenue down 65.5% YoY — the company is already feeling friction. When housing transaction velocity collapses, discretionary remodel budgets don't just decline, they evaporate.

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