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The Bar is Too High with Housing Fundamentals Still Falling: Previewing Tomorrow's Toll Brothers Print

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Consensus Media
Aug 19, 2025
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Is the bar high for Toll earnings tomorrow? Yes, yes it is.

Investors sniffed the possibility of a more aggressive Fed rate cutting path and ran wild of late bidding up everything housing. Take a look at just how far Toll ran, noting that Toll is now back in the black YTD at +5%:

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