In the following video, Motley Fool financial analysts David Hanson and Matt Koppenheffer talk about the continuing upward trend for housing starts and home prices, and discuss whether or not this translates into big banks continuing their tear from last year.
David tells investors that while much of the banking boom from last year for big banks was driven by mortgage banking, much of that was related to homeowners taking advantage of the current temporary low interest rates to refinance their mortgages. David takes a look at what this means for banking investors in the short term vs. the long term.
