I found it interesting that Lennar and KB both came out and said they were being squeezed by higher land and labor costs (basically saying they cannot afford to lower prices and may need to raise them).
This happening at a time when a lot the millennials will finally be looking to strike out on their own.
Commodities I think are being hit because of multiple reasons (unusually good crop yields and lower energy costs as well as slow down in china and Europe).
Will be an interesting year.