Home builders facing fresh scrutiny over their capital allocation priorities. Housing officials are pushing back hard against aggressive stock buyback programs, arguing the industry should be redirecting those billions toward actually making homes affordable. The message is clear: step up on affordability targets or face potential consequences. It's a policy shift that echoes through the broader financial market—when major industries get pressured to shift spending away from shareholder returns, ripple effects show up everywhere. For investors watching macro trends, this highlights the ongoing tension between corporate finance strategies and government policy priorities.