Sales of Single-Family Homes Plunged (even in the West in Warm Weather), Supply Surged, Median Price Nearly Flat YoY by Wolf Richter • Feb 12, 2026 • 46 Comments Demand destruction continues after the price explosion from mid-2020 to mid-2022.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q4 2025 by Wolf Richter • Feb 12, 2026 • 37 Comments One of the most fundamental changes resulting from the Financial Crisis was the transfer of mortgage risk from banks to taxpayers.
California’s Population Declines Again, -200,000 since 2020: Relief for “Housing Shortage” as Homes Keep Getting Built by Wolf Richter • Jan 29, 2026 • 118 Comments Home prices in California are down 2% year-over-year and roughly unchanged since July 2022.
Population Growth Slows to Crawl, Net Migration May Turn “Negative”: Census Bureau’s New Population Estimates by Wolf Richter • Jan 27, 2026 • 150 Comments Hugely important for housing, employment, and consumer spending.
US Government Struggles to Keep a Lid on 10-Year Treasury Yield and Mortgage Rates by Wolf Richter • Jan 25, 2026 • 108 Comments The “rate check” on Friday to put a floor under the yen was the latest step.
Pending Home Sales Plunge across the US. Midwest Sees Worst Sales on Record, Northeast 2nd Worst by Wolf Richter • Jan 21, 2026 • 134 Comments For the US overall, worst sales for any December on record. The housing market took a bad turn, from already low levels.
Condo Prices Now Below 2005-2007 Housing Bubble Peaks in 8 Cities, including Oakland, Chicago, and 2 Cities in Florida by Wolf Richter • Jan 16, 2026 • 28 Comments Condos are subject to huge booms and busts. But these cities are more special than others, so to speak.
The Most Splendid Housing Bubbles in Canada, Dec 2025: Single-Family & Condo Prices Hit Multi-Year Lows in Toronto, Spike in Montreal, Quebec by Wolf Richter • Jan 15, 2026 • 10 Comments In between: Vancouver, Victoria, Hamilton-Burlington, Calgary, Ottawa, Halifax, Edmonton, Winnipeg.
Sales of Existing Homes in 2025 Drop to Lowest since 1995, Sellers Massively Yank Listings off the Market, Waiting for Spring by Wolf Richter • Jan 14, 2026 • 69 Comments Single-family home sales edged up in 2025, condo sales dropped further.
“Locked-in” Homeowners Nevertheless Pay Off Below-4% Mortgages: their Share Drops to Lowest since Q4 2020 by Wolf Richter • Jan 3, 2026 • 109 Comments Slowly unwinding a phenomenon that wrecked the housing market.
