Prices of Single-Family Homes already Down 10% to 26% in these 15 Bigger Cities: Every Market is Different by Wolf Richter • May 22, 2026 • 47 Comments San Francisco & Portland came off the list. Fort Worth & Aurora (CO) come on the list.
Bond Bloodbath Worsens on Inflation, Lax Fed, and Flood of New Debt. Mortgage Rates hit 6.75% by Wolf Richter • May 20, 2026 • 214 Comments Ugly trifecta that spooks the bond market. To soothe bond yields and mortgage rates, the Fed needs to hike, not “look through” inflation.
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, April 2026 by Wolf Richter • May 16, 2026 • 67 Comments Home prices fell year-over-year in 25 of the 33 big expensive cities in April, a bunch set multi-year lows, led by Oakland & Austin, down by 26% from 2022. Two set new highs.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q1 2026 by Wolf Richter • May 14, 2026 • 76 Comments Mortgage balances barely ticked up, but HELOCs soared.
Supply of Existing Single-Family Homes Rises to Highest in 10 Years, Condo Supply Highest since 2012, Sales in Deepfreeze by Wolf Richter • May 11, 2026 • 75 Comments April was another bad dud for spring selling season as supply continued to pile up.
Housing Bubble & Bust #1 and #2 as Seen through Employment at Mortgage Lenders and Mortgage Brokers by Wolf Richter • May 8, 2026 • 60 Comments Nonbank mortgage lenders shed 40% of their jobs this time, and loan brokers 38%. They react to demand, which collapsed.
Housing Market’s Crucial “Spring Selling Season” Is in Tatters by Wolf Richter • May 6, 2026 • 98 Comments For the 4th year in a row: Normal-ish mortgage rates, too-high prices, and the “lock-in effect” from the Fed’s reckless interest-rate repression.
New Single-Family Home Prices Drop Further amid Inventory Glut. But Lower Prices Beget Higher Sales by Wolf Richter • May 5, 2026 • 42 Comments Inventory in the South still sky-high, up 60% from March 2019. But homebuilders understand what it takes: lower prices and big incentives.
Gap between Single-Family Rents & Multifamily Rents Widens to Record as Multifamily under Pressure by Wolf Richter • May 1, 2026 • 70 Comments The big divergence of asking rents in 14 big metropolitan areas by single-family rentals and multifamily units.
Housing Unit Growth Far Outruns Population Growth: Vacant Units on the Market and the “Accidental Landlords” by Wolf Richter • Apr 28, 2026 • 92 Comments These dynamics are now moving in the right direction.
