Pending Home Sales Drop to Record Low in the Data, from Already Low Levels, on Big Drops in the South & Midwest by Wolf Richter • Feb 19, 2026 • 71 Comments “Improving affordability conditions have yet to induce more buying activity”: National Association of Realtors.
Single-Family & Multifamily Construction: Bring on the Supply just as Population Growth Slows to a Crawl by Wolf Richter • Feb 18, 2026 • 45 Comments This is precisely what this overpriced and frozen housing market needs.
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 • 54 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 • 39 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.
