Sales of Existing Homes Drop to Worst March since 2009. West, South, Midwest, Northeast All Get Crushed. Supply Surges to Highest since 2016 by Wolf Richter • Apr 24, 2025 • 113 Comments The 3-year 50% price explosion caused epic demand destruction. Prices way too high. But mortgage rates back in the historically normal range above 6%.
Not Another Free Lunch: Don’t Let Fannie and Freddie Turn Back into GSEs by Edward Pinto and Alex Pollock • Apr 1, 2025 • 25 Comments “The risk is 99% public and the profit is 100% private.”
Could a Market Meltdown Trigger the Next Recession? by Wolf Richter • Mar 29, 2025 • 118 Comments Wolf Richter on Thoughtful Money.
Bad Settlements Beat Good Lawsuits: A CRE Landlord, a Restaurant, and Commercial Rents that Plunged by John McNellis • Mar 29, 2025 • 29 Comments Greed may not kill, but it does have a way of clouding one’s judgment.
American Risk Services is Looking for a Data Scientist. WOLF STREET Readers with this Background Take a Look by Wolf Richter • Nov 12, 2024 • 43 Comments If you, or someone you know, live in that world beyond spreadsheets, work in high level business analytics, understand basic data science, predictive modeling, forecasting, neural nets, etc., please read on.
Hurricanes Helene & Milton and the Boeing Strike Make Mess of Jobs Report. And Wages Surge by Wolf Richter • Nov 1, 2024 • 30 Comments Upon the data’s implications for inflation, the bond market puckered its lips: 10-year Treasury yield jumped to 4.35%, highest since early July.
Here Come the Vacant Homes: New Listings Jump when they Normally Drop in September, Active Listings Pile up, Listing Prices Drop below 2 Years Ago. Buyers on Strike, Prices too High by Wolf Richter • Oct 3, 2024 • 84 Comments Sellers coming out of the closet with their vacant homes. Active listings exploded the most in San Diego (+77%).
The Data Mess. Markets, Interest Rates & Inflation and There’s Still No Recession; Risks of Financialization & Overleverage by Wolf Richter • Aug 26, 2024 • 87 Comments Wolf Richter on Thoughtful Money.
Wolf Richter on Construction Disruption, Topped Off by: “What Keeps You Awake at Night” by Wolf Richter • Aug 18, 2024 • 79 Comments AI’s feared impact on CRE, the financialization of everything, including CRE, factory construction, supply chains, pricing pressures for automakers…
A Fed Rate Cut in September or More Wait-and-See? Is the US the Next Japan? Shakeout & Price Cuts in the Auto Industry? by Wolf Richter • Jul 29, 2024 • 49 Comments Wolf Richter on “This Week in Money.”
