Lennar Further Cuts Average Sales Price of New Homes, to Lowest since 2017, -25% from Peak: That’s what this Housing Market Needs by Wolf Richter • Dec 17, 2025 • 65 Comments Lower prices & lots of new supply. Deliveries & backlog rose. Profit margins, profits, & shares plunged.Â
The Fed Should Look at Private-Sector Jobs Growth and Not Get Distracted by the Massive Federal Government Job Cuts by Wolf Richter • Dec 16, 2025 • 88 Comments Federal government slashed 172,000 jobs in 3 months, Private Sector gained 225,000, the most since May.
THANK YOU đź’– for Your Wonderful Support of WOLF STREET!!! And if You Missed the Fall Reminder: Please Donate by Wolf Richter • Dec 11, 2025 • 11 Comments Your support keeps Wolf Street open to all, not hidden behind a paywall, to reach the largest audience possible.
Layoffs Show No Signs of a Weakening Labor Market by Wolf Richter • Dec 11, 2025 • 47 Comments If the labor market is weakening, it’s on the job-creation side of the equation, maybe in part due to AI.
Why the Fed’s “Reserve Management Purchases” Are Not QE by Wolf Richter • Dec 11, 2025 • 54 Comments The Fed reverts to pre-2009 balance sheet management where the balance sheet grows with or less than the economy.
NAR Says Typical First-Time Homebuyer Age Was 40 in 2025, up from 33 in 2021. But Is this Accurate? by Wolf Richter • Dec 5, 2025 • 65 Comments A narrative gets debunked. The affordability crisis remains.
AI-Spending War and AI-Debt Pile-Up Could Squeeze Share Buybacks by Wolf Richter • Nov 24, 2025 • 95 Comments Apple, Alphabet, Microsoft, Oracle, Meta, and Nvidia spent $1.1 trillion on share buybacks in 5 years to pump up their shares. That’s at risk.
The 14 Bigger Cities & Counties with the Biggest Price Declines of Single-Family Homes (-10% to -25%) from Peak to October by Wolf Richter • Nov 23, 2025 • 49 Comments Oakland, Austin, New Orleans, Manhattan, Lee County (Cape Coral, Fort Myers), Sarasota County, San Francisco, Birmingham, Washington DC, Denver, Phoenix, Contra Costa County…
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q3 2025 by Wolf Richter • Nov 21, 2025 • 78 Comments Despite all moaning and groaning and sour feelings in consumer land, credit card delinquency rates improved further.
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Large Expensive Metros in October 2025 by Wolf Richter • Nov 16, 2025 • 67 Comments Prices fell year-over-year in 22 of the 33 metros. In 9 of the 33, prices rose to new highs.
