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.
Producer Price Inflation Explodes as the Services PPI Blows Out on Top of the Energy Price Spike by Wolf Richter • May 13, 2026 • 121 Comments This is a massive amount of inflation that companies are passing on to each other through much of the economy.
Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Foreclosures, Collections & Bankruptcies in Q1 2026 by Wolf Richter • May 12, 2026 • 55 Comments Americans and their Debts: Student loans that suddenly have to be repaid again fueled overall delinquency rates.
CPI Inflation Blows Past Fed Rates as Core Services, Gasoline, Electricity, and Food Spike. Fed’s “Real” Rates Are now Negative by Wolf Richter • May 12, 2026 • 115 Comments The Bureau of Labor Statistics finally corrected part of the CPI distortions in September, October, and November.
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.
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.
Inflation in the Entire US economy Is Rocking and Rolling, and It’s Not Just Energy by Wolf Richter • Apr 30, 2026 • 140 Comments The 6-month core services PCE inflation index, accelerating since August, hit 3.7% annualized. Chip prices and software wreak havoc amid consumer electronics.
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.
Two More Imploded Real-Estate Brokerage Stocks Tie the Knot: REMAX -85% from Peak, Real Brokerage -70% by Wolf Richter • Apr 27, 2026 • 37 Comments Been brutal for real-estate stocks plunging from overhyped or meme-stock valuations amid thick losses, lots of debt, and a frozen housing market: Compass, Redfin, Anywhere Real Estate, eXp, and Douglas Elliman.
