Archive - CalculatedRisk Newsletter

Preliminary 2025 Housing Forecasts

Towards the end of each year, I collect some housing forecasts for the following year - and also provide my own outlook.

Nov 22 •

CalculatedRisk by Bill McBride

NAR: Existing-Home Sales Increased to 3.96 million SAAR in October

Median House Prices Increased 4.0% Year-over-Year

Nov 21 •

CalculatedRisk by Bill McBride

California Home Sales Up 9.5% SA YoY in October

Look for First Year-over-year National Existing Home Sales Gain Since August 2021

Nov 20 •

CalculatedRisk by Bill McBride

Housing Starts Decreased to 1.311 million Annual Rate in October

From the Census Bureau: Permits, Starts and Completions

Nov 19 •

CalculatedRisk by Bill McBride

3rd Look at Local Housing Markets in October

First Year-over-year Sales Gain Since August 2021

Nov 18 •

CalculatedRisk by Bill McBride

Lawler: Early Read on Existing Home Sales in October

First Year-over-year gain in Existing Home Sales since August 2021

Nov 15 •

CalculatedRisk by Bill McBride

Part 2: Current State of the Housing Market; Overview for mid-November 2024

Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-November 2024 I reviewed home inventory, housing starts and sales.

Nov 15 •

CalculatedRisk by Bill McBride

Part 1: Current State of the Housing Market; Overview for mid-November 2024

This 2-part overview for mid-November provides a snapshot of the current housing market.

Nov 14 •

CalculatedRisk by Bill McBride

NY Fed: Mortgage Originations by Credit Score, Delinquencies Increase, Foreclosures Remain Low

The NY Fed released the Q3 Quarterly Report on Household Debt and Credit this morning.

Nov 13 •

CalculatedRisk by Bill McBride

2nd Look at Local Housing Markets in October

First Year-over-year Sales Gain Since August 2021

Nov 12 •

CalculatedRisk by Bill McBride

Watch Months-of-Supply!

Both inventory and sales are well below pre-pandemic levels, and I think we need to keep an eye on months-of-supply to forecast price changes.

Nov 11 •

CalculatedRisk by Bill McBride

MBA: Mortgage Delinquencies Decreased Slightly in Q3 2024

From the MBA: Mortgage Delinquencies Decrease Slightly in the Third Quarter of 2024, Up on Annual Basis

Nov 8 •

CalculatedRisk by Bill McBride

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