CalculatedRisk Newsletter
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Housing: Don't Compare the Current Housing Boom to the Bubble and Bust
Look instead at the 1978 to 1982 period for lessons
CalculatedRisk by Bill McBride
Mar 31, 2022
72
Share this post
Housing: Don't Compare the Current Housing Boom to the Bubble and Bust
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
House Prices: 7 Years in Purgatory
10%+ Nominal Price Declines Now Seem Likely
CalculatedRisk by Bill McBride
Oct 4, 2022
56
Share this post
House Prices: 7 Years in Purgatory
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
What will Happen with House Prices?
It is clear that over the next year house price growth will slow from the torrid 20% year-over-year (YoY) pace in February (and likely also in the March…
CalculatedRisk by Bill McBride
May 13, 2022
31
Share this post
What will Happen with House Prices?
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
The Housing Bubble and Mortgage Debt as a Percent of GDP
In a 2005 post, I included a graph of household mortgage debt as a percent of GDP. Several readers asked if I could update the graph. First, from…
CalculatedRisk by Bill McBride
Jan 16
17
Share this post
The Housing Bubble and Mortgage Debt as a Percent of GDP
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
2023 Housing Forecasts
Towards the end of each year, I collect some housing forecasts for the following year. For comparison, new home sales in 2022 will probably be around…
CalculatedRisk by Bill McBride
Dec 8, 2022
25
Share this post
2023 Housing Forecasts
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
Question #9 for 2023: What will happen with house prices in 2023?
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house…
CalculatedRisk by Bill McBride
Jan 2
19
Share this post
Question #9 for 2023: What will happen with house prices in 2023?
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
Inflation Adjusted House Prices 3.8% Below Peak
Houses are the least “affordable” since 1982 when 30-year mortgage rates were over 14%
CalculatedRisk by Bill McBride
Dec 29, 2022
21
Share this post
Inflation Adjusted House Prices 3.8% Below Peak
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
Current State of the Housing Market
This is a market overview for mid-October
CalculatedRisk by Bill McBride
Oct 10, 2022
36
Share this post
Current State of the Housing Market
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
Lawler: Likely "Dramatic shift" in Household Formation has "Major implications" for 2023
Early Look at the 2022 CPS/ASEC Household Data
CalculatedRisk by Bill McBride
Nov 22, 2022
17
Share this post
Lawler: Likely "Dramatic shift" in Household Formation has "Major implications" for 2023
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
Current State of the Housing Market
This is a market overview for mid-July. First, two national mortgage lenders have recently closed: First Guaranty Mortgage Corp. and non-QM lender…
CalculatedRisk by Bill McBride
Jul 14, 2022
24
Share this post
Current State of the Housing Market
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
1.51 million Total Housing Completions in 2022 including Manufactured Homes; Most Since 2007
Completions Will Likely Increase Further in 2023
CalculatedRisk by Bill McBride
Jan 23
19
Share this post
1.51 million Total Housing Completions in 2022 including Manufactured Homes; Most Since 2007
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
Housing, Inflation and Why the Fed Should Consider a Pause
Expectations are the FOMC will announce a 50bp rate increase in the federal funds rate tomorrow and increase the "terminal rate" to 5-5.25%. However, it…
CalculatedRisk by Bill McBride
Dec 13, 2022
29
Share this post
Housing, Inflation and Why the Fed Should Consider a Pause
calculatedrisk.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts