Archive - CalculatedRisk Newsletter

Housing: Don't Compare the Current Housing Boom to the Bubble and Bust

Look instead at the 1978 to 1982 period for lessons

Mar 31, 2022 •

CalculatedRisk by Bill McBride

House Prices: 7 Years in Purgatory

10%+ Nominal Price Declines Now Seem Likely

Oct 4, 2022 •

CalculatedRisk by Bill McBride

Update: The Housing Bubble and Mortgage Debt as a Percent of GDP

A year ago, I wrote The Housing Bubble and Mortgage Debt as a Percent of GDP. Here is an update to a couple of graphs. The bottom line remains the same…

Jan 15, 2024 •

CalculatedRisk by Bill McBride

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…

May 13, 2022 •

CalculatedRisk by Bill McBride

"The deal of the Century ..."

Best to all Veterans

Nov 11, 2023 •

CalculatedRisk by Bill McBride

Moody's: Apartment Vacancy Rate increased in Q4; Office Vacancy Rate in "Uncharted Territory" at Record High

Apartment Net Absorption "Plummeted" in Q4

Jan 8, 2024 •

CalculatedRisk by Bill McBride

Question #9 for 2024: What will happen with house prices in 2024?

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house…

Jan 2, 2024 •

CalculatedRisk by Bill McBride

Question #10 for 2024: Will inventory increase further in 2024?

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house…

Dec 29, 2023 •

CalculatedRisk by Bill McBride

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

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

Jan 10, 2024 •

CalculatedRisk by Bill McBride

FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores

Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value…

Dec 26, 2023 •

CalculatedRisk by Bill McBride

NMHC: "Apartment Market Continues to Loosen"

Leading indicator for Rents and Apartment Vacancies suggests more weakness for Apartments

Jan 22, 2024 •

CalculatedRisk by Bill McBride

Has Housing "Bottomed"?

There are Two Bottoms for Residential Real Estate

Jan 27, 2023 •

CalculatedRisk by Bill McBride

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