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The Household Mystery: Part II

The Household Mystery: Part II

CalculatedRisk by Bill McBride's avatar
CalculatedRisk by Bill McBride
May 25, 2022
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CalculatedRisk Newsletter
CalculatedRisk Newsletter
The Household Mystery: Part II
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Last year I wrote The Household Mystery and I noted:

Recently we’ve seen strong demand for both owner occupied and rental units. We can see this demand in rapidly rising home prices and in rents. This suggests a significant increase in household formation in 2021 (demand is increasing faster than supply).

It is no surprise that demand for homeownership h…

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