Housing

Economic data and analysis related to Housing

SEP 17, 2026Housing Starts

Housing Supply Takes a Hit: August Completions Plunge 11.9% in Latest Census Report

The **September 17, 2026** Census Bureau release dropped a mixed bag on the housing market, but one figure stands out like a sore thumb: **housing completions cratered 11.9% month-over-month** in A...

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SEP 10, 2026Existing Home Sales

Housing Market Stalls: August Sales Drop Below 4 Million for First Time Since Mid-2025

The National Association of Realtors’ September 10, 2026 release delivered a sobering snapshot: existing-home sales fell **2.0% month-over-month** and **1.2% year-over-year** in August, sliding to ...

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AUG 31, 2026Housing Policy

Housing Market Momentum Hits the Brakes: FHFA Reports 2.1% Annual Growth but Quarterly Gains Slow Sharply (August 25, 2026)

The Federal Housing Finance Agency’s August 25, 2026 release paints a picture of a housing market caught between two narratives: **national house prices are up 2.1% year-over-year**, marking an acc...

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AUG 18, 2026Housing Starts

Housing Supply Stalls Despite Rising Permits: July 2026 Construction Data Expose Growing Market Strain

The Census Bureau’s August 18, 2026 housing report dropped a quietly alarming truth: while **building permits edged up 5.0% month-over-month and 3.1% year-over-year**, actual housing starts and com...

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AUG 11, 2026Existing Home Sales

Housing Market on a High-Price Plateau: July Sales Slip 1.7% Amid Lingering Affordability Strains (Press Release Date: 2026-08-11)

The National Association of Realtors’ July 2026 existing-home sales report, released August 11, paints a picture of a market caught in a delicate balancing act. Headlines highlight a modest **1.7% ...

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AUG 03, 2026Housing Policy

“Up 0.3%”: Why the July 28 FHFA House Price Release Oversells a Soft, Uneven Market

## PRESS RELEASE SUMMARY (AS OF 2026-07-28)

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JUL 17, 2026Housing Starts

19% Surge or Statistical Mirage? June Starts Hit 1.427M as Permits Slip and Error Bars Loom

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JUL 13, 2026Housing Policy

House Prices “Fall” 0.1%—But June 30 Release Quietly Lifts March and Leaves YoY at +2.0%

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JUL 09, 2026Existing Home Sales

Affordability Is Up, Access Isn’t: July 9 Release Shows Record $440,600 Median and 4.6 Months’ Supply

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JUN 16, 2026Housing Starts

Permits Whisper “Stable,” Starts Scream “-15.4%”: Housing’s Pipeline Mismatch in the July 17 Release

## PRESS RELEASE SUMMARY

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JUN 09, 2026Existing Home Sales

Sales Up 3.2%, Inventory Up 3.3%: The 2026-06-09 Housing Release Talks Affordability While Rates Tick Higher

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JUN 01, 2026Housing Policy

House Prices Up 1.7%—But 35 Big Metros Fell: What the 2026-05-26 Release Doesn’t Say Out Loud

The official release on **2026-05-26** led with a reassuring headline: **U.S. house prices rose**—**+1.7% year-over-year**, **+0.5% quarter-over-quarter**, and **+0.1% in March**. Fair enough. But ...

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MAY 21, 2026Housing Starts

Permits Pop, Single-Family Slips: April’s Housing Starts Lean on Backlog, Not New Demand

## PRESS RELEASE SUMMARY

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MAY 11, 2026Existing Home Sales

Affordability Tale Meets Flat Sales: April Existing‑Home Sales Nudge +0.2% to 4.02M SAAR as Inventory Jumps 5.8%

## PRESS RELEASE SUMMARY (May 11, 2026)

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MAY 04, 2026Housing Policy

Flat National, Fractured Reality: April 28 FHFA HPI Masks a −1.1% Mountain Drop and a Subtle YoY Re‑acceleration

The Federal Housing Finance Agency’s House Price Index release dated **April 28, 2026** led with “unchanged” for February. That framing misses two facts sitting in the same document: a **−1.1%** mo...

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APR 29, 2026Housing Starts

Starts “Up,” Pipeline Down: March Housing Leans on Backlog as Permits Fall 10.8%

## PRESS RELEASE SUMMARY

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APR 27, 2026Housing Policy

April 22 Credit Score Shake-Up: VantageScore 4.0 and FICO 10T Announced—With 0 Cost Evidence

## PRESS RELEASE SUMMARY

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APR 13, 2026Existing Home Sales

Inventory Climbs to 1.36M as Sales Fall 3.6%: April 13 Release Calls It “Tight,” the Data Disagrees

The April 13, 2026 press release paints a picture of “limited inventory” and rate headwinds squeezing buyers. The numbers tell a cooler story: **inventory rose to 1.36 million units (+3.0% month-ov...

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APR 06, 2026Housing Policy

House Prices “Rose” 0.1% in January—But Momentum Cooled as December Was Revised Up to 0.3% and YoY Slipped to 1.6%

## PRESS RELEASE SUMMARY

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MAR 23, 2026Housing Policy

ACV In, Evidence Out: The 03/18/2026 Insurance Release Promises Savings with 0 Metrics

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MAR 12, 2026Housing Starts

Starts Hit 1.487M as Permits Fall to 1.376M: March 12 Release Signals a Pipeline Draw, Not a Boom

The Census Bureau’s March 12, 2026 press release serves a headline sugar high—“starts up”—with a data caveat chaser. January’s total housing starts rose to **1,487,000 SAAR** (up **7.2% m/m**, **9....

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MAR 10, 2026Existing Home Sales

The “Rebound” That Isn’t: Existing-Home Sales Tick Up to 4.09M SAAR, Still −1.4% y/y as Tightness Persists

## PRESS RELEASE SUMMARY (March 10, 2026)

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MAR 02, 2026Housing Policy

The 1.8% Headline vs a +0.1% December: FHFA’s 2026-02-24 Release Tells Two Stories

## PRESS RELEASE SUMMARY

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FEB 18, 2026Housing Starts

Housing Starts Up 6.2%? The Confidence Interval Says “Maybe Not”

## PRESS RELEASE SUMMARY

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FEB 16, 2026Housing Policy

Headline Strength, Hidden Soft Spots: FHFA Says Prices Up 0.6% in November, Yet Pacific Still -0.4% YoY

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FEB 12, 2026existing_home_sales

Affordability Up, Sales Down 8.4%: January Housing Math Doesn’t Balance

## PRESS RELEASE SUMMARY (February 12, 2026)

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JAN 26, 2026housing_policy

Clean Audit, Fuzzy Mission: FHFA’s Jan 23, 2026 Release Claims FY2025 “Success” Without a Single Metric

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JAN 09, 2026housing_starts

The Statistically Significant Story: Housing Completions Fell 15.3% YoY While Starts Spin Steals the Spotlight

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JAN 05, 2026housing_policy

House Prices Up 0.4% in October—but Momentum Cools to 1.7% YoY and September Slips -0.1%

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DEC 29, 2025data-driven

Dec 23 “Affordable Housing” Goals, Zero Metrics: Prices Up 2.3% YoY While Policy Goes Data-Light

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DEC 20, 2025existing_home_sales

Sales Up 0.5% to 4.13M SAAR, But Year-Over-Year Still Negative: December 19 Release Buries the Lede

## PRESS RELEASE SUMMARY (December 19, 2025)

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DEC 16, 2025housing_policy

“Prices Down” Meets +0.4%: December 10 Release Collides with FHFA House Price Data

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