Logan Mohtashami

Inventory is down slightly year over year, but active supply near 1,540,000 and 4.6 months is holding price growth to 2.0% vs 3.2% wages.

Inventory is not rising sharply, prices are up 2.0% year over year and new listings remain below the 80,000 to 100,000 pre-2020 norm. Article Summary

1.28% growth isn't much, but something to keep an eye on if rates head higher Article Summary

Permits rose 5.0% in July to 1,443,000, but starts fell 12.4% to 1,239,000, signaling limited supply growth amid high rates.

Fed hawks argue AI data center investment is inflationary, supporting rate hike talk as unemployment holds at 4.1%.

They have levers to pull, but not before some issues get resolved Article Summary

July 2026 new home sales fell 10.5% to 607,000, down 6.3% year over year, as builders keep permits in check.

With mortgage rates above 6.64%, MBA purchase apps flipped negative year over year, and weekly pending sales fell to 66,177 vs 67,173.

The three things that matter now Article Summary Markets have already priced long end rate risk, leaving the next move tied to

With mortgage rates at 6.81%, new listings were 66,874 vs 63,762, inventory rose to 879,764, and price cuts were 42.10%.