The Unassuming Economist

On cross-country:

• The Global Housing Market Is Broken, and It’s Dividing Entire Countries. The dream of owning a home is increasingly out of reach. Democratic and authoritarian governments alike are struggling with the consequences. – Bloomberg
• House prices a persistent pressure on euro zone inflation, ECB study shows – Reuters
• Urban Resilience – NBER  
• The role of macroprudential policies during economic crises – BIS

On the US:   

• Housing Market Expected to Stay Stable as COVID-era Protections End – Zillow
• Hot U.S. Housing Market Cooled Some in August. Existing-home sales dropped 2% from the prior month as buyers pulled back, supply tightened and prices eased – Wall Street Journal
• Biden Is Trying to Make Housing More Affordable. Without State Action, It’s Not Enough. – Barron’s
• How a Hot Housing Market Exacerbates Inequality. Homeownership is becoming even less attainable as bidding wars, cash offers and racist ideas about buyers further disadvantage people of color. – Bloomberg
• A New Housing Regulator Could Make The American Dream More Accessible For Millions – NPR
• Vacant Homes Aren’t Making Cities Expensive. And vacancy taxes won’t make them affordable. – Reason
• Americans Haven’t Been This Down on Housing Market Since 1982 – Bloomberg
• Builder Confidence Steadies as Material and Labor Challenges Persist – National Association of Home Builders
• Supply and Labor Constraints Continue to Hinder Economic Growth, Home Sales. Rising Inflation Considered a Risk to Mortgage Rates, Housing Affordability – Fannie Mae
• FHFA Capital Rule Listening Session: Using Accessory Dwelling Units to Increase Housing Supply​​ – American Enterprise Institute
• California’s New Housing Laws: Here’s What to Know. Gov. Gavin Newsom has signed two bills aimed at easing the state’s housing crisis. – New York Times
• Why The City Will Survive The Age Of Pandemics And Remote Work – NPR

On China

• Can China’s outsized real estate sector amplify a Delta-induced slowdown? – VoxEU
• China’s property slowdown sends chill through the economy. New homes have anchored growth for decades but Beijing is determined to rein in prices – FT
• The real risk from Evergrande. The main worry is growth, not contagion – FT 
• What are the systemic risks of an Evergrande collapse? – The Economist
• Evergrande’s place in China’s house of cards – Atlantic Council
• How Beijing’s Debt Clampdown Shook the Foundation of a Real-Estate Colossus. China Evergrande’s looming collapse and its ripple effect on the economy will pose a test for the government’s campaign to keep housing affordable for the masses – Wall Street Journal
•  ‘China’s Lehman Brothers moment’: Evergrande crisis rattles economy. President Xi Jinping faces serious test of his financial reforms as struggles of property giant send ripples through real-estate sector – The Guardian
• Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse. Can a real estate developer be too big to fail? – Bloomberg
• The knock-on effects of the Evergrande affair. Bringing the real estate sector down to size will slow China’s growth – FT
• China’s mom-and-pop investors, builders and homebuyers caught in Evergrande debt crisis – Reuters
• Evergrande and the end of China’s ‘build, build, build’ model. Valued at $41bn in 2020, the spectacular unravelling of the property group exposes deep flaws in Beijing’s growth strategy – FT  
• Potential collapse of Chinese property developer Evergrande could hit Australian iron ore exports. Australian Strategic Policy Institute says Coalition should take pre-emptive action with global trade umpire in case demand for commodity dries up – The Guardian
• China and U.S. Housing Crises: Failures of Central Planning – Cato Institute
• China Macro Property data Update – August – Real Estate Foresight

On other countries:  

• [Australia] The Housing Market and Financial Stability – Reserve Bank of Australia
• [Australia] Property Value at Risk in Australian Climate Hot Spots, RBA Says – Bloomberg
• [Australia] RBA Ramps Up Warnings About Soaring House Prices, Instability Risk. The warning comes as Australian house prices are expected to climb by more than 20% in 2021 – Wall Street Journal
• [Australia] Soaring housing debt a financial risk: Reserve Bank – The Sydney Morning Herald
• [New Zealand] Reserve Bank takes action over ‘unsustainable’ house prices. The Reserve Bank (RBNZ) has tightened loan-to-value restrictions in a renewed bid to cool the housing market. – RNZ
• [United Kingdom] U.K. House Prices Stabilize as New Listings to Sell Jump 14% – Bloomberg