On cross-country:
- A Tale of Two Housing Markets. Why are the UK and US housing markets going in opposite directions? – FT
Working Papers and Conferences
- 12th Annual Housing Conference on October 31 and November 1 – AEI
- The Intergenerational Transmission of Housing Wealth – NBER
- Price Discrimination and Mortgage Choice – NBER
- Urban Renewal and Inequality: Evidence from Chicago’s Public Housing Demolitions – Philadelphia Fed
- Racial and Gender Discrimination in the Housing Market: A Review – SSRN
- Housing Assistance Policy for Mortgage Borrowers: Liquidity Improvements or Price Acceleration? – SSRN
- Dust Storms and Housing Market – SSRN
- A Global Housing Affordability Upheaval after Covid-19 – SSRN
On the US—developments on house prices, rent, permits and mortgage:
- US Mortgage Rates Ease From Highs, Falling for Second Week. Average for a 30-year loan has been above 7% for four weeks. Tight inventory in housing market has kept prices elevated – Bloomberg
- Should you fix your mortgage for ever? You can ignore rising rates, but you pay an arm and a leg – The Economist
- The Fall in Home Prices May Already Be Over. Quick recovery in prices suggests housing downturn could be shorter, shallower than expected – Wall Street Journal
- ‘Blame the Boomers’ for Surging House Prices, Barclays Says. Forget the lock-in effect, it’s all about household formation. – Bloomberg
- Housing will keep the Fed honest. Expensive mortgages have not stopped a home price rebound – FT
On the US—other developments:
- Rising Insurance Rates Are Crushing Affordable Housing Developers. Natural disasters and crime are being blamed for property insurance hikes that are frustrating builders of much-needed new apartment buildings. – Bloomberg
- Redfin Survey: 1 in 5 Millennial Respondents Believe They’ll Never Own a Home – Redfin
- One Explanation for Booming US Growth. Weak home construction was hurting the economy last year—not anymore – Aziz Sunderji
- 1st Look at Local Housing Markets in August. Early Reporting Markets suggest Sales in August close to July SAAR – Calculated Risk
- 2nd Look at Local Housing Markets in August. Early Reporting Markets suggest Sales in August close to or below July SAAR – Calculated Risk
- Part 1: Current State of the Housing Market; Overview for mid-September – Calculated Risk
- Issue 12: Houston, we have a solution. Plus: How Mexico built its state, the causes of the Baby Boom, and the 141-year quest for a malaria vaccine. – Work in Progress
- Amazon and other companies invested in affordable housing. Did it work? – The Guardian
- The Student-Debt Bubble Fueled a Housing Bubble. Fannie and Freddie ignore much of what borrowers owe, allowing them to qualify for huge mortgages – Wall Street Journal
- A Hidden Reason Cities Fall Apart – New York Times
- How the federal government can encourage innovative housing policies that improve supply and affordability – Brookings
- When the Homeowners Association Comes for Your Home. A spate of foreclosures filed by HOAs in Denver illustrate the potential risks of a increasingly common homeownership model. – Bloomberg
On China:
- Beijing Throws China’s Housing Market a Bone. Policy paralysis of the past half year has given way to stronger signals that Beijing wants to support the market – Wall Street Journal
- How Country Garden Plays Into China’s Property Mess – Bloomberg
- China’s major banks to lower rates on existing first-home mortgages – Reuters
- China’s Housing Measures Fall Short of Stimulating Steel Demand. Mysteel says home-buying focus will take time to affect market. Steelmakers cut production in late August to seven-month low – Bloomberg
- Iron Ore Declines as Data Shows China Property Concerns Persist. Prices fall for first day in three as home sales lose momentum. Fate of steel-making material depends on property sector: CBA – Bloomberg
On other countries:
- [Australia] Australia Seals $6.4 Billion Housing Program to Tackle Crisis. Signature policy will pass Senate with Greens Party support. Deal will create investment fund to build 30,000 new homes – Bloomberg
- [Australia] Australia’s property price surge stems from domestic issues, not Chinese buyers. The market impact of foreign buyers has been exaggerated. Pointing the finger at foreigners is a distraction from the main problem bedevilling Australia’s housing market – a severe shortage exacerbated by the lack of needed planning reform – South China Morning Post
- [Australia] House prices just keep rising – everyone but the Australian government can see it’s a good investment. Taking an equity stake in a sector that so far has weathered three of most turbulent years makes financial sense and would improve housing affordability – The Guardian
- [Australia] Distressed listings on the rise – Financial Review
- [Canada] Canada’s government, pressured over housing shortage, tells cities to do more – Reuters
- [Canada] Canada plans incentives to ease housing burden, CBC reports – Reuters
- [Canada] Canada’s mortgage stress test is ‘imperfect’, review ongoing, regulator head says – Reuters
- [United Arab Emirates] Dubai Apartment Prices Jump Most in a Decade as Home Boom Widens. Dubai apartment prices surged 20% in the year to August: CBRE. Values for apartments had lagged larger, single-family houses – Bloomberg
- [United Kingdom] UK Rents to Rise 25% by 2026 as Landlords Pass On Mortgage Costs. BOE hikes affecting rents more than home values, Hamptons says. Housing market is under pressure from spike in mortgage prices – Bloomberg