On cross-country:
Working papers and conferences:
- Event: 13th Annual Housing Center Conference on November 21 – AEI
- The housing consumption channel of mortgage demand – VoxEU
- Housing markets in Portugal and Spain: Fundamentals, overvaluation and shocks – Banco de Portugal
- Understanding Spatial House Price Dynamics in a Housing Boom – SSRN
- Prime Locations, Hidden Costs: Measuring the Impact of Amazon Distribution Centers on Housing Prices – SSRN
- Do Housing Supply Skeptics Learn? Evidence from Economics and Advocacy Treatments – SSRN
- Monetary Policy and Racial Inequality in Housing Markets – SSRN
- The Racial Dynamics of U.S. Neighborhoods and Their Housing Prices from 1950 Through 1990 – SSRN
On the US—developments on house prices, rent, permits and mortgage:
- Why Mortgage Rates Went Up After the Fed’s Big Cut. What’s the link between benchmark rates and home loans? – Bloomberg
- Mortgage Rates Surge, Putting a Damper on Home Buying and Refinancing – Realtor.com
- Redfin Reports Rising Mortgage Rates Haven’t Yet Slowed Pending Sales – Redfin
- Mortgage rates were supposed to come down. Instead, they’re rising. Here’s why – NPR
- Mortgage Rates Rise to 6.44%, Yet ‘Buyers May Be Feeling Ready To Act’ – Realtor.com
- Economic, Housing and Mortgage Market Outlook – October 2024 | Spotlight: First-Time Homebuyers – Freddie Mac
- Mortgage Lender Sentiment Survey – Fannie Mae
- Home Sales on Track for Worst Year Since 1995. September sales fell 3.5% from a year earlier. In 2023, home sales hit their lowest point in 30 years. – Wall Street Journal
- 3rd Look at Local Housing Markets in September – Calculated Risk
- Housing Starts Decreased to 1.354 million Annual Rate in September – Calculated Risk
- Single-Family Starts Trend Higher in September – NAHB
- Housing market shift: 6 major markets where home prices are actually falling. Some regional housing markets in states, such as Texas, Florida, and Louisiana, are experiencing mild home price corrections. – Fast Company
- America Is Primed for a Home-Renovation Resurgence. Falling interest rates are expected to make it easier to pay for big home-improvement projects – Wall Street Journal
- NAR: Existing-Home Sales Decreased to 3.84 million SAAR in September, New Cycle Low. Median House Prices Increased 3.0% Year-over-Year – Calculated Risk
- Existing Home Sales Fall to 14-Year Low in September – NAHB
- The Multifamily Housing Conundrum – Atlanta Fed
On the US—other developments:
- How the next president can solve America’s housing crisis – Agglomerations
- Housing costs are rising everywhere — but especially in swing states. America’s housing affordability crisis is weighing heavily on the nation’s most sought-after voters in places like Wilmington, N.C., where home prices have risen 65 percent since 2019. – Washington Post
- As Harris Courts Sun Belt, Housing Costs Stand in Her Way. Shuttered factories and trade deals helped turn working-class Midwesterners against Democrats. Will the high cost of housing do the same in the Sun Belt? – New York Times
- Can Million-Dollar Apartments Solve California’s Housing Crisis? – Cato
- Where do the estimates of a “housing shortage” come from? – Brookings
- High Prices, Low Supply: Three Swing State Cities Show the Housing Crunch. Middle-class housing pain is especially acute in Las Vegas, Philadelphia and Atlanta areas – Bloomberg
- POLITICO’s Affordable Housing: The New Agenda – Politico
- Down Payments Are Dropping From Historic Highs—See How Much Homebuyers Can Save Today – Realtor.com
- California’s Unaffordable Housing Plans. Ballot measures would let localities impose rent control and evade property-tax limits. – Wall Street Journal
- California Home Sales Up 5% SA YoY in September – Calculated Risk
- How Developers Are Catering to Would-Be Homeowners With Rental Amenities. Families are choosing to rent for the foreseeable future — some out of necessity, others for amenities. – New York Times
- Housing Cost Burdens Across Congressional Districts – NAHB
- Home Equity Gains Level Off as U.S. Housing Market Cools Down During Third Quarter of 2024 – ATTOM
On China:
- China Home Price Slump Drags On Despite Revival Efforts – Bloomberg
- China Ramps up Spending on Housing Projects to $562bn. Minister vows to expand its “white list” of housing projects for priority funding, while banks boost lending for developments to 4 trillion yuan ($562 billion) by year-end – Asia Financial
- China will win ‘tough battle’ to preserve property sector: housing minister. China’s housing ministry unveiled its plan to support the country’s property sector, with an expansion of funding to 4 trillion yuan – South China Morning Post
- China’s home prices see biggest drop in 9 years despite efforts to revive market. New home prices in September fell 6.1 per cent year on year in 70 mainland cities, widening from a 5.7 per cent slump in August – South China Morning Post
- China cuts mortgage rate in ‘encouraging sign’, but heavy lifting still needed. Five-year loan prime rate lowered from 3.85 per cent to 3.6 per cent, the People’s Bank of China said on Monday – South China Morning Post
On Australia and New Zealand
- [Australia] Making sense of housing policy proposals – CoreLogic
- [Australia] Why does big business want Australia to spend billions on not building houses? Housing developers have a keen financial interest in drip-feeding new homes into the market to maximise their returns – The Guardian
- [Australia] Australia is getting serious about the housing crisis. Young people, parents and grandparents should all have a stake in fixing arguably Australia’s No.1 economic and social challenge. – Financial Review
On other countries:
- [Canada] ‘In the Red Pretty Deep’: Canadian Housing Investors Try to Sell to Stanch Losses. Outlook ‘not great’ for housing investors, RBC economist says. Rental rates have flatlined recently as immigration slows – Bloomberg
- [Malaysia] In a Malaysian Pop-Up City, Echoes of China’s Housing Crash. Forest City was an audacious $100 billion project by a top Chinese developer. Today, the project is a fraction of what had been planned and the developer is broke. – New York Times
- [United Kingdom] UK Housing Crisis Has a Back-to-the-Future Fix. New towns are the forgotten half of a social contract that helped to transform living conditions after the war. Labour’s plan to revive them is overdue. – Bloomberg