The Unassuming Economist

On cross-country:

• The European ski resorts cracking down on second homes. A blizzard of regulations aims to avoid soulless low seasons and help year-round residents – FT

Working papers and conferences:

• The financialization of rental housing 3.0 – Sage Journals
• Housing costs and fertility – Marginal Revolution
• The Mortgage Debt Channel of Monetary Policy when Mortgages are Liquid – NBER
• Affordable Housing During Childhood Improves Long-term Outcomes of Women and their Children – NBER
• The Great Reshuffle: Remote Work and Residential Sorting – Philadelphia Fed
• Misestimating House Values: Consequences for Household Finance – Boston Fed
• Local Discretion in Low-Income Housing Policy: Evidence from France – New York University
• Single-Family REITs and Local Housing Markets – Philadelphia Fed
• The keys to house price growth – Bank of England
• The Fed, Mortgage Rates, and Home Prices – Boston College

On China:

• How Chinese Real Estate Became the Biggest Bubble in History. The ultimate property boom. – Bloomberg

On Australia and New Zealand:

• [Australia] Australian Home Loans Soar to Record, Reinforcing RBA Pause – Bloomberg
• [Australia] The longest city is short on homes. Perth is the longest city in the world, yet painfully short of homes where people most want to live. And the biggest culprit? Restrictive planning rules that ban building more homes in Perth’s inner and middle suburbs. – Grattan Institute
• [Australia] The Sydney suburbs where home sellers want $2m more than buyer budgets – The Syndey Morning Herald 
• [Australia] Property investors make up two in every five Australian home loans amid record borrowing. Investor home borrowing surges nearly 18% in the September quarter compared with previous three months, prompting calls to ‘urgently rein in overheated credit market’ – The Guardian
• [Australia] What’s behind the relentless rise in house prices. John Kehoe and Michael Bleby on the RBA’s inflation dilemma, why the next interest rate move might be up and how that will affect the property market. – AFR
• [Australia] The 5% first home buyers scheme is a miserable policy failure – and the latest chapter in Australia’s housing disgrace. The government is juicing demand to make houses more expensive for Australians while providing good public housing for … Americans – The Guardian  
• [New Zealand] First-Time Home Buyers Finally Find Relief in New Zealand’s Market – Bloomberg

On other countries:  

• [Canada] Sluggish homebuilding will have far-reaching effects on Canada’s economy – Fraser Institute
• [Ireland] Delivering Homes, Building Communities 2025-2030 – Government of Ireland
• [Kenya] World Bank Plans $1.35 Billion Funding to Boost Kenya’s Housing – Bloomberg
• [United Arab Emirates] UAE Residential Property Price Report October 2025 – REIDIN
• [United Kingdom] ‘Poor doors’: affordable housing tenants have to use back entrance to access Barangaroo apartments – The Guardian
• [United Kingdom] UK house prices rise at fastest rate since January 2025. Halifax says October increase pushes average cost of home to £300k despite uncertainty over possible budget tax changes – The Guardian
• [United Kingdom] UK house prices hit record high as October growth outstrips forecasts. Rise comes despite nervousness ahead of November Budget – FT
•  [United Kingdom] ‘We cannot survive — there is no new land.’ Why Scotland is not building enough homes. Housebuilders want government to ease regulations and do more to help councils deal with acute shortage of planners – FT
• [United Kingdom] UK housing market slows as confidence falls ahead of budget, RICS survey shows – Reuters