On prices, rent, and mortgage:
- What happens when housing supply is driven by markets not Main Street. Home prices in America won’t come down without systemic reform – FT
- Donald Trump’s 50-year mortgages are poor deal for homebuyers. Without supply increasing, even allowing Americans to pay for their homes over a century would not make housing affordable – FT
- How can we make the housing crisis even worse? Donald Trump has a plan. A proposal touting 50-year mortgages could double interest payments and worsen inequality – The Guardian
- 50-Year Mortgages: What Bill Pulte Does When He Isn’t Reviewing Mortgages of Trump’s Enemies – CEPR
- Trump Can Make Starter Homes Great Again. Ed Pinto and Tobias Peter propose a better way to satisfy housing needs than the 50-year mortgage. – Wall Street Journal
- MBA: Mortgage Delinquencies Increased in Q3 2025 – Calculated Risk
- Mapping Home Price Changes – New York Fed
- Average US long-term mortgage rate rises again, inching up to 6.24% – AP
- Price Control Apologia – John Cochrane
- What Home Features Add the Most Value? – NAHB
- Why Portable Mortgages Won’t Work in the U.S.—and How They Could Make Housing Even Less Affordable – Realtor.com
- The Politics of Price Controls – Cato
- Location, Location, Location: How Place and Neighborhood Shape Home Values – NAHB
- U.S. Mortgage Originations Dip 2 Percent in Q3 2025 – ATTOM
On sales, permits, starts, and supply:
- California Housing Supply and Land Use Legislative Round-Up – Terner Center for Housing Innovation
- Build, Baby, Build: A Plan To Lower Housing Costs for All. CAP’s plan would focus federal efforts on building homes and lower housing costs. – Center for American Progress
- How to Shrink Housing Supply in Los Angeles. The city tightens its rent control law. Good luck finding an apartment. – Wall Street Journal
- 3rd Look at Local Housing Markets in October – Calculated Risk
- August Private Residential Construction Spending Edges Higer – NAHB
- Credit Conditions for Builders Continue to Be Tight – NAHB
- Builder Sentiment Relatively Flat in November as Market Headwinds Persist – NAHB
- California October Home Sales “Highest Level Since February”; 4th Look at Local Markets. California Median Price per Square Foot Down 2.5% Year-over-year – Calculated Risk
- The U.S. Housing Market Is Stuck, With Sales and Listings Barely Budging – Redfin
- Lawler: Early Read on Existing Home Sales in October. What is the “Market’s” Estimate of R*? – Calculated Risk
- The Housing Strategy That Has California NIMBYs in a Corner. For years, the state has been nudging its cities to build housing to address a severe shortage. Maybe what they needed was a shove. – New York Times
On other developments:
- Housing is at the heart of America’s economic problems. We’re propping up prices to boost old people’s wealth. But that’s shutting young people out of the capitalist system. – Noahpinion
- Trump administration issues policy change making deep cuts to homeless housing program. More than half of the 2026 funding for the program will be shifted from permanent housing to transitional housing with work and service requirements. – Politico
- The Hidden Costs of Homeownership Top $16,000 a Year. A new Zillow and Thumbtack analysis reveals how rising maintenance, insurance and tax costs are reshaping affordability nationwide. – Zillow
- From U-turns to Making America Affordable Again. Both Trump and Britain’s Labour government need a word with the ghost of Margaret Thatcher. – Bloomberg
- Democrats eye housing affordability as next weapon against Trump. The Center for American Progress wants candidates to boost new home construction, send checks to renters and punish localities that don’t reform zoning codes. – Washington Post
- Economists Hate This Idea. It Could Be a Way Out of the Affordability Crisis. – New York Times
- Housing Affordability: CAPs New “Build, Baby, Build” Proposal. We propose a bold plan to knock us off of the bad equilibrium in which we’ve been stuck for far too long. – Jared Berstein
- America’s Home Insurance Affordability Crunch: See What’s Happening Near You. – New York Times
- The Federal Government Shutdown Highlighted America’s Affordability Crisis – Time
- New Mexico is Struggling in Affordability and Homebuilding: Can Gov. Lujan Grisham Build Enough Homes? – Realtor.com
- North Dakota Is Holding Steady in Affordability and Homebuilding: Can Gov. Armstrong Keep It Growing? – Realtor.com
- It’s the Strongest Buyer’s Market in Records Dating Back Over a Decade – Redfin
- New York Is Failing in Affordability and Homebuilding: Can Gov. Hochul Fix the Crisis? – Realtor.com
- Pennsylvania Is Struggling in Affordability and Homebuilding: Can Gov. Shapiro Bridge the Gap? – Realtor.com
- Montana is Failing in Affordability and Homebuilding: Can Governor Gianforte Close the Gap? – Realtor.com
- A Major Metro Is the Most Affordable City in America—and the Median Home Price Is Below $250K – Realtor.com
- Using Off-Site Construction to Close the Affordable Housing Gap – Harvard Joint Center for Housing Studies
- Grampa Simpson on Whining Whiners about House Affordability – Econbrowser
- How Building Affordable Housing Became Hottest Game in L.A. City streamlines approval process for developers to ease housing shortages – Wall Street Journal
- We Need a Marshall Plan to Tackle America’s Housing Crisis – AEI
- Illegal Immigrants Didn’t Break the Housing Market; Bad Policy Did – Marginal Revolution
- Home Depot earnings show what’s really going on in the housing market. Even as the data points in different directions, it nevertheless suggests the sector is undergoing a correction rather than a boom-bust cycle – Quartz
- Rejoinder to Comments on House Price Affordability – Econbrowser