The Unassuming Economist

On cross-country:

• The housing crisis is now global. It shows just how undemocratic our nations have become. When we can’t even afford to rent or buy somewhere to live, we have to ask: did we give the financial sector too much power? – The Guardian
• Two Asian giants, one economic trap. Tokyo lost decades when a property bust led to an economic slump. Could the same phenomenon undo Xi Jinping’s ambitions? – FT
• The housing crisis is not only about rent. From Singapore to New York, the hidden affordability story lies in spending power, not housing costs. – DWS
• Africa’s explosive growth in cities. The continent’s urban centres are set to expand by 19mn people annually, or by nearly two Londons a year. But urbanisation is not following a familiar path – FT
• Socialize All Housing. People are right to want control over their homes and their futures. Socialized housing, not private ownership, can make that promise a reality for everyone. – Jacobin

Working papers and conferences:  

• The Impacts of Unauthorized Immigration on U.S. Labor and Housing Markets: New Evidence from Administrative Microdata – San Francisco Fed
• Research Highlights the Broad Benefits of Homeownership – NAHB
• European housing markets – University of California
• The Welfare Impacts of Urban Renewal and Forced Relocation: Evidence from Chicago’s HOPE VI Demolitions – Philadelphia Fed
• Income Inequality, Borrowing Constraints and Housing–Led Boom–Bust Cycles – SSRN
• Housing, Property Insurance, and Climate Risk: A Review of the Literature – SSRN
• The Global Evidence on Housing Price Determinants – SSRN   

On China:

• China’s Export Boom Masks Deep Economic Problems at Home. Even as China makes strides in areas such as AI, much of its domestic economy is dragged down by gloomy consumer sentiment and a real-estate slump – Wall Street Journal

On Australia and New Zealand:

• [Australia] Meeting communiqué: Joint Ministerial Meeting on Housing Supply and Affordability, October 2026 – The Treasury
• [Australia] ‘Are they going to fall enough?’ The renters waiting for the house price downturn to change their fortunes. As property values fall across Australia, would-be home buyers share hope and scepticism that the soft market might be their big chance – The Guardian
• [Australia] House prices falling in every Australian capital city for first time in 15 years. House prices in Sydney are at a two-year low after falling 4.7% in the September quarter to $1.66m, according to Domain report – The Guardian

On other countries:  

• [Canada] Demand roars, supply whispers: Monetary policy and housing in Canada – Bank of Canada
• [Canada] Canada house prices vs peer countries and why we stand apart – CMHC
• [Portugal] Portugal housing protesters return to squares, vow to press on – Reuters
• [United Arab Emirates] Dubai Luxury Home Sales Fall From Record Levels as War Drags On – Bloomberg
• [United Kingdom] UK housing market showing signs of mortgage rates impact, Rightmove says – Reuters
• [United Kingdom] Rising interest rates derail property recovery as buyers recut deals. ‘Dire’ mood in sector as surging bond yields threaten deals agreed just a few months ago – FT
• [United Kingdom] UK annual house prices rise at weakest pace since March, ONS says – Reuters