On prices, rent, and mortgage:
- Why Americans have stopped buying new homes. Mortgage lock-in is preventing nearly 1m property sales a year – The Economist
- Rising Mortgage Rates Risk Plunging Housing Further Into Crisis. Mortgage rates have pushed above 7 percent and home prices remain elevated, hurting the prospects of would-be buyers. – New York Times
- America’s New Housing Market Is All About Luxury—and It Runs on Cash. Surging mortgage rates are sending many buyers to the sidelines, while affluent shoppers are driving overall prices higher with big cash purchases – Wall Street Journal
- Mapped: Where Millennials Own vs. Rent in America – Visual Capitalist
On sales, permits, starts, and supply:
- Could Embracing Sprawl Ease California’s Housing Crunch? Among the measures up for a vote in November is one that would amend the state’s landmark environmental law and make it easier to build large housing developments outside cities. – New York Times
- Single-Family Permitting Declines Through August – NAHB
- The Fierce Battle to Control How Americans Buy and Sell Their Homes. Mega-brokerage Compass is taking more listings offline, sparking backlash from rivals who say the practice is upending decades of market transparency – Wall Street Journal
- Part 2: Current State of the Housing Market; Overview for mid-October 2026 – Calculated Risk
- Housing Starts Decreased to 1.221 million Annual Rate in September – Calculated Risk
- Single-Family Starts Down as Affordability Challenges Persist – NAHB
- Housing activity struggles under weight of high rates and costs – RBC
- Builder Sentiment Falls on Rising Rates – NAHB
- High Frequency Data: Housing Slump Deepens. Pending Home Sales Down 7.3% Year-over-year, Homebuilder Confidence Below Pandemic Low – Calculated Risk
- Pending Home Sales Plunge to All-Time Low in Troubling Sign for Fall Housing Market – Realtor.com
- U.S. Housing Starts Dropped Again in September – Wall Street Journal
- US single-family housing starts plunge; building permits hit 3-1/2-year low – Reuters
- Nearly One in Three Construction Workers are Hispanic – NAHB
- Bank Regulation, Construction Financing, and the Supply of New Housing. Bank regulations introduced after the 2008 financial crisis reduced construction lending and new single-family home sales, contributing to higher house prices and increased market concentration among home builders. – Cato Institute
On other developments:
- Owning Beats Renting Only About Half the Time. Every buy and sell year since 1975, after taxes and costs – Home Economics
- YIMBYs, NIMBYs, and the Housing Cold War. A conversation with Salim Furth, a “median normal YIMBY” – Home Economics
- Market Clock 2026 Q3: As Rates Top 7%, Buyers Gain Leverage but Lose Purchasing Power – Realtor.com
- September 2026 Rental Report: Median Asking Rent Declines at the Slowest Pace in 3 Years – Realtor.com
- U.S. Housing Market Index Drops in October to Lowest Level Since June 2012 – Haver Analytics
- Housing is grim for builders, buyers, and homeowners right now – Axios
- Housing Market Update: It Ain’t Pretty. Axios: “Builders can’t afford to build, buyers can’t afford to buy, and even the people sitting pretty with pre-2022 mortgages can’t afford to move.” – Jared Bernstein
- Housing Looks Awful. These Housing-Related Stocks Don’t. – Wall Street Journal
- Stagnant Housing Market? Not for Luxury Homes. And, real-estate giant CBRE is acquiring a company that equips data centers in a $1 billion deal – Wall Street Journal
- Top Housing Economist Issues Grim Forecast Revision as Higher Rates Slam the Market – Realtor.com
- Home Affordability Remains Strained as Mortgage Rates Rise – ATTOM