On prices, rent, and mortgage:
- FHFA’s Q2 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores – Calculated Risk
- Mortgage Rates Surge, Notching Largest Weekly Gain in Four Years. The rise to 7.28% follows the bond-market rout and deals another blow to a limping housing market – Wall Street Journal
- How 7% Mortgages Are Wrecking the Home-Buyer Playbook. With prices at record highs and inventory locked up, house hunters face dwindling financing options – Wall Street Journal
- US mortgage rates jump the most in four years in blow to housing market. Homebuilders and prospective buyers continue to face challenging market conditions with midterms looming weeks away – FT
- Beating the Headline Mortgage Rate: What Borrowers Still Control in a 7% Market – Realtor.com
- October ICE Mortgage Monitor: Annual home price growth was 1.4% in September. “Annual home price growth slowing for the first time in seven months” – Calculated Risk
- Mortgage Rates Rise as Treasury Yields Top 5% – NAHB
- ARM Share Increased as Mortgage Rates Spiked – NAHB
- The “Higher Rates, Higher Rent Doom Loop” Is a Big Problem for the Fed – Apollo
- Mamdani Promised To Freeze the Rent. Now His Rent Freeze Is in Court. A lawsuit alleges New York City’s Rent Guidelines Board broke the law by arbitrarily predetermining the outcome. – Reason
- Emerging Signs that Asking Rents are Near a Bottom – Calculated Risk
- Inflation Adjusted House Prices 3.8% Below 2022 Peak. Price-to-rent index is 11.0% below 2022 peak – Calculated Risk
- The U.S. cities where home prices have doubled in a decade. These 10 U.S. cities saw home prices double in a decade, driven by migration, tight supply and investor demand – Quartz
- The U.S. housing markets where homes sell fastest — and slowest. Sellers in some metros are waiting months for an offer. Best Interest Financial found 98 days separating the fastest and slowest markets – Quartz
On sales, permits, starts, and supply:
- Private Residential Construction Spending Posts Broad-Based Gains in August – NAHB
- High Frequency Data: Recent Surge in Mortgage Rates Impacting Existing Home Supply and Demand. Purchase Applications Down 15% YoY; Single Family Inventory Increases – Calculated Risk
- Minneapolis 2040 Plan indicators point to stable rents, stalled development. Changes to land use policies appear insufficient to drive new housing production in a challenging development environment – Minneapolis Fed
- Remodeling Market Sentiment Remains Stable in Third Quarter Despite Headwinds – NAHB
- Institutional Investors Are Quietly Returning to the Housing Market – Realtor.com
On other developments:
- As Boomers Start Turning 80, Their Contribution to Housing Demand Is Starting To Wane – Realtor.com
- Cities Across the US Are Turning Attics, Backyards and Garages Into Housing. ADUs are an increasingly popular answer to rental shortages, but their cost and complexity make the economics difficult. – Bloomberg
- My mortgage is a problem for the Fed, and for America. Homeowners like me are staying put, the market is frozen and affordability is as ugly as it was in the housing bubble – FT
- 2026 Realtor.com Generational Housing Succession – Realtor.com
- Warren Buffett’s Successor at Berkshire Hathaway Places Another Big Bet on Housing – Realtor.com
- 78% of U.S. homebuyers now use AI to help buy a home. Among U.S. real estate agents surveyed by ResiClub and Zoodealio, 78% of clients use AI tools in their homebuying/selling process. They most often use it to research neighborhoods, schools, or comps. – Fast Company
- Young Americans are getting crushed by housing costs — just in time for the midterms. A new survey finds 1 in 5 Americans spend half their pre-tax income on housing, and renters are bearing the worst of it – Quartz
- Mark Zandi: Fixing the housing market will take a long time, but there is a way to speed up the recovery – CNBC
- Homeownership Is Not a Solution to the Racial Wealth Gap – Roosevelt Institute