On cross-country:
- BIS residential property price statistics, Q2 2023 – BIS
- Housing and credit access – European Central Bank
- Short supply of homes to push global property prices higher at slower pace – Reuters
- Global Prime Residential Forecast – Knight Frank
Working papers and conferences:
- Are Collateral and Lender Screening Efforts Substitutes? – SSRN
- The Unintended Consequences of Home-buying Restriction in China – SSRN
- Short-Term Forecasting Housing Investment: An Averaging Approach from a CEE Country – SSRN
- Housing Regulation and Bubbles – SSRN
- Pricing and Incentives in the Housing Market – SSRN
On the US—developments on house prices, rent, permits and mortgage:
- The Most Important Inflation Indicator Shows More Cooling Ahead. Rent Growth in New Leases Continues to Normalize, Signaling Further Upcoming Decelerations in Official Housing Inflation Data – Apricitas Economics
- Home Prices Are Historically High Next to Rents. Don’t Panic. The ratio is well above the levels that preceded the last housing crash. But there might be extenuating circumstances. – Bloomberg
- Inflation Fight Has Come Down to Housing, Chicago Fed’s Goolsbee Says. The policy maker says inflation data released Thursday is where the Fed wants it to be – Wall Street Journal
- Inflation Adjusted House Prices 3.0% Below Peak. Price-to-rent index is 6.9% below recent peak – Calculated Risk
- Freddie Mac House Price Index Increased in October to New High; Up 6.0% Year-over-year. Austin Prices Down 11.2% from Peak Seasonally Adjusted – Calculated Risk
- ICE (Black Knight) Mortgage Monitor: “Home prices continued sending mixed signals in October”. Florida has experienced some of the largest inventory gains in recent months – Calculated Risk
- Mortgage Shoppers: Beware of High-Cost Options – NBER
- Home price appreciation to cool in 2024: Goldman Sachs – Yahoo Finance
On the US—other developments:
- Home-Mortgage Lending Declines Again Across U.S. During Third Quarter As Mortgage Rates Climb – ATTOM
- FHA First-Time Buyer Homeownership Sustainability: An Update – New York Fed
- Understanding the Generational Gaps in Homeownership – St. Louis Fed
- 2024 Housing Market Forecast and Predictions: Housing Affordability Finally Begins to Turnaround – Realtor.com
- Move Over Millennials, Gen Z is Driving Rental Demand – Harvard Joint Center for Housing Studies
- BofA Report Shows Fewer Prospective Homebuyers Willing to Wait for a Better Market Environment. 62% willing to wait for prices and/or rates to fall before buying a home, down from 85% just six months ago – Bank of America
- Top Housing Markets for 2024 – Realtor.com
- Slowest Housing Market in Years Is Weighing on Consumer Spending. Sofa sellers go bust, prospective homebuyers cut spending. Average household spends $8000 more over two years when moving – Bloomberg
- 1st Look at Local Housing Markets in November with Comparison to 2019. Early data suggests new cycle low for sales in November 2023 – Calculated Risk
On China:
- Restructure or liquidate? Deadline looms for China’s Evergrande. Heavily indebted developer must come up with a plan before crucial court hearing on Monday – FT
- Give us our flats! The angry victims of China’s property crisis. Millions of people are waiting for homes that may never be built – The Economist
On other countries:
- [Spain] BBVA Research advierte que el “elevado costo de la vivienda” aleja al inversor de Espana – El Observedor
- [Spain] ¿Está desesperado porque no hay vivienda protegida? Estos cambios auguran un resurgimiento de las casas asequibles. La revisión de los precios de venta y alquiler en algunas comunidades debería animar a los promotores a volver a construir este tipo de casas – El Pais
- [Spain] El precio de la vivienda sigue al alza tras encarecerse la obra nueva un 11% en el tercer trimester. La fuerte subida de los pisos a estrenar, la mayor de los últimos 16 años, impide el ajuste en los precios medios, que aumentaron un 4,5% – El Pais
- [Sweden] Swedish Homeowners Increasingly See House Prices Recovering – Bloomberg
- [United Kingdom] UK house prices likely to fall by 1% next year, says Rightmove. Competition among sellers will increase as mortgage rates settle at ‘elevated’ level, website predicts – The Guardian