Data and analysis about housing and the economy, and what it signals about what's coming next
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 2 years ago | Last Issue | 15 days ago |
| Active | |||||
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There Hasn’t Been a Housing Market Like This Since 1966
Evidence from the past that a crowding out-induced slump can reverse quickly
The housing market over the past couple months has gone through an incredibly unusual divergence — just about every data point for the rental market is getting be...
Markets and the Fed Are Trying to Cool the AI Boom
For much of this year there’s been a robust debate around the speed of the artificial intelligence buildout, its risks, and whether companies should speed up or slow down. This debate has largely been framed as tech companies and investors...
Housing Should Be Cheering the AI Stock Selloff
Cooling off the AI bottleneck stocks is one way to bring about lower mortgage rates
Wednesday’s hotter-than-expected Consumer Price Index report briefly sent yields in parts of the US Treasury curve to new highs, which put renewed pressure...
What a Bad 2027 for Housing Would Look Like
I’ve spent most of the past two months expressing a glass-half-full attitude towards the housing market outlook. We’ve already had four years of low transaction activity, giving us some confidence that there’s a structural floor for housing...
The AI Buildout Is Now What’s Powering the Job Market
Workers’ fortunes are increasingly tied to the data center and utilities buildout as AI slowly swallows the economy
For quite some time now, investors have talked about how, while the stock market as a whole has been strong, it’s largely b...
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