22 of the 30 cities worst performing cities are in Florida, Texas and California. Demographics favor a housing surplus in the coming years. Real inflation will stay under 5% for a minimum of ten years, says WB..

Census Bureau releases New Home Sales data for November and December. Sales of new single-family houses in December 2025 were at a seasonally adjusted annual rate of 745,000. Abdoulaye Ndiaye and Martin Kessler: Debt Restructuring Is Senegals Best Bet. Senegal does not have any pain-free options for escaping its intensifying debt crisis. Attempting to repay its debts at all costs would likely prove costlier than biting the bullet. Freddie Mac House Price Index Up 0.7% Year-over-Year in December. Punta Gorda House Prices Down 20% from Recent Peak, Austin Down almost 19% CalculatedRisk by Bill McBride Jan 30, 2026 35 1 Share. 22 of the 30 cities worst performing cities are in Florida, Texas and California. US Brain Drain Threatens Scientific and Biopharmaceutical Leadership. DOJ Deleted record of multiple FBI interviews with underage Trump accuser, Epstein data shows. FBI spoke at least four times with a woman who credibly accused Trump of sexually assaulting her when she was a minor. In 2025, construction was started on 1.36 million privately owned housing units, down just a hair from a year ago. The US population increased by only 1.78 million people in the 12 months through mid-2025; and for the 12 month through mid 2026, it is projected to grow by only 756,000 people. In densely populated urban cores, higher-end multifamily housing units (condos and apartments) are about the only type of housing that is getting built. Developers cannot target lower-income tenants or buyers because the construction costs just dont pencil out. Wolf Richter says the median price of new homes sold is not very useful because it only includes the contract prices, and not the incentives. As in the auto business, much of the price cutting happens via incentives. The U.S. Census Bureau considers many summer or seasonal rentals as vacant if they are not the primary, year-round residence. The greater Boston area needs at least a quarter million housing units over the next decade to keep up with demand. Flippers have made a lot of formerly decrepit housing inhabitable here in Indy. Immigration is down 80% and, thanks to that, the US is reaching its expected population cliff abruptly now rather than gliding into it over a half century to come. Look at smaller more heavily populated Europe and Japan. Demographics favor a housing surplus in the coming years. Annual sales were down fractionally in 2025 compared to 2024, making sales in 2025 the lowest since 1995. Months-of-supply is above pre-pandemic levels. Median price is up 0.4% YoY, and with increases in inventory, we might see national price declines. Amazon finally overtook Walmart atop the Fortune 500, ending Walmarts 13-year run. Hedge fund Saba offers to buy Blue Owl funds at steep discount. The Andrew W. Mellon Foundations $540 million in annual grants wields near-monopolistic power over humanities scholarship. Nearly half of Americas neighbors to the north now think the U.S. is a bigger threat to world peace than Russia. Retail sales [from December] declined slightly; this is a recessionary result. Existing home sales plunged and are around multi-year lows. Core services CPI rose 0.39% (4.7% annualized) Wolf Richter notes that core services CPI. Pending home sales dropped by 0.8% seasonally adjusted from the downwardly revised December, to the lowest level on record in the data by the National Association of Realtors, which goes back to mid-2010. Pending sales dropped sharply in the South and in the Northeast but rose in the West. In my Seattle neighborhood, its $10,000/month to buy or $4000/month for $5k per month to rent. Real inflation will stay under 5% for a minimum of ten years, says WB. Wolf Richter says more volatility but not flexibility. Wolfman Wolfman says insurance companies will pass on higher prices if they can get away with it. Monopolies like our insurance cartel are prime example.