Housing and Economic Research
Original research and analysis on housing trends, the economy and the mortgage market
Economic, Housing and Mortgage Market Outlook – December 2024 | Spotlight: Homeowner vs. Renter Spending
The U.S. economy remains robust with strong Q3 growth driven by consumer spending.
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Outlook | November 26, 2024
Economic, Housing and Mortgage Market Outlook – November 2024 | Spotlight: Housing Supply
The U.S. economy remains resilient with strong Q3 growth even as the labor market moderates. More
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Research Note | November 12, 2024
The Decline in Relative Housing Affordability and the Impact on Homebuyer Search Behavior
In this analysis, we use actual, detailed transaction data on rents, home prices, and mortgage payments for individual homes and borrowers to produce a new relative affordability measure. More
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Outlook | October 18, 2024
Economic, Housing and Mortgage Market Outlook – October 2024 | Spotlight: First-Time Homebuyers
The U.S. economy remains strong with upward revisions to GDP growth as well as job growth. More
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Outlook | September 23, 2024
Economic, Housing and Mortgage Market Outlook – September 2024 | Spotlight: Natural Disaster Threat
The U.S. economy continues to expand but shows signs of slowing, which are consistent with a soft landing. More
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Outlook | August 20, 2024
Economic, Housing and Mortgage Market Outlook – August 2024 | Spotlight: Refinance Trends
The U.S. economy continues to remain strong as shown in Q2 2024 GDP growth, but some signs of cooling have emerged in the labor market. More
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Outlook | July 19, 2024
Economic, Housing and Mortgage Market Outlook – July 2024 | Spotlight: Consumer Delinquencies
Economic growth for Q1 2024 slows to the lowest level since Q2 2022 while the labor market also shows signs of cooling. More