Home sales are down. Prices are falling. Inventories are rising. Record number of cancelations. And this is for July, not just a prime sales month in real estate, also three months after the events April. Stocks are soaring and trade deals have been struck. Where are all the buyers?
Eurodollar University's Money & Macro Analysis
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Redfin News Home Purchases Are Getting Canceled at a Record Rate
https://www.redfin.com/news/home-purchase-cancellations-july-2025/
Bloomberg US New-Home Sales Exceed Forecast Following Upward Revision
https://www.bloomberg.com/news/articles/2025-08-25/us-new-home-sales-exceed-forecast-following-upward-revision
Bloomberg US Homebuilder Sentiment Retreats as Buyers Lack Motivation
https://www.bloomberg.com/news/articles/2025-08-18/us-homebuilder-sentiment-retreats-as-buyers-lack-motivation
NAR Existing-Home Sales Report Shows 2.0% Increase in July
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-0-increase-in-july
https://www.eurodollar.university
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Eurodollar University's Money & Macro Analysis
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU