Logo 17 Aug 2021

Homing in on the problem

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July’s econ numbers were fairly grim (see #2) and the real estate sector didn’t help.
Home sales and prices have now reached a tipping point:

Home sales growth weakened to its lowest in 15 months on a two-year average basis, increasing 4.8% y/y versus 10.9% in June.
Home prices grew at their slowes...