HousingWire Daily What to expect from inflation week, plus falling housing inventory
16 snips
Sep 9, 2025 
Logan Mohtashami, Lead Analyst and housing market guru, joins to dissect the waning housing inventory and what it signals for buyers. He highlights the critical data trends shaping supply and demand, shedding light on current mortgage rates and price cuts. The discussion further navigates Inflation Week, examining the impact of CPI and PPI on the labor market. Mohtashami also touches on the delicate balance between housing, rent, and economic indicators, hinting at potential shifts in Federal Reserve strategies.
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Early August Inventory Drop
- Inventory unexpectedly declined in August, which is unusual compared with recent years when inventory peaked later in the fall.
- If inventory keeps falling from its current 20% year-over-year growth, it could drop to single digits and tighten the market sooner than expected.
Wait For A Two-Week Confirmation
- Wait at least one more week before drawing conclusions about the inventory decline because holiday weeks can distort the data.
- Monitor the tracker weekly to confirm whether the decline persists before adjusting market expectations.
Supply-Demand Shift At Four Million Sales
- The supply-demand equilibrium shifted rapidly after home sales hit about 4 million, earlier than expected.
- That shift kept prices elevated in 2023 despite low sales, showing how fast market dynamics can change.