

Terrible Housing Data Just Released...Are Prices About To Crash?
16 snips Sep 18, 2025
The podcast dives into the worrying indicators of a slowing housing market. It highlights a drastic drop in housing starts and construction jobs, pointing to potential recession signs. The discussion includes how falling mortgage rates may not be enough to stave off price declines. Regional analyses showcase sharp drops in places like Tampa and Miami. Insights into the ongoing systemic risks affecting local markets wrap up the conversation, leaving listeners with plenty to ponder about their financial futures.
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Construction Jobs Predict Recessions
- Construction jobs lead recessions and are a powerful early indicator of broader labor-market health.
- A sustained decline in housing starts likely presages falling jobs and weaker household incomes.
Account For All Homeownership Costs
- Consider total housing costs, not just mortgage principal and rate, when assessing affordability.
- Factor taxes, insurance, and maintenance into decisions because rising ancillary costs can force sales despite low locked mortgage rates.
Housing Starts And Permits Are Falling Fast
- Housing starts and building permits plunged month-over-month, signaling a real contraction in housing activity.
- If starts and permits keep falling, construction employment must eventually decline, amplifying economic weakness.