CalculatedRisk Newsletter: Who It's For and Who Sponsors It

Covers: Data-driven analysis of US housing markets, mortgage-backed securities, delinquency rates, inventory levels, and home price indices.
For: Real estate professionals, housing economists, mortgage lenders, and institutional investors.
Best for: Professionals needing granular housing data and macroeconomic analysis to make investment decisions.
Skip if: Casual consumers looking for basic home buying or personal budgeting tips.

Start with

Altos: Single-Family Inventory Back to 2019 Levels: Tracks historical active inventory trends to help assess housing market supply dynamics.
Lawler: Update on the GSEs: Agency MBS Holdings Increased in September; Interest-Rate Risk Measures Still Elevated: Examines Fannie Mae and Freddie Mac balance sheets and mortgage investment portfolios.
“Architecture firm billings slump deepens” in September: Analyzes architecture billings as a leading indicator for commercial and multifamily real estate investment.

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