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Weekly Macro and Policy Wrap-Up
United States: Housing is finally showing signs of life. New home sales jumped 20.5% in August to an annualized 800k pace, the strongest since early 2022. Builders cut prices and offered incentives, which pulled demand forward and tightened supply to 6.8 months. Existing home sales, by contrast, stayed flat close to 4.00 million, with supply at 4.6 months, holding prices up modestly. The affordability index, however, remains quite weak. Normally, when affordability collapses, house prices fall as demand dries up. But today the U.S. market is structurally short of supply, most serious studies (Brookings, Harvard JCHS, ... (full story)
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