On prices, rent, and mortgage:

• Case-Shiller: National House Price Index Up 3.4% year-over-year in March – Calculated Risk

• Case-Shiller Home Price Index Increases 3.4% in March – Realtor.com

• U.S. House Prices Rise 4.0 Percent over the Prior Year; Up 0.7 Percent from the Fourth Quarter of 2024 – FHFA

• Inflation Adjusted House Prices 1.0% Below 2022 Peak. Price-to-rent index is 8.1% below 2022 peak – Calculated Risk

• House Prices Outpaced Income Growth Over the Past 40 Years – statista

• The luxury housing market is cracking — and tech-heavy cities are getting hit hardest. The affluent are growing skittish because of layoffs and rising uncertainty – Quartz

• Housing market shift: 80 major markets that are seeing falling home prices. Among the 300 largest metro-area housing markets, 80 are seeing falling home prices on a year-over-year basis, according to ResiClub’s monthly analysis. – Fast Company

• Home Prices Dip for the First Time Since March as Housing Market Cools – Realtor.com

• 94% Multifamily Built-for-Rent Share – NAHB

• Interest rates, term premia, and mortgages…They’re all going up. – Jared Bernstein

• Mortgage Interest Rates Today: Mortgage Rates Spike After U.S. Loses Its Top Credit Rating – Realtor.com

• US housing finance chief tells Powell to lower interest rates – The Hill

• The risk to the housing market if Fannie Mae and Freddie Mac conservatorship ends. On Friday, Treasury Secretary Scott Bessent said privatization of Fannie Mae and Freddie Mac will be on the agenda after trade deals and taxes. – Fast Company

On sales, permits, starts, and supply:

• NAR: Existing-Home Sales Decreased to 4.00 million SAAR in April; Down 2.0% YoY – Calculated Risk

• Existing Home Sales Fall in April – NAHB

• Lower prices boost new US home sales; outlook downbeat amid higher mortgages – Reuters

• Home Sales in April Fell for the Second Straight Month. The slowest sales pace for any April in 16 years indicates the spring selling season is shaping up as a bust – Wall Street Journal

• Home sales are stuck — and prices are still rising. A tight market is becoming a full-blown affordability crisis as existing home sales stall, prices climb, and mortgage rates top 7% – Quartz

• Final Look at Local Housing Markets in April and a Look Ahead to May Sales – Calculated Risk

• New Home Sales Up in April Despite Stubbornly High Rates – Realtor.com

• Housing Slowing Down – Apollo

• Fewer building restrictions, more housing: Examining builders’ response to demand – Zillow

• Building Material Price Growth Minimal in April – NAHB

• Texas Revs the Growth Machine – Reason

• Homebuilder unsold inventory swells to 2009 levels: Housing markets to watch. There’s greater slack in the new-construction market now than a few years ago, giving buyers some leverage in certain markets to negotiate better deals. – Fast Company

On other developments:

• Cleveland’s Housing Bargain Bonanza as It Surges Among the Most Affordable Housing Markets – Realtor.com

• Volatile Spring Selling Season Continues – NAHB

• Event: The State of the Nation’s Housing 2025 on June 24 – Joint Center for Housing Studies

• Congress Should Repeal the Low-Income Housing Tax Credit, Not Expand It – Cato Institute

• Housing Market Gets a Shot of Good News – Wall Street Journal

• U.S.-China Tariff Tension Could Hit These California Housing Markets – Realtor.com

• Affordable Housing Is Almost Pointless – Marginal Revolution

• This State Is Where Young People Prefer To Buy Property the Most – Realtor.com

• Denver Housing Market Is Hit With an Explosion of Listings—How Far Could Home Prices Fall? – Realtor.com