| Understanding the Origins and Impact of the Law of Supply and Demand “supply and demand” (link manually verified) | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | investopedia.com |
| U.S. Capital Markets | Multifamily Report 2026 Q1 “may even decline” (link manually verified) | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | colliers.com |
| The Size of the Housing Shortage: 2021 Data “National Association of Home Builders estimated” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | eyeonhousing.org |
| The Outlook for US Housing Supply and Affordability “report from Goldman Sachs” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | goldmansachs.com |
| The National Housing Deficit Grew by 159,000 Homes in 2023, Reaching 4.7 Million “Zillow gauged” (link manually verified) | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | zillow.com |
| Make it count: Measuring our housing supply shortage “The Brookings Institution put” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | brookings.edu |
| Housing is Critical Infrastructure: Social and Economic Benefits of Building More Housing “National Association of Realtors commissioned” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | nar.realtor |
| Housing Supply: Still Undersupplied by Millions of Units “Freddie Mac estimated” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | freddiemac.com |
| Housing Supply Gap Exceeds 4 Million Homes in 2025 “Realtor.com reported” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | realtor.com |
| Estimates of a “Housing Shortage” “Congressional Research Service compiled” (link manually verified) | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | congress.gov |
| Bringing the Housing Shortage into Sharper Focus
| Moody's Analytics “Moody Analytics surveyed” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | economy.com |
| American Community Survey Data “Census Bureau’s American Community Survey” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | census.gov |
| 2nd Quarter 2026 Data Update “new construction shrinks and supply tightens” | Data Dig : Sizing The Housing Supply Shortfall | Jul 24, 2026 | realpage.com |
| Will gas prices keep falling? Experts weigh in “fueled optimism” | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | abcnews.com |
| Understanding the Origins and Impact of the Law of Supply and Demand “basic economic principle” (link manually verified) | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | investopedia.com |
| U s gasoline prices rise 50 since the start of the iran war “United States throttled” | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | pbs.org |
| Real Earnings — BLS news release (PDF) “essentially flat” (link manually verified) | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | bls.gov |
| Producer Price Index — BLS news release (PDF) “drove down” (link manually verified) | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | bls.gov |
| NAR Existing-Home Sales Report Shows 2.4% Decrease in June “stated Lawrence Yun” | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | nar.realtor |
| James Steuart (economist) “Sir James Steuart’s” | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | en.wikipedia.org |
| Fed’s Logan calls for rate hike ahead of July meeting “a Federal Reserve rate hike is possible” | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | uk.finance.yahoo.com |
| Consumer Price Index Summary - 2026 M06 Results “June Consumer Price Index” (link manually verified) | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | bls.gov |
| A timeline of the Iran war and talks aimed at ending it “time-dilated” | Data Dig : Home Prices, Inflation, and a Housing Affordability Reality Check | Jul 17, 2026 | apnews.com |
| NAR Existing-Home Sales Report Shows 2.4% Decrease in June “existing home report” | Rising Rates, Rising Prices, Stable Inventory | Jul 10, 2026 | nar.realtor |
| Fomcprojtabl20260617 “rate forecast dot-plot” | Rising Rates, Rising Prices, Stable Inventory | Jul 10, 2026 | federalreserve.gov |
| Fomcminutes20260617 “the minutes” | Rising Rates, Rising Prices, Stable Inventory | Jul 10, 2026 | federalreserve.gov |
| Fed officials were split on direction of interest rates at last meeting, minutes show “most recent meeting” | Rising Rates, Rising Prices, Stable Inventory | Jul 10, 2026 | cnbc.com |
| Income in the United States: 2024 “data collected by the U.S. Census Bureau” | More ROAD Details Point to a Short and Pointless Destination | Jul 5, 2026 | census.gov |
| How many local government entities could exercise zoning authority in the U.S. seems like one of those facts that people would just know. Surely, some government agency would collect this kind of… | Scott Markley “National Zoning Atlas” | More ROAD Details Point to a Short and Pointless Destination | Jul 5, 2026 | linkedin.com |
| How 250 Years of Federal Policy Minted a $48.7T Housing Market “so-called” | More ROAD Details Point to a Short and Pointless Destination | Jul 5, 2026 | realtor.com |
| Consumer Expenditures Survey : U.S. Bureau of Labor Statistics “data from the Bureau of Labor Statistics” (link manually verified) | More ROAD Details Point to a Short and Pointless Destination | Jul 5, 2026 | bls.gov |
| What Is PCE? Explaining the Fed's Preferred Inflation Measure - Federal Reserve Bank of Atlanta “prefers” | An Inflation Backlog and a Dismal Fed Forecast | Jul 1, 2026 | atlantafed.org |
| Producer Price Index News Release - 2026 M05 Results “from the BLS on prices” (link manually verified) | An Inflation Backlog and a Dismal Fed Forecast | Jul 1, 2026 | bls.gov |
| Fomcprojtabl20260617 “forecasts” | An Inflation Backlog and a Dismal Fed Forecast | Jul 1, 2026 | federalreserve.gov |
| The new housing bill is historic experts say it may fall short for renters most in need “only at the fringes” | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | pbs.org |
| The housing bill’s back on track to becoming law. Here’s what it does for affordability. “Mainstream media” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | marketwatch.com |
| The Outlook for US Housing Supply and Affordability “investment banks” | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | goldmansachs.com |
| The Affordable Housing Crisis Grows While Efforts to Increase Supply Fall Short “government agencies” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | gao.gov |
| Ten Takeaways from the 2026 State of the Nation’s Housing “housing advocates” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | jchs.harvard.edu |
| PPI Investment in Single Family Housing “own 0.7% of all single-family homes” | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | progressivepolicy.org |
| POLITICO Pro “Trump administration” | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | subscriber.politicopro.com |
| Manufactured Housing Industry Trends & Statistics “small portion” | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | mhinsider.com |
| Insights Into Institutional Ownership of Single Family Housing “0.35% of all single-family homes and roughly 3.0% of single-family rentals” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | ubs.com |
| Inside the Deal: What's in the Final 21st Century ROAD to Housing Act “more detailed summary by the Bipartisan Policy Center” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | bipartisanpolicy.org |
| HUD Issues Layoff Notices, Targeting Fair Housing Staff “gutted” | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | news.bloomberglaw.com |
| H.R.6644 - 119th Congress (2025-2026): 21st Century ROAD to Housing Act “Section 1001 of the ROAD Act” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | congress.gov |
| Blackstone Single Family Rental Fact Sheet (PDF) “is a net seller” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | blackstone.com |
| Americans Recognize Housing Affordability Crisis, Support New Policies To Fix the Market and Build More Homes “think-tanks” (link manually verified) | The 21st Century ROAD to Housing Act Is a Circular Road | Jun 27, 2026 | americanprogress.org |
| Why the Fed Is Unlikely to Cut Rates This Year “at least the next 18 months” | Housing Starts Plummet While Existing Home Inventory Stagnates | Jun 26, 2026 | goldmansachs.com |
| Mortgage rate predictions for the next five years: What you can expect “unlikely to diminish” | Housing Starts Plummet While Existing Home Inventory Stagnates | Jun 26, 2026 | finance.yahoo.com |
| When Does Federal Debt Reach Unsustainable Levels? Spring 2026 - Onward “no feasible future additional tax on broad-based labor income” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | budgetmodel.wharton.upenn.edu |
| What’s Next for the Fed in 2026? “Federal Reserve watchers forecast” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | morningstar.com |
| Watch “more skeptical lot” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | youtu.be |
| Trump has a new, surprising take on the higher cost of living: 'I love the inflation' “to be loved” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | ap.org |
| Social Security Trustees Report Summary “annual report” (link manually verified) | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | ssa.gov |
| Real Earnings - 2026 M06 Results ““real” average wage” (link manually verified) | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | bls.gov |
| Kevin Warsh spent a year calling for rate cuts. Now he'll have to explain why he can't “Kevin Warsh” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | fortune.com |
| Job market finally shows sustained signs of life, adds 172,000 jobs in May “consensus estimate” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | finance.yahoo.com |
| Inside Trump's Pressure Campaign on Powell and the Fed | FRONTLINE | PBS | Official Site | Documentary Series “relentless assault” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | pbs.org |
| Harvard JCHS Herbert Hermann McCue measuring housing affordability “long-standing notion” | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | jchs.harvard.edu |
| Fed Chair Kevin Warsh wants to get inflation under control. That could be bad news for home buyers. “hawkish comments” (link manually verified) | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | marketwatch.com |
| Employment Situation — BLS news release (PDF) “Employment Situation report” (link manually verified) | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | bls.gov |
| Consumer Price Index for All Urban Consumers (CPI-U): By expenditure category - 2026 M06 Results “CPI for All Items” (link manually verified) | Data Roundup and Dig : Inflation, Wages, Social Security and Medicare, and a Hawkish Fed | Jun 23, 2026 | bls.gov |
| When Does Federal Debt Reach Unsustainable Levels? Spring 2026 - Onward “described an analysis” | The Call Is Coming From Inside The House | Jun 6, 2026 | budgetmodel.wharton.upenn.edu |
| Iran, Inflation & Interest Rates: Bond Market Update “traders feared” | The Call Is Coming From Inside The House | Jun 6, 2026 | schwab.com |
| Your Money Counselor “impulses, insecurity, envy, and avarice” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | yourmoneycounselor.substack.com |
| Why So Glum? The Disconnect Between Consumer Sentiment and Economic Data “questionable validity” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | economics.td.com |
| US Consumer Confidence “consumer attitudes, buying intentions, vacation plans, and consumer expectations for inflation, stock prices, and interest rates” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | conference-board.org |
| The Conference Board | Trusted Insights for What's Ahead ® “Conference Board” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | conference-board.org |
| Surveys of Consumers “University of Michigan” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | sca.isr.umich.edu |
| Reassessing the Relationship Between Consumer Sentiment and Spending with a New Composite Index - Federal Reserve Bank of Chicago “brought renewed attention” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | chicagofed.org |
| How Social Media Can Shape Public Opinion “broad reach” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | georgetown.edu |
| Epic miscalls and landslides unforeseen: The exceptional catalog of polling failure “come to mind” | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | theconversation.com |
| Consumer Confidence vs. Sentiment Explained: Key Differences “methodological differences” (link manually verified) | Consumer Confidence, Consumer Sentiment, and Survey Silliness | Jun 4, 2026 | investopedia.com |
| US Consumer Confidence “consumer confidence” | Sensible Data : Consumer Expenditures Up and Home Sales Down in April 2026 | May 29, 2026 | conference-board.org |
| Trump on rising gas prices during Iran operation: 'If they rise, they rise' “may not be concerned” (link manually verified) | Sensible Data : Consumer Expenditures Up and Home Sales Down in April 2026 | May 29, 2026 | reuters.com |
| Surveys of Consumers “Consumer sentiment” | Sensible Data : Consumer Expenditures Up and Home Sales Down in April 2026 | May 29, 2026 | sca.isr.umich.edu |
| MND's Daily Mortgage Rate Index “rate of 6.45%” | Sensible Data : Consumer Expenditures Up and Home Sales Down in April 2026 | May 29, 2026 | mortgagenewsdaily.com |
| Bps seas faqs “frequently asked questions” | Data Dig : Single-Family Housing Starts April 2026 | May 23, 2026 | census.gov |
| U.S. Demand for Skilled Trades Grows 3x Faster than Professional Roles “Randstad estimates” | AI May Depress Home Inventory | May 12, 2026 | randstadusa.com |
| Trump’s Deportations Are Costing Americans Jobs, Study Finds “labor problem worse (paywall)” (link manually verified) | AI May Depress Home Inventory | May 12, 2026 | nytimes.com |
| The cost of compute power: A $7 trillion race “McKinsey and Company” (link manually verified) | AI May Depress Home Inventory | May 12, 2026 | mckinsey.com |
| Real Earnings, August 2025 — BLS news release (PDF) “just 1.2%” (link manually verified) | AI May Depress Home Inventory | May 12, 2026 | bls.gov |
| Jensen Huang’s message to electricians and plumbers: ‘This is your time,’ as AI buildout leads to soaring demand for skilled trades “predicts” | AI May Depress Home Inventory | May 12, 2026 | finance.yahoo.com |
| How Apprenticeships Empower Adult Learners and Bridge the Construction Workforce Gap “predicts” | AI May Depress Home Inventory | May 12, 2026 | nccer.org |
| Heating, Air Conditioning, and Refrigeration Mechanics and Installers : Occupational Outlook Handbook “demand for HVAC technicians” (link manually verified) | AI May Depress Home Inventory | May 12, 2026 | bls.gov |
| Google announces new AI training for electrical workers and apprentices “modest grant” | AI May Depress Home Inventory | May 12, 2026 | blog.google |
| Fall 2025 Final Construction Labor Market Report Update “fall 2025 report” | AI May Depress Home Inventory | May 12, 2026 | hbi.org |
| Electricians : Occupational Outlook Handbook “Bureau projected” (link manually verified) | AI May Depress Home Inventory | May 12, 2026 | bls.gov |
| BlackRock Launches $100M Skilled Trades Initiative “March 11, 2026 press release” | AI May Depress Home Inventory | May 12, 2026 | blackrock.com |
| $14 trillion asset manager BlackRock aims to lock down execs to compete in the ‘alts’ gold rush shaking up the fund industry “over $14 trillion” | AI May Depress Home Inventory | May 12, 2026 | finance.yahoo.com |
| With the Hill in limbo on ROAD Act, the toll on BTR projects climbs “would require” | Residential Rent Trends Send a Signal | May 7, 2026 | housingwire.com |
| ROAD to Housing Act of 2025 “Renewing Opportunity in the American Dream to Housing Act of 2025” (link manually verified) | Residential Rent Trends Send a Signal | May 7, 2026 | congress.gov |
| Redfin’s 2026 Predictions: Welcome to The Great Housing Reset “ignite a housing recovery” | Data Dig : Trends in Home Construction, Interest Rates, and Uncertainty | May 1, 2026 | redfin.com |
| Housing Market Set for a 2026 Comeback, NAR Predicts “housing industry” | Data Dig : Trends in Home Construction, Interest Rates, and Uncertainty | May 1, 2026 | nar.realtor |
| The State of Housing in America “U.S. Chamber of Commerce” | Data Dig : Single-Family Housing Starts March 2026 | Apr 30, 2026 | uschamber.com |
| The Outlook for US Housing Supply and Affordability “Wall Street” | Data Dig : Single-Family Housing Starts March 2026 | Apr 30, 2026 | goldmansachs.com |
| Housing Supply: Current Trends and Policy Considerations “sages in Congress” (link manually verified) | Data Dig : Single-Family Housing Starts March 2026 | Apr 30, 2026 | congress.gov |
| Housing Supply Gap Exceeds 4 Million Homes in 2025 “housing industry” | Data Dig : Single-Family Housing Starts March 2026 | Apr 30, 2026 | realtor.com |
| Bps seas faqs “frequently asked questions” | Data Dig : Single-Family Housing Starts March 2026 | Apr 30, 2026 | census.gov |
| NRS - Data “U.S. Census Bureau data” | Housing Is not a Philanthropic Endeavor | Apr 26, 2026 | census.gov |
| Builders’ Profit Margins Improved in 2023 “data compiled” | Housing Is not a Philanthropic Endeavor | Apr 26, 2026 | eyeonhousing.org |
| ROAD to Housing Act of 2025 “exile investors” (link manually verified) | Another Substack / Blog / Podcast on Housing? | Apr 25, 2026 | congress.gov |
| How Zoning Regulations Affect Affordable Housing “force municipalities” | Another Substack / Blog / Podcast on Housing? | Apr 25, 2026 | nahb.org |
| How Zoning Fits into a National Housing Affordability Strategy “higher density” | Another Substack / Blog / Podcast on Housing? | Apr 25, 2026 | urban.org |
