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Look at that beautiful yield curve.
JPow! continues to post W's
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Kevin Erdmann
CEA: Inflation was transitory.
A review of inflation expectations
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Kevin Erdmann
Unfortunately, production efficiency isn't going to make housing affordable
There are some new modular homebuilding ventures out there. This sort of incremental innovation is important in all markets, and it could be important…
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Kevin Erdmann
4
October 2023 Residential Sales and Homebuilders Update
We’re basically moving along the established trend. This month had a bit of downward noise, but the basic trends remain intact. Figure 1 shows new home…
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Kevin Erdmann
Inflation was obviously transitory (postscript)
Thought I’d post some quick follow-up points to the earlier post. The problem starts with the fact that an interest rate target is a terrible way to…
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Kevin Erdmann
1
Inflation was obviously transitory
There seems to be a developing consensus that transitory inflation was a myth that was proven wrong because (1) inflation was high for longer than…
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Kevin Erdmann
October 2023 Residential Construction
Before I get to the subscriber portion of this month’s update, here is a chart that estimates construction time for different projects based on the…
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Kevin Erdmann
2
Erdmann Housing Tracker
Erdmann Housing Tracker
How housing costs got here and where they're going.

Erdmann Housing Tracker

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