The hottest Sales Data Substack posts right now

And their main takeaways
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What's going on with electric cars?

Off to Lunch • 511 implied HN points • 06 Feb 24
đź’Ľ Business Sales Data
  1. Sales of battery electric cars to private buyers in the UK fell by 25% in January.
  2. The UK government's plan to end the sale of new petrol and diesel vehicles by 2035 is facing criticism for slow progress.
  3. Challenges in the electric vehicle sector include concerns about demand, government strategies, and business operations.

1st Look at Local Housing Markets in June

CalculatedRisk Newsletter • 282 implied HN points • 08 Jul 25
đź’Ľ Business Sales Data
  1. In June, home sales increased slightly by 0.9% compared to the same month last year, which is a good sign after previous declines.
  2. There were more new home listings this June, showing an increase of 7.7% year-over-year, but still lower than the activity in 2019.
  3. Inventory levels rose significantly by 39.3% year-over-year, indicating that more homes are available for buyers now compared to last year.

Final Look at Housing Markets in October and a Look Ahead to November Sales

CalculatedRisk Newsletter • 52 implied HN points • 02 Dec 25
đź’° Finance Sales Data
  1. Home sales are about 24% lower than pre-pandemic levels, showing a significant slowdown. This means people are buying fewer homes than before the pandemic started.
  2. The number of homes available for sale is increasing, which might lead to price drops in some areas later. More listings and higher inventory could mean better deals for buyers.
  3. Next month's sales might be steady due to lower mortgage rates, but comparisons to last year will be tricky because sales were already low. It's a mixed bag for the housing market ahead.

NAR: Existing-Home Sales Increased to 4.13 million SAAR in November

CalculatedRisk Newsletter • 14 implied HN points • 19 Dec 25
đź’° Finance Sales Data
  1. Existing-home sales rose 0.5% in November to a 4.13 million SAAR but are about 1.0% lower than a year ago and have roughly hovered around a 4 million annual pace for the past three years.
  2. Inventory fell seasonally to 1.43 million and months-of-supply dropped to 4.2 months, yet inventory is up 7.5% year-over-year and is higher on a months-of-supply basis than before the pandemic.
  3. Median existing-home prices increased modestly, up 1.2% year-over-year to $409,200, indicating slight price gains despite flat sales and mixed supply signals.

3rd Look at Local Housing Markets in November

CalculatedRisk Newsletter • 14 implied HN points • 17 Dec 25
đź’Ľ Business Sales Data
  1. California sales reached their highest pace since September 2022, up about 2.6% year‑over‑year on a seasonally adjusted basis, but statewide sales still sit below the 300,000‑unit benchmark and the median price fell month‑to‑month while remaining roughly flat year‑over‑year.
  2. In the local markets sampled, closed sales were down about 7.1% year‑over‑year on a not‑seasonally‑adjusted basis, and early data suggest national November existing‑home sales may be unchanged or down slightly year‑over‑year.
  3. Supply is building unevenly: active inventory was up roughly 9.8% year‑over‑year while new listings fell about 4.6%, with wide regional differences and a slowing pace of inventory growth (California’s unsold inventory index near 3.6 months).
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May 2025 Residential Home Sales

Erdmann Housing Tracker • 84 implied HN points • 25 Jun 25
đź’° Finance Sales Data
  1. Residential home sales are showing a slow and steady recovery. It means that the market isn't booming, but it's getting better bit by bit.
  2. The data reflects a consistent trend, suggesting a stable housing market in May 2025. This stability can be good for buyers and sellers.
  3. Overall, the housing market's current state is described as 'boring.' While it lacks excitement, a boring market can also mean less volatility.

NAR: Existing-Home Sales Increased to 4.10 million SAAR in October

CalculatedRisk Newsletter • 19 implied HN points • 20 Nov 25
đź’Ľ Business Sales Data
  1. Existing home sales went up by 1.2% in October, reaching a rate of 4.10 million homes sold per year. This shows a steady trend in the housing market over the last few years.
  2. The median price of homes increased by 2.1% from last year, reaching around $415,200. This suggests that home values are continuing to rise despite changes in sales.
  3. Inventory levels of unsold homes slightly decreased, showing only a small drop compared to typical seasonal trends. This could mean there's still a decent supply of homes available for buyers.

1st Look at Local Housing Markets in October

CalculatedRisk Newsletter • 19 implied HN points • 06 Nov 25
đź’° Finance Sales Data
  1. In October, home sales were down 2.8% compared to last year, which shows a decrease from the previous month's 7.4% increase.
  2. New listings of homes increased by 3.4% year-over-year but are still lower than the activity seen in October 2019.
  3. The number of active homes available for sale rose significantly, with inventory up 21.4% from last year, but it varies by region.

Part 1: Current State of the Housing Market; Overview for mid-November 2025

CalculatedRisk Newsletter • 14 implied HN points • 12 Nov 25
đź’° Finance Sales Data
  1. There are more homes available for sale now compared to last year, but the growth in inventory is slowing down. This means homebuyers have more choices but the supply isn't increasing as quickly as before.
  2. Despite more listings, sales of existing homes are down compared to previous years, and home prices are under pressure. This suggests buyers might find some great deals, but sellers could face challenges.
  3. New homebuilders are struggling but not in a crisis like before. They have unsold homes and are lowering prices, trying to compete with the growing number of existing homes on the market.

2nd Look at Local Housing Markets in October

CalculatedRisk Newsletter • 14 implied HN points • 11 Nov 25
đź’° Finance Sales Data
  1. In October, home sales rose slightly by 0.4% compared to last year, while last month they were up 7.6%. This shows a slow down in the market.
  2. New listings of homes for sale increased by 4% from last year, but they are still lower than what they were in 2019.
  3. Active inventory of homes is up 18.1% compared to last year, indicating more options for buyers, though the situation varies by region.

Final Look at Local Housing Markets in June and a Look Ahead to July Sales

CalculatedRisk Newsletter • 38 implied HN points • 25 Jul 25
đź’° Finance Sales Data
  1. Home sales are down compared to last year, and we might see sales in 2025 be similar to those in 2024, which were already low.
  2. Inventories are increasing, meaning there are more homes available for sale, which could lead to price drops in certain areas.
  3. July sales are expected to remain steady compared to July last year, as mortgage rates and working days are similar.

2nd Look at Local Housing Markets in May

CalculatedRisk Newsletter • 43 implied HN points • 11 Jun 25
đź’° Finance Sales Data
  1. Closed home sales in May decreased by 3.9% compared to last year, which indicates a continuing downward trend in the housing market.
  2. New listings of homes increased by 10.2% year-over-year, but they're still lower than the levels seen in May 2019.
  3. Active inventory is rising significantly, with an increase of 36.9% compared to last year, showing more options for buyers this spring.

California October Home Sales "Highest Level Since February"; 4th Look at Local Markets

CalculatedRisk Newsletter • 9 implied HN points • 18 Nov 25
đź’Ľ Business Sales Data
  1. California home sales in October reached their highest level since February, showing a slight increase from both the previous month and last year. This is a positive sign for the housing market.
  2. The median price per square foot for homes in California has decreased by 2.5% compared to last year. This indicates a slight downturn in housing prices, even as sales have picked up.
  3. While new listings have increased by 7% year-over-year, overall inventory remains higher than last year, which suggests that more homes are available for buyers, but market trends may slow down as we enter the holiday season.

NAR: Existing-Home Sales Increased to 4.01 million SAAR in July; Up 0.8% YoY

CalculatedRisk Newsletter • 23 implied HN points • 21 Aug 25
đź’° Finance Sales Data
  1. Existing-home sales increased by 2.0% in July, reaching a seasonally adjusted annual rate of 4.01 million. This shows a small growth compared to last year.
  2. The median house price rose slightly by 0.2% year-over-year to $422,400. This indicates that homes are still holding their value.
  3. The inventory of unsold homes also went up by 0.6%, bringing the total to 1.55 million units. This gives buyers more options in the market.

New Home Sales at 652,000 Annual Rate in July

CalculatedRisk Newsletter • 19 implied HN points • 25 Aug 25
đź’° Finance Sales Data
  1. New home sales in July were at a rate of 652,000, showing a small dip from June but still below last year's numbers.
  2. The inventory of new homes for sale is quite high, with a supply of 9.2 months, which is more than what is usually considered normal.
  3. Prices for new homes have dropped by 12% from their peak, partly because of changes in the types of homes being sold.

3rd Look at Local Housing Markets in January

CalculatedRisk Newsletter • 57 implied HN points • 14 Feb 25
đź’° Finance Sales Data
  1. The National Association of Realtors will report on January home sales, which are expected to decrease. People are anticipating a drop from December's sales figures.
  2. In January 2024, home sales were reported at around 4.00 million, showing a trend in sales that people are keeping an eye on.
  3. Data comparisons from January 2019 will also be included, helping to understand how the market has changed over time.

NAR: Existing-Home Sales Decreased to 3.93 million SAAR in June; Unchanged YoY

CalculatedRisk Newsletter • 23 implied HN points • 23 Jul 25
đź’° Finance Sales Data
  1. Existing-home sales dropped by 2.7% in June, totaling 3.93 million sales at an annual rate. This marks five months where sales have not increased compared to the previous year.
  2. The inventory of unsold homes fell slightly, but it increased by 15.9% from last year. This suggests that while there are more homes available now, it hasn't translated into more sales.
  3. Median home prices went up by 2.0% compared to last year, indicating that while sales may be slowing, the prices for available homes are still climbing.

June 2025 Residential Home Sales

Erdmann Housing Tracker • 21 implied HN points • 24 Jul 25
đź’° Finance Sales Data
  1. Home sales have been flat and inventory has been rising for about 8 years. This long trend can be surprising and hard to understand.
  2. Looking closely at housing data requires careful interpretation; many factors like COVID can distort the view.
  3. Understanding the housing market involves recognizing patterns that might not change quickly, which can be frustrating for those expecting quick shifts.

Final Look at Local Housing Markets in December and a Look Ahead to January Sales

CalculatedRisk Newsletter • 52 implied HN points • 30 Jan 25
đź’° Finance Sales Data
  1. Existing home sales increased for three months in a row, but they are still much lower than before the pandemic. December's sales were about 21% below the average from 2017 to 2019.
  2. Inventory of homes for sale is rising sharply in regions like Florida and Texas, with a year-over-year increase of 17.5%. This suggests more options for buyers in those areas.
  3. There were more new listings in December compared to last year, but they are still at historically low levels. The increase in new listings may hint at some recovery in the housing market.

New Home Sales Decrease to 657,000 Annual Rate in January

CalculatedRisk Newsletter • 43 implied HN points • 26 Feb 25
đź’° Finance Sales Data
  1. New home sales dropped to an annual rate of 657,000 in January, marking a decline from previous months. This shows a slowdown in the housing market compared to last year.
  2. The average price of new homes has decreased by 5.8% from its highest point due to changes in what types of homes are selling.
  3. There is a high inventory of homes available, with a supply of 9 months, which is more than the usual range of 4 to 6 months. This indicates more choices for buyers but also suggests a slower market.

California Home Sales "Sputter" in May; 4th Look at Local Markets

CalculatedRisk Newsletter • 23 implied HN points • 20 Jun 25
đź’° Finance Sales Data
  1. California home sales decreased for the third month in a row, highlighting reduced buyer confidence due to high mortgage rates and economic uncertainty.
  2. Active home inventory reached a 67-month high, with a significant year-over-year increase in available listings, suggesting more choices for buyers.
  3. Despite a minor decline in home prices, the market is still facing challenges, with many areas reporting fewer homes sold compared to previous years.

3rd Look at Local Housing Markets in June

CalculatedRisk Newsletter • 19 implied HN points • 16 Jul 25
đź’Ľ Business Sales Data
  1. In June, home sales were up 4.7% compared to last year, marking a recovery from the previous month's drop. More working days in June helped boost these numbers.
  2. New listings have increased by 5.0% year-over-year, but they are still lower than levels from June 2019. This indicates a mixed trend in the market.
  3. Inventory levels rose by 26.2% compared to last year, suggesting that more homes are becoming available. This change is happening more than usually expected for this time of year.

New Home Sales Increase to 698,000 Annual Rate in December

CalculatedRisk Newsletter • 43 implied HN points • 27 Jan 25
đź’° Finance Sales Data
  1. New home sales in December 2024 hit 698,000, which is a good increase from the previous months. This suggests the housing market is showing some positive movement.
  2. The median price of new homes has dropped by 7.2% from its peak. This could make new homes more affordable for buyers.
  3. There are currently about 8.5 months of new home supply available, which is higher than the normal range. This means there are lots of homes for buyers to choose from.

2nd Look at Local Housing Markets in December

CalculatedRisk Newsletter • 43 implied HN points • 13 Jan 25
đź’° Finance Sales Data
  1. Home sales have been increasing for three months in a row compared to last year, which is a positive sign for the housing market.
  2. Inventory of homes for sale is up significantly, especially in southern states like Florida and Texas, meaning more choices for buyers.
  3. New listings are still low compared to past years, but they have increased recently, indicating some recovery in the market.

3rd Look at Local Housing Markets in May

CalculatedRisk Newsletter • 19 implied HN points • 16 Jun 25
đź’° Finance Sales Data
  1. Home sales are down across many markets, with a 4.3% decrease year-over-year in May compared to last year.
  2. New listings are slowly increasing, up by 6.3% compared to last May, but still lag behind the numbers from 2019.
  3. Inventory levels are rising significantly, with a 29% increase year-over-year, indicating a changing market dynamic.

3rd Look at Local Housing Markets in November

CalculatedRisk Newsletter • 43 implied HN points • 16 Dec 24
đź’° Finance Sales Data
  1. November home sales are expected to show a slight increase compared to October, with forecasts at 3.97 million annually. This is a positive sign for the housing market.
  2. This marks the second year-over-year gain in home sales since July 2021, indicating a potential recovery in the market.
  3. The data will be released by the NAR on December 19th, offering insight into how the housing market is currently performing.

1st Look at Local Housing Markets in January

CalculatedRisk Newsletter • 33 implied HN points • 07 Feb 25
đź’° Finance Sales Data
  1. January saw a significant increase in active housing inventory, rising by 38.3% from last year, but it's usually low during this month. March will be important to see if this trend continues.
  2. New listings in January rose by 23.7% compared to last year, but they are still at historic lows when compared to January 2019.
  3. Closed sales in January increased by 6.4% year-over-year, which is a positive sign, but overall sales are still down compared to earlier years like 2019.

2nd Look at Local Housing Markets in June

CalculatedRisk Newsletter • 14 implied HN points • 11 Jul 25
đź’Ľ Business Sales Data
  1. In June, home sales increased by 4.5% compared to last year. This is a positive change after a decline in May.
  2. Inventory of homes for sale was up 30.8% year-over-year. This means more homes are available for buyers than before.
  3. New listings in June were also up by 5.5% from last year, but they are still lower compared to June 2019.

California Home Sales Up 9.5% SA YoY in October

CalculatedRisk Newsletter • 43 implied HN points • 20 Nov 24
đź’° Finance Sales Data
  1. California home sales increased by 9.5% in October compared to the previous year, showing a strong recovery.
  2. October 2023 marked the first year-over-year gain in national existing home sales since August 2021 after a long decline.
  3. Mortgage rates, which dropped in August and September, contributed to the rise in sales, but recent increases might slow future sales.

3rd Look at Local Housing Markets in October

CalculatedRisk Newsletter • 43 implied HN points • 18 Nov 24
đź’° Finance Sales Data
  1. In October, existing home sales saw a year-over-year increase, which is the first time this has happened since August 2021. This means more people are buying homes now compared to last year.
  2. The median price of homes rose by about 4.7% compared to the same time last year, showing that homes are becoming more expensive even though sales are still low.
  3. Active inventory of homes for sale went up by 25.9% year-over-year, especially in places like Florida and Texas. This increase could impact home prices in the coming months.

New Home Sales Decrease Sharply to 610,000 Annual Rate in October

CalculatedRisk Newsletter • 38 implied HN points • 26 Nov 24
đź’° Finance Sales Data
  1. New home sales dropped sharply to an annual rate of 610,000 in October, which is a significant decrease from previous months. This decline might be linked to recent hurricanes affecting certain areas.
  2. The median price of new homes has decreased by 5% from its peak, which is partly due to the types of homes being sold. This suggests a shift in the market's composition.
  3. There is a notable increase in the months of supply for new homes, now at 9.5 months, indicating a bigger inventory than usual. More completed homes are available compared to recent years, especially since the pandemic.

Final Look at Local Housing Markets in November and a Look Ahead to December Sales

CalculatedRisk Newsletter • 33 implied HN points • 30 Dec 24
đź’° Finance Sales Data
  1. Existing home sales saw a year-over-year increase in November, but overall sales are still low compared to past years. This means the market is slowly improving but hasn't fully bounced back yet.
  2. Inventory levels of homes for sale are rising, especially in states like Florida and Texas. More available homes could impact house prices as we move into the winter months.
  3. New listings are showing slight growth, but they remain lower than historical norms. This could mean fewer options for buyers compared to previous years.

4th Look at Local Housing Markets in December

CalculatedRisk Newsletter • 28 implied HN points • 23 Jan 25
đź’° Finance Sales Data
  1. Some local housing markets are seeing quicker inventory recovery than sales, especially in states like Florida and Texas. This may lead to rising home prices.
  2. December is showing a year-over-year increase in home sales for the third month in a row. This trend might indicate a recovering housing market.
  3. Regional differences in the housing market are important to watch. Understanding these differences can help buyers and sellers make better decisions.

Lawler: Early Read on Existing Home Sales in October

CalculatedRisk Newsletter • 33 implied HN points • 15 Nov 24
đź’° Finance Sales Data
  1. Existing home sales increased in October, marking the first year-over-year gain since August 2021. This is a positive sign for the housing market.
  2. Sales were estimated to be at an annual rate of 3.97 million, which is a 3.4% increase from September. This shows a gradual recovery in home buying activity.
  3. The increase in home sales could indicate a shift in the market, possibly making it a better time for buyers and sellers to engage in real estate transactions.

2nd Look at Local Housing Markets in October

CalculatedRisk Newsletter • 33 implied HN points • 12 Nov 24
đź’° Finance Sales Data
  1. Local housing markets in October showed the first year-over-year sales gain since August 2021. This is a positive sign for home sales.
  2. The analysis includes over 40 local markets, comparing current data to October 2019. This helps understand how the market has changed over time.
  3. Active listings, new listings, and closed sales are being tracked, giving a clearer picture of the housing market's performance.

January 2025 New Home Sales

Erdmann Housing Tracker • 21 implied HN points • 26 Feb 25
đź’Ľ Business Sales Data
  1. Home sales are still slow following the effects of Covid-19. Many people are still hesitant to buy homes right now.
  2. The number of homes for sale is high, which relates to the inventory levels seen in 2008. This suggests a potential oversupply in the market.
  3. The months of supply for homes on the market are also very high, indicating that it may take a while for the market to balance out.

1st Look at Local Housing Markets in November

CalculatedRisk Newsletter • 23 implied HN points • 06 Dec 24
đź’Ľ Business Sales Data
  1. In November, home sales increased by 17% compared to last year. This is a good sign, but sales are still lower than what they were a few years ago.
  2. There was a big jump in active home listings, with inventory up almost 25% year-over-year. This increase is crucial for keeping house prices stable during the winter months.
  3. New listings are rising slightly, but remain low when compared to past years. This means fewer homes are being put on the market, even though some areas are seeing more options.

Final Look at Local Housing Markets in October and a Look Ahead to November Sales

CalculatedRisk Newsletter • 23 implied HN points • 25 Nov 24
đź’° Finance Sales Data
  1. Existing home sales went up for the first time in over two years, but they are still low overall. Many people signed contracts when mortgage rates were at their lowest in two years.
  2. Florida and Texas are seeing a big increase in house listings, which is affecting prices in those areas. Hurricane Milton had an impact on statistics in Florida.
  3. Each local market has different trends, and some data is compared to figures from 2019 to show changes over time.

4th Look at Local Housing Markets in November

CalculatedRisk Newsletter • 19 implied HN points • 18 Dec 24
đź’° Finance Sales Data
  1. Home sales in California jumped by 19.5% compared to last year, signaling a strong recovery even though overall sales remain below pre-COVID levels.
  2. The number of active home listings grew significantly, with inventory up over 20% year-over-year, which may affect house prices in the coming months.
  3. New listings have also increased slightly, but are still at historically low levels, suggesting that supply remains tight in several markets.