Homes are CURRENTLY priced at 2.75% mortgage rates. Housing supply just passed 1 Million listings, the highest for April since 2019. NO FED CUTS UNTIL 2027?

Notice, this never lasts.

Homes are CURRENTLY priced at 2.75% mortgage rates. https://t.co/Qp5Z1P2x0l

— Darth Powell (@VladTheInflator) May 2, 2026

We are living through one of the largest artificially inflated real estate bubbles in history.

Zero rates.
Massive stimulus.
Record speculation.

Now the unwind begins. pic.twitter.com/GldAUS1HeJ

— Jon Brooks (@jonbrooks) May 3, 2026

Housing supply just passed 1 Million listings.

the highest for April since 2019.

Note: today's U.S. inventory count is now only 12% below 2019 levels, and actually 6.4% above 2020 levels.

The notion of a "housing shortage" is long fading into the past, providing buyers with… pic.twitter.com/mcADuZMqI6

— Nick Gerli (@nickgerli1) May 3, 2026

🚨The Freddie Mac House Price Index just printed its lowest month-over-month increase (Feb to March) non-seasonally adjusted since 2011

Seasonally adjusted it went negative Feb to Mar for the first time since 2011

Since 1975 the series has been negative Feb to Mar only 7 times pic.twitter.com/1h7YHtSGOO

— Melody Wright (@m3_melody) May 2, 2026

It is the start of the selling season

— Melody Wright (@m3_melody) May 4, 2026

U.S. homeowner equity: $36 trillion

Almost 3x the 2006 peak.

If you’re wondering why:
• Sellers won’t sell
• Buyers can’t buy
• Transactions are dead

This is the reason. pic.twitter.com/m3bg2kbMx5

— Jon Brooks (@jonbrooks) May 3, 2026

Who will be the buyer of real estate in 30 years? pic.twitter.com/W1tQQdw9Sb

— Jon Brooks (@jonbrooks) May 2, 2026

NO FED CUTS UNTIL 2027?

Barclays now sees the Fed on hold through 2026, with just one cut in March 2027 as inflation stays above 3% and oil prices remain elevated.

Markets are aligning: Kalshi odds of a cut before 2027 have fallen to ~45%.

Resilient growth + sticky inflation =… pic.twitter.com/3AX3ZOUeeQ

— *Walter Bloomberg (@DeItaone) May 4, 2026

First they stop paying credit cards
Then they stop paying their mortgages

Then we see more short sale and foreclosures pic.twitter.com/yVskTujAS5

— Jon Brooks (@jonbrooks) May 3, 2026

Economist Gary Shilling warns the stock market could plunge up to 30 percent this year.
Gary Shilling is out saying the stock market may fall as much as 30 percent…