A glut of housing supply is building in the Southern U.S.
Home builders now have 9.6 months of supply on their lots — the 2nd-highest in 40 years.
The long-term average is just 5.7 months, meaning the South is 68% oversupplied today.
That’s good news for buyers. All this… pic.twitter.com/E3mHdk1D8A
— Nick Gerli (@nickgerli1) September 9, 2025
*SUBPRIME LENDER TRICOLOR FILES FOR CH. 7 BANKRUPTCY IN TEXAS
A major auto lender has filed for complete liquidation bankruptcy.
Everything is fine!
Economy is great!
— Spencer Hakimian (@SpencerHakimian) September 10, 2025
Real home prices are falling nationally with the next update to the data series on Sep 25th#RESights #MacroEdge pic.twitter.com/gzHAtLrW8B
— MacroEdge RESights (@RESightsbyME) September 9, 2025
* SUBPRIME LENDER TRICOLOR FILES FOR CH. 7 BANKRUPTCY IN TEXAS pic.twitter.com/IVQOdOgAhm
— Kalani o Māui (@MauiBoyMacro) September 10, 2025
h/t Tonight We Ride!