Rebel Capitalist News New Housing Data Just Released (Worst On Record)
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Mar 10, 2026 New housing and jobs data point to record relistings and weakening buyer demand. Discussion covers why sellers delist then drop prices and how job losses and private credit stress hurt affordability. The talk explores an E-shaped economy with top earners propping spending and the risk that falling asset prices could trigger a sharp demand shock.
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Relistings Spike Shows Seller Weakness
- U.S. home relistings surged after sellers delisted in 2025 and returned in spring 2026, with ~45,000 relisted homes and a record 112,000 delistings in December.
- One-third of relisted homes are priced cheaper, signaling sellers returning from weakness not strength.
Don't Relist At Last Year's Peak Price
- Sellers should avoid relisting at prior peak prices after extended market silence because buyers will negotiate from a position of strength.
- Lowering to a realistic price on relist often leads to quick sales and sets new comps downward.
Rates Down But Buyers Still Absent
- Lower mortgage rates alone haven't revived demand because affordability and jobs matter more than rates.
- Despite 30-year fixed rates falling below 6%, buyers are scarce amid negative payrolls and rising household costs.