Housing activity
Sales, starts, permits, and units under construction provide a recurring view of demand and the building pipeline.
Newsletter directory
01 02 03 All newsletters
Perimeter Reading / Real estate
CalculatedRisk Newsletter
Bill McBride
Bill McBride’s active newsletter provides detailed U.S. housing analysis, following construction, sales, inventory, prices, mortgage conditions, and regional differences through data and charts.
Subscriptions are managed by the publisher. Saving to your Desk keeps this profile in your research library.
The publication
What to expect.
CalculatedRisk Newsletter is McBride’s housing-focused publication, combining regular data updates with charts and interpretation. It tracks new and existing home sales, building activity, local market inventories, mortgage conditions, rents, and household housing finance. McBride ended daily updates on the original Calculated Risk blog in January 2026 and identified this newsletter as his main focus, alongside a separate economic weekly. Public previews provide a sample of the format; paid readers receive the full analyses and their additional charts.
Who it’s for
Housing professionals, economists, and investors who need regular U.S. residential market analysis and want to follow both national releases and local market variation.
Inside the reading
Its areas of focus.
Prices and inventory
National and local market data tracks house prices, available listings, rents, and differences between regions over time.
Housing finance
Mortgage applications, mortgage-backed securities, equity withdrawal, and delinquencies connect household financing conditions with the residential property market.
The Desk’s reading note
Make the read useful.
Compare the same series across editions, keeping seasonal adjustments and revisions in mind when interpreting a change.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
Add another perspective
