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Housing Discussion with Fortune’s Lance Lambert


On Friday, Fortune’s Lance Lambert and I discussed the US housing market.

Click here for audio

One of the key topics was household formation. Here is an excellent summary article by Katie McKellar at The most ‘underreported’ factor influencing housing market, according to Calculated RiskBill McBride, author of the economics blog Calculated Risk, said there’s a key reason why both rent and home price growth is slowing amid the U.S. housing correction playing out today.

In a live Twitter Space hosted by Fortune Magazine on Friday, McBride called it the most “underreported” factor.

What is it? Household formation — both because of how much it accelerated amid the COVID-19 pandemic and how it’s slowing down now.

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