by Calculated Risk on 10/09/2022 11:37:00 AM
On Friday, Fortune’s Lance Lambert and I discussed the US housing market.
One of the key topics was household formation. Here is an excellent summary article by Katie McKellar at desert.com: The most ‘underreported’ factor influencing housing market, according to Calculated Risk
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.