Home Price Adjustment! Average Hourly Earnings YoY ABOVE Home Price Growth YoY (Home Price Growth Exploded Following Federal Governments’ Covid-related Spending Splurge)

confoundedinterest17 #bubble, #inflation, Banking, CMBS, CRE, Economy, Existing Home Sales, fannie mae, Fed, Freddie Mac, Gold, Housing, Inflation, Mortgage, New Home Sales, Powell, REITs, Silver, SPX, Stocks, Treasuries, Treasury, Uncategorized, Wages February 26, 2026 1 Minute

The S&P Cotality Case-Shiller U.S. National Home Price NSA Index posted a 1.3% annual gain (YoY) for December 2025, down from a 1.4% rise in the previous month. Average hourly earnings now at 3.73% YoY, higher than home price growth.

Home price growth exploded following The Federal governments’ Covid-related spending splurge.

Geographic divergence widened sharply: Chicago and New York led all markets with gains above 5%, while Tampa, Phoenix, Dallas, and Miami posted the steepest declines among markets that finished the year in negative territory.

Inflation cooled significantly under Trump, but The Fed keeps printing M2!