According to Edward Dowd, he asserted that undocumented immigration has boosted US economic activity and put a floor under the housing market via rental demand. Source: Edward Dowd on X (Dec 5, 2025). For traders, rental-driven demand is material because shelter comprises roughly one-third of the CPI basket, a key input for Federal Reserve policy expectations that drive rates, the dollar (DXY), and cross-asset risk appetite. Source: U.S. Bureau of Labor Statistics CPI relative importance; Federal Reserve FOMC communications. Crypto market participants should note that changes in US inflation and rate expectations have been associated with co-movements between equities and major cryptocurrencies such as BTC and ETH, making CPI shelter prints and housing data potential volatility catalysts. Source: International Monetary Fund analysis on crypto–equity correlations; Federal Reserve communications on the role of inflation in policy. Equity and macro proxies to monitor include US REITs and homebuilder ETFs (VNQ, XHB, ITB) for housing sensitivity, 2-year Treasury yields for policy-path repricing, and DXY for dollar liquidity impacts that often spill over into crypto liquidity conditions. Source: Vanguard (VNQ) and State Street/BlackRock (XHB, ITB) fund documents; U.S. Treasury yield benchmarks; ICE U.S. Dollar Index methodology.

According to @FoxNews, the successful revival of a ghost town into a tourist destination through street murals highlights a potential investment thesis in real estate and community-driven assets. This revitalization model can positively impact local property values, benefiting Real Estate Investment Trusts (REITs) and hospitality stocks. For the crypto market, this serves as an analogy for how digital art, specifically NFTs, can build communities and create economic value in digital ecosystems, mirroring the impact of physical art on real-world assets. The trend also points to the growing potential of tokenizing real-world assets (RWA) to unlock liquidity and investment opportunities.

According to Evan (@StockMKTNewz), CNBC reports that more office space in the United States is set to be removed than added in 2025, marking the first overall reduction in office footprint in at least 25 years. This trend signals structural changes in commercial real estate, potentially impacting REITs and related real estate stocks. Crypto traders should monitor this shift as it reflects broader economic transitions to digital and remote-first business models, which historically correlate with increased blockchain and digital asset adoption. Source: CNBC via @StockMKTNewz on Twitter.

According to The Kobeissi Letter, the number of unsold completed single-family homes in the US jumped by 31,000 year-over-year in March 2025, reaching 119,000, the highest level since July 2009 (source: The Kobeissi Letter, April 28, 2025). Over the past three years, unsold completed homes have tripled, now accounting for roughly 12% of housing starts. For real estate investors and traders, this spike in unsold inventory signals potential downward pressure on home prices and could impact related equities, REITs, and construction sector stocks. Monitoring inventory trends is critical for trading strategies in housing and housing-linked assets.

According to The Kobeissi Letter, US home prices rose 4.5% year-over-year in Q1 2025, marking the slowest growth since Q3 2023. Moody’s Analytics projects even further deceleration, with home price increases of 3.6% in Q2 and 2.5% in Q3 2025. This slowdown signals a significant shift in the property market, which could impact related sectors such as mortgage-backed securities and real estate investment trusts (REITs). Traders should monitor these trends for potential volatility and adjust positions in housing-linked assets accordingly (Source: The Kobeissi Letter, Twitter, April 25, 2025).

According to The Kobeissi Letter, the US housing market is showing clear signs of a slowdown, with home prices rising only 4.5% year-over-year in Q1 2025, marking the smallest increase since Q3 2023. Moody’s forecasts further deceleration, projecting home prices to rise by 3.6% in Q2 and 2.5% in Q3 of 2025 (source: The Kobeissi Letter, Twitter, April 25, 2025). Traders should note that the cooling price growth could impact related equities, REITs, and real estate-backed tokens as market sentiment adjusts to lower appreciation rates. Monitoring these trends is critical for those trading housing market ETFs and crypto assets linked to real estate.

According to The Kobeissi Letter, the median home price in the Washington, DC area has decreased from approximately $699,000 in November 2024 to $560,000 today, reflecting a 20% drop in about three months. This drastic fall indicates a potential oversupply or reduced demand in the housing market, which could affect trading decisions in related real estate investment trusts (REITs) or housing-linked financial instruments.