According to @KobeissiLetter, Redfin data show the U.S. median home sale price rose 2.4% year over year in the four weeks ending November 9 to $393,700, the highest since August (source: Redfin). @KobeissiLetter adds the latest gain is the largest in six months and that prices are up by roughly $18,700 over the past three years (source: Redfin via @KobeissiLetter). Home purchase prices are not directly used in CPI; shelter inflation is instead based on rents and owners’ equivalent rent, which together carry about one-third of headline CPI (source: U.S. Bureau of Labor Statistics). Sticky shelter inflation can delay policy easing as the FOMC intends to keep policy restrictive until inflation moves sustainably toward 2%, a macro setup crypto traders in BTC and ETH monitor via rates and USD trends (source: Federal Reserve Board; source: Kaiko Research).

According to @charliebilello, US home prices rose 1.3 percent year over year, the slowest appreciation in more than two years, source: @charliebilello on X Twitter, Nov 25, 2025. For traders, housing trends feed into shelter inflation gauges that the Federal Reserve tracks, shaping interest rate expectations and broader risk sentiment including crypto assets such as BTC and ETH, source: U.S. Bureau of Labor Statistics on CPI shelter weight and Federal Reserve FOMC statements.

According to The Kobeissi Letter, the median asking home price in the US has surged by 6.3% year-over-year, reaching a record $424,985. This significant increase is approximately $50,000 higher since the start of the year. Additionally, the median sale price rose by 3.0% year-over-year to $383,750. These trends indicate a robust real estate market, potentially impacting mortgage rates and investment strategies.