Said on Jul 15, 2026, at 9:09 in the video.
“But, a Reuters poll of analysts expects prices to fall another 4% this year before maybe stabilizing in 2027.”Attributed to Reuters poll of analysts — not scored
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S&P Cotality Case-Shiller U.S. National Home Price Index: S&P Dow Jones Indices via FRED
Attributed to Reuters poll of analysts — not scored
evaporated. And what's scary is that it's not stopping. It's getting worse. Like, 70 of their major cities fell another 3 and 1/2% year-over-year in May, and other areas are down more than 10%. Well, construction has collapsed a whopping 22%. That's the equivalent of basically losing their entire GDP in a matter of a year. And now, even though it seems helpless, Beijing is trying to stop the collapse. And they've approved a 7 trillion yuan white list program to finish stalled projects. They've cut mortgage rates, and they've lowered down payments. But, a Reuters poll of analysts expects prices to fall another 4% this year before maybe stabilizing in 2027. On top of that, this doesn't just affect the housing market, either. Remember, when most Chinese citizens have their wealth tied up in property, a loss here often results in a decline in spending and loss of confidence. And that results in a deflationary spiral of their currency as people hoard onto cash for fear of spending anything. This means that when real estate is tied to roughly 15% of all employment in China and land sales make up 40% of all local government revenue, you not only get a housing shock, but you also get a wealth shock,
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Graham StephanHouse priceswill rise
“And that means that home prices in those markets continue going higher.”
Aug 10, 2026 · after 1 year
Graham Stephana call with no clear direction
“Instead the market is just quietly resetting to a much higher and much more expensive new normal and everyone who's waiting it out to see 2019 prices again is unfortunately probably out of luck”
Jul 22, 2026
Graham StephanHouse prices— not judged: the rule reads only US national figures
“the Northeast and Midwest are still hitting record highs, including Hartford, Connecticut, which is up 25% from its 2022 peak. Well, the pandemic boom towns across Texas, Florida, and the Mountain West keep falling.”
Jul 15, 2026 · after 1 year
Graham Stephan, relaying Reuters poll of analysts: House prices — not judged: the rule reads only US national figures
“a Reuters poll of analysts expects prices to fall another 4% this year before maybe stabilizing in 2027.”
Jul 15, 2026
Graham Stephan, relaying Reuters poll of analysts: House prices — not judged: the rule reads only US national figures
“But, a Reuters poll of analysts expects prices to fall another 4% this year before maybe stabilizing in 2027.”
Jul 15, 2026
Graham Stephan, relaying another source: House prices will rise
“Meanwhile, prices are expected to rise throughout a lot of the more affordable areas in the Midwest.”
Jun 17, 2026