Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big changed this summer in real estate. The reason why the housing market is retreating isn't interest rates. Lower mortgage costs have not sparked a turnaround in the face of all expectations they would. Eurodollar University's Money & Macro Analysis In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. https://eurodollaruniversity.substack.com Zillow 53% of U.S. homes lost value in the past year, the most since 2012 https://investors.zillowgroup.com/investors/news-and-events/news/news-details/2025/53-of-U-S--homes-lost-value-in-the-past-year-the-most-since-2012/default.aspx Home Value Declines Spread, But Losses Since Last Sale Are Rare https://www.zillow.com/research/home-value-decline-35724/ Bloomberg Job and Housing Stresses Are Caught in a Vicious Loop https://www.bloomberg.com/opinion/articles/2025-11-21/job-and-housing-stresses-are-caught-in-a-vicious-loop https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU
