The Fed JUST Confirmed the U.S. Housing Bust Has Begun
Source: YouTube · Eurodollar University · published Oct 11, 2025 · 19:36
The Federal Reserve is seriously concerned about the growing housing market bust and its connection to labor market weakness, which led to the September rate cut and more cuts to come 0:00-0:28.
Key Takeaways:
• Existing home sales have fallen to 4 million seasonally adjusted annual rate, matching the housing bust bottom from 15 years ago 2:37-2:51
• Home prices have been falling for five consecutive months according to Case Schiller data, indicating a broad-based downturn 6:06-6:27
• The housing weakness is directly tied to the labor market, with job losses reducing buyer demand while increasing supply 1:54-2:14
• Despite inflation concerns, most Fed officials supported the rate cut and expect more cuts before year-end due to economic weakness 18:00-18:18
The Federal Reserve's acknowledgment of the housing bust and its connection to labor market weakness signals a major shift in policy, with more rate cuts anticipated as the central bank responds to growing economic risks.
Sources:
- 0:00-0:28 Federal Reserve discussing housing market bust
- 1:54-2:14 Housing weakness tied to labor market
- 2:37-2:51 Existing home sales at historic lows
- 6:06-6:27 Home prices showing consecutive declines
- 18:00-18:18 Fed officials supporting more rate cuts
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First 800 characters of the transcript
This growing macroled bust in US housing is getting to be serious enough. Even the Federal Reserve wants the public to know it is taking it seriously and even discussing it at its policy meetings. As I keep telling you, whenever central bankers admit that they see something, you know it isn't good. Now, according to the latest minutes that were released from the FOMC meeting last month, the one where they dip back in the Pringles can, at least for a 25 basis point rate cut, housing has become a topic of conversation around the FOMC conference table. They raised the possibility this housing bust will add even more trouble to an already troubled US economy. After all, that's why they're in the Pringles can again to begin with. But all of these negative factors are either related right now or…