Part 2: Current State of the Housing Market; Overview for mid-September 2025

Friday

Total Mortgage Equity Withdrawal (MEW) was Negative in Q2

Fed’s Flow of Funds: Household Net Worth Increased $7.1 Trillion in Q2

Cleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.3% in August

BLS: CPI Increased 0.4% in August; Core CPI increased 0.3%

Weekly Initial Unemployment Claims Increase to 263,000; Highest Since 2021

Thursday: CPI, Unemployment Claims, Flow of Funds

Cotality: House Prices Increased 1.4% YoY in July

Part 1: Current State of the Housing Market; Overview for mid-September 2025