NOTE TO ALL: Robert Campbell is taking an unplugged sabbatical and will be incommunicado until May 5. I look forward to catching up and answering any of your inquiries upon my return.
The March 15, 2026 issue of my Timing Letter has been mailed out to my USPS subscribers – and it is now available to my online subscribers.
Highlights in this issue:
Month’s Supply of Homes for Sale: Red bars vs. blue bars tell the story! See chart on Page 2
How strong is the correlation between “Months’ Supply” and YOY price movement? – You should know this: Page 2
What impact could AI have on month’s supply and housing prices! Brace yourself for this. Page 3-4
Trends to Watch in six major CA housing markets! – Page 5
Trends to Watch in 17 major US housing markets! – You can count the trends that are “Up” vs. “Down” on Page 6
How far will US home prices retreat the coming “reversion to the mean” episode? See chart on Page 10
::::::