Updated
Updated · Calculated Risk Substack · Aug 13
Case-Shiller National Index Falls 0.05% for 3rd Straight Month as Annual Gain Slows to 1.1%
Updated
Updated · Calculated Risk Substack · Aug 13

Case-Shiller National Index Falls 0.05% for 3rd Straight Month as Annual Gain Slows to 1.1%

1 articles · Updated · Calculated Risk Substack · Aug 13

Summary

  • The Case-Shiller National Index slipped 0.05% in May on a seasonally adjusted basis, marking its third consecutive monthly decline.
  • The pullback comes as broader housing prices lose momentum: the national index was up 1.1% from a year earlier, while the 10-city and 20-city composites rose 2.4% and 1.6%.
  • Realtor.com data point to the same cooling trend, with median list prices down year over year for nine straight months after peaking in 2022 and then moving mostly sideways.
  • June usually marks the seasonal high for median list prices, suggesting further declines through December even if year-over-year Case-Shiller comparisons get harder because last June was already weak.

Insights

With national home prices sliding for nine months, are we witnessing a healthy market correction or the quiet beginning of a deeper freeze?
Why are Sun Belt housing markets suddenly favoring buyers while Northeast suburbs see fierce bidding wars despite crippling 2026 mortgage rates?
As builders slash prices to survive, will elevated mortgage rates eventually force everyday homeowners to surrender their pandemic-era equity?