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Google searches for "can't sell house" hitting cycle highs

That's not noise

Polymarket pricing US median home value stable in the $420-425k band by March 1

But behavioral data is screaming the opposite.

The sequence is simple: search stress -liquidity slowdown -pricing pressure. When "can't sell house" spikes in search, sellers are stuck. Inventory piling up. Time on market expanding. This shows up in search bars before it shows up in official data

Median price is lagging. Search data is present tense

Housing markets are inertial. Sellers hold out. Nobody wants to be first to drop price. Then one seller cracks. Drops 5%. Another follows. Then three more. Suddenly the entire neighborhood reprices in a week

Sticky for months, then violent adjustment in days once the dam breaks.

Search data says we're in the waiting phase. Stress building. Nobody moving yet. But the moment a few sellers capitulate, the rest follow immediately

If you believe sequence matters, the upper half of that band looks fragile. Official data will catch up later. By then, the market's already moved

Feb 25
at
2:56 AM
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