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