What Kevin Erdmann thinks about interest rates

@kevin-erdmann · 18 positions · On ppll ↗

American housing economist; writes the Erdmann Housing Tracker newsletter on US housing supply, rents and prices. Author of Shut Out (2019) and Building from the Ground Up (2023), which argue a housing shortage caused the 2008 crisis; former visiting fellow at the Mercatus Center.

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Only Kevin Erdmann on interest rates. See everyone on interest rates

1 dated position, 2026, in their own words. Our reading of what Kevin Erdmann has said — not written or endorsed by them.

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1. 28 Sept 2026

   Our readingThe Federal Reserve's belief in a housing oversupply in 2008 contributed to the severity of the economic crisis.

   housing

   Their wordsThere was a uniform benchmarking to crisis, and the hallucination about housing oversupply was the master key that opened the door for it.

   ↗Erdmann Housing Trackerkevinerdmann.substack.com 2nd of 3 in this piece