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historic harriet beecher stowe birthplace
The historic landmark Harriet Beecher Stowe home in Hartford, Connecticut, where prices have risen sharply in the last year (Getty Images)

Home prices in more affordable cities are rising, while America’s most expensive metros dip

The market’s rebalancing, as sellers delist at a record pace.

America’s housing market is a tale of two types of city right now. In a reversal of longer trends, prices are rising in cheaper cities and dropping in America’s most expensive metros, per a new report from Realtor.com, as cost-conscious buyers look for bargains and disappointed sellers pull their listings.

Cruel summer... and winter?

Indeed, Realtor.com reported an “unusually high rate” of delistings in October, up 45.5% year to date — way above seasonal norms and affirming 2025 as the highest delisting year since the company started tracking the rates three years ago. Roughly 6% of all active listings have been taken off the market each month since June, forming a trend that’s “not typically seen outside of December or January,” when the market historically slows down the most.

With housing inventory still growing, demand still slow, millions of homeowners locked in to their mortgages, and houses staying longer on the market, the report sees delisting as a way for sellers to “reassert control” rather than cutting prices or letting their properties linger.

In such a high-rate, high-price environment, many buyers aren’t feeling much better. As a result, some are shifting into what Realtor.com calls the “refuge market.” That has been a boon for the market in traditionally affordable cities, with many seeing double-digit price-per-square foot growth since 2022. Some have seen even more, with Cleveland and Milwaukee notching growth of 20% and 21%, respectively.

At the top end of the spectrum, a little bit of air is finally coming out of the market. In America’s most expensive metro area tracked by Realtor.com, San Jose-Sunnyvale-Santa Clara, prices are down 4% year on year — but at $1.3 million, the typical property there still isn’t exactly cheap.

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EchoStar rises as analysts upgrade stock ahead of potential SpaceX IPO

EchoStar rose Wednesday as Wall Street digested recent reports that Tesla CEO Elon Musk’s SpaceX is planning an IPO next year.

Analysts at Morgan Stanley upgraded satellite operator EchoStar — the current owner of Dish Network and Boost Mobile cell services — to “overweight” (or buy) from “equal weight” (or hold) and upped their price target for the stock to $110 from $82.

In September, EchoStar struck a $17 billion deal — $8.5 billion in cash and $8.5 billion in SpaceX stock — to let SpaceX use some of its spectrum rights. EchoStar expanded that deal in November, selling additional spectrum rights to SpaceX for $2.7 billion in stock.

So, a massive IPO valuation for SpaceX would obviously be a good thing for EchoStar shareholders.

Morgan Stanley analysts wrote:

“EchoStar is receiving SpaceX shares at $212 per SpaceX share. Every $100 of SpaceX share price equals $18/SATS share in value, or 20% to SATS equity. The WSJ reported that SpaceX is launching a secondary sale valuing the company at $800bn, although the CEO denied that was the case. At that $400+/share valuation, our SATS bull case would move to $150.”

EchoStar’s surging performance this year — it’s up 330% — has largely come as the company has shifted to selling access to its stockpile of spectrum rights after pressure from the Trump administration’s FCC.

In August, it inked a deal to sell spectrum rights to AT&T for $23 billion in cash, sending its shares up 70% in a single session. Morgan Stanley analysts see continued strong demand for spectrum assets from wireless companies as another reason for optimism around EchoStar shares.

“Spectrum is an appreciating asset,” they wrote. “And we expect both Verizon and T-Mobile to be aggressive.”

markets

It’s cyclicals over speculation ahead of the Fed meeting

“Sell your high-flying winners and speculative stocks ahead of the Fed, but the US economy is fine” seems to be the market narrative du jour.

The likes of Bloom Energy, IREN, Opendoor Technologies, Rigetti Computing, IonQ, and Oklo all fell at least 2.5% in early trading. Meanwhile, a Goldman Sachs basket that tracks the performance of cyclical stocks relative to more defensive companies is working on its ninth straight day of gains, which would be its longest winning streak since 2017. The SPDR S&P Regional Banking ETF, another very economically relevant part of the market, is also trading to the upside.

Goldman Sachs’ index of high-beta momentum longs (that is, stocks that have been trending higher) is down about 1.5% in early trading, while the opposite group, high-beta momentum shorts, is enjoying a nice bounce.

In other words, it looks like traders are taking down some risk in volatile long/short trades ahead of the US central bank’s final meeting of the year amid fears of a so-called “hawkish cut.” Speculative stocks, and in particular small-caps, had been buoyed by the resumption of rate cuts this year.

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Palantir rises on Navy deal announcement

Palantir rose early Wednesday after officially announcing a new deal — valued at $448 million — with the US Navy to manage its submarine maintenance and supply chain.

While Palantir has been rapidly building its business selling software that helps private enterprise companies better use AI technology, its largest customer remains the US government.

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