According to The Kobeissi Letter, US home prices rose 4.5% year-over-year in Q1 2025, marking the slowest growth since Q3 2023. Moody’s Analytics projects even further deceleration, with home price increases of 3.6% in Q2 and 2.5% in Q3 2025. This slowdown signals a significant shift in the property market, which could impact related sectors such as mortgage-backed securities and real estate investment trusts (REITs). Traders should monitor these trends for potential volatility and adjust positions in housing-linked assets accordingly (Source: The Kobeissi Letter, Twitter, April 25, 2025).