The Field Notes

Short dispatches between drops.

Episodes are long; the world keeps moving. Field Notes are 600-word dispatches we publish between major episode drops — what changed in a story we already covered, what we got wrong, what's developing. Always one chart. Always sourced. Always short.

Field Note · 01 26 May 2026 ~3 min read

The FHFA just confirmed the coastal premium was understated.

FHFA's May 2026 county-level HPI release shows Camden and Glynn counties up another 4.1% Q/Q. That's faster than we modeled in The Coast Is Moving three weeks ago. We update the figure and walk through what it means for the insurance pivot we'll cover next.

Coast is MovingFHFACorrection
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