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Continued demand for leading housing indices supports SPGI’s licensing revenue; regional divergence could bolster selling points for data quality and coverage. Detroit data delays introduce a minor near-term reporting gap but unlikely to dent longer-term cash-flow visibility.
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August 2026 Case-Shiller shows a 2.1% national price rise, with real prices down due to 3.4% inflation. Regional gaps persist: Chicago up 6.7% YoY, Seattle down 2.0%, underscoring uneven housing dynamics. For SPGI, ongoing index licensing remains a stable revenue driver, though Detroit data delays create a near-term reporting gap.
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