San Francisco Residential 5+ Unit Building Q3 Report

Economic Policy Uncertainty Index* By Month since January 2000

April 2025

450

The Economic Policy Uncertainty Index reading in September 2025 declined from August, having plummeted since April’s tariff shock, though remaining high by long-term norms.

400

Pandemic hits

The Economic Uncertainty Index is constructed from data analysis of 1) an index of search results from 10 large newspapers for terms related to economic and policy uncertainty, 2) reports by the Congressional Budget Office, and 3) the Federal Reserve Bank of Philadelphia's Survey of Professional Forecasters.*

May 2025

350

300

August 2025

250

Sept. 2025

Dotcom crash & 9/11

200

150

Subprime crash & great recession

100

2025

Updated through September 2025

50

*Source: 'Measuring Economic Policy Uncertainty' by Scott Baker, Nicholas Bloom and Steven J. Davis, 3- component index, www.PolicyUncertainty.com, https://www.policyuncertainty.com/us_monthly.html. Data from sources deemed reliable, but numbers to be considered approximate and subject to revision.

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