Claude Code transcript

2 prompts · 103 messages · 44 tool calls · 0 commits · 1 pages

#1

Please build a local datatable that combines two data sources: https://www.census.gov/construction/bps/index.html the building permits survey at the MSA / CBSA level and 2) FHFA HPI data. Both datasets should incorporate as much historical data as possible for the MSAs / CBSAs and have tables that are well structured. Put this into a duckdb database.

22 bash · 7 taskupdate · 5 taskcreate · 2 task · 2 write

The database is built. Here's a summary:

Database: housing_supply.duckdb (19.3 MB)

4 Tables

Table Rows Coverage Source
building_permits_annual 16,606 1980-2024, ~380 MSAs/CBSAs per year Census BPS
building_permits_monthly 124,379 2000-2025, monthly by MSA/CBSA Census BPS
fhfa_hpi_all_transactions 83,230 1975-2025, 410 metros, quarterly FHFA HPI
fhfa_hpi_purchase_only 13,900 1991-2025, 100 largest metros, quarterly (NSA + SA) FHFA HPI

2 Pre-built Views

  • permits_with_hpi_annual - Annual permits joined with annual-average HPI by CBSA code
  • permits_with_hpi_quarterly - Monthly permits aggregated to quarters, joined to quarterly HPI

Key details

  • Building permits columns: units and buildings by type (1-unit, 2-unit, 3-4 unit, 5+), plus valuation in $000s
  • HPI columns: All-Transactions index (NSA, base 1995Q1=100) and Purchase-Only index (NSA + SA, base 1991Q1=100)
  • Join key: cbsa_code (5-digit FIPS, works for 2004+ permits data)
  • Pre-2004 Census data uses old MSA codes that don't directly join to FHFA's CBSA codes
  • Raw files are cached in data/raw/ so re-running build_db.py skips already-downloaded files
#2

Can you add data on the stock of housing too? Use the ACS to do this.

1 enterplanmode · 1 task · 1 read · 1 mcp__deliberate-thinking__deliberatethinking · 1 write · 1 exitplanmode