The Curious Engineer

Calculated Risk

2005–2006

1,209 posts

2007 →

2006 669

December 2006

  1. Housing in 2007
  2. ECRI: "Recession is no Longer a Serious Concern"
  3. November Existing Home Sales
  4. GDP Growth: With and Without Mortgage Equity Withdrawal
  5. More on November New Home Sales
  6. November New Home Sales: 1.047 Million SAAR
  7. Immigrant Worker: "There's no work here anymore."
  8. MBA: Mortgage Applications Decrease
  9. 2007 Economic Growth: The Consensus View
  10. The "anti-Goldilocks economy"
  11. Happy Holidays!
  12. O.C. Register: Lender on Orange County Housing
  13. Year End Predictions
  14. Fed: Mortgage Obligation Ratio at Record Levels in Q3
  15. Core PCE and Savings Rate
  16. Fed's Lacker: Economic Outlook
  17. Tanta: On Hybrids, Teasers, and Other Mortgage Guidance Problems
  18. MarketWatch: "Housing to Stabilize in '07"
  19. FedEX Outlook
  20. NAR: Concerned Over Foreclosures
  21. MBA: Mortgage Applications Decrease
  22. Report: 2.2 Million Subprime Borrowers Face Foreclosure
  23. Housing: Starts and Completions
  24. Hovnanian: High Cancellations, Falling Prices
  25. Stated Income
  26. NAHB: Builder Confidence Declines in December
  27. What year is it?
  28. Silent Night
  29. WSJ: The old rules don't apply
  30. DataQuick: California Sales Lowest Since 1998
  31. Tanta: Let Slip the Dogs of Hell
  32. Has Nonresidential Construction Peaked?
  33. DataQuick: Bay Area home prices decline, sales at five-year low
  34. Greenspan-Kennedy MEW Graph
  35. Greenspan-Kennedy: MEW declines in Q3
  36. OTS’s National Housing Forum
  37. DataQuick: Southland home sales slowest since 1997
  38. Mortgage delinquencies jump
  39. November Retail Sales
  40. MBA: Refinance Applications Hit Highest Levels in Over a Year
  41. Construction Related Layoffs
  42. Tanta on Fitch 2007 Global Structured Outlook
  43. Brokers' Commissions
  44. Office of Thrift Supervision: The National Housing Forum
  45. LA Times: A loan that'll get ugly fast
  46. Northern Trust Economic Outlook
  47. Freddie Mac: Anatomy of a Housing Recovery
  48. Mortgage Equity Withdrawal Declines in Q3
  49. November Employment Report
  50. Credit Suisse on Homebuilders
  51. Fed: Record Low Percentage Homeowner Equity
  52. Fed Flow of Funds: Mortgage Debt Increases $180 Billion in Q3
  53. Fun with the AP
  54. UCLA Anderson Forecast: A 'soft landing'
  55. "Real Estate crash lessons have been forgotten"
  56. NY Times on Housing Prices
  57. MBA: Rates Fall and Mortgage Applications Rise
  58. Bob Toll: "I didn't mean to project optimism"
  59. Will Europe Decouple from the U.S.?
  60. For the Holidays
  61. Fed Fund Probabilities
  62. The Housing Optimists
  63. October Construction Spending

November 2006

  1. Historical: Existing Home Sales and Inventory
  2. Weak Chicago PMI, Weak Retail, and Rising Claims
  3. OFHEO: House Price Appreciation Slows Further
  4. Dallas Fed: Making Sense of the U.S. Housing Slowdown
  5. More on October New Home Sales
  6. Update: State Version of Nontraditional Mortgage Guidance
  7. October New Home Sales: 1.004 Million SAAR
  8. MBA: Mortgage Applications Fall
  9. OFHEO: Conforming Loan Limit Remains at $417,000
  10. Bernanke, Roubini Revise Down Q4 Estimates
  11. Bernanke: Economic Outlook
  12. NAR: Sales Up, Inventory Up
  13. Ameriquest Mortgage For Sale
  14. Fed Expressed Concern About "Housing Bubble" in 2002
  15. WaPo on Non-Residential Construction
  16. Strong Black Friday Sales
  17. Wal-Mart sees weak sales
  18. UBS: 2006 Subprime Loans Doing Badly
  19. MBA: Mortgage Applications Decline
  20. Lazear Still Misunderstands Housing
  21. Interest on National Debt
  22. Morgan Stanley's Roach: Two-Engine Slowdown
  23. Q&A with Professor Thornberg on Housing
  24. RealtyTrac: Foreclosures Pass 1 Million for 2006
  25. Housing: Starts and Completions
  26. Seven States Adopt CSBS Nontraditional Mortgage Guidance
  27. DataQuick: California Sales Lowest Since 1997
  28. NAHB: Builder Confidence Improves in November
  29. Inflation
  30. UK: Banks told to predict effects of a 40% crash in house prices
  31. DataQuick: Bay Area home sales slow, prices flat
  32. OFHEO: No Change to Conforming Loan Limit
  33. MBA: Rates Fall and Mortgage Applications Rise
  34. Schwab's Sonders Interviews Greenspan
  35. DataQuick: Southland home sales slow to ten-year low
  36. State Version of Nontraditional Mortgage Guidance Released
  37. Monthly Retail Sales
  38. Home Depot and Housing
  39. San Diego: Prices Decline 5.5%, Sales Lowest Since 1996
  40. Gallup: Homeowners Still Optimistic on Prices
  41. Hank Paulson and Ideology vs. Reality
  42. NY Times: Deteriorating Corporate Credit Ratings
  43. Home Builder “Death Spiral”
  44. San Diego: Economic Slowdown Continues
  45. Freddie Mac: Housing and Economic Outlook
  46. September Trade Deficit: $64.3 Billion
  47. Fed's Hoenig: Is it Different this Time?
  48. Centex CEO says housing downturn to play out more
  49. MBA: Mortgage Applications Rise
  50. Credit Suisse: New Home Inventory Higher than Reported
  51. State Nontraditional Mortgage Guidance Release Date
  52. NY Times: A growing burden of home debt
  53. UBS: Home Prices to Decline 10% in 2007
  54. Fed's Moskow on Housing
  55. Roubini on CNBC and more
  56. Monopoly: Housing Bust Edition
  57. Schwab Chart: Builder Confidence vs. S&P 500
  58. NY Times: Incorrect chart on MEW
  59. Unemployment Rate vs. Recessions
  60. Treasury: Mortgage Loan Fraud Continues to Rise
  61. WSJ: The New Word in Home Sales: 'Canceled'
  62. FDIC: Economic Conditions and Emerging Risks in Banking
  63. October Employment Report
  64. Roubini: 90% Chance of Recession
  65. Fed's Fisher: Housing Bust Complicates Fed's Task
  66. Unemployment Claims and Recessions
  67. Fiscal 2007: National Debt increases $77.4 Billion in October
  68. Limit on GSE-eligible mortgages may decline for '07
  69. Cash-out refinancing Strong in Q3
  70. MBA: Mortgage Rates and Applications Decline

October 2006

  1. Northern Trust asks: Housing Recession Isn’t Spreading?
  2. Residential Investment leads Business Investment
  3. The Rise of Eeyore
  4. More on MEW
  5. Kash: The Previous 'Soft Landing'
  6. Comparing MEW Calculations
  7. Krugman: Bursting Bubble Blues
  8. Merrill Lynch Forecast
  9. GDP Report: Mortgage Interest and Equity Extraction
  10. Residential Investment as % of GDP
  11. Some Housing Quotes
  12. NAR Adjustment
  13. More on September New Home Sales
  14. September New Home Sales: 1.075 Million
  15. Fed: Soft Landing Achieved!
  16. NAR: Sales Down, Prices Down
  17. MBA Weekly Survey
  18. Tim Duy's Fed Watch
  19. MBA 2007: Mortgage Originations to Fall, Housing Prices Flat
  20. Mortgage Payment Reset: Impact on California Market
  21. Significant Foreclosures Predicted
  22. Nontraditional Mortgages Popularity Rises
  23. Housing and the Economy: Bottoming Out?
  24. Housing Starts, Completions and Construction Employment
  25. Update: State Nontraditional Mortgage Guidance
  26. Lenders Confess
  27. Thornberg: 'Housing a slow moving train wreck'
  28. WSJ: More Home Loans Go Sour
  29. DataQuick: Steep Increase in California Foreclosure Activity
  30. Comptroller Dugan Expresses Concerns on Mortgage Lending
  31. Agencies Provide Consumer Information on Nontraditional Mortgage Loans
  32. DataQuick: California Sales Lowest Since 2001
  33. MBA: Rates Rise as Refinance Applications Decrease
  34. WSJ Econoblog: Housing and the Economy
  35. DataQuick: Bay Area home prices decline, sales slow
  36. NAHB: October Builder Confidence Improves Marginally
  37. Fed's Lacker on Housing
  38. Fed's Yellen: Housing and new "ghost towns" of the West
  39. Tanta's Linkfest on Sub-Prime Mortgages
  40. Impact of Nontradional Mortgage Guidance
  41. September Retail Sales
  42. A Comment on Comments
  43. Centex Warns
  44. Fed: Household Debt Service Sets Record in Q2
  45. DataQuick: Continued slowdown for Southland home sales
  46. Housing: 1,300 jobs lost in Sonoma County
  47. San Diego Home Prices Continue to Fall
  48. Pimco on Housing and Economy
  49. FOMC Minutes on Housing
  50. MBA: Mortgage Applications Decrease
  51. Housing Prediction: Starts, Completions, Sales
  52. Housing: Estimate of Recent Overbuilding
  53. Homebuilder Hovnanian to cut jobs
  54. Greenspan: Worst may be over for Housing
  55. Housing: Demolitions and Other Losses
  56. September Employment Report
  57. Fed's Kohn on Housing
  58. Retail Sales and Initial Unemployment Claims
  59. Natural Gas Prices go Negative!
  60. California: Real Estate Agent Boom Continues
  61. Bernanke: housing slowdown to reduce GDP growth
  62. MBA: Mortgage Applications Rise
  63. Housing and Jobs
  64. More on Budget Deficit
  65. NY Times: Housing Costs Rise as Burden
  66. Fiscal 2006: National Debt Increases $574.3 Billion
  67. Concerns Rising about Corporate Profits

September 2006

  1. Housing Bust Impact: Office Leasing
  2. New Home Sales and Cancellations
  3. IRS introduces New Tool for Mortgage Income Verification
  4. Nontraditional Mortgage Guidance Released
  5. Housing: Reports of Fraud Grow
  6. UCLA on Housing
  7. Dow Jones: Exotic Mortgage Guidance To Be 'Benign'
  8. New Home Sales and Recessions
  9. New Home Sales Revisions
  10. August New Home Sales: 1.050 Million Annual Rate
  11. MBA: 30-Year Fixed Rate Declines
  12. Bernanke's Conundrum
  13. LA Times: Data on Homes Cause Jitters
  14. Volcker Sees Inflation Risks
  15. CAR: Existing Home Sales decrease 30.1%
  16. NAR: Sales Down, Prices Down, Inventory Up
  17. BusinessWeek on Mortgage Loan Buybacks
  18. More Builder Incentives
  19. Mortgage Extraction and the Trade Deficit
  20. GDP Growth: With and Without Mortgage Extraction
  21. Rate Cut Probabilities Rise
  22. Senate Hearing Video
  23. Hot New Toy?
  24. Senate Hearing Audio: Nontraditional Mortgages
  25. Morgan Stanley's Berner: The Great Housing Debate
  26. Philly Fed: No Growth
  27. Thornberg on Bay Area Housing
  28. DataQuick: California August Home Sales
  29. FOMC Meeting
  30. Bay Area: How far will prices fall?
  31. DataQuick: Bay Area home sales decline, prices level off
  32. Nontraditional Mortgage Guidance:"weeks, not months"
  33. Senate Hearing: Nontraditional Loans
  34. MBA: Refinance Applications Rise
  35. DataQuick: Continued slowdown for Southland home sales
  36. Fed: Household Mortgage Debt Increased $220 Billion in Q2
  37. Housing Starts and Construction Employment
  38. Retailers: NRF Sees Subdued Holiday Gains in 2006
  39. NAHB: Builder Confidence Falls to 15 Year Low
  40. NY Times: Who Bears the Risk?
  41. Witness List Released for Senate Hearing: Nontraditional Mortgages
  42. MBA: More fall Behind on Mortgages
  43. Senate Hearing Video
  44. Calculated Risk: Assessing Non-Traditional Mortgage Products
  45. CFOs Turn Pessimistic
  46. LA Times: SoCal Home Sale Figures Eroding
  47. The Housing Bubble and Its Implications for the Economy
  48. MBA: Applications Rise during Holiday Week
  49. Housing Bubble Senate Hearings
  50. D.R. Horton CEO: 2007 Worse than 2006
  51. July Trade Deficit: $68.0 Billion
  52. Fed's Poole: Commercial Construction Picks up Slack
  53. ABC: Odd Todd on Real Estate
  54. Homebuilders: Lennar and Standard Pacific Warn
  55. Wikipedia: U.S. Housing Bubble
  56. Krugman: Housing Prices "Long way to fall"
  57. Homebuilder Exits Home State
  58. Another Homebuilder "Giveaway"
  59. Fed's Yellen on Housing and Economy
  60. Homebuilders Lower Forecasts
  61. Housing: "Third Best Year Ever"
  62. Beige Book on Housing
  63. MBA: Home Purchase Applications Rise
  64. OFHEO: House Price Appreciation Slows
  65. Demographics and Housing Demand
  66. Fiscal 2006: Record YTD Increase in National Debt
  67. A Sign of the Times
  68. Construction Spending and Pending Sales
  69. August Employment Report
  70. BusinessWeek: Toxic Mortgages

August 2006

  1. Retail: More Mixed Results
  2. July Personal Income and Outlays
  3. Retailer Watch
  4. Dow Jones: Subprime mortgages see early defaults
  5. MBA: Mortgage Applications Decline
  6. Study: Housing Market Getting Worse
  7. Nontraditional Mortgage Guidance: 60 Days
  8. America's Long-Term Fiscal Health
  9. Bloomberg: Business Spending May Languish
  10. Residential Construction Layoffs
  11. Enough Gloom; A Touch of Grace
  12. Lower Growth Forecasts
  13. Feldstein: Slow Growth, Not Recession
  14. Housing: Difference a Year Makes
  15. Update: New Home Sales and Recessions
  16. July New Home Sales: 1.072 Million Annual Rate
  17. AutoNation chief warns of recession
  18. More from the Archetypical Eeyore
  19. NAR: Existing-Home Sales Down With Softening Prices
  20. MBA: Mortgage Rates Decline
  21. Fed's Moskow: Inflation Risk Greater than Slow Growth
  22. NAHB: Builder Confidence in Condo Market Falls
  23. Retailer Watch
  24. "Jingle Mail" and More
  25. Investment and Recessions
  26. Mortgage Insurance Companies letter to FDIC: Help!
  27. Nontraditional Mortgage Guidance: "Within a Few Months"
  28. Countrywide Home Loans Letter to Borrowers
  29. Dallas and the Housing Myth
  30. The Budget: Missing Money
  31. Good News: Initial Claims and Oil
  32. Bay Area: Housing Sales at Ten Year Low
  33. MBA: Refinance Applications Increase
  34. Housing: Inverted Reasoning?
  35. NAHB: Builder Confidence Slides In August
  36. Thornberg: Hard Landing Coming
  37. Economic Predictions and Partisan Bias
  38. Fannie Mae: Almost All Q2 Refis Involved Equity Extraction
  39. More on SoCal Housing
  40. SoCal Housing Sales
  41. More Economic Predictions
  42. June Trade Deficit: $64.8 Billion
  43. Vacation Home Market Slumps
  44. Thornberg on California Housing
  45. PIMCO: Housing Made Fed Pause
  46. Housing News: TOL and LEND
  47. MBA: Application Volume Increases
  48. The Fed and Mortgage Rates
  49. EIA: Impact of Alaskan Shutdown on Oil Prices
  50. Roubini: Recession Odds Now 70%
  51. Impact of Alaskan Oil Shut Down
  52. July Employment Report
  53. Recession Predictions
  54. California Housing: Default Notices vs. Price
  55. California Foreclosure Activity Hits Three-Year High
  56. Freddie Mac: Q2 Refi Activity Slips, But Remains Strong
  57. MBA: Market Index Falls to May 2002 Levels
  58. YTD Increase in National Debt: $511.6 Billion
  59. Construction Spending
  60. Paulson: "No Recession"
  61. June: core PCE and Savings Rate

July 2006

  1. Roubini: Landing "Hard as it gets"
  2. GDP and Mortgage Interest
  3. Goldman Sachs on Housing Prices
  4. Will Business Investment Rescue the Economy?
  5. Residential Investment Slump: We Ain't Seen Nothin' Yet
  6. GDP, Residential Investment and Savings
  7. An Evolving View of the Housing Market
  8. New Home Sales and Recessions
  9. New Homes Sales Revisions
  10. June New Home Sales: 1.131 Million Annual Rate
  11. Economic Pessimism Grows
  12. Pulte quarterly earnings and orders tumble
  13. More on Casual Dining
  14. Beige Book: Consumer Spending and Housing
  15. MBA: Mortgage Application Volume Declines
  16. Foreclosure filings in Mass. jump 66%
  17. NAR: Existing-Home Sales Flattening, Prices Cooling
  18. FDIC: Breaking New Ground in U.S. Mortgage Lending
  19. Putting off the Mortgage Pain, Until ...
  20. WSJ: For-Sale Signs Multiply, Prices Slip
  21. California: Housing Sales off 16% from 2005
  22. California Assn. of Realtors: Not 'Soft Landing'
  23. California: Real Estate Licensees Surpasses 500,000
  24. Husing: Soft Landing for Inland Empire Housing
  25. Thornberg: Housing a "Classic Bubble"
  26. MarketWatch: Bernanke overstates wage growth
  27. Bernanke and Disposable Personal Income
  28. DataQuick: Bay Area home sales continue to drop
  29. MBA: Mortgage Application Volume Declines
  30. Fed Funds Rate Predictions
  31. DataQuick: SoCal Appreciation / Sales Weaken
  32. NAHB: Builder Confidence Slips Again In July
  33. Housing: Skies Not Sunny in San Diego
  34. Energy Consumption as Percent of GDP
  35. Retail Employment
  36. Volcker: Bernanke Faces Tougher Task Than Volcker
  37. U.S. retail sales fall 0.l% in June
  38. Budget Improvement?
  39. Two Posts on Economy
  40. San Diego: YoY Home Prices Decline
  41. Science of Climate Change
  42. May Trade Deficit: $63.8 Billion
  43. MBA: Mortgage Application Volume Steady
  44. The Press and the Budget Deficit
  45. Stiglitz: A New Agenda for Global Warming
  46. Record Household Debt Service
  47. Growing Concern: Default rate of 'piggyback' loans
  48. Housing: Ohio and Kentucky
  49. General Fund Deficit
  50. Employment Report
  51. San Diego Housing Market
  52. MBA: Application Volumes Increase
  53. CGM Realty: A 'Loud Pop' Is Coming
  54. Construction Spending Falls
  55. June: Near Record Increase in National Debt
  56. FED: Residential Investment over the Real Estate Cycle
  57. 2006 Predictions: Mid-Year Review

June 2006

  1. Core PCE and Savings Rate
  2. GDP: Q1 Personal Savings
  3. MBA: Mortgage Rates Increase, Application Volume Declines
  4. Merril Lynch: 40% Chance of Recession by early '07
  5. Existing Home Sales
  6. May New Homes Sales: 1,234,000 Annual Rate
  7. Hank Paulson Riddle Solved!
  8. Mortgage Rates
  9. Popular Internet Properties
  10. FED Study: Price of Residential Land
  11. DQNews: Bay Area home sales continue to drop, prices reach new peak
  12. UCLA on Housing
  13. MBA: Mortgage Rates Increase, Application Volume Steady
  14. DataQuick: SoCal Housing Sales at '99 Pace
  15. Budget Lies
  16. NAHB: Builder Confidence Falls to 11 Year Low
  17. Housing: "Fear" Grips Arizona
  18. Krugman: Housing Slowdown and Inflation
  19. Harvard on Housing
  20. The June FED Debate Appears Over
  21. Beige Book on Housing
  22. MBA: Mortgage Application Volume Up
  23. San Diego Home Prices Decline
  24. Housing Slowdown and Employment
  25. Bernanke on Nontraditional Mortgage Guidance
  26. Housing Leads the Economy
  27. Two Views on the Fed
  28. April Trade Deficit: $63.4 Billion
  29. Household Valuation Change: FED vs. OFHEO
  30. FED: 2006 Q1 Mortgage Debt Continues Rapid Growth
  31. MBA: Mortgage Refinance Applications Decline
  32. NAR: Housing Market 'Vulnerable'
  33. Bernanke: Unemployment Claims Rising
  34. Bernanke: Economy Slowing, Inflation Too High
  35. Expectations of a FED Pause Rise
  36. UCLA's Leamer: Housing a "Sick Sector"
  37. Standard Pacific Corp. Warns
  38. Pulte Homes Warns
  39. House Price Index: Effect of Appraisal Data
  40. Employment Report
  41. Housing: IRS Raps DAPs
  42. May: Record YTD Increase in National Debt
  43. OFEHO: House Price Increases Continue; Some Deceleration Evident

May 2006

  1. Reuters on Housing Slowdown
  2. Fed Minutes: Inflation Risk Rising, Growth Slowing
  3. MBA: Mortgage Application Volume Declines
  4. NAR: Rents Expected to Rise 5%
  5. Fannie Mae's Berson on Housing
  6. Barron's: The Big Glut
  7. OFHEO: House Price Index
  8. Housing: More Inventory
  9. Core PCE
  10. Slowing Job Market?
  11. Existing-Home Sales Slip
  12. Bangalore: New Home Sales – Headline Is Deceptive, Momentum Is Weak
  13. April New Home Sales: 1,198,000
  14. MBA: Mortgage Application Volume Declines 6%
  15. Toll Bros Warns
  16. Fed's Fisher: Housing Cooling, Inflation too High
  17. Lowe's Cautions
  18. Las Vegas: Home sellers beware
  19. Lansner: Q&A with Mortgage Broker
  20. California Construction Employment Falls
  21. Housing Busts: Looking Back
  22. UCLA: Drs. Leamer and Thornberg on Housing
  23. Phoenix: Housing and Employment
  24. Greenspan: Housing Boom Over
  25. DataQuick: Bay Area home sales and appreciation slow
  26. WSJ: Late Payments on Mortgages Rise
  27. Bernanke: Housing Cooling is "Orderly"
  28. Retail Survey: Shoppers Might Hold Back
  29. CPI and Owner's Equivalent Rent
  30. Treasury Secretary Snow vs. Reality
  31. MBA: Weekly Mortgage Application Volume Up
  32. CNN: Housing Slowdown to be Widely Felt
  33. So. California home sales at five-year low
  34. NAHB: Builder Confidence Declines In May
  35. Dr. Duy thinks FED Will Pause
  36. Foreclosure Stories
  37. UCLA's Thornberg: "Was that a 'Pop' I Heard?"
  38. March Trade Deficit: $62 Billion
  39. Shiller: Real Estate could lead World into Recession
  40. Fannie CEO Frets about ARMs
  41. REAL Fed Funds Rate
  42. MBA: Mortgage Application Volume Down
  43. California Real Estate Agent Boom Continues
  44. The GOP sends me an Email
  45. Citigroup Remains Bullish
  46. FOMC Rate Hike Odds
  47. Harper's: The New Road to Serfdom
  48. Buffett: Real estate slowdown ahead
  49. 'Risky ARM mortgages come due'
  50. Dr. Thornberg: Housing will get "Chilly"
  51. National Debt: Record Annual Increase through April
  52. Fed's Bies: "Housing has ... Peaked"
  53. Housing Indicators
  54. MBA: Mortgage Application Volume Rebounds
  55. California Foreclosure Activity Up
  56. Housing and Jobs
  57. 2006: Record Real Gasoline Prices?
  58. GDP and Mortgage Interest
  59. Energy Secretary Bodman: 'Demand Exceeds Supply'
  60. Hurricanes: Sea Surface Temperatures

April 2006

  1. NAHB: Economists Predict Soft Landing For Housing
  2. Q1 GDP, Trade and Residential Investment
  3. Housing and Employment
  4. Bernanke on Housing
  5. New Home Sales YTD
  6. March New Home Sales: 1.213 Million
  7. MBA: Mortgage Application Volume Down
  8. Bush Blunders on Gasoline
  9. Existing Home Sales
  10. Builders Fret Over Immigrant Debate
  11. UBS: Housing Demand Falling "More Quickly than Expected"
  12. Foreclosures Increasing
  13. Housing: Fleck and Watts
  14. WaPo: Housing Investors in Retreat
  15. California Construction Jobs
  16. LA Times: Construction Decline Means Loss of Jobs
  17. UCLA on Housing
  18. $3 Gasoline
  19. Rising Rents and Inflation
  20. MBA Purchase Index
  21. MBA: Mortgage Application Volume Down Slightly
  22. San Diego Home Prices Decline in Q1
  23. West Coast Ports: March imports up, Record Exports
  24. NAHB: Builder Confidence Declines In April
  25. Caroline Baum: Banks Have No Exposure to Mortgages?
  26. $70 Oil and Gasoline
  27. House Prices and Sales Volumes: California and Arizona
  28. Dr. Duy: Fed Policy in Transition
  29. Kudos to Real Estate Broker Gary Watts
  30. FED's Kohn: "great uncertainties" Due to Housing Market
  31. Wells Fargo: Housing Market "noticeably deteriorated"
  32. Housing: Quote of the Day
  33. MBA: Mortgage Application Volume Drops
  34. Toll Bros CEO: Speculators Impacting Supply
  35. DiMartino: Housing as Leading Indicator
  36. Caroline Baum: Economy Springs Ahead, May Fall Back
  37. FED Governor Bies on Recent Regulatory Proposals
  38. More on the FED's Year 2000 Transcripts
  39. Are Conference Board Leading Indicators Useless?
  40. New Mortgage Guidance: "next few months"
  41. Corrected: Second Homes Graph
  42. Employment Report
  43. Retailers Report Disappointing Sales in March
  44. More on Second Homes
  45. NAR: Second Home Sales Hit Another Record in 2005
  46. MBA: Mortgage Volume and Rates Rises
  47. WaPo: Is Economy too Reliant on Real Estate?
  48. Dr. Leamer says: Expect Slow, Gradual, Painful House Price Declines
  49. More Comments on Interagency Guidance on Nontraditional Mortgage Products
  50. FDIC State Profiles
  51. Construction Spending and New Home Sales
  52. Record Increase in National Debt
  53. Pending Homes Sales Index Slightly Lower

March 2006

  1. Housing Posts
  2. February: Negative Savings Continues
  3. Shiller on Housing
  4. Why are Borrowers Still Using ARMs?
  5. UCLA: Economists Predict California Slowdown
  6. MBA: Mortgage Application Volume Ticks Up
  7. Comment Period Ends: Interagency Guidance on Nontraditional Mortgage Products
  8. Real General Fund Revenues & Outlays
  9. Joshua Bolten: "Budget Deficit Falling Fast"
  10. Avian Flu
  11. Economists on Housing: 'Sky not Falling'
  12. New Home Sales and Recessions: Part II
  13. February New Home Sales: 1.08 Million
  14. FDIC: Scenarios for the Next U.S. Recession
  15. Existing Home Sales
  16. Fannie Mae on Housing
  17. MBA: Mortgage Application Volume Down Slightly
  18. CSM: 'Homeowners stretched perilously'
  19. UAE, Saudi considering to move reserves out of dollar
  20. Housing: A 'Painful' Soft Landing?
  21. New Home Sales and Recessions
  22. Weird Creative Financing
  23. New Homes Sales vs. Construction Employment
  24. UCLA: Housing Slowdown leads to "Great Uncertainty"
  25. DQNews: Slowdown in Bay Area home sales, appreciation rate
  26. Congress Raises Debt Cap
  27. NAHB: Builder Confidence "Virtually Unchanged"
  28. FED's Beige Book
  29. MBA: 30-year Fixed Rate Increases to Highest Level Since July 2002
  30. O.C. home prices rebound to $617K
  31. NAR: Housing Market Readjusting
  32. Mortgage Debt and the Trade Deficit
  33. Geithner: U.S. Monetary Policy in the Global Financial Environment
  34. FED: Q4 Mortgage Debt Continues Rapid Growth
  35. January US Trade Deficit: $68.5 Billion
  36. Slowing housing won't sink spending: Poole
  37. MBA: Mortgage Application Volume Holds Steady
  38. Krugman's Intro to Keynes's General Theory
  39. Financial Times: A chart for Japanese monetary policy
  40. Home Economics: A Profile of Edward L. Glaeser
  41. Rising Rates
  42. Fiscal 2006: Record YTD Increase in National Debt
  43. MBA: Mortgage Purchase Applications Steady
  44. OFHEO: House Price Appreciation Continues at Robust Pace
  45. FED's Geithner Warns Financial Tools Outpacing Controls

February 2006

  1. Standard Pacific Corp.: Declining Sales
  2. January New Home Sales: 1.233 Million Annual Rate
  3. Merrill Lynch's Rosenberg: Five Macro Misperceptions
  4. CNN: Jump in Cancelled Orders for New Homes
  5. FDIC: What the Yield Curve Does (and Doesn’t) Tell Us
  6. Oil Prices Slide As U.S. Supplies Rise
  7. The Lady in Red
  8. FED Vice Chairman Roger W. Ferguson Resigns
  9. MBA: Mortgage Purchase Applications Up While Refinances Down
  10. PIMCO's Chris Dialynas on Housing
  11. Trichet: Expect More Rate Hikes, Cautions on Housing bubble
  12. FT: The man and the bubble
  13. Barron's: Is It Crunch Time for Housing?
  14. Horsey Cartoon: New Olympic Event
  15. FT: Bernanke upbeat about housing effect
  16. Washington Mutual to cut 2,500 jobs
  17. Free Money Update
  18. Five-year low for SoCal home sales
  19. MBA: Mortgage Application Volume Down
  20. Retail Sales Strong
  21. Good Luck Sasha!
  22. KB Home: "May Moderate Revenue Guidance"
  23. Housing Slowdown Threatens Inland Empire's Economy
  24. More on Yield Curve
  25. December U.S Trade Deficit: $65.7 Billion
  26. The 30 Year Bond and the Flat Yield Curve
  27. Bush Budget: Confusing Reporting
  28. Mortgage Application Volume Declines, Rates Rise
  29. WSJ Econoblog: Stitching a New Safety Net
  30. Housing: PLEASE Buy this house
  31. National Debt: $10 Trillion When Bush Leaves Office
  32. Housing: Sales, Employment and Recessions
  33. ISM Report
  34. Employment Report
  35. US housing bubbles: Half froth?
  36. Fed's Bies Warns on Nontraditional Mortgages
  37. Fiscal 2006: Record YTD Increase in National Debt
  38. Mortgage Application Volume Declines, Rates Rise

January 2006

  1. Bush: "America Addicted to Oil"
  2. Fed Funds Rate: 4.5% almost guaranteed
  3. 30 year Pleasure Boat Loans
  4. December New Home Sales: 1.269 Million Annual Rate
  5. Lenders ask for Extension on New Mortgage Guidance
  6. Mortgage Application Volume Up
  7. Existing Home Sales Fall
  8. Fed Economist: Current Account Deficit near Optimal Levels
  9. Dr. Setser on Rubin and a Hard Landing
  10. HSBC Economist: Housing Slowdown Could lead to US Recession
  11. Gallup: America Turning Blue
  12. WaPo: Debt makes Greenspan's Legacy Unclear
  13. West Coast Ports: December imports Down
  14. Iran
  15. Stephen Roach: The Irony of Complacency
  16. Home Equity Extraction Still Hot In Q3
  17. Northern California: Home Sales, Prices Decline
  18. MBA Purchase Index
  19. SoCal Housing
  20. MBA: Mortgage Refinance Applications Up
  21. Housing Slowdown: Impact on State Government
  22. San Diego: Home Prices Fall
  23. MarketWatch: U.S. economy slows to below trend
  24. Sasha Wins!
  25. White House:Deficit Could Top $400 Billion
  26. The Economist: Danger time for America
  27. November U.S. Trade Deficit: $64.2 Billion
  28. US Migration Patterns
  29. FED's Geithner: Monetary policy must account for Asset Prices
  30. MBA: Mortgage Activity Rebounds
  31. China and the Dollar
  32. The End of Defined Benefit Plans
  33. What will the Fed do?
  34. Wells Fargo forecasts 6.5% 2006 SoCal House Appreciation
  35. Employment Report
  36. Mortgage Spread
  37. UCLA's Thornberg expects 25% decline in housing construction
  38. MBA: Mortgage Activity Declines
  39. Fiscal 2006: Record YTD Increase in National Debt
  40. Two Views: Debt, Deficit and Social Security
  41. G.R.E.B.B. Day
  42. Interesting Times

2005 540

December 2005

  1. Broken Promises
  2. Snow: Raise Debt Limit
  3. Existing Homes: Sales Fall, Inventory Increases
  4. Looking Forward: 2006 Top Economic Stories
  5. MBA: Mortgage Activity Declines
  6. Looking Back: 2005 Top Economic Stories
  7. November New Home Sales: 1.245 Million Annual Rate
  8. West Coast Ports: November Imports Mixed, Exports Up
  9. Martin Wolf Podcast: The surprises of the past year
  10. MBA: Mortgage Application Volume Down
  11. New Proposed Guidance on Nontraditional Mortgage Products
  12. Real Estate: Is the party over?
  13. Home Builders Confidence Falls
  14. Comments on End of Housing Boom
  15. WaPo: Agents Aplenty
  16. The Real Estate Agent Boom
  17. Social Security: Responding to Criticism
  18. DataQuick: Southland home sales strong, prices hit new peak
  19. DataQuick: Slower Bay Area home sales, steady price increase
  20. Fiscal Challenges, Social Security and Changing the Debate
  21. Housing: OC Real Estate Roundtable
  22. Economist: Can America keep it up?
  23. PIMCO's Gross: Housing Could Stop Fed Course Short
  24. MBA: Mortgage Refinance Applications Continue To Decline
  25. October U.S. Trade Deficit at Record $68.9 Billion
  26. November retail sales fall short
  27. NRF: Strong November Retail Sales Surpass Expectations
  28. Household Debt Service and "Parabolic Debt"
  29. GDP Growth: With and Without Mortgage Extraction
  30. Minimum-Payment Loans Get Maximum Crackdown
  31. Housing and Jobs
  32. Best of Times II
  33. Household Valuation Change: FED vs. OFHEO
  34. FED: Q3 Mortgage Debt increased at 14% Annual Rate
  35. MBA: Mortgage Application Volume Rebounds
  36. Dr. Leamer: Housing Slowdown May Claim 800,000 Jobs
  37. Housing Bubble Bursts in U.S. Mortgage Bond Market
  38. Massachusetts: Foreclosure rates on the rise
  39. Demographics and Policy
  40. Barrons on Housing
  41. Demographics GIF: 1920 - 2005
  42. Demographics: Baby Bust and Boom
  43. Fiscal 2006: Record YTD Increase in National Debt
  44. Housing: Remarks by Controller of the Currency
  45. Quarterly House Appreciation by State
  46. House Price Index Shows 12 Percent Annual Increase
  47. The Indefatigable Consumer

November 2005

  1. MBA: Refinance Applications Down Again
  2. Record October New Home Sales: 1.424 Million
  3. Second Homes
  4. Existing Homes: Sales Fall, Inventory Increases
  5. Politics: Steve Young for Congress
  6. Housing: Exotic Loans, Regulation and Foreclosures
  7. NRF: Retail Sales Strong
  8. WaPo on Housing: How to Sell In a Down Cycle
  9. Housing: More Inventory
  10. MBA: Refinance Applications Down Strong
  11. FDIC: Mortgage Loan Growth Strong
  12. Fannie Mae: Home affordability suffers
  13. WSJ on Housing: What's Behind the Boom
  14. Real Estate Employment
  15. Housing and Employment
  16. Thoughts on Housing Starts
  17. ARMs Coming Due
  18. Financial Times: Opec set to lift secrecy about oil production
  19. More on California Bay Area Housing
  20. Economists say U.S. housing market in downdraft
  21. DataQuick on Bay Area: Lower Sales, Flat Prices
  22. West Coast Ports: October Imports Mixed, Exports Up
  23. NAHB: Builder Confidence Falls
  24. MBA: Mortgage Activity Steady
  25. DataQuick: Southland home sales, prices still near peak
  26. Orange County: Home Prices Decline for 2nd Month
  27. Housing: Hot Prices and Anti-Bubble Reports
  28. Housing: The Big Chill
  29. Home Equity Extraction
  30. San Diego: Home Prices and Inventory
  31. Drucker on Bubbles
  32. Housing: Foreclosures and Unemployment
  33. FRBSF Economic Letter: Spendthrift Nation
  34. Housing Affordability and More
  35. Housing Inventory: DC and Tucson
  36. September Record Trade Deficit: $66.1 Billion
  37. Remarks by John C. Dugan, Comptroller of the Currency
  38. Bernanke and the Housing Bubble
  39. Prediction: September Trade Deficit
  40. DiMartino: Follow the Housing insiders' money
  41. WSJ Econoblog: Changing Times at the Fed
  42. Housing and the Economy
  43. Toll Brothers Warns
  44. Leaving California
  45. Interest on the National Debt
  46. October Jobs Report
  47. Bernanke and Asset Bubbles
  48. More Evidence of a Housing Slowdown
  49. Mortgage lenders see profits shrink
  50. MBA: Mortgage Activity Continues to Fall
  51. USA Today: Overheated housing market is cooling off
  52. Fiscal 2006: A Record October
  53. Construction Spending Sets Record
  54. Data and the Fed

October 2005

  1. Census Bureau Vacancy Report
  2. Housing and More
  3. UCLA's Dr. Thornberg: California Housing 35% overvalued
  4. The LOUD 'No Bubble' Crowd
  5. Krugman on Bernanke
  6. MBA: Increased use of 'creative' mortgages
  7. September New Home Sales: 1.222 Million
  8. Housing and UK Update
  9. Massachusetts: Housing Prices Weaken, Record Inventories
  10. Existing Homes: Sales Strong, Inventories Rise Seasonally
  11. Prediction for September Petroleum Trade Deficit
  12. The $8 Trillion Debt
  13. WSJ: Bush To Name Greenspan Successor Monday Afternoon
  14. Housing, Wilma and Fitzgerald
  15. UK: Profit Warnings
  16. Foreign Policy: An interview with Stephen Roach
  17. Special Counsel Fitzgerald Launches Website
  18. CNN on Stricter OCC Rules
  19. D.C. Housing: Speculators "trying to cash in"
  20. Thoughts on Oil and Gasoline
  21. Standard & Poor's: 'Huge' Housing Bubbles
  22. Housing: Construction and Mortgage Applications Increase
  23. FDIC: 'Non-traditional' mortgages may elevate risks for some banks and homeowners
  24. FASB Proposed FSP on Nontraditional Loan Products
  25. Fed's Yellen: "Bubble element" to housing
  26. NAHB: Housing Market Index Improves
  27. West Coast Ports: Record Imports in September
  28. Orange County: Home Prices Decline
  29. Weblog Usability
  30. The Fall: US Housing, UK Retail
  31. Fun CPI Numbers
  32. The Mug's Game Challenge: Predict the Start of the Next Recession
  33. San Diego: Prices Decline slightly in North County
  34. US Trade Deficit: $59 Billion for August
  35. Risky Mortgage, Rates and Credit
  36. NY FED: Yield Curve Useful
  37. Fed's Bies warns on risky lending practices
  38. Mortgage Applications Down, Riddles Solved?
  39. August Trade Deficit Preview
  40. DiMartino: No Soft Landing
  41. U.K. Retail Sales Fell for a Sixth Month in September
  42. LA Times: Risky 'Exotic' Loans Fostering a Refi Cycle
  43. Misc: The FED, The Nobel Prize and Oil Shocks
  44. "Record Number of Homes for Sale"
  45. Growing Chorus of Concern
  46. UK's Roger Bootle: Signs of US Housing Bubble are "blatant"
  47. Reduced! Anxious! Submit!
  48. Reuters: San Diego economy flat as housing market cools
  49. September Jobs Report
  50. California Realtors: Affordability At Record Low
  51. Realtor Economist: 'Bubble Talk Overblown'
  52. US energy chief: High fuel prices to persist
  53. MBA: Mortgage Rates Increase
  54. Fiscal 2005: National Debt Increases $553.7 Billion
  55. Mercury News: Unreal Estate Series
  56. The 2006 Economy: Soft or Hard Landing?
  57. Tighter Lending Standards?
  58. More housing
  59. NYTimes: My House, My Piggy Bank
  60. Taiwan Typhoon

September 2005

  1. Housing Bubble Contrarians
  2. CNN Poll on Gas Prices
  3. The 'R' Word
  4. FED: Household Debt Service Sets Record
  5. Mortgage Applications Down, Credit Card Late Payments Up
  6. UCLA Forecast: Peak for Housing Said to Be Near
  7. Jobs: Georgia On My Mind
  8. August New Home Sales: 1.237 Million
  9. WSJ: Greenspan Warns of Reliance on Housing Loans
  10. Greenspan on Housing
  11. Existing Homes: Sales Strong, Inventories Rise
  12. This and that ...
  13. Rita: Oil Refinery Impact
  14. NYTimes: Is It Better to Buy or Rent?
  15. Housing: Mortgage Applications Still Steady
  16. UK Chief Scientist: This IS Global Warming
  17. Bank CEO: "losses up the gazoo"
  18. Rita and Oil
  19. Mortgage Debt Increases $231.1 Billion in Q2
  20. "Oil Industry Wary of Rita"
  21. Refineries: In the Line of Fire
  22. More "No Bubble" Talk
  23. Rita Resources
  24. NAHB: Housing Market Index Falls Again
  25. Housing, Housing, Housing
  26. The Debtor Society
  27. Oil: Gathering Storm
  28. "Housing Bust Ahead"
  29. Port of Long Beach: Record Imports for August
  30. IMF Warns on Household Finances and Imbalances
  31. Prediction August Trade Deficit: Petroleum
  32. UK: Construction Industry Suffers Job Losses
  33. Gasoline Demand Continues to Fall
  34. US Bank Economist: Recession Imminent
  35. Trade Deficit: Another Look
  36. O.C. housing price hits $617,000
  37. US Trade Deficit: $57.9 Billion for July
  38. Oil and Gasoline Confusion
  39. Gasoline Update
  40. Return from Paradise
  41. Some Good News on Oil and Gas
  42. National Debt Increase: $575 Billion YoY
  43. August Jobs Report: 169 Thousand Added
  44. DOE: Storm may shut refineries for months
  45. OFHEO: Huge House Price Increase

August 2005

  1. Recession Coming?
  2. Flooding as seen from Space
  3. Relief and General Information
  4. Bartlett: Housing Balloon or Bubble?
  5. Damage: "Swimming in Crude, No Gasoline"
  6. The FED Minutes: Two Reviews
  7. The Economist: Katrina Could Tip US / World into Recession
  8. Katrina: Refinery Map
  9. Katrina: Oil and Gas
  10. Krugman: Greenspan and the Bubble
  11. Angry Bear: Housing and Recession
  12. Borrowing and Bankruptcy
  13. Greenspan: Closing Remarks
  14. Gasoline: Demand Strong, Inventories Drop
  15. Dr. Leamer: Housing Has Peaked, Recession in '06
  16. Dr. Duy: More Rate Hikes
  17. Greenspan on the Asset Economy
  18. Bill Maher: "But don't let me burst your bubble"
  19. Floyd Norris: "The real key to a housing bubble"
  20. Krugman: Housing Bubble will Burst
  21. Housing Thoughts ...
  22. July New Home Sales: 1.41 Million
  23. Shiller Defines a Bubble and Probable Ending
  24. July Housing Inventories
  25. Bruce Bartlett: Bubble fever
  26. Study: Foreclosures Costly to City
  27. Reuters: 40 Year Mortgage "Risky"
  28. Merrill Lynch: Housing Prices Poised to Decline
  29. Sign, Sign, Everywhere a Sign
  30. Housing Bagholders: "Wall St. Waits to See What Will Be Repaid"
  31. NAR Cautions Buyers on Specialty Loans
  32. Housing: "'For Sale' Signs Mushroom"
  33. Oil's Impact on the Economy
  34. EDAB/UCLA July Report
  35. Homeowners Debt: "45% of Income not Uncommon"
  36. Port of Los Angeles: Imports Up 5% over June
  37. Freddie Mac: Cash-Out Volume Prime Conventional Loans
  38. DiMartino:Housing froth still bubbling
  39. More on Labor Slack
  40. WSJ: Three on Housing
  41. Dr. Leamer: "Smells" like Housing Turning Point
  42. Job Growth: Bush's 2nd Term
  43. Housing, Housing, Housing
  44. Housing: Record Prices, Growing Caution
  45. Port of Long Beach: July Import Traffic Off Slightly
  46. FED Senior VP: Fed May Need to Raise Rates to Stop `Bubbles'
  47. No more Free Money? OC Home Prices Dip
  48. Fleckenstein: Top in Place for Housing Market
  49. CNN: Home prices post record gains
  50. Oil, Trade and Housing
  51. The "Rising tide of abandoned residential properties"
  52. Trade Deficit Projection: June Review
  53. Prediction July Trade Deficit: Oil
  54. Inside Report: Greenspan's Concerns
  55. NYTimes: Assess Your Area's Real Estate Bubble
  56. Dr. Leamer: Housing a "fragile and dangerous situation"
  57. WSJ: Rise in Supply Suggests Housing Market Cooling
  58. Virginia Housing: "It’s Changing"
  59. U.S. Trade Deficit: $58.8 Billion for June
  60. Krugman: Safe as Houses
  61. California's Housing Affordability Index
  62. FED: Monetary Policy and Asset Price Bubbles
  63. Mortgage Lenders: Good and Bad
  64. June Trade Deficit Prediction
  65. Mortgage Applications Fall Slightly
  66. Realtor President: Sell Now, Buy Later.
  67. Housing: Flip That & This
  68. Ritholtz: Expecting a Recession in 2006-07 time frame
  69. Housing: Q2 Prices Strong
  70. Housing: The August Story?
  71. Krugman on Housing Bust: Not a pop, but with a Hiss.
  72. San Diego Housing Market Update
  73. LA Times: Looking for Signs of Home Bubble
  74. Gasoline Demand Strong, Inventories Drop
  75. UK: Personal insolvencies hit record high
  76. Harney: "Wall Street Puts Breaks on Option ARMs"
  77. California Realtors: Income Gap Increases
  78. Bank of England Cuts Repo Rate
  79. Investors buying up the Texas Badlands
  80. CEA Releases Bernanke Portrait
  81. California Investor: "Your Market was Undervalued"
  82. Housing: More Inventory
  83. Zero Savings and Housing
  84. National Debt Increase: $566 Billion YoY
  85. Housing: Mortgage Rates
  86. Housing, Layoffs, the UK and more

July 2005

  1. Sign of the Times: Bubble T-Shirt
  2. Bernanke: House Prices Unlikely to Decline
  3. Fed's Yellen: Fed Could Manage Housing Price Drop Impact
  4. GDP: Three Takes
  5. Dr. Aigner: Trouble in housing market no game
  6. WSJ: What Housing Bubble?
  7. Housing Mortgage Trends
  8. Dr. Baker: Housing Bubble Fact Sheet
  9. Bernanke's Bunkum
  10. Housing: More stories on Inventories
  11. June: Record New Home Sales
  12. Housing Inventories
  13. DiMartino: Bubble's Fallout?
  14. Contract Oil Prices
  15. Premature Celebration
  16. Housing: "Rapid shifts putting chill on hot June data"
  17. Housing, Jobs and Bernanke Revisited
  18. Housing: Storm Clouds?
  19. Federal Reserve on Housing (June Minutes)
  20. Greenspan on Housing
  21. Port of Los Angeles: Imports Up, Exports Down for June
  22. Financial Times: Housing Bubble to Spread
  23. DataQuick: SoCal RE Still Hot
  24. June Trade Deficit Forecast: OIL
  25. Bernanke, Job Growth and Home Prices
  26. Housing: New Loan Guidance Ignored
  27. Housing Humor
  28. Deficit Improvement?
  29. Housing: The Bagholders
  30. Trade Deficit Projection: May Review
  31. US Trade Deficit: $55.3 Billion for May
  32. May Trade Deficit Prediction
  33. Bernanke on Housing: Market Forces, not Speculation
  34. Free Money: Part III
  35. Housing: The Tax Myth
  36. Housing: Calpers is Selling
  37. The Real FED Funds Rate
  38. Bank of England to Lower Rates?
  39. $1 Million Trailer: Land not included
  40. Budget Deficit: $581 Billion Year over Year
  41. A Unique Conundrum?
  42. Housing: Boston is Looking Peaked
  43. Wells Fargo: Decade of Flat Home Prices
  44. CNN Newsnight: Aaron Brown Discusses the Housing Bubble
  45. Real Estate "Summit" Comments

June 2005

  1. Environmental Economics
  2. Britain: Headed for a Hard Landing?
  3. Housing: FDIC and California
  4. Sec. Snow and FDIC: No Housing Bubble
  5. BIS: US Urged to Act First on Global Imbalances
  6. Housing Misinformation
  7. Houses and Interest Rates
  8. Buffett Examines living in Squanderville
  9. May New Home Sales: 1.298 Million
  10. Buffett on Housing: Some people may regret recent purchases
  11. Fed Gov Olson: Housing Concerns
  12. Option ARMs
  13. The Refinery Myth
  14. UCLA Anderson Preview: Bubble Burst could lead to Recession
  15. Port of Los Angeles: Less traffic in May
  16. Housing: Psychology Change?
  17. Times: Is the global housing bubble set to burst?
  18. EU Crisis as Budget Deal Collapses
  19. May Trade Deficit Forecast: Part I
  20. Housing: News Stories Links
  21. Housing: The Empire Strikes Back
  22. Housing: Record Purchase Activity and More
  23. Port of Long Beach: May Import Traffic Strong
  24. Thoma and Ritholtz: Where Will Rates Go From Here?
  25. Fed Gov Bies: Current Regulatory Issues
  26. UK "fear of housing crash"
  27. Harvard on Housing: "Desperation" Buying
  28. Trade Deficit, Housing and more
  29. UCLA Anderson Forecast: June 21, 2005
  30. Housing: Starting to "Chill"?
  31. Trade Deficit Projection: A Review
  32. Interest Only Loans across the US
  33. US Trade Deficit: $57 Billion for April
  34. America's Debt Binge
  35. Housing Indicators
  36. Income Inequality vs. Growth
  37. When the Bubble will Burst
  38. My New Reading List
  39. TIME: Home Sweet Home
  40. Shiller on NPR
  41. Budget Deficit Improves: Only $588 Billion
  42. Free Money: Part II
  43. No Housing Bubble?
  44. Price Rent Ratio Update
  45. OFHEO: House Prices Continue to Rise Rapidly
  46. UK: Retail Sales Continue Slide

May 2005

  1. Housing and M3
  2. More Housing Articles
  3. NYTimes: Hear a Pop? Watch Out
  4. Fed's Ferguson: Housing Prices High
  5. WSJ: House of Cards?
  6. Barclays: UK Bad Debt Soaring
  7. FED: "Some buyers, some builders, some lenders are going to get burned"
  8. Social Security: Senate Democratic Policy Committee Hearing
  9. April New Home Sales: 1.316 Million
  10. Realtors' Economist: A Bubble
  11. Forecasting the Trade Deficit: Part II
  12. Krugman, Housing, etc.
  13. West Coast Ports: April Traffic Surges
  14. Greenspan: Only Recent Home Buyers to Have Problems
  15. Forecasting the Trade Deficit: Part I
  16. Fortune: Real Estate Gold Rush
  17. D.C. Real Estate Roulette
  18. Fed News: Gramlich Resigns, Greenspan Might Stay Longer
  19. Luskin's Apology
  20. Housing: A Little Humor
  21. Correcting Luskin
  22. Kohn: Fed likely to keep raising rates
  23. Agencies Take Aim on Housing Bubble
  24. Federal Reserve issues Guidance for Home Equity Lending
  25. The Undefined GWOT
  26. Bank of America: UK Collapsing house price 'nightmare' a real risk
  27. Rubin: Deficit Disorder
  28. New Feature at Economist's View
  29. NAR: The Housing Boom Expands
  30. Retail Sales Strong, WalMart Warns
  31. France’s manufacturing output tumbles, Japan sluggish
  32. Housing: "More and more Alarms Bells"
  33. US Trade Deficit: $55 Billion for March
  34. "A Real Estate Concentric Economy"
  35. NAHB: Housing to Stay Healthy
  36. Update on UK Housing
  37. March Trade Deficit (Due Wednesday)
  38. More on housing and the UK
  39. Not Seasonally Adjusted Non-Farm Payroll
  40. The BLS Employment Birth / Death Model
  41. Buffett and FDR
  42. Slight Deficit Improvement
  43. BBC: Britain braced for credit crunch
  44. Senatorial Sciolism
  45. More from the UK
  46. UK: Economy Shaken
  47. Yield Curve Narrows
  48. FDIC Update: U.S. Home Prices: Does Bust Always Follow Boom?
  49. More Evidence of Global Slowdown
  50. Looking Ahead: March Trade Deficit
  51. Buffett on Real Estate Bubble and Trade

April 2005

  1. Q1 GDP and Trade
  2. Macroblog to Roach: J'Défends!
  3. More Signs of a Global Slowdown
  4. New Home Sales, Monthly Unadjusted
  5. Record New Home Sales
  6. Lau and Stiglitz: China's Alternative to Revaluation
  7. Q1 2005: Housing Vacancies and Homeownership
  8. More on Housing
  9. Fed's Kohn: Imbalances, Risks
  10. Oil Prices Hurting less Developed Countries
  11. Markets and Recessions
  12. "There are serious pocketbook issues lurking in America"
  13. RE Executives: The Boom that won't Bust
  14. The Economist on House Prices
  15. Bruce Bartlett Whispers the "R" Word
  16. Housing Starts
  17. Inflation Preview
  18. Bubble Employment
  19. More on Housing
  20. John Snow: Misinformed or Mendacious?
  21. G7 Preview: Oil, Renminbi and more
  22. Housing: New Records in California
  23. Social Security: Krugman, Marshall and Tanner Debate Video
  24. IBM: More Evidence of a Global Slowdown
  25. New Inflation Tool at the Cleveland Fed
  26. More on Health Care
  27. The Mug's Game Challenge: Predict the Start of the Next Recession
  28. Record US Trade Deficit: $61 Billion for February
  29. More on Oil
  30. Oil Imports as % of GDP
  31. DOE: Short-Term Energy Outlook
  32. Housing Bubble: Foreclosures up 57%, Mostly Non-Bubble States
  33. Talk of the Nation: Schiller on Real Estate
  34. World Bank: Economic Recovery Globally Has 'Peaked'
  35. The Worsening General Fund Deficit
  36. NAR: Pending Home Sales Index
  37. More on Housing Speculation
  38. Housing: Speculation is the Key
  39. The Young Americans’ Employment Opportunity Act of 2005
  40. Mortgage Rates Continue Climb

March 2005

  1. Buying GDP Growth with Debt
  2. The Thirty Year Hamburger
  3. AEI: Greenspan's Second Bubble
  4. Recession Predictions: A Mug's Game?
  5. Price-Rent Ratio: USA and San Diego
  6. More on Housing Speculation
  7. Free Money!
  8. New Home Sales Rebound in February
  9. Refinance Applications Down 60% from Last Year
  10. Forbes: Homeowners in Hock
  11. Guest Bloggin' on Angry Bear
  12. Housing and Trade: Virtuous Cycle about to Become Vicious?
  13. Senator Reid: An Online Interview
  14. California Real Estate Prices: Boom and Bust
  15. UCLA Anderson Forecast: False Sense of Wealth
  16. Mortgage Debt and the Trade Deficit
  17. China Reduces Dollars in Its Reserves, Lehman Says
  18. Mortgage Debt Increases 13% in 2004
  19. The Other Trust Funds
  20. Fed's Poole: Social Security Needs Small Changes
  21. Housing: Excessive Leverage?
  22. Housing: Two Worrisome Signs
  23. China and the Price of Gas
  24. Greenspan's March to Infamy
  25. Will an Adjustment in the Current Account Deficit Lead to a Recession?
  26. The Worsening General Fund Deficit
  27. Update: New Home Sales as Leading Indicator
  28. More Evidence of Housing Speculation
  29. New Home Sales as Leading Indicator

February 2005

  1. Overview: The National Debt, Budget Deficit and SS Surplus
  2. Housing: The Good News
  3. More on Housing
  4. Mortgage Debt and the "Recovery"
  5. Real Earnings Decline - Again
  6. A Recovery Built on a Marshland of Debt?
  7. Greenspan's Interest Rate Conundrum
  8. Is "Consumer Confidence" Useless?
  9. Volcker: Circumstances "dangerous and intractable"
  10. The Impact of a RE Slowdown on Employment
  11. Housing: Don't Worry, Be Happy
  12. U.S. Home Prices: Does Bust Always Follow Boom?
  13. Do Foreign CBs distort the Treasury Yield?
  14. Consumer Confidence Plummets in February
  15. Housing: Quotes of the Day
  16. Housing Update
  17. What Does Price Indexing mean for Social Security Benefits?
  18. The Economist on the Budget: Holding the line?
  19. A Worrisome Juxtaposition?
  20. FT: BoJ's bill auction fails first time in two years
  21. Dan Froomkin on Social Security
  22. Advertising
  23. About Me and Media Requests
  24. Thank You
  25. GAO: Long Term Fiscal Challenge
  26. Misestimates in CBO's Projections
  27. Mort Zuckerman on Social Security

January 2005

  1. New Home Sales off in December
  2. 4th Quarter Housing Vacancies and Homeownership
  3. Global Warming Update
  4. Buffett on the Market
  5. A Desolation called Peace
  6. NYTimes on Social Security: A Question of Numbers
  7. Jobs, Jobs, Jobs
  8. At last! Sunshine in California
  9. Housing Prices: An asset bubble?
  10. The General Fund Deficit

2007 →