2011

2011 2,030

December 2011

1. 31 DecSchedule for Week of Jan 1, 2012
2. 31 DecSummary for Week Ending December 30th
3. 31 DecMerkel: "Will do everything to strengthen the euro"
4. 30 DecQuestion #9 for 2012: Inflation
5. 30 DecHotels: Occupancy Rate back to pre-recession levels
6. 30 DecRestaurant Performance Index increased in November
7. 30 DecFannie Mae and Freddie Mac Serious Delinquency Rates: Slight increase for Freddie in November
8. 30 DecGasoline Prices and Brent WTI Spread
9. 29 DecLabor Force Participation: The Kids are Alright Part 2
10. 29 DecKansas City Fed manufacturing index "eased slightly" in December
11. 29 DecMisc: Chicago PMI at 62.5, Pending Home Sales increase
12. 29 DecWeekly Initial Unemployment Claims increase to 381,000
13. 28 DecA Pickup for Housing in 2012?
14. 28 DecExisting Home Inventory declines 18% year-over-year in December
15. 28 DecQuestion #10 for 2012: Monetary Policy
16. 28 DecItalian bond yields decline
17. 28 DecLawler: Completed Foreclosure Sales in 2011 to Fall Well Below 2010 Levels
18. 27 DecTreasury: China not a currency manipulator, however "movement of the RMB is insufficient"
19. 27 DecDOT: Vehicle Miles Driven declined 2.3% in October
20. 27 DecReal House Prices and House Price-to-Rent
21. 27 DecCase Shiller: House Prices fall to new post-bubble lows in October (seasonally adjusted)
22. 27 DecCase-Shiller: House Prices decline in October
23. 27 DecWSJ: "Slowing Inflation Cheers Fed"
24. 26 DecPrivate Investment and the Business Cycle
25. 26 DecWaPo: "Falling home values mean budget crunches for cities"
26. 26 DecGermany's Schaeuble pushes for Financial Transaction Tax
27. 25 DecHappy Holidays!
28. 25 DecInterview with Stand Up economist Yoram Bauman
29. 24 DecSchedule for Week of Dec 25th
30. 24 DecSummary for Week Ending December 23rd
31. 24 DecUnofficial Problem Bank list declines to 973 institutions
32. 23 DecMortgage Settlement Update: Some details, Deal to be announced in January "at the earliest"
33. 23 DecHome Sales: Distressing Gap
34. 23 DecNew Home Sales increase in November to 315,000 SAAR
35. 23 DecPersonal Income increased 0.1% in November, Spending increased 0.1%
36. 22 DecReports: Fed could signal near zero rates into 2014, House ready to pass payroll tax cut extension
37. 22 DecMore House Price Indexes show price declines in October
38. 22 DecChicago Fed: Economic activity index declined in November
39. 22 DecPhilly Fed State Coincident Indexes increase in November
40. 22 DecFinal December Consumer Sentiment at 69.9
41. 22 DecWeekly Initial Unemployment Claims decline to 364,000
42. 22 DecATA Trucking Index increased 0.3% in November
43. 21 DecLawler: The NAR “benchmark revision story” is not over!
44. 21 DecImpact of NAR Revisions on GDP
45. 21 DecAIA: Architecture Billings Index increased in November
46. 21 DecExisting Home Sales Revisions
47. 21 DecExisting Home Sales in November: 4.42 million SAAR, 7.0 months of supply
48. 21 DecCoreLogic: Existing Home Shadow Inventory remains at 1.6 million units
49. 21 DecMBA: Mortgage Purchase Application Index decreases, Mortgage rates at low for year
50. 21 DecEurope Update
51. 20 DecHousing Analysis: Bull and Bear
52. 20 DecA comment on Existing Home Sales revisions
53. 20 DecState Unemployment Rates "generally lower" in November
54. 20 DecMulti-family Starts and Completions, Record Low Total Completions in 2011
55. 20 DecHousing Starts increase in November
56. 20 DecCredit Stress Indicators
57. 19 DecECB Warns on Risks
58. 19 DecQ3 2011: Mortgage Equity Withdrawal strongly negative
59. 19 DecNAHB Builder Confidence index increases in December
60. 19 DecResidential Remodeling Index at new high in October
61. 19 DecSunday Night Futures
62. 19 DecFinancial Times interview with ECB president Mario Draghi
63. 18 DecTen Economic Questions for 2012
64. 18 DecState Budget Cuts: Nearing the End?
65. 18 DecInland Empire: Unemployment Rate now declining
66. 17 DecUnofficial Problem Bank list declines to 974 institutions
67. 17 DecSchedule for Week of Dec 18th
68. 17 DecSummary for Week ending Dec 16th
69. 17 DecReport: Deal reached on two month extension of Payroll Tax Cut
70. 17 DecBank Failure #92 in 2011: Western National Bank, Phoenix, Arizona
71. 16 DecBank Failure #91 in 2011: Premier Community Bank of the Emerald Coast
72. 16 DecLawler: Early Read on Existing Home Sales: Given the Benchmark Revision, a “Challenge”
73. 16 DecEurope Update
74. 16 DecKey Measures of Inflation mostly slow in November
75. 16 DecLA area Port Traffic declines year-over-year in November
76. 16 DecBLS: CPI Unchanged in November
77. 16 DecReport: Deal near on spending bill, payroll tax cut extension
78. 15 DecLawler on FHA: Slow Pace of Conveyances, Solid Sales Pushes SF Inventory to Lowest Level since mid-2008
79. 15 DecHotels: Occupancy Rate increases 3.2% year-over-year
80. 15 DecEmpire State and Philly Fed Manufacturing Indexes show improvement in December
81. 15 DecIndustrial Production decreased 0.2% in November, Capacity Utilization decreased
82. 15 DecWeekly Initial Unemployment Claims decline to 366,000
83. 15 DecThe American Community Survey and Total Housing Units
84. 15 DecReports: Iowa AG says Mortgage Settlement by Christmas, Final issue is selection of monitor
85. 14 DecEurope: More Bad News
86. 14 DecFed: Household Debt Service Ratio back to 1994 levels, Mortgage financial obligations remain elevated
87. 14 DecThe Excess Vacant Housing Supply
88. 14 DecMBA: "Refinance Applications Increase as Rates Drop to 2011 Lows"
89. 14 DecDataQuick on SoCal: November Home Sales Rise
90. 13 DecUpdate: MF Global
91. 13 DecLawler on NAR Revisions for 2007 through 2011
92. 13 DecFOMC Statement:: Economy expanding "moderately", Global growth slowing
93. 13 DecCeridian-UCLA: Diesel Fuel index increased 0.1% in November
94. 13 DecBLS: Job Openings "essentially unchanged" in October
95. 13 DecRetail Sales increased 0.2% in November
96. 13 DecNFIB: Small Business Optimism Index increases in November
97. 13 DecA little better GDP Growth in Q4
98. 12 DecNAR: Downward Revisions for 2007 to 2011 Home Sales and Inventory to be released on Dec 21st
99. 12 DecJobs needed to reach 8% unemployment rate by November 2012
100. 12 DecMF Global and Rehypothecation
101. 12 DecEuropean Bond Yields rising
102. 12 DecSunday Night Futures
103. 11 DecWolfgang Münchau: "The crisis goes on"
104. 11 DecHamilton: "More on those secret Federal Reserve loans to banks"
105. 11 DecFOMC Preview: No Changes Expected
106. 11 DecMusic: Econoparody Holiday Sampler
107. 11 DecSchedule for Week of Dec 11th
108. 10 DecUnofficial Problem Bank list declines to 977 institutions
109. 10 DecSummary for Week ending Dec 9th
110. 10 DecBank Donates foreclosed home to homeless agency
111. 9 DecEurope Friday
112. 9 DecAAR: Rail Traffic increased in November
113. 9 DecConsumer Sentiment increases in December
114. 9 DecTrade Deficit declines in October
115. 9 DecEurope Friday: Over promise, Under Deliver Again?
116. 9 DecDistressed House Sales using Sacramento Data for November
117. 8 DecLabor Force Participation Rate: The Kids are Alright
118. 8 DecQ3 Flow of Funds: Household Net Worth declines $2.4 Trillion in Q3
119. 8 DecEurope: ECB cuts rates, Adopts further "non-standard measures"
120. 8 DecWeekly Initial Unemployment Claims decline to 381,000
121. 7 DecFT: "We cannot afford another half-baked solution"
122. 7 DecLabor Force Participation Rate by Age Group
123. 7 DecEurope Update
124. 7 DecMBA: Mortgage Purchase Application Index increased
125. 7 DecMortgage Settlement Update: California and Nevada join forces
126. 6 DecLawler on "Real Estate Investors, the Leverage Cycle, and the Housing Crisis"
127. 6 DecFinancial Times: EU negotiators prepare "Bazooka"
128. 6 DecFed Chairman responds to "inaccurate" Bloomberg article
129. 6 DecCoreLogic: House Price Index declined 1.3% in October
130. 6 DecExisting Home Inventory declines 17.5% year-over-year in early December
131. 6 DecFT Alphaville: Post-euro currency values
132. 5 DecResearch: New paper on the role of investors in the housing bubble
133. 5 DecLPS: House Price Index Shows 1.2 Percent decline in September
134. 5 DecFed's Evans on "Forward Guidance"
135. 5 DecISM Non-Manufacturing Index indicates slower expansion in November
136. 5 DecEurope: More Austerity, Planning for "fiscal union"
137. 5 DecWSJ: New Fed Communication Strategy
138. 4 DecAnother Key Week for Europe
139. 4 DecComments on the Employment-Population Ratio
140. 4 DecHotels: Occupancy Rate increases 3.4% year-over-year, "full recovery still far away"
141. 4 DecRare Sighting: A New Mall
142. 3 DecSchedule for Week of Dec 4th
143. 3 DecSummary for Week ending Dec 2nd
144. 3 DecUnofficial Problem Bank list unchanged at 980 institutions
145. 3 DecHomebuilder understatement of the day
146. 2 DecSurvey: Small Business hiring picking up
147. 2 DecSeasonal Retail Hiring, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
148. 2 DecEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
149. 2 DecNovember Employment Report: 120,000 Jobs, 8.6% Unemployment Rate
150. 2 DecEurope: Hints of a Deal
151. 1 DecEmployment Situation Preview: Better, but still Weak
152. 1 DecU.S. Light Vehicle Sales at 13.6 million SAAR in November, Highest since Aug 2009
153. 1 DecConstruction Spending increased in October
154. 1 DecLPS: Mortgages In Foreclosure Process at an All-Time High
155. 1 DecISM Manufacturing index indicates slightly faster expansion in November
156. 1 DecWeekly Initial Unemployment Claims increase to 402,000
157. 1 DecChina's stop-and-go measures

November 2011

1. 30 NovFannie Mae and Freddie Mac Serious Delinquency Rates mostly unchanged in October
2. 30 NovFed's Beige Book: "Economic activity increased at a slow to moderate pace"
3. 30 NovRestaurant Performance Index "essentially unchanged" in October
4. 30 NovMisc: Chicago PMI increases to 62.6, Pending Home Sales increase
5. 30 NovADP: Private Employment increased 206,000 in November
6. 30 NovReport: Payroll Tax Cut extension is likely
7. 30 NovPreparing for the end of the Euro
8. 29 NovEurope: EFSF viewed as insufficient, Greece to receive aid payment
9. 29 NovPhilly Fed State Coincident Indexes increase in October
10. 29 NovReal House Prices and House Price-to-Rent
11. 29 NovCoreLogic: 10.7 Million U.S. Properties with Negative Equity in Q3
12. 29 NovCase Shiller: Home Prices decline in September
13. 29 NovNY Times: "Crisis in Europe Tightens Credit Across the Globe"
14. 29 NovVisible Existing Home Inventory declines 17% year-over-year in November
15. 28 NovDallas Fed Manufacturing Survey shows contraction in November
16. 28 NovNew Home Prices: Average Lowest since 2003
17. 28 NovNY Fed Q3 Report on Household Debt and Credit
18. 28 NovNew Home Sales in October: 307,000 SAAR
19. 28 NovOECD: Euro zone in recession
20. 28 NovSunday Night Futures
21. 28 NovWolfgang Münchau: "Only days to avoid collapse" of eurozone, Currency Market prepares for breakup
22. 27 NovReport: Payroll tax cut extension is likely
23. 27 NovTim Duy: "Europe Scrambles for Solutions"
24. 27 NovReport: Black Friday sales up 7%
25. 26 NovReport:: Euro-zone considering bilateral agreements for fiscal integration
26. 26 NovSchedule for Week of Nov 27th
27. 26 NovSummary for Week Ending Nov 25th
28. 26 NovUnofficial Problem Bank list increases to 980 institutions
29. 25 NovGasoline Prices and Brent WTI Spread
30. 25 NovS&P cuts Belgium's credit rating to AA
31. 25 NovItalian two-year Bond Yields above 7.8%
32. 24 NovMore Europe
33. 24 NovHappy Thanksgiving!
34. 24 NovEurope: On the Strasbourg meeting today
35. 24 NovThanksgiving morning reading: Mostly Europe
36. 24 NovZillow Forecast for Case-Shiller House Price Index
37. 23 NovReal House Prices using Fed Reserve Stress Test Scenario
38. 23 NovEurope: Italian 2 year yields above 7%, Belgian yields up sharply
39. 23 NovMisc: Kansas City Fed manufacturing index shows sluggish growth, Auto sales expected to increase
40. 23 NovFinal November Consumer Sentiment at 64.1
41. 23 NovPersonal Income increased 0.4% in October, Spending increased 0.1%
42. 23 NovWeekly Initial Unemployment Claims at 393,000
43. 23 NovMBA: Mortgage Purchase Application Index increased
44. 23 NovMortgage Servicer Settlement Update
45. 23 NovFDIC-insured institutions’ 1-4 Family Real Estate Owned (REO) decreased in Q3
46. 22 NovFed outlines new bank supervisory stress test
47. 22 NovATA Trucking Index increased 0.5% in October
48. 22 NovFOMC Minutes: Discussion of providing "likely future path of the target federal funds rate"
49. 22 NovState Unemployment Rates "little changed or slightly lower" in October
50. 22 NovRichmond Fed: Manufacturing activity stabilized in November
51. 22 NovQ3 real GDP growth revised down to 2.0% annualized rate
52. 22 NovWSJ: BofA warned by regulators
53. 22 NovHousekeeping: New CR iPad Layout
54. 21 NovMoody's: Commercial Real Estate Prices declined 1.4% in September
55. 21 NovDOT: Vehicle Miles Driven declined 1.5% in September
56. 21 NovExisting Home Sales: More on Inventory and NSA Sales Graph
57. 21 NovExisting Home Sales in October: 4.97 million SAAR, 8.0 months of supply
58. 21 NovChicago Fed: Economic activity up slightly in October
59. 21 NovEurope Update
60. 20 NovA few comments on the expected NAR existing home sales revisions
61. 20 NovReport: Not so Super committee to admit defeat as soon as Monday
62. 20 NovUnofficial Problem Bank list declines to 977 Institutions
63. 19 NovLawler: Household Growth by Age Group: 2010 – 2015 “Conservative” Forecasts
64. 19 NovSchedule for Week of Nov 20th
65. 19 NovSummary for Week Ending Nov 18th
66. 19 NovEurope Update
67. 19 NovBank Failures #89 & 90: Iowa and Louisiana
68. 18 NovLawler: Early Read on October Existing Home Sales
69. 18 NovMortgage Delinquencies by Loan Type
70. 18 NovThe recovery in U.S. Heavy Truck Sales, and a forecast for November Auto Sales
71. 18 NovCredit Stress Indicators
72. 18 NovLA Port Traffic in October: Exports increase year-over-year, Imports down
73. 17 NovMulti-family Starts and Completions, and Quarterly Starts by Intent
74. 17 NovQ3 MBA National Delinquency Survey: Comments and State Data
75. 17 NovPhilly Fed: "Regional manufacturing is expanding, but at a slow pace"
76. 17 NovMBA: Mortgage Delinquencies decline slightly in Q3
77. 17 NovHousing Starts decline slightly in October
78. 17 NovWeekly Initial Unemployment Claims: Four Week average falls under 400,000
79. 17 NovResearch: How Household Debt Contributes to Unemployment
80. 16 NovEurope: European Bond Yields and more Debate on ECB
81. 16 NovRate of increase slows for Key Measures of Inflation in October
82. 16 NovAIA: Architecture Billings Index increased in October
83. 16 NovNAHB Builder Confidence index increases in November
84. 16 NovIndustrial Production increased 0.7% in October, Capacity Utilization increased
85. 16 NovResidential Remodeling Index at new high in September
86. 16 NovHARP Updates
87. 15 NovDataQuick: SoCal October Home Sales decline
88. 15 NovLawler on FHA MMIF Actuarial Review for FY 2011
89. 15 NovMisc: Empire Manufacturing survey improves, Farmland Prices "surge"
90. 15 NovEuropean Bond Yields Rising as Euro zone economy slows
91. 15 NovHUD report on FHA Financial Status
92. 15 NovRetail Sales increased 0.5% in October
93. 15 NovState by state exports to Europe
94. 14 NovSchedule Update: MBA's 3rd Quarter 2011 National Delinquency Survey will be released Thursday
95. 14 NovSF Fed: Recession odds in 2012 are greater than 50% due to European Crisis
96. 14 NovEurope: Italian and Spanish bond yields rising
97. 14 NovLPS: House Price Index Shows 3.8 Percent Year-Over-Year Decline in August
98. 14 NovEurope: Italian bond auction, Merkel calls for "New Europe"
99. 14 Nov"Animal McMansion": Another use for vacant homes
100. 13 NovItaly: Mario Monti premier-designate
101. 13 NovDownside Risks
102. 13 NovVegas goes to Pot
103. 13 NovGreece: New Boss, same as the Old Boss?
104. 12 NovBerlusconi Resigns
105. 12 NovSchedule for Week of Nov 13th
106. 12 NovSummary for Week Ending Nov 11th
107. 12 NovUpdate on NAR revisions
108. 12 NovUnofficial Problem Bank list declines to 981 Institutions
109. 11 NovLawler: D.R. Horton: Orders Up Modestly, Margins Down a Bit on Rising Costs
110. 11 NovIf Europe is in a recession, how about the U.S.?
111. 11 NovConsumer Sentiment increases in November
112. 11 NovEuropean Bond Yields: Italian yields decline, Spanish yields rise
113. 11 NovEurope Update
114. 10 NovBank Failure #88: Community Bank of Rockmart, Rockmart, Georgia
115. 10 NovMortgage Rates and Refinance Index
116. 10 NovRealtyTrac: Foreclosure Activity Hits 7-Month High in October
117. 10 NovTrade Deficit declines in September as Exports increase
118. 10 NovWeekly Initial Unemployment Claims decline to 390,000
119. 10 NovItalian Update: Bond yields decline
120. 10 NovDistressed House Sales using Sacramento Data for October
121. 9 NovLawler: SF REO Inventories at Fannie, Freddie, PLS, and a “Guess” at FHA
122. 9 NovEurope
123. 9 NovHousing: REO and Mortgage Delinquencies
124. 9 NovCeridian-UCLA: Diesel Fuel index increased 1.1% in October
125. 9 NovItalian Bond Yields hit 7.4%
126. 9 NovMBA: Mortgage Purchase Application Index increased
127. 9 NovGreek Politics
128. 8 NovFannie, Freddie and FHA REO Inventory declines in Q3
129. 8 NovLas Vegas: 100,000 foreclosures and counting
130. 8 NovEurope Update
131. 8 NovBLS: Job Openings increase in September
132. 8 NovNFIB: Small Business Optimism Index increases slightly in October
133. 8 NovForeclosure Filings Slow Sharply in Nevada after new Law takes Effect
134. 8 NovEconoparody: "In the Greek Midwinter"
135. 7 NovVisible Existing Home Inventory declines 16% year-over-year in early November
136. 7 NovFed: Banks Tighten Lending Standards to Banks and Firms with European Exposures
137. 7 NovItaly: 10 Year bond yields continue to increase
138. 7 NovCoreLogic: House Price Index declined 1.1% in September
139. 7 NovSluggish Growth and Payroll Employment
140. 7 NovSunday Night Futures
141. 7 NovMERS Update: Multidistrict litigation decision
142. 6 NovReport: Greek Government Agrees to Coalition Deal
143. 6 NovRetail: Seasonal Hiring vs. Retail Sales
144. 6 NovGreece Update
145. 6 NovUnofficial Problem Bank list declines to 985 Institutions
146. 5 NovAAR: Rail Traffic increases in October
147. 5 NovSchedule for Week of Nov 6th
148. 5 NovSummary for Week Ending Nov 4th
149. 5 NovA Recent Rarity: Forecast upgrades
150. 4 NovBank Failures #86 & 87: Utah and Nebraska
151. 4 NovReport on Greece: Papandreou to Stand Down, Venizelos to Form Government, Elections in February
152. 4 NovGreek Confidence Vote Resources
153. 4 NovConstruction Employment: Down in October, up slightly in 2011
154. 4 NovSeasonal Retail Hiring, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
155. 4 NovEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
156. 4 NovOctober Employment Report: 80,000 Jobs, 9.0% Unemployment Rate
157. 4 NovThursday Night Futures: Jobs, jobs, jobs ... and Greece
158. 3 NovSurvey: Small Business Owners report small reduction in employment, hiring plans slightly positive
159. 3 NovEmployment Situation Preview: Another Weak Report
160. 3 NovFreddie Mac REO and Mortgage Rates
161. 3 NovISM Non-Manufacturing Index indicates expansion in October
162. 3 NovWeekly Initial Unemployment Claims decline below 400,000
163. 3 NovBernanke on Income inequality
164. 2 NovGreek Referendum will be on staying in the Euro
165. 2 NovA few comments on the Bernanke Press Briefing
166. 2 NovBernanke Press Briefing 2:15 PM ET
167. 2 NovFOMC Statement: No change, "economic growth strengthened somewhat"
168. 2 NovHVS: Q3 Homeownership and Vacancy Rates
169. 2 NovADP: Private Employment increased 110,000 in October
170. 2 NovMBA: Mortgage Purchase Application Index increased slightly
171. 2 NovGreece: Who knows?
172. 1 NovLPS: Foreclosure timelines increase, Mortgage delinquency rate declines slightly in September
173. 1 NovU.S. Light Vehicle Sales at 13.26 million SAAR in October, Highest since Aug 2009
174. 1 NovPreliminary Vehicle Sales for October
175. 1 NovConstruction Spending increased slightly in September
176. 1 NovISM Manufacturing index indicates slower expansion in October
177. 1 NovGreece Update
178. 1 NovGasoline Price Update

October 2011

1. 31 OctEurope: Greece to Hold Referendum on Debt Deal in December or January
2. 31 OctFannie Mae and Freddie Mac Serious Delinquency Rates mixed in September
3. 31 OctRestaurant Performance Index increased in September
4. 31 OctDallas Fed Manufacturing Survey shows sluggish expansion
5. 31 OctChicago PMI at 58.4, down from 60.4 in September
6. 31 OctMario Draghi takes over at ECB tomorrow, FT Cartoon
7. 31 OctSunday Night Futures: Japan Intervenes in foreign-exchange
8. 30 OctRecovery Measures
9. 30 OctFOMC Meeting Preview
10. 30 OctVisible Existing Home Inventory continues to decline year-over-year in October
11. 30 OctUnofficial Problem Bank list increases to 985 Institutions
12. 29 OctLawler to Census on Housing Data: "Splainin" Needed Not Just on Vacancy Rate
13. 29 OctSchedule for Week of Oct 30th
14. 29 OctSummary for Week ending Oct 28th
15. 29 OctFriday Evening Reading on Europe
16. 28 OctBank Failure #85: All American Bank, Des Plaines, Illinois
17. 28 OctReport: Mortgage Settlement deal could be reached within a month
18. 28 OctQ3 2011 Details: Investment in Office, Mall, and Lodging, Residential Components
19. 28 OctConsumer Sentiment increases in October, still very weak
20. 28 OctPersonal Income increased 0.1% in September, Spending increased 0.6%
21. 28 OctCalifornia Gov. Jerry Brown proposes State Pension Changes
22. 28 OctStrong Auto Sales growth seen in October
23. 27 OctMisc: Fannie/Freddie Investor REO Buying, Pending Home Sales down, Kansas City Manufacturing edges higher
24. 27 OctNMHC Apartment Survey: Market Conditions Tighten Slightly in Recent Survey
25. 27 OctHotels: Occupancy Rate increases 4% year-over-year
26. 27 OctGDP slightly above pre-recession peak, Investment Contributions
27. 27 OctWeekly Initial Unemployment Claims decline slightly
28. 27 OctAdvance Estimate: Real Annualized GDP Grew at 2.5% in Q3
29. 27 OctEuro Summit Statement
30. 27 OctPres. Van Rompuy: Agreement on a comprehensive package reached
31. 27 OctEurope: After Midnight
32. 26 OctMisc: COLA and Graphs
33. 26 OctEuro Watch
34. 26 OctHouse Sales: Distressing Gap and New Graph Gallery
35. 26 OctNew Home Sales increase in September to 313,000
36. 26 OctMBA: Mortgage Purchase Application Index increased slightly
37. 25 OctEurope: Confusion and Uncertainty
38. 25 OctATA Trucking Index increased 1.6% in September
39. 25 OctReal House Prices and House Price-to-Rent
40. 25 OctPhilly Fed State Coincident Indexes increase in September
41. 25 OctMisc: Richmond Fed, FHFA House Prices decline, Consumer Confidence down
42. 25 OctCase Shiller: Home Prices increased Seasonally in August
43. 25 OctReport: Negotiators ask Greek debt holders to take 60% cut in face value of bonds
44. 24 OctMore on HARP and Housing
45. 24 OctA few comments on the HARP Refinance Program changes
46. 24 OctDOT: Vehicle Miles Driven decreased 1.7% in August compared to August 2010
47. 24 OctMoody's: Commercial Real Estate Prices increased 2.4% in August
48. 24 OctNY Fed President Dudley: More action needed to stabilize the housing sector
49. 24 OctChicago Fed: Economic activity improved in September
50. 24 OctWSJ: Details on New FHFA Refinance Program, No LTV Limit, Eliminate appraisals
51. 23 OctHousing: Zillow forecast for Case-Shiller, FHFA Refinance Plan and a Rumor
52. 23 OctMerkel: No Decisions Today, Announcement expected Wednesday
53. 23 OctReport: European Banks need to raise €108bn in new capital
54. 23 OctEurope Update
55. 22 OctUnofficial Problem Bank list declines to 976 Institutions
56. 22 OctSchedule for Week of Oct 23rd
57. 22 OctSummary for Week ending Oct 21st
58. 22 OctReport: Analysts not optimistic about new FHFA Refinance Plan
59. 22 OctBank Failure #84: Community Banks of Colorado, Greenwood Village, CO
60. 21 OctBank Failures #81 - 83: Georgia and Florida
61. 21 OctFinancial Times: Possible 60% haircuts for Greek debt
62. 21 OctMisc: Solid Auto Sales seen in October, Merrill Lynch ups GDP Forecast
63. 21 OctState Unemployment Rates "little changed" in September
64. 21 OctEurope: Finance Ministers expected to approve aid for Greece, Most Major Decisions Delayed
65. 21 OctFed Officials discuss buying more MBS, Bernanke talks with Senators
66. 20 OctHouse Price Indexes show price declines in August
67. 20 OctBuilders to deliver record low number of housing units in 2011
68. 20 OctSarkozy: 2nd European Leader Summit to Adopt Plan
69. 20 OctPhilly Fed Survey shows Expansion, Existing Home Sales NSA Graph
70. 20 OctExisting Home Sales in September: 4.91 million SAAR, 8.5 months of supply
71. 20 OctWeekly Initial Unemployment Claims: 4-Week average lowest since April
72. 20 OctEurope Update: Prepare to be underwhelmed
73. 19 OctLA Port Traffic in September: Exports increase year-over-year, Imports Down
74. 19 OctMerle Hazard: "Diamond Jim"
75. 19 OctFed's Beige Book: Pace of economic growth "modest" or "slight""
76. 19 OctRate of increase slows for Key Measures of Inflation in September
77. 19 OctAIA: Architecture Billings Index declined in September
78. 19 Oct2012 Social Security Cost-Of-Living Adjustment approximately 3.6% increase
79. 19 OctHousing Starts increased in September
80. 19 OctMBA: Mortgage Purchase Application Index at Lowest Level Since 1996
81. 19 OctCountdown to Euroday Oct 23rd: Another wild day
82. 18 OctHousing: A comment on Shadow Inventory
83. 18 OctHousing: A comment on Builder Confidence
84. 18 OctDataQuick: California Foreclosure Activity Back Up
85. 18 OctBernanke: Effects of the Great Recession on Central Bank Doctrine and Practice
86. 18 OctNAHB Builder Confidence index increases in October
87. 18 OctReport: Lenders Approving more Short Sales
88. 18 OctMortgage Settlement Update: A Refinance Plan for Certain borrowers with Negative Equity
89. 18 OctFed's Evans suggests raising inflation target until unemployment falls below 7%
90. 17 OctSoCal: LA Office Vacancy Rates increase, Rents Fall
91. 17 OctCountdown to Euroday Oct 23rd: Lowering Expectations
92. 17 OctResidential Remodeling Index at new high in August
93. 17 OctIndustrial Production increased 0.2% in September, Capacity Utilization increased slightly
94. 17 OctNY Fed: Empire State general business conditions index "little changed" in October
95. 17 OctReport: Homes for sale inventory at lowest level since at least 2007
96. 16 OctEurope: Clock is ticking, Officials try to ratchet back expectations
97. 16 OctUnofficial Problem Bank list declines to 979 Institutions
98. 16 OctLawler: For Seriously-Troubled Loans: A Call to ARMs
99. 16 OctEurope Update: Eight Days to Save Europe
100. 15 OctSchedule for Week of Oct 16th
101. 15 OctLawler: Early Read on Existing Home Sales in September
102. 15 OctSummary for Week Ending Oct 14th
103. 15 OctStand-up economist Yoram Bauman on Chinese Housing
104. 14 OctBank Failure #80: Country Bank, Aledo, Illinois
105. 14 OctBank Failures #77 through 79: In Georgia, North Carolina and New Jersey
106. 14 OctMisc: Market and Foreclosure Auction
107. 14 OctSee-Saw Economy or a Series of Shocks?
108. 14 OctConsumer Sentiment declines in October
109. 14 OctRetail Sales increased 1.1% in September
110. 14 OctEurope: Spain debt downgraded, Deadline for European Banks to raise capital
111. 13 OctDataQuick: SoCal Home sales increase slightly year-over-year in Sept
112. 13 OctEuropean Bond Spreads and Interbank Lending
113. 13 OctHotels: Occupancy Rate shows slight year-over-year increase
114. 13 OctMisc: Mortgage Rates increase, Foreclosure Activity declines in September
115. 13 OctTrade Deficit unchanged at $45.6 billion in August
116. 13 OctWeekly Initial Unemployment Claims at 404,000
117. 13 OctIreland: “mortgage to rent” scheme proposed
118. 13 OctEurope Update: Slovakia clears hurdle on EFSF, More Capital for Banks, Leverage for EFSF?
119. 12 OctLawler: Existing Home Foreclosures and Short Sale percentages for a few areas
120. 12 OctFOMC Minutes: "Considerable uncertainty surrounding the outlook for a gradual pickup in economic growth"
121. 12 OctBLS: Job Openings "little changed" in August
122. 12 OctCeridian-UCLA: Diesel Fuel index declined in September
123. 12 OctMBA: Mortgage Purchase Application Index increases in Latest Survey
124. 12 OctJim the Realtor: "Market is a buzz"
125. 11 OctDistressed House Sales using Sacramento Data
126. 11 OctReport: Foreclosure starts declined in September
127. 11 OctLas Vegas Home Sales stay strong in September due to investor buying
128. 11 OctEurope: EC, IMF, ECB says aid likely for Greece, Slovakia votes on EFSF
129. 11 OctNFIB: Small Business Optimism Index increases slightly in September
130. 11 OctTim Duy: Too Early to Sound the All Clear?
131. 10 OctMisc: Market and more on Household Income
132. 10 OctEU Leaders delay summit until Sunday Oct 23rd
133. 10 OctExisting Home Inventory continues to decline year-over-year in October
134. 10 OctStudy: Real Median Household Income kept falling even after the recession ended
135. 10 OctSunday Night Futures
136. 9 OctReport: Merkel, Sarkozy Reach General Agreement on Bank Recapitalization
137. 9 OctEurope Update: Merkel and Sarkozy are meeting today
138. 9 OctConstruction Employment
139. 8 OctUnofficial Problem Bank list declines to 983 Institutions
140. 8 OctSchedule for Week of Oct 9th
141. 8 OctSummary for Week Ending Oct 7th
142. 8 OctFriday Night Europe
143. 7 OctBank Failures #75 & 76 in 2011
144. 7 OctAAR: Rail Traffic increases in September
145. 7 OctEurope, again ...
146. 7 OctDuration of Unemployment, Unemployment by Education and Diffusion Indexes
147. 7 OctEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
148. 7 OctSeptember Employment Report: 103,000 Jobs, 9.1% Unemployment Rate
149. 7 OctReis: Mall Vacancy Rates increased in Q3
150. 6 OctSurvey: Small Business Owners report reduction in employment, hiring plans slightly positive
151. 6 OctMisc: Solid Retail Sales, Rail Traffic increases, ECB, Protests
152. 6 OctFreddie Mac: Mortgage Rates below 4%
153. 6 OctCoreLogic: Home Price Index declined 0.4% in August
154. 6 OctWeekly Initial Unemployment Claims increase to 401,000
155. 6 OctReis: Apartment Vacancy Rate falls to 5.6% in Q3
156. 6 OctOpen Thread
157. 5 OctEurope Update: New Stress Tests and Bank Recapitalisation
158. 5 OctEmployment Situation Preview: Another Weak Report
159. 5 OctISM Non-Manufacturing Index indicates expansion in September
160. 5 OctADP: Private Employment increased 91,000 in September
161. 5 OctMBA: Mortgage Purchase Application Index Decreased in Latest Survey
162. 5 OctReis: Office Vacancy Rate declines slightly in Q3 to 17.4%
163. 4 OctConsumer Bankruptcy filings down 10 percent through Q3
164. 4 OctMarket Update: Almost a new bear
165. 4 OctGoldman puts U.S. recession probability at 40% in 2012
166. 4 OctBernanke Testimony: "Economic Outlook and Recent Monetary Policy Actions"
167. 4 OctEurope: Aid to Greece Delayed
168. 4 OctUnofficial Problem Bank List Quarterly Transition Matrix
169. 3 OctLPS: Foreclosure Starts increased in August, Seriously Delinquent Mortgage Loans fall to 2008 levels
170. 3 OctU.S. Light Vehicle Sales at 13.1 million SAAR in September
171. 3 OctEurope Update
172. 3 OctConstruction Spending increased in August
173. 3 OctISM Manufacturing index increases in September
174. 3 OctChrysler: U.S. September sales increase 27% year-over-year
175. 3 OctSunday Night: Europe and Futures
176. 2 OctGreece to cut 30,000 public sector jobs, miss deficit targets
177. 2 OctA few preliminary comments on the September Employment Report
178. 2 OctUpdate on Gasoline Prices
179. 1 OctUnofficial Problem Bank list at 986 Institutions
180. 1 OctSchedule for Week of Oct 2nd
181. 1 OctSummary for Week Ending Sept 30th
182. 1 OctReal Estate Agent Tracker Tool

September 2011

1. 30 SepBank Failure #74 in 2011: First International Bank, Plano, TX
2. 30 SepMortgage Settlement Update: California Drops Out of Talks
3. 30 SepFannie Mae and Freddie Mac Serious Delinquency Rates decline in August
4. 30 SepHotels: Occupancy Rate increased 4.1 percent compared to same week in 2010
5. 30 SepRestaurant Performance Index declined in August
6. 30 SepSeptember Consumer Sentiment increases to 59.4, Chicago PMI fairly strong
7. 30 SepPersonal Income decreased 0.1% in August, Spending increased 0.2%
8. 30 SepMisc: Foreclosure "Closer", One in Five Modifications Redefault and More
9. 29 SepFreddie Mac: Record Low Mortgage Rates
10. 29 SepEmployment: Comment on preliminary annual benchmark revision
11. 29 SepKansas City Manufacturing Survey: Manufacturing activity expands "modestly" in September
12. 29 SepMisc: GDP revised up, Employment to be revised up, Germany approves EFSF changes, Pending Home sales decline
13. 29 SepWeekly Initial Unemployment Claims decline sharply to 391,000
14. 29 SepTreasury: Mortgage loan fraud suspicious activity reports increased in Q2, Most occurred during bubble
15. 28 SepLawler: Best Guess for August Pending Home Sales
16. 28 SepEurope Update
17. 28 SepFed's Rosengren: Housing and Economic Recovery
18. 28 SepExisting Home Inventory continues to decline year-over-year in September
19. 28 SepMBA: Mortgage Purchase Application Index increases
20. 28 SepEurope Update: Nothing Settled Yet
21. 27 SepATA Trucking Index decreased slightly in August
22. 27 SepReal House Prices and House Price-to-Rent
23. 27 SepCoreLogic: Existing Home Shadow Inventory Declines to 1.6 million units
24. 27 SepCase Shiller: Home Prices increased Seasonally in July
25. 27 SepMerkel: Germany will help stabilize Greece
26. 27 SepEurope: A few key dates
27. 26 SepOn Pace for Record Low New Home Sales in 2011
28. 26 SepReport: Plan to increase European Bank Capital
29. 26 SepMisc: Dallas Fed Manufacturing Survey picks up, Home Sales Distressing Gap
30. 26 SepNew Home Sales decline slightly in August
31. 26 SepChicago Fed: Economic activity weakened in August
32. 26 SepEurope Update: Merkel says "Barrier" around Greece Needed
33. 25 SepUpdate on Gasoline Prices
34. 25 SepBank Failures per Week in 2011
35. 25 SepReport: Six Week deadline to Prepare New European Plan
36. 25 SepReport: Germany and France Open to New Proposal
37. 24 SepUnofficial Problem Bank list at 986 Institutions
38. 24 SepSchedule for Week of Sept 25th
39. 24 SepSummary for Week Ending Sept 23rd
40. 24 SepMortgage Refinancing increasing as Mortgage Rates Fall
41. 24 SepBank Failure #73: Citizens Bank of Northern California, Nevada City, CA
42. 23 SepBank Failure #72: Bank of the Commonwealth, Norfolk, VA
43. 23 SepDOT: Vehicle Miles Driven decreased 2.5% in July compared to July 2010
44. 23 SepMisc: Europe, Auto Sales
45. 23 SepNY Fed's Dudley: Financial Stability and Economic Growth
46. 23 SepMortgage Settlement Update
47. 23 SepMorning Greece: Bank Downgrades, Default Rumor Denied, G20 Statement
48. 23 SepFed Study: Lack of Home equity and underwriting changes limited Refinancing in 2010
49. 22 SepHouse Price Indexes show smaller price increases in July
50. 22 SepEurope Update: Greek Austerity, EU to recapitalise 16 banks
51. 22 SepMoody's: Commercial Real Estate Prices increased in July
52. 22 SepMisc: Low Mortgage Rates, Leading Indicators indicate weak growth, FHFA reports house prices increase in July
53. 22 SepWeekly Initial Unemployment Claims decline slightly to 423,000
54. 22 SepMisc: Possible Refinance Boom, Update to Reinhart and Rogoff paper
55. 21 SepWill there be another Refinance Boom?
56. 21 SepFOMC Statement: Extend Maturities, Reinvest in agency mortgage-backed securities
57. 21 SepExisting Home Sales: Comments and NSA Graph
58. 21 SepExisting Home Sales in August: 5.0 million SAAR, 8.5 months of supply
59. 21 SepAIA: Architecture Billings Index Turns Positive
60. 21 SepMBA: Mortgage Purchase Application Index declines, Record Low Mortgage Rates
61. 21 SepReport on Greece: European Commission said “good progress” was made
62. 20 SepEurope Update
63. 20 SepMulti-family Starts and Completions, Starts and the Unemployment Rate
64. 20 SepPhilly Fed State Coincident Indexes Decline in August
65. 20 SepHousing Starts decline in August
66. 20 SepEurope: Greece Officials Optimistic, Italy's Credit Rating Downgraded
67. 19 SepLawler on August Existing Home Sales: Regional Reports Point to Above-Consensus Gain
68. 19 SepGreece: Conference Call with EU and IMF has started
69. 19 Sep"The bigger the loan, the longer to foreclose"
70. 19 SepNAHB Builder Confidence index declines slightly in September
71. 19 SepResidential Remodeling Index at new high in July
72. 19 SepGreece, again
73. 18 SepFOMC Preview
74. 18 SepBank Deposits increase Sharply
75. 18 SepRepeat: Sovereign Debt Series
76. 17 SepEurope Update: Little Progress
77. 17 SepSchedule for Week of Sept 18th
78. 17 SepSummary for Week ending Sept 16th
79. 17 SepUnofficial Problem Bank list declines to 984 Institutions
80. 16 SepPoll: Debt Ceiling impacted confidence similar to 9/11 and Katrina
81. 16 SepQ2 Flow of Funds: Household Real Estate assets off $6.6 trillion from peak
82. 16 SepState Unemployment Rates "little changed" in August
83. 16 SepPreliminary September Consumer Sentiment increases slightly to 57.8
84. 16 SepUpdate on EU Finance Ministers Meeting
85. 16 SepMisc: Record Low Mortgage Rates, Foreclosure Activity Up Sharply
86. 15 SepReport: Geithner to Propose using EFSF like TALF
87. 15 SepEarly Look: 2012 Social Security Cost-Of-Living Adjustment on track for 3.5% increase
88. 15 SepKey Measures of Inflation increase in August
89. 15 SepPhilly Fed Survey: "Manufacturing activity is continuing to contract, but declines are less widespread"
90. 15 SepIndustrial Production increased 0.2% in August, Capacity Utilization increases slightly
91. 15 SepWeekly Initial Unemployment Claims increased to 428,000
92. 15 SepFirst September Surveys
93. 14 SepEurope Update: German and France back Greece and much more
94. 14 SepDataQuick: SoCal August Home Sales Climb
95. 14 SepHouseholds Doubling Up and Housing
96. 14 SepLA Port Traffic in August: Imports decline
97. 14 SepRetail Sales flat in August
98. 14 SepMBA: Mortgage Purchase Application Index increases, Record Low Mortgage Rates
99. 14 SepMisc: Household Income declines, Poverty increases, Austerity leads to contraction
100. 13 SepEurope Update
101. 13 SepOlick: "Huge Surge in Bank of America Foreclosures"
102. 13 SepCoreLogic: 10.9 Million U.S. Properties with Negative Equity in Q2
103. 13 SepCeridian-UCLA: Diesel Fuel index declined in August
104. 13 SepNFIB: Small Business Optimism Index declines in August
105. 13 SepGreece Update
106. 12 SepU.S. motorists on pace to spend record amount on gasoline this year
107. 12 SepMarket Update
108. 12 SepVehicle Sales: Fleet Turnover Ratio
109. 12 SepEurope: Greek 2 Year Yield hits 64%
110. 12 SepSunday Night: Europe and Futures
111. 11 SepDistressed House Sales using Sacramento Data
112. 11 SepGreece Government announces new property tax
113. 11 SepA Day of Remembrance
114. 11 SepUnofficial Problem Bank list declines to 986 Institutions
115. 10 SepGreece Update
116. 10 SepSchedule for Week of Sept 11th
117. 10 SepSummary for Week ending Sept 9th
118. 10 SepGreece: Articles on financial crisis
119. 9 SepBank Failure #71 in 2011: The First National Bank of Florida, Milton, Florida
120. 9 SepG7 communique: "Central Banks stand ready to provide liquidity as required"
121. 9 SepMisc: Market, Existing Home Sales forecast, ECB's Stark resigns, MERS
122. 9 SepAAR: Rail Traffic mixed in August
123. 9 SepHotels: Occupancy Rate increases 6.6% compared to same week in 2010
124. 9 SepEurope: Greece Update
125. 9 SepThe American Jobs Act
126. 8 SepLawler: Early Read on Existing Home Sales in August
127. 8 SepPresident Obama's Job Speech: 7:00 PM ET
128. 8 SepWSJ: Greece's Recession Deepens
129. 8 SepBernanke: Inflation not "ingrained in the economy"
130. 8 SepMortgage Rates fall to Record Low
131. 8 SepTrade Deficit decreased sharply in July
132. 8 SepWeekly Initial Unemployment Claims increase to 414,000
133. 8 SepWSJ: Fed Prepares to Act
134. 7 SepCBO: An Evaluation of Large-Scale Mortgage Refinancing Programs
135. 7 SepFed's Williams: Downside Risks and Temporary Factors
136. 7 SepFed's Beige Book: "Economic activity continued to expand at a modest pace"
137. 7 SepFed's Evans on the Fed's Dual Mandate
138. 7 SepBLS: Job Openings "little changed" in July
139. 7 SepMBA: Mortgage Purchase Application Index near 15 Year Low
140. 7 SepMansori: Swiss FAQs
141. 6 SepMarket Snapshot
142. 6 SepExisting Home Inventory continues to decline year-over-year
143. 6 SepISM Non-Manufacturing Index indicates expansion in August
144. 6 SepSwiss National Bank sets minimum exchange rate
145. 6 SepMonday Night Futures and Europe
146. 5 SepLabor Day: Few Labor Stories
147. 5 SepConstruction Employment Update
148. 5 SepEurope: Service Sector Slows, Stocks Fall, Bond Yields move higher
149. 5 SepEurope Update
150. 4 SepWeekly Schedule and Graph Galleries
151. 4 SepSurvey: Small Business Hiring Plans increased in August
152. 4 SepMansori: The Transatlantic Cash Flow
153. 4 SepUpdate: Labor Force Participation Rate by Age
154. 3 SepSchedule for Week of September 4th
155. 3 SepSummary for Week Ending September 2nd
156. 3 SepUnofficial Problem Bank list declines to 987 Institutions
157. 2 SepBank Failures #69 & 70: Two more Georgia Banks
158. 2 SepFHFA Sues 17 Firms to Recover Losses to Fannie Mae and Freddie Mac
159. 2 SepEurope Update: Greek Bond Yields move Sharply Higher
160. 2 SepDuration of Unemployment, Unemployment by Education and Diffusion Indexes
161. 2 SepEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
162. 2 SepAugust Employment Report: 0 Jobs (unchanged), 9.1% Unemployment Rate
163. 2 SepMisc: Jobs, Greek Bailout, REO and More
164. 1 SepU.S. Light Vehicle Sales at 12.12 million SAAR in August
165. 1 SepEmployment Situation Preview: Another Weak Report
166. 1 SepConstruction Spending declined in July
167. 1 SepISM Manufacturing index declines slightly to 50.6
168. 1 SepWeekly Initial Unemployment Claims decline to 409,000
169. 1 SepMisc: Germany economy "resilient", GDP per capita

August 2011

1. 31 AugLawler: Census 2010: Homeownership Rates by Selected Age Groups
2. 31 AugFannie Mae and Freddie Mac Serious Delinquency Rates mostly unchanged in July
3. 31 AugRestaurant Performance Index declined in July
4. 31 AugCoreLogic: Home Price Index increased 0.8% in July
5. 31 AugADP: Private Employment increased 91,000 in August
6. 31 AugMBA: Mortgage Purchase Activity "near 15-year lows"
7. 31 AugLPS: Average Loan in Foreclosure Is Delinquent for Record 599 Days
8. 30 AugRecession Measures
9. 30 AugFOMC Minutes: Discussed Options for additional monetary accommodation
10. 30 AugReal House Prices and Price-to-Rent
11. 30 AugCase Shiller: Home Prices increased in June
12. 30 AugHouse Price Preview
13. 29 AugHousingTracker: Homes For Sale inventory down 14.1% Year-over-year in August
14. 29 AugEurope Update: Finland and Germany discussing Bailout for Greece
15. 29 AugTexas Manufacturing Activity "Flat" in August
16. 29 AugPending Home Sales decreased in July
17. 29 AugPersonal Income increased 0.3% in July, Spending increased 0.8%
18. 29 AugNY Times: Headwinds for the Big Banks
19. 28 AugFDIC-insured institutions’ Real Estate Owned (REO) decreased in Q2
20. 28 AugReport: Major Exchanges Expect to Open Monday
21. 28 AugIMF's Lagarde: European banks need "urgent recapitalization"
22. 27 AugUnofficial Problem Bank list increases to 988 Institutions
23. 27 AugSchedule for Week of Aug 28th
24. 27 AugSummary for Week Ending August 26th
25. 27 AugA few articles on Bernanke's Speech
26. 26 AugReal Gross Domestic Income above Pre-Recession Peak
27. 26 AugHurricane Tracking Resources
28. 26 AugAnalysis: Bernanke highlights September FOMC meeting, Suggests more Fiscal Stimulus
29. 26 AugBernanke: The Near- and Longer-Term Prospects for the U.S. Economy
30. 26 AugFinal August Consumer Sentiment at 55.7, Down Sharply from July
31. 26 AugQ2 real GDP growth revised down to 1.0% annualized rate
32. 26 AugMisc: Friday and Greece
33. 25 AugUpdate on Q2 REO Inventory
34. 25 AugHotels: Occupancy Rate increased 3.1 Percent compared to same week in 2010
35. 25 AugKansas City Manufacturing Survey: Manufacturing activity expands "modestly" in August
36. 25 AugWeekly Initial Unemployment Claims increased to 417,000
37. 25 AugPossible Housing Proposals: New Refinance Plan and Rental Program
38. 24 AugMore Europe: Banks increase ECB borrowing, France Austerity
39. 24 AugFHFA Introduces Expanded House Price Index
40. 24 AugEurope Update: Greek Bond Yields Surge
41. 24 AugMBA: Mortgage Purchase Activity at Lowest Level Since 1996
42. 24 AugDOT: Vehicle Miles Driven decreased -1.4% in June compared to June 2010
43. 23 AugATA Trucking index decreased 1.3% in July
44. 23 AugPhilly Fed State Coincident Indexes for July
45. 23 AugMisc: Richmond Fed, FDIC Problem Banks, Home Sales Distressing Gap
46. 23 AugNew Home Sales in July at 298,000 Annual Rate
47. 23 AugMortgage Delinquencies by Loan Type
48. 23 AugMoody's: Commercial Real Estate Prices increased in June
49. 22 AugMortgage Delinquencies by State: Range and Current
50. 22 AugResearch: Aging Population will probably lower Stock Market P/E Ratio
51. 22 AugMBA Delinquency Survey: Comments and State Data
52. 22 AugMBA: Mortgage Delinquencies increased slightly in Q2
53. 22 AugChicago Fed: Economic growth below trend in July
54. 22 AugLibya Updates
55. 21 AugNew Song: Split-Rated
56. 21 AugSome preliminary thoughts on Bernanke's 2011 Jackson Hole Speech
57. 21 AugUpdate on Gasoline Prices
58. 21 AugThe New Retirement Plan: No Retirement
59. 20 AugUnofficial Problem Bank list declines to 984 Institutions
60. 20 AugSchedule for Week of Aug 21st
61. 20 AugSummary for Week ending August 19th
62. 20 AugMore downward revisions to economic forecasts
63. 19 AugBank Failure #68: First Choice Bank, Geneva, Illinois
64. 19 AugBank Failure #67: First Southern National Bank, Statesboro, Georgia
65. 19 AugBank Failure #66: Lydian Private Bank, Palm Beach, Florida
66. 19 AugOn Track for Record Low Housing Completions in 2011
67. 19 AugState Unemployment Rates "little changed" in July
68. 19 AugEurope Update: More Bank Funding Concerns
69. 19 AugKey Measures of Inflation in July
70. 18 AugBank Failure #65: On a Thursday?
71. 18 AugEarly Read: 2012 Social Security Cost-Of-Living Adjustment on track for 3%+ increase
72. 18 AugExisting Home Sales: Comments and NSA Graph
73. 18 AugPhilly Fed Survey: "Regional manufacturing activity has dipped significantly"
74. 18 AugExisting Home Sales in July: 4.67 million SAAR, 9.4 months of supply
75. 18 AugWeekly Initial Unemployment Claims increased to 408,000
76. 18 AugReport: U.S. Investigating S&P Ratings of Mortgages
77. 17 AugChicago Fed: Midwest Farmland Values Soar
78. 17 AugNew Resource for Tracking Home Sales
79. 17 AugMortgage Refinance Activity Graph
80. 17 AugAIA: Architecture Billings Index Drops for Fifth Straight Month
81. 17 AugMBA: Mortgage Refinance Activity Increases, Purchase Activity Declines "Sharply"
82. 17 AugEurope Update
83. 16 AugLawler: Early Read on Existing Home Sales in July
84. 16 AugHousing Starts and the Unemployment Rate
85. 16 AugMulti-family Starts and Completions, and Quarterly Starts by Intent
86. 16 AugIndustrial Production increased 0.9% in July, Capacity Utilization increases
87. 16 AugHousing Starts decline slightly in July
88. 16 AugMisc: Europe and Summary
89. 15 AugLawler Forecast: Existing Home Sales may "dip" in July
90. 15 AugLA Port Traffic in July
91. 15 AugDataQuick on SoCal: Lowest July Home Sales in Four Years
92. 15 AugNY Fed Q2 Report on Household Debt and Credit
93. 15 AugNAHB Builder Confidence index unchanged in August, Still Depressed
94. 15 AugResidential Remodeling Index at new high in June
95. 15 AugEmpire State Survey indicates contraction
96. 15 AugSunday Night Misc: Europe, Japan, Futures
97. 14 AugEvent Driven Declines in Consumer Sentiment
98. 14 AugHamilton: Economic consequences of recent oil price changes
99. 14 AugQuote of the Day: "If you don't have the demand, you don't hire the people"
100. 14 AugWhite House Debates Doing Little or Nothing
101. 13 AugUnofficial Problem Bank list at 988 Institutions
102. 13 AugSchedule for Week of August 14th
103. 13 AugSummary for Week Ending August 12th
104. 13 AugComparisons to Japan
105. 12 AugBank Failure #64 in 2011: First National Bank of Olathe, Olathe, Kansas
106. 12 AugMisc: Market and Italy
107. 12 AugAppeals Court Rules failure to properly disclose teaser rate for Option ARM might constitute Fraud
108. 12 AugConsumer Sentiment declines sharply in August
109. 12 AugRetail Sales increased 0.5% in July
110. 12 AugGasoline Prices expected to decline sharply
111. 11 AugDistressed House Sales using Sacramento data
112. 11 AugMisc: Dow up 400+, S&P 500 up 4.6%
113. 11 AugU.S. Births Decline in 2010
114. 11 AugHotels: Occupancy Rate increased 1.4 Percent compared to same week in 2010
115. 11 AugTrade Deficit increased in June
116. 11 AugWeekly Initial Unemployment Claims decline to 395,000
117. 11 AugMisc: France, Futures and More
118. 10 AugFHFA, Treasury, HUD Seek Input on Disposition of REOs
119. 10 AugDow Down 500+, S&P 500 down 4.4%
120. 10 AugHousingTracker: Homes For Sale inventory down 13.3% Year-over-year in mid-August
121. 10 AugThe QE3 Watch
122. 10 AugBLS: Job Openings "essentially unchanged" in June
123. 10 AugCeridian-UCLA: Diesel Fuel index decreased slightly in July
124. 10 AugMBA: Mortgage Refinance Applications Increase Significantly
125. 9 AugUpdate: ECB Bond Buying
126. 9 AugDow up 420+, S&P up 4.7%
127. 9 AugFOMC Statement: "exceptionally low levels for the federal funds rate at least through mid-2013"
128. 9 AugFOMC Meeting Thoughts
129. 9 AugFreddie Mac Seriously Delinquent Loans and REO by Selected States
130. 9 AugNFIB: Small Business Optimism Index declines in July
131. 9 AugMonday Night Futures
132. 8 AugQ2 REO Inventory Estimate
133. 8 AugDow Down 600+, S&P 500 down 6.66%
134. 8 AugFOMC Preview
135. 8 AugMisc: Market Sell-Off, Obama to Speak at 1 PM, S&P announces more downgrades
136. 8 AugECB Italian and Spanish Bond Buying Begins
137. 8 AugSunday Night Futures
138. 8 AugG7 Statement
139. 7 AugECB Considering "Massive" Bond Purchase, G7 Statement Later Today
140. 7 AugMortgage Delinquencies and REOs
141. 7 AugConstruction Employment Update
142. 7 AugFannie Mae sells record number of REO in Q2
143. 6 AugSchedule for Week of August 7th
144. 6 AugSummary for Week ending August 5th
145. 6 AugUnofficial Problem Bank list declines to 988 Institutions
146. 6 AugAAR: Rail Traffic soft in July
147. 6 AugBank Failure #63: Bank of Whitman, Colfax, Washington
148. 6 AugBank Failure #62: Illinois
149. 5 AugMisc: S&P Plans U.S. Downgrade, makes math error, ECB to Buy Italian Bonds
150. 5 AugQ2 2011 Details: Investment in Office, Mall, and Lodging, Residential Components
151. 5 AugMore Employment
152. 5 AugEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
153. 5 AugJuly Employment Report: 117,000 Jobs, 9.1% Unemployment Rate
154. 5 AugEmployment Situation Preview: Another Weak Report
155. 4 AugLPS: Foreclosure Starts Increased in June
156. 4 AugDow Down 500+, S&P off 4.8%
157. 4 AugEuropean Commission President: Crisis no longer contained to periphery
158. 4 AugNMHC Quarterly Apartment Survey: Market Conditions Tighten
159. 4 AugWeekly Initial Unemployment Claims at 400,000
160. 4 AugEurope Update
161. 3 AugUsing Graphs and Ranking Economic Data
162. 3 AugStates cutting Unemployment Insurance benefits
163. 3 AugCoreLogic: Home Price Index increased 0.7% in June
164. 3 AugISM Non-Manufacturing Index indicates slower expansion in July
165. 3 AugADP: Private Employment increased 114,000 in July
166. 3 AugMBA: Mortgage Applications Increase, But Still Low
167. 2 AugMisc: Europe is a Mess, House For Sale Listings Decline
168. 2 AugU.S. Light Vehicle Sales 12.23 million Annual Rate in July
169. 2 AugFHA sells record number of REO in June
170. 2 AugRecession Measures
171. 2 AugPersonal Income less Transfer Payments Revised Down Sharply
172. 2 AugPersonal Income increased 0.1% in June, PCE decreased 0.2%
173. 2 AugA "Run to the Bank"
174. 1 AugMisc: Fiscal Drag, House Vote, Stall Speed?
175. 1 AugThe Economic Drag
176. 1 AugConstruction Spending increased in June
177. 1 AugISM Manufacturing index declines in July
178. 1 AugHousing: The Missing Move-up Buyer
179. 1 AugSunday Night Futures

July 2011

1. 31 JulAnother Debt Ceiling Update
2. 31 JulProblem Banks: Comparing Official and Unofficial Counts
3. 31 JulDebt Ceiling Update
4. 31 JulRestaurant Performance Index increases in June
5. 31 JulNext Senate Vote at 1 PM ET Sunday
6. 31 JulRandom Thoughts
7. 30 JulSchedule for Week of July 31st
8. 30 JulSummary for Week ending July 29th
9. 30 JulUnofficial Problem Bank list increases to 995 Institutions
10. 30 JulFannie Mae and Freddie Mac Serious Delinquency Rates decline in June
11. 29 JulBank Failure #61: Integra Bank, National Association, Evansville, Indiana
12. 29 JulBank Failures #59 & 60 in 2011: Virginia and South Carolina
13. 29 JulHVS: Q2 Homeownership and Vacancy Rates
14. 29 JulGDP: Investment Contributions
15. 29 JulReal GDP still below Pre-Recession Peak, Chicago PMI declines, Consumer Sentiment Weak
16. 29 JulAdvance Estimate: Real Annualized GDP Grew at 1.3% in Q2
17. 29 JulDebt Ceiling Charade impacting Short-Term Credit Markets
18. 28 JulHousing Starts: Impact of Changes in Household Size
19. 28 JulFed's Williams: The Economic Outlook
20. 28 JulKansas City Manufacturing Survey: Manufacturing activity slows in July
21. 28 JulPending Home Sales increase in June
22. 28 JulWeekly Initial Unemployment Claims decline to 398,000
23. 28 JulHousingTracker: Homes For Sale inventory down 11.1% Year-over-year in July
24. 27 JulRumor: NAR Considering Introducing Repeat Sales Index
25. 27 JulFed's Beige Book: "Pace of economic growth has moderated"
26. 27 JulEurope Update
27. 27 JulMBA: Mortgage Purchase Application Index Lowest Since February
28. 27 JulMortgage Servicer Settlement Update
29. 26 JulATA Trucking index increased 2.8% in June
30. 26 JulHome Sales: Distressing Gap
31. 26 JulUpdate: Real House Prices and Price-to-Rent
32. 26 JulNew Home Sales in June at 312,000 Annual Rate
33. 26 JulCase Shiller: Home Prices increase in May
34. 26 JulBusy Day Tomorrow: Case-Shiller and New Home Sales
35. 25 JulUpdate on Europe
36. 25 JulBe careful with the Housing Vacancies and Homeownership report
37. 25 JulSurowiecki: Smash the Ceiling
38. 25 JulTexas Manufacturing Activity Picks Up in July
39. 25 JulChicago Fed: Economic growth below average in June
40. 25 JulSubprime America?
41. 24 JulLabor Force Participation Rate Update
42. 24 JulQ2 GDP Forecasts and Revisions
43. 24 JulDebt Ceiling Charade: The Smart Options
44. 24 JulDOT: Vehicle Miles Driven decreased -1.9% in May compared to May 2010
45. 23 JulSchedule for Week of July 24th
46. 23 JulSummary for Week Ending July 22nd
47. 23 JulUnofficial Problem Bank list declines to 993 Institutions
48. 23 JulReports: Government considering renting REOs, Extending Conforming Loan Limits
49. 22 JulBank Failure #58: Bank of Choice, Greeley, Colorado
50. 22 JulBank Failures #56 & 57 in 2011: Two banks in Florida
51. 22 JulGoldman Sachs Lowers estimate of Excess Vacant Housing Supply
52. 22 JulMortgage Rates and Refinance Activity
53. 22 JulState Unemployment Rates "little changed" in June
54. 22 JulGreece: Fitch warns of ‘selective default’
55. 22 JulGreek Default and more
56. 21 JulOther House Price Indexes
57. 21 JulEuropean Summit Statement Approved
58. 21 JulEurope Update: Some Details, More Later
59. 21 JulPhilly Fed Survey: "Regional manufacturing remained weak in July"
60. 21 JulWeekly Initial Unemployment Claims increase to 418,000
61. 21 JulReport: Germany and France Agree on Greek Bailout
62. 20 JulNY Fed's Brian Sack: The SOMA Portfolio at $2.654 Trillion
63. 20 JulEuropean Commission president: Now is the Time to Act
64. 20 JulMoody's: Commercial Real Estate Prices increased in May
65. 20 JulExisting Home Sales: Comments and NSA Graph
66. 20 JulExisting Home Sales in June: 4.77 million SAAR, 9.5 months of supply
67. 20 JulAIA: Architecture Billings Index indicates declining demand in June
68. 20 JulMBA: Mortgage Refinance Activity "Surges", Purchase activity flat
69. 19 JulOn Track for Record Low Housing Completions in 2011
70. 19 JulDataQuick: California Mortgage Defaults lowest since 2007
71. 19 JulReport: No Plans for another Large Housing Program
72. 19 JulMulti-family Starts and Completions
73. 19 JulHousing Starts increase in June
74. 18 JulMore Bidders at Foreclosure Auctions
75. 18 JulLawler: Existing Home Sales Down in June
76. 18 JulEurope Update: Next Key Meeting on Thursday
77. 18 JulNAHB Builder Confidence index increases in July, Still Depressed
78. 18 JulResidential Remodeling Index at new high in May
79. 18 JulLawler: Early Read on Existing Home Sales in June
80. 17 JulU.S. Government Receipts as Percent of GDP
81. 17 JulApartment Construction increases in Los Angeles
82. 17 JulLeonhardt: "We're Spent"
83. 17 JulHousingTracker: Homes For Sale inventory down 10.9% Year-over-year in mid-July
84. 16 JulSchedule for Week of July 17th
85. 16 JulSummary for Week Ending July 15th
86. 16 JulUnofficial Problem Bank list declines to 995 Institutions
87. 16 JulDebt Ceiling Charade: Almost Over
88. 16 JulBank Failure #55: Summit Bank, Prescott, AZ
89. 15 JulStand-up Economist Yoram Bauman on Politics and the Federal Budget
90. 15 JulBank Failure #54: First Peoples Bank, Port Saint Lucie, FL
91. 15 JulBank Failure #52 & 53 in 2011: Two More in Georgia
92. 15 JulKey Measures of Inflation ease in June
93. 15 JulEight Banks Fail European Stress Tests
94. 15 JulConsumer Sentiment declines sharply in July
95. 15 JulIndustrial Production increased 0.2% in June, Capacity Utilization unchanged
96. 15 JulEmpire State Survey indicates contraction, Core CPI increases 0.3 percent
97. 15 JulEuropean Stress Tests results at 12 PM ET
98. 15 JulDebt Ceiling Charade: S&P places U.S. on Credit Watch Negative, Possible Debt Deal taking shape
99. 14 JulDataQuick: Bay Area Home Sales "Surge" in June
100. 14 JulLA Area Port Traffic in June: Imports Decline
101. 14 JulHotels: Occupancy Rate increased 2 Percent compared to same week in 2010
102. 14 JulRetail Sales increased 0.1% in June
103. 14 JulWeekly Initial Unemployment Claims decline to 405,000
104. 14 JulEurope Update
105. 13 JulMoody's Places US Government Bond Rating on Review for Possible Downgrade
106. 13 JulMisc: Greece Downgraded, Did Bernanke shift on QE3?
107. 13 JulBernanke Testimony: Semiannual Monetary Policy Report to the Congress
108. 13 JulCeridian-UCLA: Diesel Fuel index increased in June
109. 13 JulMBA: Mortgage Purchase Application activity decreases
110. 13 JulDebt Ceiling Charade Update
111. 12 JulDataQuick: SoCal Home Sales increase in June, Record Low New Home Sales
112. 12 JulMoody’s downgrades Ireland to Junk with negative outlook
113. 12 JulSeattle: The Downtown Apartment Boom
114. 12 JulBLS: Job Openings unchanged in May
115. 12 JulTrade Deficit increased sharply in May to $50.2 billion
116. 12 JulNFIB: Small Business Optimism Index "basically unchanged" in June
117. 12 JulMisc: New Policy Ideas for housing being discussed, Realtor group overstates house prices
118. 11 JulStatement by the Eurogroup
119. 11 JulDistressed House Sales using Sacramento data
120. 11 JulMore Europe
121. 11 JulAAR: Rail Traffic soft in June
122. 11 JulEurope: Bond Yields up Sharply for Italy, Greece, Ireland and Portugal
123. 11 JulReport: EU to consider Greek Default
124. 10 JulHow many jobs are needed over the next year to keep the unemployment rate steady?
125. 10 JulReport: EU Calls Emergency Meeting on Monday
126. 10 JulHome Sales "Surge" in Las Vegas
127. 9 JulSchedule for Week of July 10th
128. 9 JulUnofficial Problem Bank list increases to 1,004 Institutions
129. 9 JulSummary for Week Ending July 8th
130. 9 JulGreece: More Discussions about Debt Reduction
131. 9 JulBank Failure #51: Signature Bank, Windsor, Colorado
132. 8 JulBank Failures #49 & 50 in 2011
133. 8 JulEuropean Financial Crisis: Italy
134. 8 JulMore Employment: Return of the Teen! and Unemployment by Duration and Education
135. 8 JulEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
136. 8 JulJune Employment Report: 18,000 Jobs, 9.2% Unemployment Rate
137. 8 JulReis: Mall Vacancy Rates increase in Q2
138. 7 JulCost of Living and CPI-Chained
139. 7 JulEuropean Financial Crisis: Portugal Update
140. 7 JulEmployment Situation Preview: More Payroll Jobs Added, Still Weak Overall
141. 7 JulWeekly Initial Unemployment Claims decline to 418,000
142. 7 JulADP: Private Employment increased by 157,000 in June
143. 7 JulReis: Apartment Vacancy Rate falls to 6% in Q2
144. 7 JulGoldman's Hatzius forecasts 125,000 payroll jobs added in June
145. 6 JulReport: $60 Billion Mortgage Servicer Settlement being Discussed
146. 6 JulSurvey: Small Business Hiring in June a "Bust", but hiring plans turn positive
147. 6 JulConforming Loan Limit Data
148. 6 JulISM Non-Manufacturing Index indicates slower expansion in June
149. 6 JulMBA: Mortgage Purchase Application activity increases
150. 6 JulReis: Office Vacancy Rate flat in Q2 at 17.5 Percent
151. 6 JulChanges to Conforming Loan Limit
152. 5 JulGasoline Prices down almost 40 cents per gallon Nationally from May Peak
153. 5 JulOrange County: Construction Employment up Year-over-year
154. 5 JulMoody’s downgrades Portugal to Junk with negative outlook
155. 5 JulConsumer Bankruptcy filings Decrease 8 Percent in First Half of 2011
156. 5 JulGreece Update: Will ECB accept temporary default?
157. 5 JulSome Employment Statistics
158. 4 JulHappy Independence Day!
159. 4 JulGreece Update: S&P says proposed Greece Debt Plan is "likely a Default"
160. 4 JulNext Deadline for Greece: Mid-September
161. 3 JulThe Detroit Youth Movement
162. 3 JulNY Times: Principal Reductions for some Option ARMs
163. 3 JulSchedule for Week of July 3rd
164. 2 JulGreece Update: Loan Approved
165. 2 JulSummary for Week Ending July 1st
166. 2 JulUnofficial Problem Bank list at 1,003 Institutions and State Stress Level
167. 2 JulLawler: Do Housing “Experts” Actually Look At All Available Data?
168. 1 JulU.S. Light Vehicle Sales 11.45 million Annual Rate in June
169. 1 JulGoldman Sachs: Five Hopeful Signs for the Second Half
170. 1 JulConstruction Spending declined in May
171. 1 JulISM Manufacturing index increases in June
172. 1 JulConsumer Sentiment declines in June
173. 1 JulGreece: Next Tranche of Aid expected to be approved tomorrow
174. 1 JulFord on Car Sales: May and June "slowest sales rates of the year"

June 2011

1. 30 JunHotels: Occupancy Rate increased 2.8 percent compared to same week in 2010
2. 30 JunRestaurant Performance Index decreases in May
3. 30 JunFannie Mae and Freddie Mac Serious Delinquency Rates decline in May
4. 30 JunKansas City Manufacturing Survey: Manufacturing activity rebounded solidly in June
5. 30 JunCoreLogic: May Home Price Index increased 0.8%
6. 30 JunWeekly Initial Unemployment Claims decline slightly to 428,000
7. 30 JunNY Times Poll: 89% of Americans view homeownership as important part of the American dream
8. 29 JunAfter Foreclosure: The Bounce Back Buyers
9. 29 JunDebt Ceiling Charade Update: S&P Warns on Default
10. 29 JunLPS: Mortgage Delinquency Rates decreased slightly in May
11. 29 JunMisc: Pending Home Sales increase, Greek Parliament Votes for Austerity
12. 29 JunMBA: Mortgage Purchase Application activity decreases
13. 29 JunBofA Settlement
14. 28 JunHousingTracker: Homes For Sale inventory down 8.5% Year-over-year in June
15. 28 JunRichmond Fed: Manufacturing Activity Stabilized in June
16. 28 JunUpdate: Real House Prices and Price-to-Rent
17. 28 JunCase Shiller: Home Prices increase in April
18. 28 JunGreece: 48-hour general strike begins
19. 27 JunGreece Update
20. 27 JunATA Trucking index decreased 2.3% in May
21. 27 JunTexas Manufacturing survey shows slower expansion in June
22. 27 JunPersonal Income increased 0.3% in May, PCE increased less than 0.1%
23. 27 JunSunday Night Futures
24. 26 JunWeek Ahead: Better or Worse News?
25. 26 JunGreece Update: Banks to Propose Rolling over 50% of Debt
26. 26 JunFalling Gasoline Prices
27. 25 JunSchedule for Week of June 26th
28. 25 JunSummary for Week Ending June 24th
29. 25 JunUnofficial Problem Bank list at 1,001 Institutions and Transition Matrix
30. 25 JunLas Vegas: Bubble Monuments
31. 24 JunBank Failure #48 in 2011: Mountain Heritage Bank, Clayton, Georgia
32. 24 JunNY Times: Overbuilding in Spain
33. 24 JunHotels: Occupancy Rate increased 3.7 percent compared to same week in 2010
34. 24 JunFHA sells record number of REO in May, Freddie Mac Serious Delinquency Rate declines
35. 24 JunQ1 real GDP growth revised up to 1.9%, Durable-goods orders up 1.9%
36. 23 JunGreece Update and European Bond and CDS Spreads
37. 23 JunMisc: Release of Oil Reserves, Greek Agreement, another House Price index shows increase
38. 23 JunChicago Fed: Economic growth remained below average in May
39. 23 JunHome Sales: Distressing Gap
40. 23 JunNew Home Sales in May at 319 Thousand SAAR
41. 23 JunWeekly Initial Unemployment Claims increase to 429,000
42. 23 JunGreece: Cabinet approves Austerity, European Banks pressured to accept losses
43. 23 JunIf the slowdown is temporary, when will the news flow change?
44. 22 JunMoody's: Commercial Real Estate Prices declined 3.7% in April, Prices at new Post-Bubble Low
45. 22 JunBernanke Press Briefing 2:15 PM ET
46. 22 JunFOMC Statement: No Change, "Economic recovery is continuing at a moderate pace"
47. 22 JunCoreLogic: Existing Home Shadow Inventory Continues to Decline
48. 22 JunMBA: Mortgage Purchase Application activity decreases
49. 22 JunAIA: Architecture Billings Index indicates declining demand in May
50. 22 JunIrvine: Luxury Condos become Rental Apartments
51. 21 JunMisc: ARMs Comeback, Greek TV, and More
52. 21 JunExisting Home Sales: Comments and NSA Graph
53. 21 JunMay Existing Home Sales: 4.81 million SAAR, 9.3 months of supply
54. 21 JunMiami Condos: Foreign Cash Buyers
55. 21 JunGreek Prime Minister Faces a confidence vote today
56. 20 JunLawler: Closed Home Sales Down, Pending Sales Up in May
57. 20 JunDOT: Vehicle Miles Driven decreased -2.4% in April compared to April 2010
58. 20 JunMorning Greece: Deal Postponed
59. 19 JunHousing Bust Winners: Some Farmers in Illinois
60. 19 JunFOMC Meeting Preview
61. 19 JunNY Times on Backlog of Foreclosures
62. 19 JunSome Stats on Income Inequality
63. 18 JunSchedule for Week of June 19th
64. 18 JunSummary for Week Ending June 17th
65. 18 JunUnofficial Problem Bank list at 996 Institutions
66. 18 JunHere come the downgrades for Q2 GDP Growth
67. 17 JunBank Failures #46 & 47 in 2011: Georgia and Florida
68. 17 JunLawler: CAR vs. “Reality,” and the NAR Benchmarking
69. 17 JunHotels: Occupancy Rate increased 3.0 percent compared to same week in 2010
70. 17 JunState Unemployment Rates "little changed" in May
71. 17 JunConsumer Sentiment declines in June
72. 17 JunMorning Greece: Merkel Agrees to "voluntary participation of private creditors"
73. 17 JunECB's Trichet: Greek Default Should Be Avoided
74. 16 JunAnother House Price Index shows a small gain in April
75. 16 JunBuilding Home Equity the Old-fashioned Way
76. 16 JunResidential Investment: Mutli-family Starts and Completions
77. 16 JunPhilly Fed Survey: "Regional manufacturing activity weakened in June"
78. 16 JunHousing Starts increase in May
79. 16 JunWeekly Initial Unemployment Claims decrease to 414,000
80. 16 JunMisc: Q2 GDP Downgrades, Oil Prices decline, FHA REO Sales Surge
81. 15 JunMay Update: 2012 Social Security Cost-Of-Living Adjustment
82. 15 JunGreece Update
83. 15 JunCore Measures of Inflation increased in May
84. 15 JunNAHB Builder Confidence index declines in June
85. 15 JunIndustrial Production edged up in May, Capacity Utilization unchanged
86. 15 JunMisc: Empire State Survey indicates contraction, Inflation rate lower, French Bank Rating Reviewed
87. 15 JunMBA: Mortgage Purchase Application activity increases
88. 15 JunResidential Remodeling Index increases in April
89. 14 JunLA Port Traffic in May: Both Imports and Exports increased
90. 14 JunLawler: Early Read on Existing Home Sales in May
91. 14 JunBernanke: "Failing to raise the debt ceiling would be self-defeating"
92. 14 JunKey Question: Is the slowdown temporary?
93. 14 JunRetail Sales declined 0.2% in May
94. 14 JunNFIB: Small Business Optimism Index decreases in May
95. 13 JunQ1 2011: Mortgage Equity Withdrawal strongly negative
96. 13 JunDataQuick: SoCal Home Sales Slow in May, Record Low New Home Sales
97. 13 JunGreece Downgraded Again
98. 13 JunMisc: Flippers in Sacramento, and more "Hate" for Housing
99. 13 JunGreece Update
100. 12 JunExisting Home Inventory: Data for 54 Metro Areas
101. 12 JunFreddie Mac: Very low Cash-Out Refinance Activity
102. 12 JunHotels: Occupancy Rate increases 2.5 percent compared to same week in 2010
103. 11 JunSchedule for Week of June 12th
104. 11 JunSummary for Week Ending June 10th
105. 11 JunUnofficial Problem Bank list over 1,000 Institutions
106. 11 JunUpdated List: Ranking Economic Data
107. 10 JunSaudi Arabia promises more oil production
108. 10 JunHousing: Sacramento Distressed Sales at high level in May
109. 10 JunNY Fed's Dudley expects "Economic growth will pick up in the second half of 2011"
110. 10 JunSigns of financial distress?
111. 10 JunLas Vegas Lands sells for 15 percent of 2007 price
112. 9 JunCensus Bureau on Homeownership Rate: We've got “Some 'Splainin' to Do”
113. 9 JunQ1 Flow of Funds: Household Real Estate assets off $6.6 trillion from peak
114. 9 JunTrade Deficit decreased to $43.7 billion in April
115. 9 JunWeekly Initial Unemployment Claims increase to 427,000
116. 9 JunChina: Another Year, Another Prediction of a Housing Bust
117. 8 JunHamilton on the OPEC Announcement
118. 8 JunFed's Beige Book: Economic activity continued to expand, "some deceleration"
119. 8 JunCoreLogic House Price Graph, Real Prices, and Prices and Month-of-Supply
120. 8 JunCeridian-UCLA: Diesel Fuel index declines in May
121. 8 JunMBA: Mortgage Purchase Application activity decreases
122. 8 JunCoreLogic: Negative Equity by State and more
123. 7 JunBernanke: Growth "likely to pick up" in second half
124. 7 JunAAR: Rail Traffic mixed in May
125. 7 JunBLS: Job Openings decline in April
126. 7 JunReport: 10.9 Million U.S. Properties with Negative Equity in Q1
127. 7 JunUnemployment Rate and Residential Construction Growth, by State
128. 6 JunMansori: Betting On the PIGs
129. 6 JunLawler: Existing Home Active Listings show Big Declines in Wide Range of Metro Areas
130. 6 JunHousing Starts and the Unemployment Rate
131. 6 JunSurvey: Small Business Hiring plans turn negative
132. 5 JunMore details on Greek Debt Restructuring
133. 5 JunComparing Payroll Job Growth in 2011 to 2010
134. 5 JunHotels: Occupancy Rate continues to recover after weak April and early May
135. 5 JunSchedule for Week of June 5th
136. 4 JunGreece Update: Creditors asked to accept longer maturities
137. 4 JunSummary for Week Ending June 3rd
138. 4 JunUnofficial Problem Bank list at 997 Institutions
139. 3 JunBank Failure #45 in 2011: Atlantic Bank and Trust, Charleston, South Carolina
140. 3 JunBirth/Death Model and Unemployment by Duration and Education
141. 3 JunISM Non-Manufacturing Index indicates slightly faster expansion in May
142. 3 JunEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
143. 3 JunMay Employment Report: 54,000 Jobs, 9.1% Unemployment Rate
144. 3 JunHUD Secretary Donovan: Foreclosure Settlement in a "matter of weeks"
145. 2 JunLabor Mobility: Starting to Increase
146. 2 JunGreece Report: Agreement on New Bailout, Some Investor Participation, No "intrusive" Supervision
147. 2 JunEmployment Situation Preview: Fewer Payroll Jobs Added, Grim Overall
148. 2 JunWeekly Initial Unemployment Claims decline slightly to 422,000
149. 2 JunRestaurant Performance Index indicates expansion in April
150. 1 JunConstruction Spending increased 0.4% in April
151. 1 JunU.S. Light Vehicle Sales 11.8 million SAAR in May
152. 1 JunCoreLogic: Home Price Index increased 0.7% between March and April
153. 1 JunGeneral Motors: U.S. May sales decrease 1.2% year-over-year
154. 1 JunISM Manufacturing index declines to 53.5 in May
155. 1 JunADP: Private Employment increased by 38,000 in May
156. 1 JunMBA: Mortgage Purchase application activity flat, Refinance activity declines

May 2011

1. 31 MayLawler: Census 2010 and the US Homeownership Rate
2. 31 MayRenters and the Mini-Boom in Miami
3. 31 MayReal House Prices and Price-to-Rent: Back to 1999
4. 31 MayChicago PMI shows sharply slower growth, Manufacturing Activity Expands in Texas
5. 31 MayCase Shiller: National Home Prices Hit New Low in 2011 Q1
6. 31 MayThe Excess Vacant Housing Supply
7. 30 MayEven more Negative Sentiment for Homeownership
8. 30 MayOil and Gasoline Price Update
9. 30 MayReports: Next Greek bailout to include external supervision
10. 30 MayECB Official: "Orderly" Greek restructuring is a "fairy tale"
11. 29 MaySan Diego: Home Builders opening more communities for sale
12. 29 MayHouse Prices: Will the March Case-Shiller indexes be at new post bubble lows?
13. 29 MayArizona Lands sells for 8 percent of peak price
14. 29 MayHotels: Occupancy Rate continues to improve after soft patch
15. 28 MaySchedule for Week of May 29th
16. 28 MayUnofficial Problem Bank list increases to 997 Institutions
17. 28 MaySummary for Week Ending May 27th
18. 28 MayBank Failure #44 in 2011: First Heritage Bank, Snohomish, Washington
19. 27 MayEuropean Bond and CDS Spreads
20. 27 MayFannie Mae and Freddie Mac Serious Delinquency Rates decline
21. 27 MayReal GDI and Personal Income less Transfer Payments still below pre-recession levels
22. 27 MayConsumer Sentiment increases in May, Pending Home Sales decline sharply
23. 27 MayPersonal Income and Outlays increased 0.4% in April
24. 26 MayEconomic Slowdown: Temporary or Something Worse?
25. 26 MayLawler: Census 2010 Demographic Profile: Highlights, Excess Housing Supply Estimate, and Comparison to HVS
26. 26 MayLPS: Mortgage Delinquency Rates increased slightly in April, Foreclosure pipeline "Bloated"
27. 26 MayKansas City Manufacturing Survey: Activity was largely unchanged in May
28. 26 MayQ1 real GDP growth unrevised at 1.8% annualized rate
29. 26 MayWeekly Initial Unemployment Claims increase to 424,000
30. 26 MayMisc: State Revenues increases, Gas Prices fall, GDP and Weekly Claims tomorrow
31. 25 MayDOT: Vehicle Miles Driven decreased 1.4% in March compared to March 2010
32. 25 MayATA Trucking index decreased 0.7% in April
33. 25 MayDebt Ceiling Charade: Vote to Fail Next Week
34. 25 MayMore Negative Sentiment for Homeownership
35. 25 MayMBA: Mortgage Purchase application activity increases slightly
36. 25 MayWSJ: State AGs Warn Banks of Suits if Foreclosure Settlement isn't Reached
37. 24 MayMoody's: Commercial Real Estate Prices declined 4.2% in March, Hit new Post-Bubble Low
38. 24 MayLawler: FDIC-insured institutions’ Real Estate Owned (REO) decrease in Q1
39. 24 MayMisc: Home Sales Distressing Gap, Richmond Fed shows contraction, FDIC Quarterly Banking Profile
40. 24 MayNew Home Sales in April at 323 Thousand SAAR, Ties Record low for April
41. 24 MayFed Governor Duke: Recession impact on Financial Decisions
42. 23 MayFannie, Freddie, FHA and PLS Real Estate Owned
43. 23 MayThe Foreclosure Pipeline
44. 23 MayMortgage Delinquencies by Loan Type
45. 23 MayEuropean Woes
46. 23 MayChicago Fed: Economic activity weakened in April
47. 23 MayNY Times: The Glut of Foreclosed Homes
48. 22 MaySurvey: Gasoline prices down 9 cents over last two weeks
49. 22 May"Dismal Start" for Auto Sales in May
50. 22 MayUnofficial Problem Bank list increases to 988 Institutions
51. 22 MayWalking Away in Chicago
52. 21 MayGreece Soft Restructuring Talk, and Italy Outlook Downgraded
53. 21 MaySchedule for Week of May 22nd
54. 21 MaySummary for Week Ending May 20th
55. 21 MayBank Failure #43: Summit Bank, Burlington, Washington
56. 20 MayBank Failures #41 & 42 in 2011: Two more in Georgia
57. 20 MayMortgage Delinquencies by State: Before Crisis, Peak and Current (40 states)
58. 20 MayMortgage Delinquencies by State: Before Crisis, Peak and Current
59. 20 MayState Unemployment Rates "little changed or slightly lower": in April
60. 20 MayGreece Bond Yields increase as Policymakers Disagree on Restructuring
61. 19 MayMortgage Delinquencies by State: Percent and Number
62. 19 MayExisting Home Sales: Investors, Distressed Sales and First Time Buyers
63. 19 MayPhilly Fed Survey shows "regional manufacturing activity grew slightly in May"
64. 19 MayMBA: Total Delinquencies essentially unchanged in Q1 Seasonally Adjusted
65. 19 MayApril Existing Home Sales: 5.05 million SAAR, 9.2 months of supply
66. 19 MayWeekly Initial Unemployment Claims declines to 409,000, 4-Week average highest since November
67. 19 MayTough Job Market for recent College Graduates
68. 18 MayThree Releases Tomorrow: Mortgage Delinquencies, Existing Home Sales, Unemployment Claims
69. 18 MayFOMC Minutes: Exit Strategy Discussion
70. 18 MayIs REW the new MEW? (Retirement Equity Withdrawal)
71. 18 MayMBA: Mortgage Purchase application activity decreases, Refinance activity increases
72. 18 MayAIA: Architecture Billings Index indicates declining demand in April
73. 18 MayLPS: Delinquencies edge up in April, FNC: Non-Distressed House Prices stable in March
74. 17 MayHigh Gasoline Prices impacting consumers
75. 17 MayLawler: The “Excess Supply of Housing” War
76. 17 MayMutli-family Starts and Completions, and Quarterly Starts by Intent
77. 17 MayIndustrial Production unchanged in April, Capacity Utilization declines slightly
78. 17 MayHousing Starts decline in April
79. 17 MayGasoline, Oil prices decline
80. 16 MayHousing Data: Making foreclosure and default data publicly available
81. 16 MayMisc: Existing Home Sales forecast, California Revenue increase, MBA Quarterly Delinquency report
82. 16 MayDebt Ceiling: False Comparisons to 1995 / 1996
83. 16 MayNAHB Builder Confidence index unchanged at low level in May
84. 16 MayEmpire State Manufacturing Survey indicates slower growth in May
85. 16 MayResidential Remodeling Index increases in March
86. 15 MayThe upward slope of Real House Prices
87. 15 MaySchedule for Week of May 15th
88. 15 MayAnother Mortgage Refinance Wave?
89. 15 MayFinal Portugal bailout terms expected Monday, maybe Greece update too
90. 14 MayMore on Debt Ceiling Charade
91. 14 MaySummary for Week Ending May 13th
92. 14 MayUnofficial Problem Bank list at 983 Institutions
93. 13 MayApril Update: 2012 Cost-Of-Living Adjustments and Maximum Contribution Base
94. 13 MayLA Port Traffic in April: Imports increase, Exports decrease
95. 13 MayCore Measures of Inflation increased in April
96. 13 MayConsumer Sentiment increases in May
97. 13 MaySorry for the Service Disruption
98. 12 MayMore "Hate" for Homeownership
99. 11 MayReis on Apartment, Office and Mall Trends
100. 11 MayCeridian-UCLA: Diesel Fuel index declines in April
101. 11 MayBLS: Job Openings increased in March, Highest since 2008
102. 11 MayTrade Deficit increased to $48.2 billion in March
103. 11 MayMBA: Mortgage Purchase application activity increases, Mortgage Rates lowest in 2011
104. 11 MayLeonhardt: Rent or Buy, a Matter of Lifestyle
105. 11 MayReport: $5 Billion Mortgage Servicer Settlement being Discussed
106. 10 MayDistressed House Sales using Sacramento data
107. 10 MayReal CoreLogic House Price Index, and Price-to-Rent Ratio, back to 1999 Levels
108. 10 MayCoreLogic: House Prices declined 1.5% in March, Prices now 4.6% below 2009 Lows
109. 10 MayNFIB: Small Business Optimism Index decreases in April
110. 10 MayMisc: Higher Margin requirements for Oil, Sheila leaving FDIC and Greece
111. 9 MayConstruction Employment Update
112. 9 MayAAR: Rail Traffic "mixed" in April
113. 9 MayZillow on Negative Equity: 28.4% of all single-family homes with mortgages are "underwater"
114. 9 MayNY Fed Q1 Report on Household Debt and Credit
115. 9 MayAnother Downgrade for Greece
116. 9 MayWSJ: Home Market Takes a Tumble
117. 8 MayUpdates on Greece and Ireland
118. 8 MayEmployment: A comment on the Birth/Death Model
119. 8 MaySchedule for Week of May 8th
120. 8 MayGreece Update: "Further adjustment programme" needed, Next meeting May 16th
121. 7 MayNo Surprise: Gasoline prices expected to fall sharply
122. 7 MaySummary for Week ending May 6th
123. 7 MayUnofficial Problem Bank list at 983 Institutions
124. 7 MayTotal Fannie, Freddie, FHA REO inventory declined in Q1, Fannie and Freddie REO Sales at Record Levels
125. 6 MayBank Failure #40 in 2011: Coastal Bank, Cocoa Beach, Florida
126. 6 MayMisc: Greece, Consumer Credit, Housing Inventory
127. 6 MayEmployment: A dirty little secret and more graphs
128. 6 MayEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
129. 6 MayApril Employment Report: 244,000 Jobs, 9.0% Unemployment Rate
130. 6 MayJapan: Fukushima Daiichi Reactor Update
131. 5 MaySurvey: Small Business Hiring in April "Disappointing"
132. 5 MayLawler: Census Releases Demographic Profile of 12 States and DC: Confirms Bias of HVS
133. 5 MayNMHC Quarterly Apartment Survey: Market Conditions Tighten
134. 5 MayClear Capital Home Price Index shows Double Dip
135. 5 MayWeekly Initial Unemployment Claims sharply higher
136. 5 MayUpdate on Debt Ceiling Charade
137. 4 MayMartin Marietta Materials: Residential end-use market volume grew 15% YoY
138. 4 MayFed's Williams expects inflation to peak mid-year, "then edge back downward"
139. 4 MayISM Indexes and BLS Payroll Employment
140. 4 MayISM Non-Manufacturing Index indicates sharply slower expansion in April
141. 4 MayADP: Private Employment increased by 179,000 in April
142. 4 MayMBA: Mortgage Purchase application activity increases slightly, Mortgage Rates lowest in 2011
143. 4 MayPortugal Bailout Agreement: €78 Billion
144. 3 MayHousing: Another Price Reduction for Rhode Island Governor's Home
145. 3 MayU.S. Light Vehicle Sales 13.2 million SAAR in April
146. 3 MayLawler: Monthly Report to Commissioner Suggests Serious REO Inventory Problem at FHA
147. 3 MayGeneral Motors: April U.S. April sales increase 26.4% year-over-year
148. 3 MayThe Debt Ceiling Farce
149. 3 MayECB Official: Extension of Greek debt maturities possible
150. 2 MayHousehold Formation and the "Big L"
151. 2 MayFed: Banks more willing to make consumer loans
152. 2 MayConstruction Spending increased in March
153. 2 MayISM Manufacturing at 60.4 in April
154. 2 MaySurvey: Small-Business Lending Is Increasing
155. 2 MayLate Night Thread
156. 2 MayLower Commodity Prices?
157. 1 MayChicago Fed: Economic Activity Improved in March
158. 1 MaySchedule for Week of May 1st

April 2011

1. 30 AprGoldman estimates 3.5 million Excess Vacant Housing Units
2. 30 AprSummary for Week ending April 29th
3. 30 AprUnofficial Problem Bank list increases to 984 Institutions
4. 30 AprJim the Realtor: A Stinker REO
5. 29 AprBank Failures #35 through #39 in 2011
6. 29 AprLPS: Mortgage Delinquency Rates declined in March, Foreclosure pipeline "Bloated"
7. 29 AprQ1 2011 Details: Investment in Office, Mall, and Lodging, Residential Components
8. 29 AprRestaurant Performance Index increases in March
9. 29 AprConsumer Sentiment increases slightly in April compared to March
10. 29 AprPersonal Income and Outlays Report for March
11. 29 AprEuropean Bond and CDS Spreads
12. 28 AprFannie Mae and Freddie Mac Delinquency Rates decline
13. 28 AprMultifamily: Rents Rising, Record low completions, Starts increasing rapidly, more "hate" for owning
14. 28 AprKansas City Manufacturing Survey: Slower expansion in April
15. 28 AprResidential Investment and Non-Residential investment in Structures at Record Lows as Percent of GDP
16. 28 AprAdvance Report: Real Annualized GDP Grew at 1.8% in Q1
17. 28 AprWeekly Initial Unemployment Claims increase, 4-Week average over 400,000
18. 28 AprTim Duy: Very High Bar for QE3
19. 27 AprA few takeaways from Bernanke Press Briefing
20. 27 AprBernanke Press Briefing 2:15 PM ET
21. 27 AprFOMC Statement: No Change, "Economic recovery is proceeding at a moderate pace"
22. 27 AprQ1 2011: Homeownership Rate at 1998 Levels
23. 27 AprMBA: Mortgage Purchase Application activity decreases
24. 27 AprBernanke Wednesday
25. 26 AprMisc: More "Hate" for Housing, Record number of homes in foreclosure process
26. 26 AprMisc: Richmond Fed shows slower expansion, ATA Trucking index increases in March
27. 26 AprReal House Prices and Price-to-Rent
28. 26 AprCase Shiller: Home Prices near post-bubble lows in February
29. 26 AprGreece Budget Deficit worse than forecast
30. 26 AprStudy: 26 percent of renters spend over half their income on housing
31. 26 AprTiming: New Home Sales and Home Builder Reports
32. 25 AprTexas Manufacturing survey shows slower expansion in April
33. 25 AprHome Sales: Distressing Gap
34. 25 AprNew Home Sales in March at 300 Thousand SAAR, Record low for March
35. 25 AprMarch Survey: Almost half of housing market is now distressed properties
36. 25 AprWells Fargo Forecast for New Home Sales
37. 24 AprMisc: Summary, Schedule, Residential Investment Analysis and Graphs
38. 24 AprSchedule for Week of April 24th
39. 23 AprFOMC Preview
40. 23 AprSummary for Week ending April 22nd
41. 23 AprHome Builders still see no recovery
42. 23 AprUnofficial Problem Bank list at 976 Institutions
43. 22 AprBudget Deficit: Gang of Six
44. 22 AprAnother Boom in Silicon Valley
45. 22 AprSupply Chain Disruption Update
46. 22 AprGreece Update
47. 21 AprCorrect Reporting and the Philly Fed Manufacturing Index
48. 21 AprHotels: Occupancy Rate improves in Latest Survey
49. 21 AprOther House Price Indexes
50. 21 AprPhilly Fed Survey shows slower expansion in April
51. 21 AprWeekly Initial Unemployment Claims decrease, 4-Week average increases to 399,000
52. 21 AprMore than a Lost Decade
53. 20 AprDOT: Vehicle Miles Driven increased in February
54. 20 AprMoody's: Commercial Real Estate Prices declined 3.3% in February
55. 20 AprExisting Home Inventory decreases 2.1% Year over Year
56. 20 AprMarch Existing Home Sales: 5.10 million SAAR, 8.4 months of supply
57. 20 AprMBA: Mortgage Purchase Application activity increases
58. 20 AprAIA: Architecture Billings Index little changed in March
59. 19 AprThoughts on Residential Investment Recovery
60. 19 AprHousing: On pace for Record Low Completions in 2011
61. 19 AprHousing: Feeling the Hate
62. 19 AprState Unemployment Rates little changed in March
63. 19 AprHousing Starts increase in March
64. 19 AprJim the Realtor: Predict the Price of REO
65. 18 AprExtend and Pretend Greek Style
66. 18 AprLas Vegas adds jobs in March, first time in over 3 years
67. 18 AprA Comment on the Deficit
68. 18 AprNAHB Builder Confidence index declines slightly in April
69. 18 AprGreece Bond Yields at Record High following Default Comments
70. 18 AprResidential Remodeling Index shows strong increase year-over-year in February
71. 17 AprQuote of the Day: 15 years of house price appreciation "It's gone"
72. 17 AprQ4 2010: Mortgage Equity Withdrawal strongly negative
73. 17 AprSchedule for Week of April 17th
74. 17 AprJim the Realtor: More REOs hitting Market, Half Off Sale
75. 17 AprCoStar: Commercial Real Estate prices increased slightly in February
76. 16 AprIMF: Greek Debt Unsustainable
77. 16 AprSummary for Week ending April 15th
78. 16 AprUnofficial Problem Bank list at 978 Institutions
79. 16 AprReport: Protests in Syria Gaining Momentum
80. 15 AprBank Failure #34: Heritage Banking Group, Carthage, Mississippi
81. 15 AprBank Failures #29 through #33 in 2011
82. 15 AprFirst Look at 2012 Cost-Of-Living Adjustments and Maximum Contribution Base
83. 15 AprEurope Update: Ireland Downgraded, Greece to default?
84. 15 AprCore Measures show low inflation in March
85. 15 AprConsumer Sentiment increases slightly in April
86. 15 AprIndustrial Production, Capacity Utilization increased in March
87. 15 AprEmpire State Manufacturing Survey indicates faster growth in April
88. 15 AprOffice Vacancy Rates and New Deliveries for three SoCal Cities
89. 14 AprStudy: Suicide Rates Rise and Fall with Economy
90. 14 AprHotels: Occupancy Rate improves in Latest Survey
91. 14 AprLA Port Traffic: Exports increased sharply in March
92. 14 AprRenting vs. Buying at the High End
93. 14 AprRealtyTrac: Foreclosure Activity Increases in March, Down in Q1
94. 14 AprWeekly Initial Unemployment Claims increase to 412,000
95. 14 AprSenate Panel on Crisis and Summary
96. 13 AprDataQuick: SoCal Home Sales Still Slow, Record Low New Home Sales
97. 13 AprLawler: Early Read on Existing Home Sales and Inventory for March
98. 13 AprTwo Stories: Fed sees economic improvement, Fed releases mortgage lender enforcement actions
99. 13 AprPresident Obama on the Fiscal Policy: 1:35 PM ET
100. 13 AprBLS: Job Openings increase in February, Highest since 2008
101. 13 AprRetail Sales increased 0.4% in March
102. 13 AprMBA: Mortgage Purchase Application activity decreases
103. 13 AprMisc: Goldman says Q1 finished strong, Rail Car Woes
104. 12 AprExisting Home Inventory is confusing too
105. 12 AprHere come the downgrades for Q1 GDP Growth: Part III
106. 12 AprCeridian-UCLA: Diesel Fuel index increases in March
107. 12 AprTrade Deficit decreased in February to $45.8 billion
108. 12 AprNFIB: Small Business Optimism Index decreases in March
109. 12 Apr$4 Gasoline, Again
110. 11 AprShameless Puff Piece
111. 11 AprHousing Starts: Vacant Units and Unemployment Rate
112. 11 AprFed's Yellen: Inflation Transitory, will not "impede the economic recovery"
113. 11 AprFed's Dudley: Not "enthusiastic about tightening policy too early"
114. 11 AprSofter Commodity Prices?
115. 10 AprEconomic Outlook and Downside Risks
116. 10 AprSchedule for Week of April 10th
117. 10 AprHome Improvement Rebounds
118. 9 AprFed's Yellen: Too soon to exit QE2
119. 9 AprSummary for Week ending April 8th
120. 9 AprUnofficial Problem Bank list at 982 Institutions
121. 9 AprArticles on "Budget Deal"
122. 9 AprBank Failure #28: Nevada Commerce Bank, Las Vegas, NV
123. 8 AprBank Failure #27 in 2011: Western Springs National Bank and Trust, Western Springs, Illinois
124. 8 AprFive Hours until possible Government Shutdown
125. 8 AprAAR: Rail Traffic increases in March
126. 8 AprRefinance Activity and Mortgage Rates
127. 8 AprCNBC: McConnell says Budget Deal Near
128. 8 AprEurope Update: Austerity in Portugal, Bank Stress Test concerns in Germany
129. 8 AprMortgage Lenders lay off workers as refinance activity declines rapidly
130. 7 AprHouse Prices: Nominal, Real, Price-to-Rent
131. 7 AprHotels: Occupancy Rate improves in Latest Survey
132. 7 AprReis: Mall Vacancy rates increase in Q1
133. 7 AprCoreLogic: House Prices declined 2.7% in February, Prices now 4.1% below 2009 Lows
134. 7 AprWeekly Initial Unemployment Claims decline to 382,000
135. 7 AprForecast: Rising Rents to slow House Price Declines
136. 6 AprPortugal to ask for Bailout
137. 6 AprBudgets and Political Grandstanding
138. 6 AprConstruction Employment Outlook Update
139. 6 AprReis: Apartment Vacancy Rates fell sharply in Q1, Lowest in almost three years
140. 6 AprMBA: Mortgage Purchase Application activity increases ahead of FHA fee increase
141. 5 AprA QE Timeline
142. 5 AprWhen will Office Investment increase?
143. 5 AprFOMC Minutes: Some Disagreement, Worry about Oil Prices, No Tapering of QE2
144. 5 AprISM Non-Manufacturing Index indicates slower expansion in March
145. 5 AprReis: Office Vacancy Rate declines slightly in Q1
146. 5 AprBernanke in Q&A: "Inflation will be transitory"
147. 4 AprBernanke: Clearinghouses, Financial Stability, and Financial Reform
148. 4 AprConsumer Bankruptcy filings decrease in Q1 2011
149. 4 AprHomebuilder to Buy Distressed Homes and Rent Them
150. 4 AprFollow-up: Governors not immune to the housing bust
151. 4 AprLas Vegas: Commercial Property Vacancy Rates Increase in Q1
152. 4 Apr60 Minutes on ForeclosureGate
153. 3 AprLabor Force Participation Rate Update
154. 3 AprDuration of Unemployment, Unemployment by Education, Employment Diffusion Indexes
155. 3 AprSchedule for Week of April 3rd
156. 3 AprCatching up: Construction Spending declined in February
157. 2 AprSurvey: Small Businesses add Jobs for Second Consecutive Month
158. 2 AprSummary for Week ending April 1st
159. 2 AprUnofficial Problem Bank List at 985 Institutions, Correction for Capitol Bancorp
160. 2 AprFHFA: Where the Conforming Loan Limit Might Fall on October 1
161. 1 AprU.S. Light Vehicle Sales 13.1 million SAAR in March
162. 1 AprMisc: Autos, ISM Manufacturing, NY Fed's Dudley
163. 1 AprEmployment Summary and Part Time Workers, Unemployed over 26 Weeks
164. 1 AprMarch Employment Report: 216,000 Jobs, 8.8% Unemployment Rate
165. 1 AprRestaurant Performance Index increases in February

March 2011

1. 31 MarIrish Bank Stress Tests and European Bond Spreads
2. 31 MarEmployment Situation Preview: More Jobs, but still Grim
3. 31 MarKansas City Manufacturing Survey at Record High, Chicago PMI Strong in March
4. 31 MarIreland: Stress Test Results to be released at 11:30 AM ET
5. 31 MarWeekly Initial Unemployment Claims at 388,000
6. 31 MarIrish Finance Minister: Bank stress test results of "major significance"
7. 30 MarFannie Mae and Freddie Mac Delinquency Rates decline slightly
8. 30 MarLawler: The “Shrill Cry” from Lobbyists on QRM
9. 30 MarA comment on Regional Fed Talk
10. 30 MarCoreLogic: Shadow Inventory Declines Slightly
11. 30 MarADP: Private Employment increased by 201,000 in March
12. 30 MarMBA: Mortgage Purchase Application activity decreases slightly
13. 30 MarHere come the downgrades for Q1 GDP Growth: Part II
14. 30 MarState and Local tax revenue increases in 2010
15. 29 MarProposed New Mortgage Lending Rules
16. 29 MarPhilly Fed February State Coincident Indexes
17. 29 MarReal House Prices and Price-to-Rent
18. 29 MarCase Shiller: Home Prices Off to a Dismal Start in 2011
19. 29 MarSports Stadium bonds in trouble?
20. 28 MarNeutron Loans hit California City
21. 28 MarPersonal Saving Rate and Income less Transfer Payments
22. 28 MarHere come the downgrades for Q1 GDP Growth
23. 28 MarTexas Manufacturing Activity Strengthens Further, Pending Home sales increase in February
24. 28 MarPersonal Income and Outlays Report for February
25. 27 MarIreland Update: Stress Tests, New ECB Liquidity Facility, and ... bondholder haircuts?
26. 27 MarJapan Nuclear Update
27. 27 MarSchedule for Week of March 27th
28. 27 MarLPS: Overall mortgage delinquencies declined slightly in February
29. 26 MarLawler: Census 2010 and Excess Vacant Housing Units
30. 26 MarSummary for Week ending March 25th
31. 26 MarUnofficial Problem Bank list increases to 985 Institutions
32. 26 MarLiar Loan Prosecution
33. 25 MarBank Failure #26 in 2011: The Bank of Commerce, Wood Dale, Illinois
34. 25 MarState Unemployment Rates generally unchanged in February
35. 25 MarReal Gross Domestic Income still below pre-recession peak
36. 25 MarConsumer Sentiment declines in March
37. 25 MarQ4 Real GDP Growth revised up to 3.1%
38. 25 MarHotels: Occupancy Rate improves in Latest Survey
39. 24 MarS&P Cuts Sovereign Credit Rating of Portugal
40. 24 MarCensus 2010: Housing Occupancy State data released
41. 24 MarFed to Hold Quarterly Press Conferences
42. 24 MarFreddie Mac eliminates option to foreclosure in the name of MERS
43. 24 MarReport: Portugal Bailout may be between 50 billion and 70 billion euros
44. 24 MarWeekly Initial Unemployment Claims decline to 382,000
45. 23 MarMisc: Portugal, Participation Rate, Japan and More
46. 23 MarDOT: Vehicle Miles Driven increased slightly in January
47. 23 MarHome Sales: Distressing Gap
48. 23 MarNew Home Sales Fall to Record Low in February
49. 23 MarMBA: Mortgage Purchase Application activity increases slightly
50. 23 MarAIA: Architecture Billings Index increased slightly in February
51. 23 MarIreland and Portugal
52. 22 MarLawler: On Census Housing Stock/Household Data
53. 22 MarMoody's: Commercial Real Estate Prices declined 1.2% in January
54. 22 MarATA Truck Tonnage Index declined in February
55. 22 MarRichmond Fed Manufacturing Survey shows Expansion in March
56. 22 MarEurope Update
57. 22 MarHere comes $4 Gasoline
58. 21 MarTwo Stories: Treasury to Begin Selling MBS Portfolio, Federal Reserve to Release Discount Window Borrowing
59. 21 MarCensus 2010 Housing Occupancy and Vacancy Data
60. 21 MarExisting Home Inventory decreases 1.2% Year over Year
61. 21 MarFebruary Existing Home Sales: 4.88 million SAAR, 8.6 months of supply
62. 21 MarChicago Fed: Economic Growth Near Average in February
63. 21 MarJapan Nuclear Update
64. 20 MarSupply Chain Stress Test
65. 20 MarSchedule for Week of March 20th
66. 20 MarBirthday Houses
67. 19 MarCensus 2010 Housing Vacancy Data
68. 19 MarSummary for Week ending March 18th
69. 19 MarUnofficial Problem Bank list increases to 982 Institutions
70. 19 MarJapan Update
71. 19 MarDocument: FDIC Sues WaMu Execs
72. 18 MarFlorida: 18 Percent of Homes are Vacant
73. 18 MarDataQuick: California Home Sales down in February
74. 18 MarFederal Reserve completes Analysis of 19 Largest Banks, Allows some Dividends
75. 18 MarJapan Nuclear Update and Libya Ceasefire
76. 18 MarHotels: RevPAR up 9.2% compared to same week in 2010
77. 17 MarLibya Update: U.N. Approves "No Fly Zone", Strikes expected soon
78. 17 MarJapan Nuclear Update
79. 17 MarCore Measures show increase in Inflation
80. 17 MarPhilly Fed Survey highest since January 1984
81. 17 MarIndustrial Production, Capacity Utilization decline in February
82. 17 MarWeekly Initial Unemployment Claims decline to 385,000
83. 17 MarJapan Nuclear Update: Helicopter Water drop has started, Police water cannon on site
84. 16 MarJapan Nuclear Update
85. 16 MarMulti-Family Housing Starts and Completions
86. 16 MarJapan Nuclear Update
87. 16 MarHousing Starts decrease sharply in February
88. 16 MarMBA: Mortgage Purchase Application activity decreases
89. 16 MarLawler: Early Read on February Existing Home Sales
90. 15 MarJapan Nuclear Update: New Fire Earlier, Flames no longer visible
91. 15 MarFebruary LA Port Traffic: Exports weak year-over-year
92. 15 MarFOMC Statement: No Change, "Economic recovery is on a firmer footing"
93. 15 MarResidential Remodeling Index shows strong increase year-over-year
94. 15 MarNAHB Builder Confidence increases slightly in March, Still depressed
95. 15 MarEmpire State Manufacturing Survey indicates faster growth in March
96. 15 MarJapan: Unable to Cool Reactor, High risk of elevated levels of radiation
97. 14 MarJapan Update: Another Explosion
98. 14 Mar"Another missed opportunity for Europe?"
99. 14 MarCrisis Fatigue? Make a list
100. 14 MarMisc Morning Update
101. 14 MarJapan Update
102. 13 MarFOMC Preview
103. 13 MarSchedule for Week of March 13th
104. 13 MarJapan Update
105. 12 MarSummary for Week ending March 11th
106. 12 MarUnofficial Problem Bank list increases to 964 Institutions
107. 12 MarReport: "Eurozone debt deal struck"
108. 11 MarBank Failure #24 in 2011: The First National Bank of Davis, Davis, Oklahoma
109. 11 MarDistressed House Sales using Sacramento data
110. 11 MarPortugal Bailout Speculation
111. 11 MarBLS: Job Openings decline in January, Low Labor Turnover
112. 11 MarConsumer Sentiment declines sharply in March
113. 11 MarRetail Sales increased 1.0% in February
114. 11 MarMisc: Libya, Europe and Summary
115. 10 MarState Unemployment Rates generally unchanged in January
116. 10 MarQ4 Flow of Funds: Household Real Estate assets off $6.3 trillion from peak
117. 10 MarCoreLogic: House Prices declined 2.5% in January, Prices at New Post-bubble low
118. 10 MarTrade Deficit increased in January to $46.3 billion
119. 10 MarWeekly Initial Unemployment Claims increase to 397,000
120. 10 MarCalifornia Realtors: Only three out of five short sale transactions close
121. 10 MarResearch: "The flawed logic of principal reduction"
122. 9 MarLibya Update
123. 9 MarEurope Update: Ireland and Greece
124. 9 MarCeridian-UCLA: Diesel Fuel index decreases in February
125. 9 MarMBA: Mortgage Purchase Application activity increases
126. 9 MarMisc: Negative Equity, Europe, Libya
127. 8 MarBusiness Cycles and Markets
128. 8 MarEurope: More Record Yields, S&P sees more Downgrades coming
129. 8 MarCoreLogic: 11.1 Million U.S. Properties with Negative Equity in Q4
130. 8 MarNFIB: Small Business Optimism Index increases in February
131. 8 MarTime: Top Financial Blogs
132. 7 Mar27 Page Mortgage Settlement Terms Document
133. 7 MarAAR: Rail Traffic increases in February compared to February 2010
134. 7 MarDownside Risks
135. 7 MarGreece Debt Rating Downgrade
136. 7 MarUpdate on QE2: Likely to end in June as Scheduled
137. 7 MarMisc: Libya, Oil and more
138. 6 MarSurvey: Small Business hiring plans increased in February
139. 6 MarSchedule for Week of March 6th
140. 6 MarUpdate on Possible Mortgage Servicer Settlement
141. 5 MarMore on Labor Force Participation Rate
142. 5 MarSummary for Week ending March 4th
143. 5 MarUnofficial Problem Bank list increases to 962 Institutions
144. 5 MarMisc: Oil, Gasoline, Libya
145. 4 MarParticipation Rate Update
146. 4 MarDuration of Unemployment, Unemployment by Education, Diffusion Indexes
147. 4 MarEmployment Summary and Part Time Workers, Unemployed over 26 Weeks
148. 4 MarFebruary Employment Report: 192,000 Jobs, 8.9% Unemployment Rate
149. 4 MarMisc: Fed Watch, Merle Hazard, Employment and more
150. 4 MarHotels: RevPAR up 12.1% compared to same week in 2010
151. 3 MarUpdate on European Financial Crisis and Bond Yields
152. 3 MarEmployment Situation Preview: Some Improvement, but Still Grim
153. 3 MarISM Non-Manufacturing Index indicates expansion in February
154. 3 MarWeekly Initial Unemployment Claims decline sharply, 4-Week average below 400,000
155. 3 MarUpdate on Possible Mortgage Servicer Settlement
156. 3 MarBernanke: Challenges for State and Local Governments
157. 2 MarOil Prices and PCE
158. 2 MarFed's Beige Book: Economic activity continued to expand at a modest to moderate pace
159. 2 MarDOT: Vehicle Miles Driven increased in December
160. 2 MarFed Testimony: Surpluses Forever!
161. 2 MarADP: Private Employment increased by 217,000 in February
162. 2 MarMBA: Mortgage Purchase Application activity decreases
163. 2 MarISM Manufacturing Index and Employment
164. 2 MarFannie Mae and Freddie Mac Delinquency Rates decline slightly
165. 1 MarU.S. Light Vehicle Sales 13.44 million SAAR in February
166. 1 MarA few comments on the ISM Manufacturing Report
167. 1 MarPrivate Construction Spending decreases in January
168. 1 MarGeneral Motors: February U.S. sales increase 22% year-over-year
169. 1 MarISM Manufacturing Index increases in February
170. 1 MarBernanke Senate Testimony: Semiannual Monetary Policy Report
171. 1 MarHousing: Governors are not immune to the housing bust
172. 1 MarHome Sales: Record Percentage of Cash Buyers in California

February 2011

1. 28 FebLibya Updates
2. 28 FebRestaurant Performance Index declines in January
3. 28 FebDallas Fed: Texas Manufacturing Activity Picks Up
4. 28 FebChicago PMI Strong in February, Pending Home Sales decline in January
5. 28 FebPersonal Income and Outlays Report for January
6. 28 FebIreland to try to renegotiate bail-out terms
7. 27 FebJobs, Jobs, Jobs
8. 27 FebSchedule for Week of February 27th
9. 27 FebLibya Updates: Obama calls for Gaddafi to step down, U.N. meets tomorrow
10. 26 FebSummary for Week ending February 25th
11. 26 FebBuffett on Housing
12. 26 FebUnofficial Problem Bank list increases to 960 Institutions
13. 26 FebBig Banks Warn of Mortgage Servicer Settlement Costs
14. 25 FebBank Failure #23 in 2011: Valley Community Bank, St. Charles, Illinois
15. 25 FebTotal REO: Private Label, Banks, and "Fs"
16. 25 FebFed's Yellen on Unconventional Monetary Policy and Communications
17. 25 FebEurope Update
18. 25 FebConsumer Sentiment increases in February
19. 25 FebQ4 real GDP growth revised down to 2.8% annualized rate
20. 25 FebHotels: RevPAR up 10.2% compared to same week in 2010
21. 24 FebFannie, Freddie, FHA combined REO Inventory at Record Level
22. 24 FebFreddie Mac reports smaller loss, Expects falling house prices, Requests $500 Million from Treasury
23. 24 FebMisc: Another Solid Manufacturing Survey, Mortgage Rates Fall, Libya Updates
24. 24 FebHome Sales: Distressing Gap
25. 24 FebNew Home Sales decrease in January
26. 24 FebWeekly Initial Unemployment Claims decrease to 391,000
27. 24 FebReport: $20 Billion Mortgage Servicer Settlement being Discussed
28. 23 FebATA Truck Tonnage Index increased in January
29. 23 FebReal House Prices and the Unemployment Rate
30. 23 FebFed's Hoenig: Financial Reform: Post Crisis?
31. 23 FebExisting Home Inventory increases 3.1% Year over Year
32. 23 FebJanuary Existing Home Sales: 5.36 million SAAR, 7.6 months of supply
33. 23 FebMBA: Mortgage Purchase Application activity increases
34. 23 FebAIA: Architecture Billings Index shows no change in January
35. 23 FebHouse Prices: Price-to-rent, Price-to-median Household Income
36. 22 FebFHA: REO inventory up 47% over last year
37. 22 FebMisc: Shiller says house prices could fall 15% to 25%, Solid Manufacturing Survey, Libya Updates
38. 22 FebReal House Prices fall to 2000 Levels, Update on NAR Overstating Sales
39. 22 FebCase-Shiller: National Home Prices Are Close to the 2009Q1 Trough
40. 22 FebSurvey: Sales of Distressed Homes increased in January
41. 22 Feb$100 Oil
42. 21 FebWhen will the Fed raise rates?
43. 21 FebLibya Update
44. 21 FebEurope: ECB Lending Spike due to Irish Banks and other topics
45. 21 FebLibya Update
46. 20 FebThe "Curse of Negative Equity"
47. 20 FebSummary for Week ending February 19th
48. 20 FebMiddle East Update
49. 20 FebReport: FDIC plans to sue former WaMu execs for over $1 Billion
50. 19 FebSchedule for Week of February 20th
51. 19 FebUnofficial Problem Bank list increases to 951 Institutions
52. 19 FebBank Failure #22 for 2011: San Luis Trust Bank, FSB, San Luis Obispo, California
53. 19 FebBank Failure #21 for 2011: Charter Oak Bank, Napa, California
54. 18 FebBank Failure #20 in 2011: Effingham, Springfield, Georgia
55. 18 FebBank Failure #19 in 2011: Habersham Bank, Clarkesville, Georgia
56. 18 FebResidential Remodeling Index
57. 18 FebEurope Update
58. 18 FebLA Port Traffic in January
59. 18 FebBernanke on Global Imbalances
60. 18 FebOCC's Walsh on Foreclosure Issues and MERS
61. 17 FebThe NAR Reponds to Questions of Overstating Sales
62. 17 FebHotel Occupancy Rate: Hotels Struggling in 2011
63. 17 FebMBA: Loans in Foreclosure Tie All-Time Record, fewer Short-term Delinquencies
64. 17 FebCore Measures show increase in Inflation
65. 17 FebPhilly Fed Survey highest since January 2004
66. 17 FebWeekly Initial Unemployment Claims increase to 410,000
67. 17 FebTwo more stories on Mortgage Servicer Enforcement Action
68. 16 FebReport: Mortgage Servicers to receive Enforcement Orders in March, Fines Likely
69. 16 FebLawler: Early Read on January Existing Home Sales
70. 16 FebFOMC Minutes: GDP Forecast Revised Up
71. 16 FebMulti-family Housing Starts and Completions
72. 16 FebIndustrial Production, Capacity Utilization decrease slightly in January
73. 16 FebHousing Starts increase in January
74. 16 FebMBA: Mortgage Purchase Application activity decreases
75. 16 FebBernanke: Hoocoodanode?
76. 16 FebHome Buying: A Return to 20% Down Payments?
77. 15 FebCoreLogic: NAR’s 2010 existing home sales are overstated by 15% to 20%
78. 15 FebSoCal: Weak Home Sales, Record Low New Home Sales
79. 15 FebUpdate on Option ARMs
80. 15 FebNAHB Builder Confidence unchanged in February
81. 15 FebRetail Sales increased 0.3% in January
82. 15 FebMiddle East Update
83. 14 FebDistressed House Sales: Highest since early 2009 using Sacramento data
84. 14 FebSF Fed: What Is the New Normal Unemployment Rate?
85. 14 FebNY Fed Q4 Report on Household Debt and Credit
86. 14 FebLeonhardt: Seattle’s Foreseeable Housing Bust
87. 14 FebHousing: For many cities "another season of pain"
88. 13 FebFOMC Minutes Preview
89. 13 FebSummary for Week ending February 12th
90. 13 FebCommentary for the Week
91. 12 FebSchedule for Week of February 13th
92. 12 FebParticipation Rate Update
93. 12 FebUnofficial Problem Bank list at 944 Institutions
94. 12 FebFed's Raskin: No improvement in Mortgage Servicer operational performance
95. 12 FebBank Failure #18 in 2011: Canyon National Bank, Palm Springs, California
96. 12 FebBank Failure #17: Badger State Bank, Cassville, WI
97. 11 FebBank Failures #15 & 16 in 2011: Florida and Michigan
98. 11 FebOptions for the Long-Term Structure of Housing Finance
99. 11 FebMubarak Resigns
100. 11 FebConsumer Sentiment increases slightly in February
101. 11 FebTrade Deficit increased in December
102. 11 FebComments on Ranking Economic Data
103. 10 FebMubarak Staying, Will delegate power to VP
104. 10 FebLists: Ranking Economic Data
105. 10 FebReports: Mubarak to Step Down
106. 10 FebRealtyTrac: Foreclosure Activity Increases slightly in January
107. 10 FebWeekly Initial Unemployment Claims declined to 383,000
108. 10 FebCoStar: Commercial Real Estate prices increased slightly in December
109. 9 FebNY Fed's Brian Sack: Implementing the Federal Reserve’s Asset Purchase Program
110. 9 FebReuters: WikiLeaks BofA Documents a "Dud"?
111. 9 FebI come to praise Bernanke
112. 9 FebBernanke Testimony before House Budget Committee at 10 AM
113. 9 FebCeridian-UCLA: Diesel Fuel index decreases slightly in January
114. 9 FebMBA: Mortgage Applications Decrease as Rates Jump
115. 9 FebFannie Freddie Report may be released by Friday
116. 8 FebA Dab of Color: Transportation
117. 8 FebAAR: Rail Traffic increases in January
118. 8 FebFed's Lockhart on Inflation
119. 8 FebCoreLogic: House Prices declined 1.8% in December
120. 8 FebBLS: Job Openings decline in December, Labor Turnover still Low
121. 8 FebNFIB: Small Business Optimism Index increases in January
122. 8 FebHousing: Increase in Cash Buyers
123. 7 FebDaily Color: Years to Absorb Excess Housing Units
124. 7 FebConsumer Credit increases in December
125. 7 FebLPS: Overall mortgage delinquencies declined in 2010
126. 7 FebLawler: Housing Vacancy Survey appears to massively overstate number of vacant housing units
127. 6 FebRepeat: Color Commentary
128. 6 FebRecession Measures
129. 6 FebSummary for Week ending February 5th
130. 6 FebJim the Realtor is assigned a "premium" REO
131. 6 FebSchedule for Week of Feb 6th
132. 5 FebNMHC Quarterly Apartment Survey: Market Conditions Tighten
133. 5 FebColor Commentary for the Week
134. 5 FebUnofficial Problem Bank list at 946 Institutions
135. 5 FebBank Failure #14 for 2011: Community First Bank – Chicago
136. 4 FebBank Failures #12 & 13 for 2011
137. 4 FebDuration of Unemployment, Unemployment by Education, Diffusion Indexes
138. 4 FebDaily Color: Two Employment Surveys, Different Results
139. 4 FebEmployment Summary and Part Time Workers, Unemployed over 26 Weeks
140. 4 FebJanuary Employment Report: 36,000 Jobs, 9.0% Unemployment Rate
141. 4 FebNorris: From 1983, Hope for Jobs in 2011
142. 4 FebReport on Egypt: A Plan for Mubarak’s Exit
143. 3 FebEuropean Bond Spreads Update
144. 3 FebEmployment Situation: A Lighter Shade of Gray
145. 3 FebFed Chairman Bernanke: The Economic Outlook and Macroeconomic Policies
146. 3 FebISM Non-Manufacturing Index showed expansion in January
147. 3 FebWeekly Initial Unemployment Claims decrease to 415,000
148. 3 FebMisc: Egypt, Europe and More
149. 2 FebLawler: How Many Folks Have “Lost Their Homes” to Foreclosure/Short Sales/DILs?
150. 2 FebDaily Color: D-List Data
151. 2 FebEgypt Update
152. 2 FebADP: Private Employment increased by 187,000 in January
153. 2 FebMBA: Mortgage Purchase Application activity increases
154. 2 FebReport: 46% of Mortgage Refis are 'Cash in'
155. 2 FebFannie Mae and Freddie Mac Delinquency Rates decline slightly
156. 1 FebU.S. Light Vehicle Sales 12.62 million SAAR in January
157. 1 FebEconomic Outlook and Daily Summary
158. 1 FebPrivate Construction Spending decreases in December
159. 1 FebGeneral Motors: January U.S. sales increase 22% year-over-year
160. 1 FebISM Manufacturing Index increases in January
161. 1 FebQ4 Investment: Office, Mall, Lodging and Residential Components
162. 1 FebRestaurant Performance Index Shows Expansion in December
163. 1 FebAuto Sales to Disappoint?

January 2011

1. 31 JanQE2 Speculation and Summary
2. 31 JanFed: Little Change in Lending Standards in January Loan Officer Survey, Outlook "more upbeat"
3. 31 JanChicago PMI Strong, Dallas Fed Index Weak
4. 31 JanQ4 2010: Homeownership Rate Falls to 1998 Levels
5. 31 JanPersonal Income and Outlays Report for December
6. 31 JanInflation in China
7. 30 JanEgypt Updates
8. 30 JanBLS Employment Revisions on Feb 4th
9. 30 JanSummary for Week ending January 29th
10. 30 JanSome misc links: Egypt, Oil, China GDP
11. 29 JanUpdate: Revisions to Existing Home Sales
12. 29 JanSchedule for Week of January 30th
13. 29 JanUnofficial Problem Bank list increases to 949 Institutions
14. 29 JanATA Truck Tonnage Index increased in December
15. 29 JanLate Night: Egypt
16. 29 JanBank Failure #11 for 2011: First Community Bank, Taos, New Mexico
17. 29 JanBank Failure #10 for 2011: FirsTier Bank, Louisville, Colorado
18. 28 JanReport: Mubarak announces he is dismissing the government
19. 28 JanLawler: Downward Revisions Coming to Existing Home Sales?
20. 28 JanEgypt Update
21. 28 JanResidential Investment near record low as Percent of GDP
22. 28 JanAdvance Report: Real Annualized GDP Grew at 3.2% in Q4
23. 28 JanUpdate: Coming Existing Home Sales Revisions
24. 28 JanUpdate on Egypt, Yemen
25. 27 JanMerle Hazard on Germany
26. 27 JanHotels: RevPAR up 9.3% compared to same week in 2010
27. 27 JanFinancial Crisis Inquiry Commission report
28. 27 JanMisc: Kansas City Fed Manufacturing, Foreclosures Spread, Japan Downgrade and more
29. 27 JanPending Home Sales index increases 2% in December
30. 27 JanWeekly Initial Unemployment Claims increase sharply to 454,000
31. 27 JanMerle Hazard on Italy
32. 26 JanNew Home Inventory by Stage of Construction
33. 26 JanFOMC Statement: No change
34. 26 JanHome Sales: Distressing Gap
35. 26 JanNew Home Sales increase in December
36. 26 JanMBA: Mortgage Purchase Applications lowest since last October
37. 26 JanPreview: Financial Crisis Inquiry Commission Report
38. 26 JanSOTU 2011 9 PM ET
39. 25 JanHousing: What Generation Y Wants
40. 25 JanState Unemployment Rates: The Decline from Recession Maximum
41. 25 JanHouse Prices and Months-of-Supply, and Real House Prices
42. 25 JanMisc: State Unemployment Rates, Richmond Fed Manufacturing Survey, Consumer Confidence
43. 25 JanCase-Shiller: U.S. Home Prices Keep Weakening as Eight Cities Reach New Lows in November
44. 25 JanReport: Financial Crisis Inquiry Commission has referred multiple cases for possible prosecution
45. 24 JanPolitical Grandstanding
46. 24 JanRegarding the FOMC: How long is an "Extended Period"?
47. 24 JanMoody's: Commercial Real Estate Prices increased 0.6% in November
48. 24 JanDOT: Vehicle Miles Driven increased in November
49. 24 JanSurvey: Sales of Distressed Homes increased in December
50. 24 JanHousing Bust and Mobility
51. 23 JanFOMC Preview
52. 23 JanSummary for Week ending January 22nd
53. 22 JanSchedule for Week of January 23rd
54. 22 JanEU's Juncker: Not Taboo for Greece and others to buy-back debt
55. 22 JanUnofficial Problem Bank list increases to 937 Institutions
56. 22 JanReport: Fannie-Freddie Report to be released mid-February
57. 22 JanBank Failure #7 for 2011: United Western Bank, Denver, Colorado
58. 21 JanBank Failure #4 to #6 in 2011
59. 21 JanEurope: Merle Hazard on PBS Next Week
60. 21 JanHotels: RevPAR up 7.6% compared to same week in 2010
61. 21 JanA hint of good employment news?
62. 21 JanBofA: $1.2 Billion Q4 Loss
63. 21 JanLeonhardt: The Deficit We Want
64. 20 JanMarket Update
65. 20 JanComments on the Philly Fed Survey
66. 20 JanExisting Home Inventory increases 8.4% Year-over-Year in December
67. 20 JanDecember Existing Home Sales: 5.28 million SAAR, 8.1 months of supply
68. 20 JanWeekly Initial Unemployment Claims decrease to 404,000
69. 20 JanEurope Update
70. 19 JanDataQuick: SoCal Homes Sales increase in December
71. 19 JanSummary on Multi-Family Theme
72. 19 JanRecord Low Housing Completions in 2010
73. 19 JanHousing Starts Decline in December
74. 19 JanMBA: Mortgage Purchase Application decline in latest survey
75. 19 JanAIA: Architecture Billings Index highest since December 2007
76. 19 JanLA Port Traffic in December
77. 18 JanNAHB Builder Confidence Graph
78. 18 JanApartments: "Consensus has a high price"
79. 18 JanNMHC: Is the recovery real for apartments?
80. 18 JanNAHB Builder Confidence Remains Unchanged In January
81. 18 JanNY Fed: Empire State Manufacturing Index shows "conditions improved" in January
82. 18 JanUpdate: NMHC Apartment Conference
83. 17 JanEU finance ministers call for increase in EFSF
84. 17 JanHotels: RevPAR up 7.8% compared to same week in 2010
85. 17 JanAnother State Budget Update
86. 17 JanSpain: "I Live Here Alone"
87. 16 JanCoStar: Commercial Real Estate Prices declined in November
88. 16 JanSummary for Week ending January 15th
89. 16 JanState and Local Budget Update
90. 15 JanHamilton: Historical Oil Shocks
91. 15 JanSchedule for Week of January 16th
92. 15 JanUnofficial Problem Bank list increases to 933 Institutions
93. 15 JanFOMC 2005 Transcripts: 'Flip That House' as Bubble Sign
94. 14 JanBank Failure #3 for 2011: Oglethorpe Bank, Brunswick, Georgia
95. 14 JanThe FOMC Debates the Housing Bubble in 2005
96. 14 JanFed's Rosengren: Two Key Questions about the Economic Recovery
97. 14 JanCore measures of inflation increase in December
98. 14 JanConsumer Sentiment declines in January
99. 14 JanIndustrial Production, Capacity Utilization increased in December
100. 14 JanRetail Sales increased 0.6% in December
101. 14 JanReport: Near Failure of Citigroup in 2008
102. 13 JanBanks Walking Away from Houses in Chicago
103. 13 JanEurope: More "Successful" Auctions, Trichet comments on inflation
104. 13 JanFed Chairman Bernanke and FDIC Chair Bair on CNBC
105. 13 JanRecord Foreclosure activity in 2010
106. 13 JanTrade Deficit declined slightly in November
107. 13 JanWeekly Initial Unemployment Claims increase to 445,000
108. 13 JanJim the Realtor: REO Tour
109. 12 JanNAHB Forecast: Single Family Starts to increase 21% in 2011
110. 12 JanFed's Beige Book: "Economic activity continued to expand moderately"
111. 12 JanState and Local Update: Illinois
112. 12 JanUpdate on Portugal Bond Auction
113. 12 JanMBA: Mortgage Refinance activity increases, Purchase Application activity declines
114. 12 JanAnother Busy Day
115. 11 JanEurope Update: Portugal Bond Auction Wednesday
116. 11 JanBLS: Job Openings steady in November, Labor Turnover still Low
117. 11 JanAAR: Rail Traffic increases in December
118. 11 JanCoreLogic: House Prices declined 1.6% in November
119. 11 JanCeridian-UCLA: Diesel Fuel index increases in December
120. 11 JanNFIB: Small Business Optimism index declines slightly in December
121. 11 JanLower Wages for workers who lost jobs
122. 10 JanMore Europe: Portugal, Belgium and Spain
123. 10 JanLawler: Early Read on December Existing Home Sales
124. 10 JanFed's Lockhart: Sustainable Growth despite Headwinds
125. 10 JanA comment on the Baltic Dry Index
126. 10 JanEurope Update
127. 10 JanChina Reports Smaller Trade Surplus for December
128. 9 JanEurope Update: Portugal
129. 9 JanCalifornia Governor calls for tax extensions, spending cuts
130. 9 JanSummary for Week ending January 8th
131. 9 JanTwo stories: Europe and Foreclosures
132. 8 JanCommercial Real Estate Delinquencies Rising
133. 8 JanSchedule for Week of January 9th
134. 8 JanSeasonal Retail Hiring: Rebound in 2010
135. 8 JanUnofficial Problem Bank list at 932 Institutions
136. 8 JanOil Prices Update
137. 8 JanBank Failure #2 for 2011: Legacy Bank, Scottsdale, Arizona
138. 7 JanBank Failure #1 for 2011: First Commercial Bank of Florida, Orlando, Florida
139. 7 JanEmployment: The Declining Participation Rate
140. 7 JanMassachusetts court voids Foreclosures
141. 7 JanEmployment Summary and Part Time Workers, Unemployed over 26 Weeks
142. 7 JanDecember Employment Report: 103,000 Jobs, 9.4% Unemployment Rate
143. 7 JanHousing Bust: The New Declining Cities
144. 7 JanSurvey: Small Business Hiring Likely to Improve in 2011
145. 6 JanEmployment Report Preview
146. 6 JanEU Proposes Bank Failure Plan, European Bond Spreads Increase
147. 6 JanHotels: RevPAR up 6.6% compared to same week in 2010
148. 6 JanWeekly Initial Unemployment Claims: 4-Week Average declines
149. 6 JanReis: Apartment Vacancy Rates decline in Q4
150. 6 JanSome background on Gene Sperling
151. 5 JanThe Brighter Outlook
152. 5 JanEuropean Bond Yields
153. 5 JanReis: Strip Mall Vacancy rates steady in Q4
154. 5 JanISM Non-Manufacturing Index showed expansion in December
155. 5 JanADP: Private Employment increased by 297,000 in December
156. 5 JanMBA: Mortgage Purchase Application activity still low
157. 5 JanLargest Condo Project in Northwest goes back to Lenders
158. 4 JanU.S. Light Vehicle Sales 12.55 million SAAR in December
159. 4 JanFOMC Minutes: Economic improvement "not sufficient" for QE2 changes
160. 4 JanGeneral Motors: December U.S. sales increase 7.5% year-over-year
161. 4 JanReis: Office Vacancy Rate steady in Q4
162. 4 JanHouse Prices: More Pessimistic Views
163. 4 JanConsumer Bankruptcy Filings increase 9% in 2010
164. 3 JanRestaurant Performance Index slips in November
165. 3 JanQuestion #2 for 2011: Residential Investment
166. 3 JanPrivate Construction Spending increases in November
167. 3 JanISM Manufacturing Index increases in December
168. 3 JanState and Local Government budget cuts: A 2011 Theme
169. 3 JanKrugman: Deep Hole Economics
170. 2 JanWSJ: Key to Real-Estate Rebound
171. 2 JanQuestion #3 for 2011: Delinquencies and Distressed house sales
172. 2 JanSummary for Week ending January 1st
173. 2 Jan2007: Tanta breaks down the MSM Barrier
174. 1 JanWhat about those Option ARMs?
175. 1 JanSchedule for Week of January 2, 2011
176. 1 JanHappy New Year!
177. 1 JanEvening Reading