2012

2012 1,932

December 2012

1. 31 DecFannie Mae, Freddie Mac Mortgage Serious Delinquency rates declined in November
2. 31 DecRestaurant Performance Index indicates slight contraction in November
3. 31 Dec"Fiscal Cliff" Deal
4. 31 DecDallas Fed: Regional Manufacturing Activity "Slow Growth and Improved Company Outlook" in December
5. 31 DecUpdate on "Fiscal Cliff" Negotiations
6. 31 DecSunday Night Futures
7. 30 DecHousing: 2.5% Year over Year change in Asking Prices
8. 30 Dec"Fiscal Cliff": 3PM ET "deadline" for Reid and McConnell
9. 30 Dec"Fiscal Cliff" Update
10. 29 DecUnofficial Problem Bank list declines to 838 Institutions
11. 29 DecSchedule for Week of Dec 30th
12. 29 DecSummary for Week ending Dec 28th
13. 29 DecUpdate on Fiscal Cliff
14. 28 DecThe Bubble in "Cliffs"
15. 28 DecHotels: Record Demand in 2012, Near 2008 Room Rates, Little New Supply
16. 28 DecForecasts: Strong December for Vehicle Sales, Slowing growth in 2013
17. 28 DecChicago PMI increases to 51.6, Pending Home Sales index increases
18. 28 DecFriday: Chicago PMI, Pending Home Sales
19. 27 DecSales Ratio: Existing to New Homes
20. 27 DecPhilly Fed: State Coincident Indexes increased in 45 States in November
21. 27 Dec"Fiscal Cliff": There is no Drop Dead Date and more thoughts
22. 27 DecNew Home Sales and Distressing Gap
23. 27 DecNew Home Sales at 377,000 SAAR in November
24. 27 DecWeekly Initial Unemployment Claims decline to 350,000, 4-Week average at low for 2012
25. 27 DecThursday: New Home Sales, Initial Unemployment Claims
26. 26 DecLawler: An “Update” to the “Excess” Supply of Housing
27. 26 DecComment on House Prices, Real House Prices, and Price-to-Rent Ratio
28. 26 DecCase-Shiller: House Prices increased 4.3% year-over-year in October
29. 26 DecLPS: House Price Index increased 0.3% in October, Up 4.3% year-over-year
30. 26 DecWednesday: Case-Shiller House Prices, Richmond Fed Manufacturing Survey
31. 25 DecPrivate Investment and the Business Cycle
32. 25 DecHappy Holidays!
33. 24 DecTen Economic Questions for 2013
34. 24 DecReview of My 2012 Forecasts
35. 24 Dec"Fiscal Cliff": Weary eyes turn toward the Senate
36. 24 DecSunday Night Futures
37. 23 DecGasoline Prices near Low for Year, Expected to Increase
38. 23 DecDOT: Vehicle Miles Driven increased 0.3% in October
39. 23 DecFiscal Agreement Update
40. 22 DecUnofficial Problem Bank list declines to 841 Institutions
41. 22 DecSchedule for Week of Dec 23rd
42. 22 DecSummary for Week ending Dec 21st
43. 21 DecEarlier: Chicago Fed National Activity Index improves, Kansas City Fed Mfg Survey shows contraction
44. 21 DecATA Trucking Index rebounds in November
45. 21 DecState Unemployment Rates decreased in 45 States in November
46. 21 DecLPS: Mortgage delinquencies increased in November, "In Foreclosure" Declines
47. 21 DecFinal December Consumer Sentiment declines to 72.9
48. 21 DecPersonal Income increased 0.6% in November, Spending increased 0.4%
49. 21 DecFriday: November Personal Income and Outlays, Durable Goods, Consumer Sentiment
50. 20 DecExisting Home Sales: The Increase in Conventional Sales
51. 20 DecMisc: Philly Fed Mfg Shows Expansion, Q3 GDP Revised Up, FHFA House Prices increase
52. 20 DecExisting Home Sales: Another Solid Report
53. 20 DecExisting Home Sales in November: 5.04 million SAAR, 4.8 months of supply
54. 20 DecWeekly Initial Unemployment Claims at 361,000
55. 20 DecThursday: Existing Home Sales, Q3 GDP, Unemployment Claims, Philly Fed Mfg Survey
56. 19 Dec2013 Housing Forecasts
57. 19 DecLawler: Updated Outlook on November Existing Home Sales: Expect 5.1 Million (SAAR)
58. 19 DecComments on Housing Starts
59. 19 DecZillow forecasts Case-Shiller House Price index to increase 4.1% Year-over-year for October
60. 19 DecAIA: Architecture Billings Index increases in November, "Strongest conditions since end of 2007"
61. 19 DecHousing Starts at 861 thousand SAAR in November
62. 19 DecMBA: Mortgage Applications decline sharply
63. 19 DecWednesday: Housing Starts
64. 18 DecReport: Housing Inventory declines 17% year-over-year in November
65. 18 DecUpdate on Fiscal Cliff
66. 18 DecBuilder Confidence increases in December, Highest since April 2006
67. 18 DecHousing: Inventory down 24% year-over-year in mid-December
68. 18 DecTuesday: NAHB Home Builder Confidence
69. 18 DecFiscal Cliff: Chained CPI
70. 17 DecLawler: Foreclosure Share Way Down, But Not All-Cash Share; Suggests Investor Purchases of Non-REO Properties Up Sharply
71. 17 DecEarly: Housing Forecasts for 2013
72. 17 DecLA area Port Traffic: Down in November due to Strike
73. 17 DecEmpire State Manufacturing index indicates further contraction
74. 17 DecSunday Night Futures
75. 16 DecNY Times: Sunnier Forecast, D.C. Shadow
76. 16 DecTable of Short Sales and Foreclosures for Selected Cities in November
77. 16 DecFNC: Residential Property Values increased 3.7% year-over-year in October
78. 15 DecUnofficial Problem Bank list declines to 845 Institutions
79. 15 DecSchedule for Week of Dec 16th
80. 15 DecSummary for Week ending Dec 14th
81. 15 DecSome Bullish 2013 House Price Forecasts
82. 15 DecBank Failure #51: Community Bank of the Ozarks, Sunrise Beach, Missouri
83. 14 DecLawler: Very Early Read on Existing Home Sales in November
84. 14 DecEconomic Outlook: Where are we?
85. 14 DecKey Measures show low inflation in November
86. 14 DecIndustrial Production increased 1.1% in November, Bounces back following Hurricane Sandy
87. 14 DecBLS: CPI declines 0.3% in November, Core CPI increases 0.1%
88. 14 DecFriday: CPI, Industrial Production
89. 13 DecCoStar: Commercial Real Estate prices decrease slightly in October, Up 6% Year-over-year
90. 13 DecSacramento November House Sales: Conventional Sales up 46% year-over-year
91. 13 DecWill Housing Inventory Bottom in 2013?
92. 13 DecRetail Sales increased 0.3% in November
93. 13 DecWeekly Initial Unemployment Claims decline to 343,000
94. 13 DecThursday: Retail Sales, Unemployment Claims, PPI
95. 12 DecDataQuick: SoCal Home Sales highest for November in Six Years
96. 12 DecLawler: Delinquency/Foreclosure Rates by State for Five Servicers
97. 12 DecFOMC Projections and Bernanke Press Conference
98. 12 DecFOMC Statement: Expand QE3, Sets Thresholds of 6.5% Unemployment Rate, 2 1/2 Inflation
99. 12 DecIrwin: Five Things to Watch for on Fed Day
100. 12 DecMBA: Mortgage Applications increase, Record Low Mortgage Rates
101. 12 DecWednesday: FOMC Meeting
102. 12 DecMerrill Lynch on Housing and Construction Employment
103. 11 DecLawler: Update to Distressed Sales Table, Reno Correction
104. 11 DecBLS: Job Openings "little changed" in October
105. 11 DecTrade Deficit increased in October to $42.2 Billion
106. 11 DecTuesday: Trade Deficit, JOLTS
107. 10 DecWeisenthal interview with Goldman's Jan Hatzius
108. 10 DecLawler: Preliminary Table of Short Sales and Foreclosures for Selected Cities in November
109. 10 DecLas Vegas Real Estate: Sales and Inventory decreased in November
110. 10 DecQ3 2012: Mortgage Equity Withdrawal strongly negative
111. 10 DecThe Italian Job
112. 10 DecSunday Night Futures
113. 9 DecLabor Force Participation Rate Update
114. 9 DecFOMC Projections Preview
115. 9 DecUnofficial Problem Bank list declines to 849 Institutions
116. 8 DecHotel Occupancy Rate above pre-recession levels at end of November
117. 8 DecSchedule for Week of Dec 9th
118. 8 DecSummary for Week Ending Dec 7th
119. 8 Dec"Oil to the World"
120. 8 DecNovember Employment Diffusion Indexes
121. 7 DecAAR: Rail Traffic "mixed" in November
122. 7 DecEmployment Report: More Positives than Negatives
123. 7 DecPreliminary December Consumer Sentiment declines sharply to 74.5
124. 7 DecNovember Employment Report: 146,000 Jobs, 7.7% Unemployment Rate
125. 7 DecFriday: Employment Report, Consumer Sentiment
126. 6 DecEmployment Situation Preview
127. 6 DecFed's Q3 Flow of Funds: Household Mortgage Debt down $1.15 Trillion from Peak
128. 6 DecUpdate: Mortgage Debt Relief Act
129. 6 DecWeekly Initial Unemployment Claims decline to 370,000
130. 6 DecThursday: Weekly Unemployment Claims, Flow of Funds Report
131. 5 DecLawler: On the upward trend in Real House Prices
132. 5 DecLPS: Mortgage Delinquency Rates decreased in October
133. 5 DecISM Non-Manufacturing Index increases in November
134. 5 DecADP: Private Employment increased 118,000 in November
135. 5 DecMBA: Mortgage Applications increase, Record Low Mortgage Rates
136. 5 DecWednesday: ISM Service, ADP Employment
137. 4 DecManufacturing: ISM PMI vs. Markit
138. 4 DecLawler: Single Family REO inventories down 21.7% in Q3
139. 4 DecFDIC reports Fewer Problem banks, Total REO Declines in Q3
140. 4 DecTrulia: Asking House Prices increased in November
141. 4 DecCoreLogic: House Prices up 6.3% Year-over-year in October, Largest increase since 2006
142. 4 DecHousing: Inventory down 22% year-over-year in early December
143. 3 DecU.S. Light Vehicle Sales at 15.5 million annual rate in November, Highest Since 2007
144. 3 DecCoreLogic: 58,000 Completed Foreclosures in October
145. 3 DecConstruction Spending increased in October
146. 3 DecISM Manufacturing index declines in November to 49.5, Lowest since July 2009
147. 3 DecUnofficial Problem Bank list declines to 856 Institutions
148. 3 DecMonday: ISM Manufacturing, Auto Sales, Construction Spending
149. 2 DecReport: Germany to eventually consider Greek Losses
150. 2 DecImpact of Sandy on Employment, November Contest Winners
151. 2 DecHouse Prices: Case-Shiller to turn negative month-to-month seasonally in October
152. 1 DecSummary for Week Ending Nov 30th
153. 1 DecSchedule for Week of Dec 2nd
154. 1 DecGoldman Sachs: "Moving Over the Hump"

November 2012

1. 30 NovFannie Mae, Freddie Mac Mortgage Serious Delinquency rates declined in October
2. 30 NovRestaurant Performance Index indicates contraction in October
3. 30 NovThe impact of Sandy on PCE, Chicago PMI at 50.4
4. 30 NovPersonal Income unchanged in October, Spending decreased 0.2%
5. 30 NovFriday: October Personal Income and Outlays, Chicago PMI
6. 29 NovFreddie Mac: Mortgage Rates Near Record Lows
7. 29 NovA few comments on GDP Revision and Unemployment Claims
8. 29 NovKansas City Fed: Regional Manufacturing Activity "Eased Further" in November
9. 29 NovNAR: Pending Home Sales Index increases in October
10. 29 NovWeekly Initial Unemployment Claims decline to 393,000
11. 29 NovThursday: Q3 GDP, Unemployment claims, Pending Home Sales
12. 28 NovFHFA: HARP Refinance Boom Continued in September
13. 28 NovFed's Beige Book: "Economic activity expanded at a measured pace"
14. 28 NovNew Home Sales and Distressing Gap
15. 28 NovNew Home Sales at 368,000 SAAR in October
16. 28 NovMBA: Purchase Mortgage Applications increase, Refinance Applications decrease
17. 28 NovWednesday: New Home Sales, Beige Book
18. 27 NovUpdate: The Recession Probability Chart
19. 27 NovFed: Consumer Deleveraging Continued in Q3, Student Debt increases
20. 27 NovReal House Prices, Price-to-Rent Ratio
21. 27 NovCase-Shiller House Price Comments and Graphs
22. 27 NovCase-Shiller: Comp 20 House Prices increased 3.0% year-over-year in September
23. 27 NovTuesday: Case-Shiller House Prices, Durable Goods Orders
24. 27 NovGreek Debt Deal Reached
25. 27 NovLPS: House Price Index increased 0.1% in September, Up 3.6% year-over-year
26. 26 NovLPS: Mortgage delinquencies decreased in October, Percent in foreclosure process lowest since August 2009
27. 26 NovTimiraos: "The FHA’s Biggest Loser"
28. 26 NovDallas Fed: Regional Manufacturing Activity "Growth Stalls" in November
29. 26 NovChicago Fed: Economic Activity Slower in October
30. 26 NovSunday Night Futures
31. 25 NovGreece Update: Eurozone finance ministers meet Monday
32. 25 NovUpdate: Case-Shiller House Prices will probably decline month-to-month Seasonally starting in October
33. 25 NovJim the Realtor: Upcoming REO listings
34. 24 NovUnofficial Problem Bank list unchanged at 857 Institutions
35. 24 NovSchedule for Week of Nov 25th
36. 24 NovSummary for Week Ending Nov 23rd
37. 24 NovLas Vegas: Visitor Traffic on pace for Record High, Convention Attendance Lags
38. 23 NovATA Trucking Index declines sharply in October, Impacted by Hurricane Sandy
39. 23 NovQ3 GDP: Here come the upward revisions
40. 23 NovLA area Port Traffic: Inbound Traffic up in October
41. 23 NovIrwin: "Five economic trends to be thankful for"
42. 22 NovZillow forecasts Case-Shiller House Price index to increase 3.0% Year-over-year for September
43. 22 NovEurope Summit Update
44. 22 NovThursday: Happy Thanksgiving!
45. 21 NovDOT: Vehicle Miles Driven decreased 1.5% in September
46. 21 NovBusiness Insider Interview
47. 21 NovAIA: Architecture Billings Index increases in October, Highest in Two Years
48. 21 NovFinal November Consumer Sentiment at 82.7, MarkIt Flash PMI shows Improvement in Manufacturing
49. 21 NovWeekly Initial Unemployment Claims decline to 410,000
50. 21 NovMBA: Purchase Mortgage Applications increase, Refinance Applications decrease
51. 21 NovZillow: House Prices increased 4.7% Year-over-year in October
52. 21 NovWednesday: Unemployment claims, Consumer sentiment
53. 20 NovWaPo: Price-to-rent ratio for Certain Cities
54. 20 NovQuarterly Housing Starts by Intent compared to New Home Sales
55. 20 NovBernanke: "The Economic Recovery and Economic Policy"
56. 20 NovState Unemployment Rates decreased in 37 States in October
57. 20 NovStarts and Completions: Multi-family and Single Family
58. 20 NovHousing Starts increased to 894 thousand SAAR in October
59. 20 NovTuesday: Housing Starts, Bernanke on Economy and Policy
60. 19 NovExisting Home Sales: The Increase in Conventional Sales
61. 19 NovEarly: Housing Forecasts for 2013
62. 19 NovExisting Home Sales: A Solid Report
63. 19 NovNAHB Builder Confidence increases in November, Highest since May 2006
64. 19 NovExisting Home Sales in October: 4.79 million SAAR, 5.4 months of supply
65. 19 NovLA Times: "Most aid from mortgage settlement in California going to short sales"
66. 19 NovMonday: Existing Home Sales, Homebuilder Confidence
67. 18 NovTable of Short Sales and Foreclosures for Selected Cities in October
68. 18 NovPercent of Mortgage Seriously Delinquent over time, Selected States
69. 18 NovSerious Mortgage Delinquencies and In-Foreclosure by State
70. 18 NovCalifornia: Unemployment Rate falls to 10.1% in October, Payroll jobs increase 45,800
71. 17 NovUnofficial Problem Bank list declines to 857 Institutions
72. 17 NovSchedule for Week of Nov 18th
73. 17 NovSummary for Week Ending Nov 16th
74. 17 NovLawler: Early Read on October Existing Home Sales
75. 16 NovBank Failure #50 in 2012: Hometown Community Bank, Braselton, Georgia
76. 16 NovFNC: Residential Property Values increased 2.3% year-over-year in September
77. 16 Nov2012 FHA Actuarial Review Press Release and Report
78. 16 NovMortgage Delinquencies by Loan Type in Q3
79. 16 NovIndustrial Production decreased 0.4% in October due to Hurricane Sandy, Capacity Utilization decreased
80. 16 NovFriday: Industrial Production and Capacity Utilization
81. 15 Nov2012 FHA Actuarial Review Released: Negative $13.5 Billion economic value
82. 15 NovKey Measures show low inflation in October
83. 15 NovBernanke suggests Mortgage Lending Standards are "Overly Tight", "Pendulum has swung too far"
84. 15 NovQ3 MBA National Delinquency Survey Graph and Comments
85. 15 NovMBA: Mortgage Delinquencies decreased in Q3
86. 15 NovWeekly Initial Unemployment Claims increased sharply to 439,000
87. 15 NovZillow: 1.3 million fewer U.S. homeowners were in negative equity in Q3
88. 15 NovThursday: Unemployment Claims, CPI, MBA Mortgage Delinquency Survey, Bernanke and much more
89. 14 NovWSJ: FHA Close to Exhausting Reserves
90. 14 NovFOMC Minutes: "Participants generally favored" Thresholds
91. 14 NovReport: Housing Inventory declines 17% year-over-year in October
92. 14 NovRetail Sales declined 0.3% in October
93. 14 NovMBA: Mortgage Applications rebound after Hurricane Sandy, Mortgage Rates fall to Record Low
94. 14 NovWednesday: Retail Sales, Producer Price Index, FOMC Minutes
95. 13 NovFiscal Slope: Alternative Minimum Tax (AMT)
96. 13 NovDataQuick: SoCal Home Sales increase in October
97. 13 NovFiscal Slope: 2 Million to Lose Emergency Unemployment Benefits
98. 13 NovNFIB: Small Business Optimism Index increases slightly in October
99. 13 NovLawler: Preliminary Table of Short Sales and Foreclosures for Selected Cities in October
100. 12 NovLawler on Builder Results
101. 12 NovA few more thoughts on Fiscal Agreement
102. 12 NovMerrill Lynch Revises up 2012 House Price Forecast to 5% increase
103. 12 NovHomebuilders D.R. Horton and Beazer Report Sales Increase
104. 12 NovMonday: Veterans Day
105. 11 NovAAR: Rail Traffic "mixed" in October
106. 11 NovSacramento October House Sales: Conventional Sales up 55% year-over-year
107. 11 NovChicago Fed Letter: "Detecting early signs of financial instability"
108. 10 NovUnofficial Problem Bank list declines to 860 Institutions
109. 10 NovSchedule for Week of Nov 11th
110. 10 NovSummary for Week Ending Nov 9th
111. 9 NovLas Vegas Real Estate: Sales increase slightly in October
112. 9 NovThe Recession Probability Chart
113. 9 NovA few thoughts on Fiscal Agreement
114. 9 NovPreliminary November Consumer Sentiment increases to 84.9
115. 9 NovFriday: Consumer sentiment
116. 8 NovNew CBO report on "Fiscal Cliff"
117. 8 NovLawler: REO inventory of "the F's" and PLS
118. 8 NovLPS: Mortgage Delinquency Rates increased in September
119. 8 NovNAHB: Builder Confidence in the 55+ Housing Market Increases in Q3
120. 8 NovTrade Deficit declined in September to $41.5 Billion
121. 8 NovWeekly Initial Unemployment Claims decline to 355,000
122. 8 NovThursday: Initial Unemployment Claims, Trade Deficit
123. 7 NovFannie, Freddie, FHA REO inventory declines in Q3
124. 7 NovLawler on Freddie Mac Results
125. 7 NovBankruptcy Filings declined 14% in Fiscal 2012
126. 7 NovHurricane Sandy: Impact on "Near-Term Economic Activity"
127. 7 NovMBA: Hurricane Sandy Leads to Decrease in Mortgage Applications
128. 6 NovElection Day
129. 6 NovLawler: Table of Short Sales and Foreclosures for Selected Cities in September
130. 6 NovCoreLogic: House Price Index declined seasonally in September, Up 5.0% Year-over-year
131. 6 NovBLS: Job Openings "essentially unchanged" in September, Up year-over-year
132. 6 NovGreece Update
133. 6 NovTuesday: Presidential Election
134. 5 NovRetailers expect solid Holiday Season
135. 5 NovHousing: Inventory down sharply in early November, Impacted by Hurricane Sandy
136. 5 NovTrulia: Asking House Prices increased in October
137. 5 NovISM Non-Manufacturing Index decreases in October
138. 5 NovGasoline Prices down 30 cents over last month
139. 5 NovMonday: ISM Service Index
140. 4 NovUpdate: Further Discussion on Labor Force Participation Rate
141. 4 NovRetail: Seasonal Hiring vs. Retail Sales
142. 4 NovUnofficial Problem Bank list declines to 861 Institutions
143. 3 NovSummary for Week Ending Nov 2nd
144. 3 NovSchedule for Week of Nov 4th
145. 2 NovBank Failures #48 and 49 in 2012
146. 2 NovSolid Seasonal Retail Hiring, Graphs for Duration of Unemployment, Unemployment by Education and Diffusion Indexes
147. 2 NovEmployment: An encouraging report (also more graphs)
148. 2 NovOctober Employment Report: 171,000 Jobs, 7.9% Unemployment Rate
149. 2 NovFriday: Jobs, Jobs, Jobs
150. 1 NovFannie Mae Serious Delinquency rate declined in September, Freddie Mac rate increases
151. 1 NovU.S. Light Vehicle Sales at 14.3 million annual rate in October
152. 1 NovQ3 2012 GDP Details: Office and Mall Investment very low, Single Family investment increases
153. 1 NovConstruction Spending increased in September
154. 1 NovISM Manufacturing index increased slightly in October to 51.7
155. 1 NovWeekly Initial Unemployment Claims decline to 363,000
156. 1 NovADP: Private Employment increased 158,000 in October
157. 1 NovThursday: ADP Employment, Weekly Unemployment Claims, Auto Sales, ISM Mfg

October 2012

1. 31 OctRestaurant Performance Index declined in September
2. 31 OctNMHC Apartment Survey: Market Conditions Tighten, Growth Rate Moderates
3. 31 OctFed: Some domestic banks "reported easing standards", Many banks seeing "strengthening of demand"
4. 31 OctCoreLogic: 57,000 Completed Foreclosures in September
5. 31 OctChicago PMI: Activity "Idled"
6. 31 OctMBA:Refinance Applications Decrease in Latest MBA Weekly Survey
7. 31 OctWednesday: Markets Open, Chicago PMI, Delayed Surveys
8. 30 OctHVS: Q3 Homeownership and Vacancy Rates
9. 30 OctUpdate: House Price Seasonality
10. 30 OctHouse Price Comments, Real House Prices, Price-to-Rent Ratio
11. 30 OctCase-Shiller: House Prices increased 2.0% year-over-year in August
12. 29 OctTuesday: Case-Shiller House Prices
13. 29 OctWells Fargo raises Housing Forecasts for 2013 and 2014
14. 29 OctUpdate: Employment Report expected on Friday
15. 29 OctNo Decision yet on delaying October Jobs Report
16. 29 OctDallas Fed: Regional Manufacturing Activity expands slowly in October
17. 29 OctPersonal Income increased 0.4% in September, Spending increased 0.8%
18. 29 OctMonday: Personal Income and Spending, Senior Loan Officer Survey
19. 28 OctSandy: D.C. Government Offices closed to Public, NYSE Trading Floor Closed
20. 28 OctThe S&P 500 change following Presidential Elections
21. 28 OctSome "Principal Relief" on Fannie Mae and Freddie Mac Loans
22. 27 OctSchedule for Week of Oct 28th
23. 27 OctUnofficial Problem Bank list declines to 864 Institutions
24. 27 OctSummary for Week Ending Oct 26th
25. 27 OctReport: Bailout Costs for Fannie and Freddie expected to decline
26. 26 OctBank Failure #47: NOVA Bank, Berwyn, Pennsylvania
27. 26 OctZillow forecasts Case-Shiller House Price index to show 1.7% Year-over-year increase for August
28. 26 OctLPS: House Price Index increased 0.2% in August
29. 26 OctComments on Q3 GDP and Investment
30. 26 OctFinal October Consumer Sentiment at 82.6
31. 26 OctReal GDP increased 2.0% annual rate in Q3
32. 26 OctFriday: Q3 GDP
33. 25 OctLawler: Home Builders: On Balance, Strong Results
34. 25 OctHousing: What Numbers Matter (Part 2)
35. 25 OctMisc: Pending Home Sales index increases slightly, KC Mfg Index contracts, Remodeling increases
36. 25 OctChicago Fed: Economic Activity Improved in September
37. 25 OctWeekly Initial Unemployment Claims decline to 369,000
38. 25 OctThursday: Unemployment Claims, Durable Goods Orders, Pending Home Sales
39. 24 OctUpdates to the ADP Employment Report
40. 24 OctAIA: Architecture Billings Index increases in September
41. 24 OctFOMC Statement: "Economic activity has continued to expand at a moderate pace"
42. 24 OctNew Home Sales and Distressing Gap
43. 24 OctNew Home Sales at 389,000 SAAR in September
44. 24 OctMBA:Mortgage Applications Decrease in Latest MBA Weekly Survey
45. 24 OctWednesday: New Home Sales, FOMC Announcement
46. 23 OctUpdate: REO by State and Owner Occupied Units by State
47. 23 OctLawler: Estimated REO Inventories by State
48. 23 OctATA Trucking Index increases in September
49. 23 OctFed: State Coincident Indexes in September show improvement
50. 23 OctRichmod Fed Mfg Survey indicates contraction in October
51. 23 OctBank of Spain: Recession Continues, Deficit to Increase
52. 22 OctTuesday: Richmond Fed Mfg Survey
53. 22 OctLPS: Mortgage delinquencies increased sharply in September, Percent in foreclosure process lowest in 2 years
54. 22 OctFOMC Preview
55. 22 Oct"The US bright spot"
56. 22 OctSunday Night Futures
57. 21 OctGasoline Prices down 8 cents over last 2 weeks
58. 21 OctDOT: Vehicle Miles Driven increased 1.2% in August
59. 21 OctOn Greece: More Austerity, More Recession, More Extremism
60. 20 OctUnofficial Problem Bank list declines to 865 Institutions
61. 20 OctSchedule for Week of Oct 21st
62. 20 OctSummary for Week Ending Oct 19th
63. 19 OctBank Failure #46 in 2012: Excel Bank, Sedalia, Missouri
64. 19 OctBank Failure #45: First East Side Savings Bank, Tamarac, Florida
65. 19 OctBank Failure #44 in 2012: GulfSouth Private Bank, Destin, Florida
66. 19 OctLawler: Comments on the Existing Home Sales Report
67. 19 OctState Unemployment Rates decreased in 41 States in September
68. 19 OctExisting Home Sales: A few comments and NSA Sales Graph
69. 19 OctExisting Home Sales in September: 4.75 million SAAR, 5.9 months
70. 19 OctReport: Seasonal Retail Hiring to be about the same as in 2011
71. 19 OctFriday: Existing Home Sales
72. 18 OctLow Mortgage Rates and Refinance Activity
73. 18 OctDownside Risks
74. 18 OctPhilly Fed: "modest improvement" in Region’s manufacturing sector
75. 18 OctWeekly Initial Unemployment Claims increase sharply to 388,000
76. 18 OctThursday: Weekly Unemployment Claims, Philly Fed Mfg Survey
77. 17 OctLA area Port Traffic: Moving Sideways
78. 17 OctDataQuick: California Foreclosure Activity Lowest Since Early 2007
79. 17 OctLawler: Table of Short Sales and Foreclosures for Selected Cities in September
80. 17 OctStarts and Completions: Multi-family and Single Family
81. 17 OctHousing Starts increased sharply to 872 thousand SAAR in September
82. 17 OctMBA: Mortgage Purchase activity highest since June
83. 17 OctWednesday: Housing Starts
84. 16 OctThe HARP Refinance Boom Continued in August
85. 16 OctLawler: Early Read on September Existing Home Sales
86. 16 OctKey Measures show low inflation in September
87. 16 OctReport: Housing Inventory declines 17.8% year-over-year in September
88. 16 OctNAHB Builder Confidence increases in October, Highest since June 2006
89. 16 OctIndustrial Production increased 0.4% in September, Capacity Utilization increased
90. 16 OctBLS: CPI increases 0.6% in September, Core CPI 0.1%, Cost-Of-Living Adjustment about 1.66%
91. 16 OctTuesday: CPI, Industrial Production, Homebuilder Confidence
92. 15 OctSacramento September House Sales: Percentage of distressed sales lowest in years
93. 15 OctThe Housing Bottom and the Unemployment Rate
94. 15 OctCorrection on Mortgage Modifications
95. 15 OctFNC: Residential Property Values increased 0.3% in August
96. 15 OctRetail Sales increased 1.1% in September
97. 15 OctMonday: Retail Sales, Empire State Mfg Survey
98. 14 OctThe recovery in U.S. Heavy Truck Sales
99. 14 OctZillow Housing Forum and The Bearish View
100. 14 OctBernanke: On the international impact of US accommodative Monetary Policy
101. 13 OctUnofficial Problem Bank list declines to 872 Institutions
102. 13 OctSchedule for Week of Oct 14th
103. 13 OctSummary for Week Ending Oct 12th
104. 13 OctConsumer Sentiment Graph
105. 12 OctAlphaville: A Grexit Delayed
106. 12 OctMisc: Consumer Sentiment increases to 83.1, JPMorgan on Housing
107. 12 OctBLS: Producer Prices increased 1.1% in September
108. 11 OctFriday: PPI, Consumer Sentiment
109. 11 OctRedfin: House prices up 5% Year-over-year in September
110. 11 OctRealtyTrac: Foreclosure Activity Drops to 5-Year Low in September
111. 11 OctTrade Deficit increased in August to $44.2 Billion
112. 11 OctWeekly Initial Unemployment Claims declined sharply to 339,000
113. 11 OctThursday: Trade Deficit, Unemployment Claims
114. 10 OctCoStar: Commercial Real Estate prices increase in August
115. 10 OctFed's Beige Book: Economic activity "expanded modestly", Residential real estate showed "widespread improvement"
116. 10 OctFurther Discussion on Labor Force Participation Rate
117. 10 OctBLS: Job Openings "essentially unchanged" in August, Up year-over-year
118. 10 OctMBA: Mortgage Purchase activity highest since June
119. 10 OctWednesday: Beige Book, JOLTS
120. 9 OctLawler: "Distressed" home sales shares in Reno, Vegas, and Phoenix
121. 9 OctLas Vegas September Real Estate: Sales decline, Inventory down year-over-year
122. 9 OctFannie Mae: Consumer Attitudes on Housing continues to gradually Improve
123. 9 OctCoreLogic: Existing Home Shadow Inventory declines 10% year-over-year
124. 9 OctGet the Lead Out Update
125. 8 OctLawler: Discussion of recent jump in House Listings in Phoenix
126. 8 OctUnderstanding the Decline in the Participation Rate
127. 8 OctQ2 2012: Mortgage Equity Withdrawal strongly negative
128. 8 OctGreece, Troika talks to resume later
129. 8 OctSunday Night Futures
130. 7 OctMore Europe
131. 7 OctEmployment: A decline in the participation rate was expected due to the aging population
132. 7 OctEurope: Merkel Visits Greece on Tuesday and a few key dates
133. 6 OctUnofficial Problem Bank list declines to 873 Institutions
134. 6 OctSchedule for Week of Oct 7th
135. 6 OctSummary for Week Ending Oct 5th
136. 5 OctGasoline Prices surge in California due to Refinery Problems
137. 5 OctAAR: Rail Traffic "mixed" in September
138. 5 OctEmployment: Somewhat Better (also more graphs)
139. 5 OctSeptember Employment Report: 114,000 Jobs, 7.8% Unemployment Rate
140. 5 OctFriday: Jobs, Jobs, Jobs
141. 4 OctEmployment Situation Preview
142. 4 OctFOMC Minutes: "Most participants agreed numerical thresholds could be useful"
143. 4 OctReis: Regional Mall Vacancy Rate declines in Q3, Strip Mall vacancy rate unchanged
144. 4 OctTrulia: Asking House Prices increased in September
145. 4 OctWeekly Initial Unemployment Claims increase to 367,000
146. 4 OctThursday: Mall Vacancy Rate, Unemployment Claims, FOMC Minutes
147. 3 OctU.S. Births Decline for the fourth consecutive year in 2011
148. 3 OctLPS: Mortgage prepayment rates highest since 2005
149. 3 OctReis: Apartment Vacancy Rate declined slightly to 4.6% in Q3, More Supply coming in 2013
150. 3 OctISM Non-Manufacturing Index increases in September
151. 3 OctADP: Private Employment increased 162,000 in September
152. 3 OctMBA: Mortgage Refinance Applications increases sharply, Highest Since 2009
153. 3 OctWednesday: Apartment Vacancy Rate, ISM Service Index, ADP Employment
154. 2 OctHousing: Inventory down 21% year-over-year in early October
155. 2 OctU.S. Light Vehicle Sales at 14.96 million annual rate in September, Highest since Feb 2008
156. 2 OctAuto Sales: Small Car Sales Strong
157. 2 OctSam Zell's Poor Forecasting Record
158. 2 OctCoreLogic: House Price Index increased in August, Up 4.6% Year-over-year
159. 2 OctReis: Office Vacancy Rate declines slightly in Q3 to 17.1%
160. 1 OctTuesday: Office Vacancy Rate, Auto Sales
161. 1 OctLawler: Some Home Builder Results
162. 1 OctBernanke: "Five Questions about the Federal Reserve and Monetary Policy"
163. 1 OctConstruction Spending decreased in August
164. 1 OctISM Manufacturing index increases in September to 51.5
165. 1 OctSunday Night Futures: ISM Mfg Index, Construction Spending, Bernanke Speech

September 2012

1. 30 SepAnalysis: Mark Zandi wrong about housing tax credit
2. 30 SepGasoline Prices down 8 cents over last 2 weeks
3. 29 SepUnofficial Problem Bank List and Quarterly Transition Matrix
4. 29 SepSchedule for Week of Sept 30th
5. 29 SepSummary for Week Ending Sept 28th
6. 28 SepBank Failure #43 in 2012: First United Bank, Crete, Illinois
7. 28 SepFannie Mae and Freddie Mac Serious Delinquency rates declined in August
8. 28 SepRestaurant Performance Index increases in August
9. 28 SepMisc: Chicago PMI declines, Consumer Sentiment in September at 78.3
10. 28 SepPersonal Income increased 0.1% in August, Spending increased 0.5%
11. 28 SepFriday: Personal Income and Outlays, Consumer Sentiment, Chicago PMI
12. 27 SepFreddie Mac: Record Low Mortgage Rates
13. 27 SepTwo Reasons to expect Economic Growth to Increase
14. 27 SepEmployment: Preliminary annual benchmark revision shows 386,000 additional jobs
15. 27 SepKansas City Fed: Regional Manufacturing Activity "slowed somewhat" in September
16. 27 SepNAR: Pending home sales index declined 2.6% in August
17. 27 SepWeekly Initial Unemployment Claims decline to 359,000
18. 27 SepThursday: Unemployment Claims, Durable Goods, GDP
19. 26 SepNew Home Prices: Average Highest since 2008
20. 26 SepNew Home Sales and Distressing Gap
21. 26 SepNew Home Sales at 373,000 SAAR in August
22. 26 SepMBA: Mortgage Refinance Activity increases as mortgage rates fall to new survey lows
23. 26 SepWednesday: New Home Sales
24. 25 SepDOT: Vehicle Miles Driven decreased 0.3% in July
25. 25 SepMisc: Richmod Fed Mfg Survey Improves, Consumer Confidence increases
26. 25 SepPhilly Fed: State Coincident Indexes in August show weakness
27. 25 SepHouse Price Comments, Real House Prices, Price-to-Rent Ratio
28. 25 SepCase-Shiller: House Prices increased 1.2% year-over-year in July
29. 25 SepTuesday: House Prices
30. 24 SepTim Duy: "Policy is effective even in the aftermath of a financial crisis"
31. 24 SepFed's Williams: Economic Outlook
32. 24 SepEmployment Losses: Comparing Financial Crises
33. 24 SepDallas Fed: Texas factory activity increased in September
34. 24 SepLPS: Mortgage delinquencies decreased in August
35. 24 SepChicago Fed: Economic Activity Weakened in August
36. 24 SepSunday Night Futures
37. 23 SepUpdate: House Prices will decline month-to-month Seasonally later in 2012
38. 23 SepUnofficial Problem Bank list declines to 878 Institutions
39. 23 SepGoldman Estimate: QE3 could be $1.2 to $2.0 Trillion
40. 22 SepSummary for Week Ending Sept 21st
41. 22 SepSchedule for Week of Sept 23rd
42. 21 SepSheila Bair: Former BofA CEO considered a "country bumpkin"
43. 21 SepZillow forecasts Case-Shiller House Price index to show 1.6% Year-over-year increase for July
44. 21 SepState Unemployment Rates increased in 26 States in August
45. 21 SepOver There: Greek and Spanish Aid
46. 21 SepFriday: State Employment Report
47. 20 SepLawler: ACS 2011: Big Shift to Rental Market
48. 20 SepThe Trillion Dollar Bear
49. 20 SepFed's Q2 Flow of Funds: Household Mortgage Debt down $1 Trillion from Peak
50. 20 SepPhilly Fed "Region’s manufacturing sector has steadied"
51. 20 SepWeekly Initial Unemployment Claims at 382,000
52. 20 SepThursday: Weekly Unemployment Claims, Philly Fed Mfg Survey
53. 19 SepStarts and Completions: Multi-family and Single Family
54. 19 SepAIA: Architecture Billings Index shows slight expansion in August
55. 19 SepExisting Home Sales: Inventory and NSA Sales Graph
56. 19 SepExisting Home Sales in August: 4.82 million SAAR, 6.1 months of supply
57. 19 SepHousing Starts increased to 750 thousand in August
58. 19 SepMBA: Mortgage Applications decrease, Mortgage Rates decline to Survey Lows
59. 19 SepWednesday: Housing Starts, Existing Home Sales
60. 18 SepReport: Saudi offers more oil, Gasoline prices still near highs
61. 18 SepUpdate: The Mortgage Debt Forgiveness Tax Break
62. 18 SepMortgage Lending Declined in 2011, FHA share declined to 31%
63. 18 SepNAHB Builder Confidence increases in September, Highest since June 2006
64. 18 SepReport: Housing Inventory declines 18.7% year-over-year in August
65. 18 SepTuesday: Homebuilder Confidence Survey
66. 17 SepLawler: Early Read: Decent Bounce in Existing Home Sales in August
67. 17 SepLA area Port Traffic: Imports and Exports down YoY in August
68. 17 SepFNC: Residential Property Values increased 0.8% in July
69. 17 SepNY Fed Empire State Mfg Index declines in September
70. 17 SepSunday Night Futures
71. 16 SepQE3 and the Residential Investment Transmission Mechanism
72. 16 SepHousing: Year over Year change in Asking Prices
73. 15 SepUnofficial Problem Bank list declines to 886 Institutions
74. 15 SepSchedule for Week of Sept 16th
75. 15 SepSummary for Week Ending Sept 14th
76. 15 SepFiscal Cliff: Goldman note and Merle Hazard
77. 14 SepBank Failure #42 in 2012: Truman Bank, Saint Louis, Missouri
78. 14 SepAugust Update: Early Look at 2013 Cost-Of-Living Adjustments indicates 1.4% increase
79. 14 SepKey Measures show slowing inflation in August
80. 14 SepConsumer Sentiment increases in September to 79.2
81. 14 SepIndustrial Production declined 1.2% in August, Capacity Utilization decreased
82. 14 SepRetail Sales increased 0.9% in August
83. 14 SepFriday: Retail Sales, Industrial Production, CPI
84. 13 SepAnalysis: Bernanke Delivered
85. 13 SepFOMC Projections and Bernanke Press Conference
86. 13 SepFOMC Statement: QE3 $40 Billion per Month, Extend Guidance to mid-2015
87. 13 SepWeekly Initial Unemployment Claims increase to 382,000
88. 13 SepThursday: FOMC Meeting, Unemployment Claims
89. 12 SepFOMC Projections Preview
90. 12 SepLawler: Preliminary Table of Short Sales and Foreclosures for Selected Cities in August
91. 12 SepShiller on House Prices
92. 12 SepCoreLogic: Negative Equity Decreases in Q2 2012
93. 12 SepMBA: Mortgage Applications increase, might be distorted by Holiday adjustment
94. 12 SepWednesday: iPhone 5
95. 11 SepSacramento August House Sales: Percentage of distressed sales lowest in years
96. 11 SepLawler: Where has the increase in the number of renters of Single Family homes come from?
97. 11 SepQE Timeline Update
98. 11 SepLas Vegas August Real Estate: Sales decline, Inventory down sharply year-over-year
99. 11 SepBLS: Job Openings "little changed" in July
100. 11 SepTrade Deficit at $42.0 Billion in July
101. 11 SepTuesday: Trade Deficit, Job Openings
102. 10 SepEmployment Graphs: Construction Employment, Unemployment by Education
103. 10 SepWSJ: UBS expects the Fed to announce QE3 this week
104. 10 SepAlphaville: 'German domino theory and book-cooking'
105. 10 SepLPS: Mortgage Delinquencies decreased slightly in July
106. 10 SepSunday Night Futures
107. 9 SepEmployment Report Graphs: Participation Rate, Duration of Unemployment and Diffusion Indexes
108. 9 SepLA Times: Boom Time in Bakersfield
109. 8 SepAnalysis: I expect QE3 on Sept 13th
110. 8 SepSchedule for Week of Sept 9th
111. 8 SepSummary for Week Ending Sept 7th
112. 8 SepBank Failure #41 in 2012: First Commercial Bank, Bloomington, Minnesota
113. 7 SepAAR: Rail Traffic "mixed" in August, Building related commodities were up
114. 7 SepMarket Update
115. 7 SepLPS: House Price Index increased 0.7% in June
116. 7 SepEmployment: Another Weak Report (more graphs)
117. 7 SepAugust Employment Report: 96,000 Jobs, 8.1% Unemployment Rate
118. 7 SepFriday: Jobs, Jobs, Jobs
119. 6 SepA Draghi Kind of Day
120. 6 SepEmployment Situation Preview
121. 6 SepISM Non-Manufacturing Index increases in August
122. 6 SepWeekly Initial Unemployment Claims decline to 365,000
123. 6 SepADP: Private Employment increased 201,000 in August
124. 5 SepThursday: Draghi, Unemployment Claims, ADP, ISM Services
125. 5 SepLawler: Single Family Rental Market: Surging, But by How Much?
126. 5 SepBloomberg: Merkel Said to Tell Lawmakers She Supports Draghi and Weidmann
127. 5 SepTrulia: Asking House Prices increased in August, Rent increases slow
128. 5 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey
129. 5 SepWednesday Preview
130. 4 SepU.S. Light Vehicle Sales at 14.5 million annual rate in August
131. 4 SepHousing: Inventory down 23% year-over-year in early September
132. 4 SepConstruction Spending decreased in July
133. 4 SepISM Manufacturing index decreases slightly in August to 49.6
134. 4 SepCoreLogic: House Price Index increases in July, Up 3.8% Year-over-year
135. 4 SepTuesday: ISM Mfg Index, Auto Sales, Construction Spending
136. 3 SepWSJ: ECB's Draghi hints at Short Term Bond Buying
137. 3 SepECB Meeting on Thursday: Expectations are for a Rate Cut, no Bond buying yet
138. 3 SepWinners: August Economic Prediction Contest
139. 2 SepGDP and Employment drag from State and Local Governments
140. 2 SepHotel Occupancy Rate above pre-recession levels
141. 2 SepRestaurant Performance Index declines in July
142. 1 SepWSJ interview with Fed's Lockhart: Next Fed action could be a "package" of easing
143. 1 SepSchedule for Week of Sept 2nd
144. 1 SepSummary for Week Ending August 31st
145. 1 SepUnofficial Problem Bank list declines to 891 Institutions

August 2012

1. 31 AugTwo more reviews of Bernanke's Speech: Weak Labor Market "a grave concern"
2. 31 AugLPS: Mortgage delinquencies decreased in July
3. 31 AugFannie Mae and Freddie Mac Serious Delinquency rates declined in July
4. 31 AugAnalysis: Bernanke Clears the way for QE3 in September
5. 31 AugBernanke: Monetary Policy since the Onset of the Crisis
6. 31 AugChicago PMI declines to 53.0
7. 31 AugFriday: Bernanke, Bernanke, Bernanke
8. 30 AugLawler: On the relationship between pending home sales and closed sales
9. 30 AugWSJ: Bernanke Jackson Hole Speech Preview
10. 30 AugForecasts: Light Vehicle Sales expected to increase in August
11. 30 AugKansas City Fed: "Moderate" growth in Regional Manufacturing Activity in August
12. 30 AugPersonal Income increased 0.3% in July, Spending increased 0.4%
13. 30 AugWeekly Initial Unemployment Claims at 374,000
14. 30 AugThursday: Personal Income for July, Weekly Unemployment Claims
15. 29 AugATA Trucking index unchanged in July
16. 29 AugFed's Beige Book: Economic activity increased "gradually", Residential real estate shows "signs of improvement"
17. 29 AugFed: Consumer Deleveraging Continued in Q2
18. 29 AugNAR: Pending home sales index increased 2.4% in July
19. 29 AugQ2 GDP Growth Revised up to 1.7% Annualized
20. 29 AugMBA: Mortgage Refinance Activity declines
21. 29 AugWednesday: Q2 GDP update, Pending Home Sales, Beige Book
22. 28 AugHousing: Two Bearish Views on House Prices and Foreclosures
23. 28 AugFDIC reports Fewer Problem banks, REO Declines; Total REO Declines in Q2
24. 28 AugHouse Price Comments, Real House Prices, Price-to-Rent Ratio
25. 28 AugCase-Shiller: House Prices increased 0.5% year-over-year in June
26. 28 AugReport: ECB President Draghi to Skip Jackson Hole
27. 28 AugTuesday: Case-Shiller House Price index
28. 27 AugDOT: Vehicle Miles Driven increased 0.4% in June
29. 27 AugFed's Pianalto discusses Benefits and Costs of QE3
30. 27 AugDallas Fed: "Growth Slows" in August Regional Manufacturing Activity
31. 27 AugFed's Evans supports Open-Ended QE
32. 27 AugSunday Night Futures:Isaac, ECB and Fed
33. 26 Aug"Serial Refinancers" and Percent of Refinance Loans with Cash Out
34. 26 AugZillow: House Prices increased 1.2% Year-over-year in July
35. 25 AugUnofficial Problem Bank list declines to 898 Institutions
36. 25 AugSchedule for Week of Aug 26th
37. 25 AugSummary for Week ending August 24th
38. 25 AugZillow forecasts Case-Shiller House Price index to show small Year-over-year increase for June
39. 24 AugLawler: Updated Distressed Home Sales Share Table
40. 24 AugMerkel and Samaras Press Conference
41. 24 AugBLS: Displaced Workers Summary
42. 24 AugDurable Goods orders increase 4.2% in July
43. 24 AugFriday: Durable Goods, Europe, and requesting a favor
44. 23 AugMisc: Negative Equity declines, FHFA house prices increase, Flash PMI
45. 23 AugNew Home Sales and Distressing Gap
46. 23 AugNew Home Sales increase in July to 372,000 Annual Rate
47. 23 AugWeekly Initial Unemployment Claims increase to 372,000
48. 23 AugThursday: New Home Sales, Weekly Unemployment Claims
49. 22 AugAIA: Architecture Billings Index Downturn Moderates as Negative Conditions Continue in July
50. 22 AugFOMC Minutes: Discussion of policy tools the FOMC "might employ"
51. 22 AugExisting Home Sales: Inventory and NSA Sales Graph
52. 22 AugExisting Home Sales in July: 4.47 million SAAR, 6.4 months of supply
53. 22 AugMBA: Mortgage Refinance Activity declines as Rates Increase
54. 22 AugWednesday: July Existing Home Sales, FOMC Minutes
55. 21 AugFHFA: New Short Sale Guidelines for Fannie and Freddie
56. 21 AugMortgage Delinquencies by State: Range and Current
57. 21 AugPhilly Fed: State Coincident Indexes in July show weakness
58. 21 AugGerman Official: "Small concessions are feasible" for Greece
59. 20 AugResearch: Loan-to-income guidelines could have "forestalled much of the housing boom"
60. 20 AugLeonhardt: Possible Causes of the Income Slump
61. 20 AugFNC: Residential Property Values increased 1.1% in June
62. 20 AugMortgage Cramdowns: A Missed Opportunity
63. 20 AugChicago Fed: Growth in Economic Activity below trend in July
64. 20 AugSunday Night Futures
65. 19 AugGasoline Prices up 30 cents over last 7 weeks
66. 19 AugReport: ECB Considering setting limits on Sovereign Debt Yields
67. 19 AugSan Diego: "Fears recede of second crash from 'shadow inventory'"
68. 18 AugUnofficial Problem Bank list declines to 899 Institutions
69. 18 AugSchedule for Week of August 19th
70. 18 AugSummary for Week Ending August 17th
71. 17 AugPreliminary: Fed manufacturing surveys and ISM index for August
72. 17 AugLawler: Early Look At Existing Home Sales in July
73. 17 AugLA area Port Traffic: Imports and Exports down YoY in July
74. 17 AugState Unemployment Rates increased in 44 States in July
75. 17 AugConsumer Sentiment increases in August to 73.6
76. 17 AugFriday: Consumer sentiment, State Employment and Unemployment
77. 16 AugComment on Housing, and Starts and Completions
78. 16 AugQuarterly Housing Starts by Intent compared to New Home Sales
79. 16 AugTimiraos on Absorption of Excess Vacant Supply of Housing Inventory
80. 16 AugHousing Starts declined to 746 thousand in July
81. 16 AugWeekly Initial Unemployment Claims increase to 366,000
82. 16 AugThursday: Housing Starts, Weekly Unemployment Claims, Philly Fed Index
83. 15 AugJackson Hole Economic Symposium 2012 Dates
84. 15 AugJuly Update: Early Look at 2013 Cost-Of-Living Adjustments indicates 1% increase
85. 15 AugWSJ: Articles on Shadow Inventory
86. 15 AugKey Measures show slowing inflation in July
87. 15 AugNAHB Builder Confidence increases in August, Highest since February 2007
88. 15 AugIndustrial Production increased 0.6% in July, Capacity Utilization increased
89. 15 AugNY Fed Manufacturing Survey indicates contraction, CPI unchanged in July
90. 15 AugReport: Housing Inventory declines 19.3% year-over-year in July
91. 15 AugWednesday: CPI, Industrial Production, NY Fed Manufacturing Survey, Homebuilder Confidence
92. 14 AugDataQuick: SoCal Home Sales increase year-over-year in July
93. 14 AugLawler: Table of Short Sales and Foreclosures for Selected Markets
94. 14 AugHouse Prices and a Foreclosure Supply Shock
95. 14 AugRetail Sales increased 0.8% in July
96. 14 AugNFIB: Small Business Optimism Index declines in July
97. 14 AugTuesday: July Retail Sales, PPI
98. 13 AugSacramento: Percentage of REOs lowest in years in July
99. 13 AugSerious Mortgage Delinquencies and In-Foreclosure by State
100. 13 AugEurope Update: More Contraction
101. 13 AugSunday Night Futures
102. 12 AugEurope and US: A few misc dates in September and October
103. 12 AugMortgage Delinquencies by Loan Type
104. 12 AugUpdate: Real GDP Percent Change Graph, 1980-Q2 2012
105. 11 AugUnofficial Problem Bank list increases to 900 Institutions
106. 11 AugSchedule for Week of August 12th
107. 11 AugSummary for Week ending Aug 10th
108. 11 AugWSJ: More Pain for Cities
109. 10 AugComparing Housing Recoveries
110. 10 AugThe Housing Bottom and the Unemployment Rate
111. 10 AugImport Price declined 0.6 percent in July
112. 10 AugNAHB: Builder Confidence in the 55+ Housing Market Increases in Q2
113. 9 AugLPS: Mortgage Delinquencies increased slightly in June, HARP refinance activity increased
114. 9 AugQ2 MBA National Delinquency Survey Graph and Comments
115. 9 AugMBA: Mortgage Delinquencies increased in Q2
116. 9 AugTrade Deficit declined in June to $42.9 Billion
117. 9 AugWeekly Initial Unemployment Claims decline to 361,000
118. 9 AugThursday: Trade Deficit, Unemployment Claims, Mortgage Delinquency Survey
119. 8 AugHouse Prices will decline month-to-month Seasonally later in 2012
120. 8 AugLas Vegas Real Estate: Sales decline, Inventory down sharply year-over-year
121. 8 AugFannie, Freddie, FHA REO declined 18% Year-over-year
122. 8 AugFannie Mae reports $5.1 Billion Net Income, Improvement due to increase in house prices, REO sales prices
123. 8 AugMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
124. 8 AugMonthly Economic Contest: New Login Added
125. 8 AugThe economic impact of a slight increase in house prices
126. 7 AugFreddie Mac: Increase in Home Prices contributes to Lower Credit Losses
127. 7 AugFed's Bernanke: Teacher Town Hall Meeting
128. 7 AugTrulia: Asking House Prices increased in July
129. 7 AugBLS: Job Openings increased in June
130. 7 AugCoreLogic: House Price Index increases in June, Up 2.5% Year-over-year
131. 7 AugWSJ: "Momentum building" for QE3
132. 7 AugTuesday: JOLTs, Bernanke
133. 6 AugHousing: Inventory down 23% year-over-year in early August
134. 6 AugFed: Some domestic banks "eased lending standards", seeing "stronger demand"
135. 6 AugWeekly Hotel Occupancy Rate above 75% for the first time since 2007
136. 6 AugGasoline Prices up 20 cents over last 5 weeks
137. 6 AugMonday: Senior Loan Officer Opinion Survey
138. 5 AugPayroll Employment and Seasonal Factors
139. 5 AugUpdate: Recovery Measures
140. 4 AugUnofficial Problem Bank list declines to 899 Institutions
141. 4 AugSchedule for Week of August 5th
142. 4 AugSummary for Week ending Aug 3rd
143. 3 AugBank Failure #40 in 2012: Waukegan Savings Bank, Waukegan, Illinois
144. 3 AugAAR: Rail Traffic "mixed" in July, Intermodal at Record Level
145. 3 AugISM Non-Manufacturing Index increases slightly, Employment index declines in July
146. 3 AugEmployment: Another Fairly Weak Report (more graphs)
147. 3 AugJuly Employment Report: 163,000 Jobs, 8.3% Unemployment Rate
148. 3 AugFriday: July Employment Report, ISM Services
149. 2 AugThe Gold Audit
150. 2 AugEmployment Situation Preview
151. 2 AugAnother measure of household formation and vacancy rates
152. 2 AugWeekly Initial Unemployment Claims increase to 365,000
153. 2 AugThursday: ECB Meeting, Weekly Unemployment Claims, Factory Orders
154. 1 AugQ2 2012 GDP Details: Office and Mall Investment increases slightly, Single Family investment increases
155. 1 AugU.S. Light Vehicle Sales at 14.1 million annual rate in July
156. 1 AugFOMC Statement: "Economic activity decelerated", Takes no action
157. 1 AugConstruction Spending in June: Private spending increases, Public Spending flat
158. 1 AugISM Manufacturing index increases slightly in July to 49.8
159. 1 AugADP: Private Employment increased 163,000 in July
160. 1 AugMBA: Refinance Activity Highest in Three Years
161. 1 AugWednesday: FOMC announcement, ISM Mfg, Auto Sales and much more

July 2012

1. 31 JulPrediction Contest: July Winners, August Questions
2. 31 JulFannie Mae and Freddie Mac Serious Delinquency rates declined in June
3. 31 JulFannie, Freddie will not Participate in Principal Reduction Program
4. 31 JulMisc: Chicago PMI increases slightly, Consumer Confidence up, CoreLogic 60,000 Foreclosures in June
5. 31 JulHouse Price Comments, Real House Prices, Price-to-Rent Ratio
6. 31 JulCase Shiller: House Prices increased 2.2% in May
7. 31 JulPersonal Income increased 0.5% in June, Spending decreased slightly
8. 31 JulFHFA Nears Decision on Debt Forgiveness, and Tuesday: Case-Shiller House Prices
9. 31 JulMore FOMC Preview
10. 30 JulNMHC Apartment Survey: Market Conditions Tighten in Q2 2012
11. 30 JulLawler on Manufactured Housing
12. 30 JulDallas Fed: "Slower Growth" in July Regional Manufacturing Activity
13. 30 JulEurope Update
14. 30 JulMonday: Dallas Fed Manufacturing Survey
15. 29 JulFOMC Preview: QE3 now or later?
16. 29 JulWhen will the Case-Shiller house price index turn positive Year-over-year?
17. 29 JulUnofficial Problem Bank list declines to 900 Institutions
18. 28 JulLawler: Expect "significant" upward revisions for Q2 New Home Sales
19. 28 JulSchedule for Week of July 29th
20. 28 JulSummary for Week ending July 27th
21. 28 JulZillow forecasts 1% Year-over-year decline for May Case-Shiller House Price index
22. 27 JulBank Failure #39 in 2012: Jasper Banking Company, Jasper, Georgia
23. 27 JulHVS: Q2 Homeownership and Vacancy Rates
24. 27 JulBloomberg: Draghi to hold talks with Bundesbank on ECB Bond Purchases
25. 27 JulQ2 GDP: Comments and Investment
26. 27 JulFinal July Consumer Sentiment at 72.3
27. 27 JulReal GDP increased 1.5% annual rate in Q2
28. 27 JulFriday: GDP, Consumer Sentiment
29. 26 JulRecord Low Mortgage Rates and Increasing Refinance Activity
30. 26 JulTim Duy: Draghi finds the panic button. Maybe.
31. 26 JulLawler on Builder Results
32. 26 JulKansas City Fed: "Modest" Growth in Regional Manufacturing Activity in July
33. 26 JulNAR: Pending home sales index decreased 1.4% in June
34. 26 JulWeekly Initial Unemployment Claims decline to 353,000
35. 26 JulThursday: Weekly Unemployment Claims, Durable Goods, Pending Home Sales, KC Manufacturing Index
36. 25 JulLPS: Mortgage delinquencies increased in June
37. 25 JulATA Trucking index increased in June
38. 25 JulLawler on New Home Sales and Revisions
39. 25 JulSome comments on New Home Sales and Distressing Gap
40. 25 JulNew Home Sales declined in June to 350,000 Annual Rate
41. 25 JulMBA: Refinance Activity Highest since 2009
42. 25 JulWednesday: New Home Sales
43. 24 JulWSJ: Fed Moving Closer to more Accommodation
44. 24 JulPhilly Fed: State Coincident Indexes show weakness
45. 24 JulMisc: FHFA house prices increase 0.8%, Richmond Fed index declines sharply, UPS Comments
46. 24 JulMarkit Flash PMI falls to 51.8
47. 24 JulZillow: "Housing Market Turns Corner"
48. 24 JulTuesday: Flash PMI, Richmond Fed Survey, FHFA House Prices
49. 23 JulDataQuick: California Foreclosure Activity Lowest in Five Years
50. 23 JulLeonhardt: "A Closer Look at Middle-Class Decline"
51. 23 JulSpain, Italy ban some short selling
52. 23 JulChicago Fed: Growth in Economic Activity below trend in June
53. 23 JulMonday: Chicago Fed National Activity Index
54. 23 JulWSJ: "As Homes Go, So Do Pickups"
55. 22 JulDOT: Vehicle Miles Driven increased 2.3% in May
56. 22 JulUnofficial Problem Bank list declines to 905 Institutions
57. 22 JulBank makes $1 Million on Foreclosure
58. 21 JulSchedule for Week of July 22nd
59. 21 JulSummary for Week ending July 20th
60. 21 JulBank Failure #38: Second Federal Savings and Loan Association of Chicago, Chicago, Illinois
61. 20 JulBank Failure #37 in 2012: Heartland Bank, Leawood, Kansas
62. 20 JulBank Failures #34 - 36 in 2012: Florida and Georgia
63. 20 JulReport: Mortgage originations at large banks increased sharply in Q2
64. 20 JulState Unemployment Rates little changed in June
65. 20 JulEurozone approves Spanish Bank Bailout, Bond Yields increase
66. 19 JulLA Times: "Ports of Los Angeles and Long Beach building at furious pace"
67. 19 JulFNC: Residential Property Values increased 0.6% in May
68. 19 JulMisc: Philly Fed, Leading Indicators
69. 19 JulExisting Home Sales: Inventory and NSA Sales Graph
70. 19 JulExisting Home Sales in June: 4.37 million SAAR, 6.6 months of supply
71. 19 JulWeekly Initial Unemployment Claims increase to 386,000
72. 19 JulThursday: Existing Home Sales, Philly Fed, Unemployment Claims
73. 18 JulStarts and Completions: Multi-family and Single Family
74. 18 JulFed's Beige Book: Economic activity increased at "modest to moderate" pace, Residential real estate "largely positive"
75. 18 JulAugust 1st QE3 Departure Date?
76. 18 JulAIA: Architecture Billings Index shows "drop in design activity" in June
77. 18 JulHousing Starts increased to 760 thousand in June, Highest since October 2008
78. 18 JulMBA: "Record Low Mortgage Rates Lead to Jump in Refinance Activity"
79. 18 JulWednesday: Housing Starts, Beige Book, more Bernanke
80. 17 JulLawler: Early Read on Existing Home Sales in June
81. 17 JulFirst Look at 2013 Cost-Of-Living Adjustments and Maximum Contribution Base
82. 17 JulKey Measures show slowing inflation in June
83. 17 JulNAHB Builder Confidence increases strongly in July, Highest since March 2007
84. 17 JulBernanke: Semiannual Monetary Policy Report to the Congress
85. 17 JulIndustrial Production increased 0.4% in June, Capacity Utilization increased
86. 17 JulBLS: CPI unchanged in June
87. 17 JulReport: Housing Inventory declines 19.4% year-over-year in June
88. 17 JulTuesday: Bernanke, CPI, Industrial Production, Builder Confidence
89. 16 JulLA area Port Traffic: Imports and Exports up YoY in June
90. 16 JulReport: HARP Refis increase signficantly
91. 16 JulDownward Revisions: Q2 GDP Tracking around 1.1%
92. 16 JulEarlier: Empire State Survey shows modest expansion in July
93. 16 JulRetail Sales decline 0.5% in June
94. 16 JulMonday: Retail Sales, Empire State Manufacturing Survey
95. 15 JulGasoline Prices: "Comparative stability"
96. 15 JulFed's Lockhart on Monetary Policy
97. 15 JulNY Times: Possible Criminal Charges in LIBOR Scandal
98. 14 JulUnofficial Problem Bank list declines to 912 Institutions
99. 14 JulSchedule for Week of July 15th
100. 14 JulSummary for Week ending July 13th
101. 14 JulLibor Scandal: Old Articles
102. 13 JulBank Failure #33 in 2012: Glasgow Savings Bank, Glasgow, Missouri
103. 13 JulMarket Update: More than a Lost Decade
104. 13 JulHotels: Occupancy Rate declines in latest weekly survey
105. 13 JulConsumer Sentiment declines in July to 72.0
106. 13 JulPPI increases 0.1%, JPMorgan reports $4.4 billion CIO Loss
107. 13 JulFriday: JPMorgan Results, PPI, Consumer sentiment
108. 12 JulForeclosure Report: California "Homebuyers should brace themselves for significantly less inventory next year"
109. 12 JulCoreLogic: Negative Equity Decreases in Q1 2012
110. 12 JulRedfin: House prices increased in June, Inventory declined
111. 12 JulBuffett: US Housing Picking Up, Rest of economy slowing down
112. 12 JulWeekly Initial Unemployment Claims decline to 350,000 due to onetime factors
113. 12 JulThursday: Weekly Unemployment Claims, Import and Export Prices
114. 11 JulLawler: Preliminary Table of Short Sales and Foreclosures for Selected Cities in June
115. 11 JulFOMC Minutes: Several Members noted "additional policy action could be warranted" if economy loses "momentum"
116. 11 JulWSJ: The U.S. Housing Bust Is Over
117. 11 JulTrade Deficit declines in May to $48.7 Billion
118. 11 JulMBA: Record low mortgage rates, Mortgage Purchase activity increases slightly
119. 11 JulWednesday: Trade Balance, FOMC Minutes
120. 10 JulSacramento: Percentage of Distressed House Sales lowest in years in June
121. 10 JulForeclosure Supply and the Housing Market
122. 10 JulLas Vegas Real Estate: Inventory down sharply
123. 10 JulBLS: Job Openings increased in May
124. 10 JulNFIB: Small Business Optimism Index declines in June
125. 10 JulTuesday: Small Business Confidence, JOLTS
126. 9 JulPhoenix Housing: Sharp decline in Foreclosure Sales
127. 9 JulQ1 2012: Mortgage Equity Withdrawal strongly negative
128. 9 JulFed's Williams: Unemployment above Target, Inflation below Target, QE3 "most effective tool"
129. 9 JulLPS: Mortgages in Foreclosure still near record high, Much higher in Judicial States
130. 9 JulMonday: LPS Mortgage Delinquency Report, Consumer Credit
131. 8 JulFed Speak and a few Key Fed Dates
132. 8 JulEmployment Report Graphs: Participation Rate, Duration of Unemployment and Diffusion Indexes
133. 8 JulPercent Job Losses: Great Recession and Great Depression
134. 7 JulUnofficial Problem Bank list declines to 913 Institutions
135. 7 JulSchedule for Week of July 8th
136. 7 JulSummary for Week ending July 6th
137. 7 JulBank Failure #32 in 2012: Montgomery Bank & Trust, Ailey, Georgia
138. 6 JulAAR: Rail Traffic "mixed" in June, Intermodal at Record Level
139. 6 JulWhere are the construction jobs?
140. 6 JulReis: Mall Vacancy Rate declines slightly in Q2
141. 6 JulEmployment: Another Weak Report (more graphs)
142. 6 JulJune Employment Report: 80,000 Jobs, 8.2% Unemployment Rate
143. 6 JulFriday: Jobs, Jobs, Jobs
144. 5 JulConsumer Bankruptcy filings Decrease 13 Percent in First Half of 2012
145. 5 JulEmployment Situation Preview
146. 5 JulISM Non-Manufacturing Index declines, indicates slower expansion in June
147. 5 JulWeekly Initial Unemployment Claims decline to 374,000
148. 5 JulADP: Private Employment increased 176,000 in June
149. 5 JulMBA: Mortgage Applications Decrease, Record Low Mortgage Rates
150. 5 JulReis: Apartment Vacancy Rate falls to 4.7% in Q2
151. 5 JulThursday: ISM Service, ADP Employment, ECB, Unemployment Claims
152. 4 Jul"The Handoff – Manufacuturing to Housing"
153. 4 JulHousing: Seriously Dude, Where's my inventory?
154. 4 JulMartin Wolf on Europe: A Step in the Right Direction
155. 4 JulHouse Prices: Goldman sort of Calls the Bottom
156. 3 JulU.S. Light Vehicle Sales at 14.1 million annual rate in June
157. 3 JulManufacturing vs. Housing
158. 3 JulFHFA: "Robust" Market Reponse to Bulk REO Pilot Program
159. 3 JulTrulia: Asking House Prices increased in June
160. 3 JulReis: Office Vacancy Rate unchanged in Q2 at 17.2%
161. 3 JulTuesday: Auto Sales, Factory Orders
162. 2 JulCoreLogic: House Price Index increases in May, Up 2.0% Year-over-year
163. 2 JulConstruction Spending in May: Private spending increases, Public Spending declines
164. 2 JulISM Manufacturing index declines in June to 49.7
165. 2 JulEurozone Recession: Record Unemployment, Manufacturing Shrinks
166. 2 JulMonday: ISM Manufacturing, Construction Spending
167. 1 JulHousing: Investor Buying in Oakland
168. 1 JulUpdate: Recovery Measures
169. 1 JulJune Contest Winners: A Tie!

June 2012

1. 30 JunOn Europe
2. 30 JunSchedule for Week of July 1st
3. 30 JunSummary for Week ending June 29th
4. 30 JunUnofficial Problem Bank List declines to 917 Institutions, Quarterly Transition Matrix
5. 29 JunFannie Mae and Freddie Mac Serious Delinquency rates declined in May
6. 29 JunRestaurant Performance Index declines in May, Still shows expansion
7. 29 JunCoreLogic: 63,000 completed foreclosures in May
8. 29 JunConsumer Sentiment declines in June to 73.2
9. 29 JunPersonal Income increased 0.2% in May, Spending decreased slightly
10. 29 JunTomorrow: Personal Income and Outlays for May, Chicago PMI, Consumer Sentiment
11. 28 JunEurope: Growth Pact Update
12. 28 JunA QE Timeline
13. 28 JunKansas City Fed: Growth in Regional Manufacturing Activity Slowed in June
14. 28 JunWeekly Initial Unemployment Claims mostly unchanged
15. 28 JunTomorrow: Unemployment Claims, Q1 GDP (third estimate)
16. 28 JunNumber of Cities with Increasing House Prices
17. 27 JunLawler on Lennar: Net Home Orders Jump, Pricing Improves in “Most” Markets
18. 27 JunMerle Hazard: "Fiscal Cliff"
19. 27 JunHousing: Inventory and Negative Equity
20. 27 JunNAR: Pending home sales index increased 5.9% in May
21. 27 JunMBA: Mortgage Applications Decrease in Latest Weekly Survey
22. 27 JunLook Ahead: Durable Goods, Pending Home Sales
23. 26 JunMisc: Richmond Fed Survey shows contraction, Consumer confidence declines
24. 26 JunHouse Prices to increase 10%?
25. 26 JunReal House Prices and Price-to-Rent Ratio
26. 26 JunCase Shiller: House Prices increased in April
27. 26 JunLook Ahead: Case-Shiller House Prices
28. 25 JunWhen will the Case-Shiller house price index turn positive Year-over-year?
29. 25 JunDallas Fed: Regional Manufacturing Activity "Surges" in June
30. 25 JunHome Sales Reports: What Matters
31. 25 JunNew Home Sales increase in May to 369,000 Annual Rate
32. 25 JunChicago Fed: Economic growth slower in May
33. 25 JunLook Ahead: New Home Sales
34. 24 JunDOT: Vehicle Miles Driven decreased 0.4% in April
35. 24 JunHousing: Jumbo Borrowers Trapped Underwater
36. 24 JunGasoline Prices: $3 per gallon?
37. 23 JunSummary for Week ending June 22nd
38. 23 JunSchedule for Week of June 24th
39. 23 JunUnofficial Problem Bank list increases to 921 Institutions
40. 22 JunZillow's forecast for Case-Shiller House Price index in April
41. 22 JunReports: European Leaders to Push for €130 billion Stimulus
42. 22 JunEurope: Spain to make Official Aid Request Monday, ECB releases new Collateral Rules
43. 22 JunA Different Look at Inflation: MIT's Billion Price Project
44. 22 JunResidential Remodeling Index increases 2 percent in April
45. 21 JunDifferent Views on QE3 Timing
46. 21 JunMortgage Rates: Another Week, Another Record Low
47. 21 JunMisc: Philly Fed, Leading Indicators, FHFA House Price index increases 0.8%
48. 21 JunExisting Home Sales: Inventory and NSA Sales Graph
49. 21 JunExisting Home Sales in May: 4.55 million SAAR, 6.6 months of supply
50. 21 JunWeekly Initial Unemployment Claims mostly unchanged, Four week average highest this year
51. 21 JunLook Ahead: Existing Home Sales
52. 20 JunBernanke Paves the Way for QE3 on August 1st
53. 20 JunCensus: Number of Shared Households increased 2.25 million from 2007 to 2010
54. 20 JunFOMC Projections and Bernanke Press Conference
55. 20 JunFOMC Statement: Continue Twist through end of Year
56. 20 JunAIA: Architecture Billings Index declines sharply in May
57. 20 JunLPS: Mortgage delinquencies increased in May
58. 20 JunMBA: FHA Mortgage Refinance Applications increase sharply
59. 20 JunLook Ahead: Fed Day
60. 19 JunATA Trucking index declined 0.7% in May
61. 19 JunComments on Housing and Article on Yahoo
62. 19 JunBLS: Job Openings declined in April
63. 19 JunHousing Starts at 708 thousand in May, Single Family starts increase to 516 thousand
64. 19 JunLook Ahead: Housing Starts
65. 18 JunReport: Fed concerned about "Credit divide"
66. 18 JunLawler: Fannie, Freddie Delinquency Rates and REO by State for March
67. 18 JunFNC: Residential Property Values increase 0.6% in April
68. 18 JunNAHB Builder Confidence increases slightly in June, Highest since May 2007
69. 18 JunSpanish Bond Yields above 7.25%
70. 18 JunSunday Night: Asian Stocks and US Futures Up
71. 17 JunFOMC Preview: QE3 now or later?
72. 17 JunReport: Greece's New Democracy projected to win, Expected to form government
73. 17 JunGreece: Exit Polls show close voting
74. 17 JunGreece Election: Voting now, Polls close at Noon ET
75. 16 JunUnofficial Problem Bank list declines to 919 Institutions
76. 16 JunSchedule for Week of June 17th
77. 16 JunSummary for Week ending June 15th
78. 16 JunDavid Rosenberg cracks me up!
79. 15 JunBank Failures #29 - #31 in 2012
80. 15 JunLawler: Early Read on Existing Home Sales in May
81. 15 JunLA area Port Traffic: Imports down YoY, Exports mostly unchanged in May
82. 15 JunState Unemployment Rates little changed in May
83. 15 JunConsumer Sentiment declines in June to 74.1
84. 15 JunIndustrial Production down in May, Capacity Utilization declined
85. 15 JunNY Fed: Regional manufacturing activity "expanded slightly" in June Survey
86. 15 JunLook Ahead: Industrial Production, Consumer Sentiment and more
87. 14 JunGreece: Election results expected at 2:30 PM ET Sunday, Unemployment Rate hits Record 22.6%
88. 14 JunHotels: Occupancy Rate close to Pre-Recession Levels
89. 14 JunKey Measures show slowing inflation in May
90. 14 JunCoreLogic: Existing Home Shadow Inventory declines 15% year-over-year
91. 14 JunWeekly Initial Unemployment Claims increase to 386,000
92. 14 JunLook Ahead: CPI, Weekly Unemployment Claims, Greece
93. 13 JunDataQuick: SoCal home sales up in May
94. 13 JunTim Duy: "Is Anyone Answering the Phones at the ECB?"
95. 13 JunReport: Housing Inventory declines 20.1% year-over-year in May
96. 13 JunRedfin: House prices increased 2.2% Year-over-year in May
97. 13 JunRetail Sales decline 0.2% in May
98. 13 JunMBA: Mortgage Applications Reach Highest Level Since 2009
99. 13 JunLook Ahead: Retail Sales
100. 13 JunJPMorgan Provides example of "Orderly Liquidation" after a catastrophic loss
101. 12 JunEuropean Crisis Commentary
102. 12 JunLawler: Table of Short Sales and Foreclosures for Selected Cities
103. 12 JunReport: HARP 2 Refinancing activity increases
104. 12 JunNFIB: Small Business Optimism Index "Stagnates" in May
105. 12 JunLook Ahead: Small Business Optimism Index, Import and Export Prices
106. 11 JunSacramento: Percentage of Distressed House Sales lowest in years in May
107. 11 JunFed Survey: From 2007 to 2010, Median Family income declined 7.7%, Median Net Worth declined 38.8%
108. 11 JunGasoline Prices decline 16 cent over the past three weeks
109. 11 JunCoreLogic: Impact of negative equity on the Supply of Unsold Homes
110. 11 JunSunday Night: Asian Stocks and US Futures Up
111. 10 JunLA Times: "Shortage of homes for sale creates fierce competition"
112. 10 JunChina economic data "mixed"
113. 9 JunUnofficial Problem Bank list declines to 923 Institutions
114. 9 JunSpain to ask EU for Bank Bailout
115. 9 JunSchedule for Week of June 10th
116. 9 JunReport: Euro zone discussing €100 billion aid for Spanish Banks
117. 9 JunSummary for Week Ending June 8th
118. 9 JunIMF reports Spanish Banks need €37 billion; China CPI up 3.0%
119. 8 JunBank Failures #26 to #28 in 2012
120. 8 JunBank Failure #25 in 2012: First Capital Bank, Kingfisher, Oklahoma
121. 8 JunLas Vegas House sales up YoY in May, Inventory down sharply
122. 8 JunAAR: Rail Traffic "mixed" in May
123. 8 JunTrade Deficit declines in April to $50.1 Billion
124. 8 JunLook Ahead: Trade Deficit, China data on Saturday
125. 7 JunLower Costs on FHA's Streamline Refinance Program are effective on June 11th
126. 7 JunRecord Low Mortgage Rates and Increasing Refinance Activity
127. 7 JunFed's Q1 Flow of Funds: Household Real Estate Value increased in Q1
128. 7 JunBernanke Senate Testimony: "Prepared to take action as needed"
129. 7 JunWeekly Initial Unemployment Claims decline to 377,000
130. 7 JunLook Ahead: Bernanke, Weekly unemployment claims, Q1 Flow of Funds
131. 7 JunFed's Yellen: "Scope remains for further policy accommodation"
132. 6 JunHousing Inventory and Price Expectations
133. 6 JunFed's Beige Book: Economic activity increased at "moderate" pace, Residential real estate "activity improved"
134. 6 JunWSJ: ECB's Draghi see "heightened risks", Takes no action
135. 6 JunMBA: Refinance Activity increases as Mortgage Rates fall to New Record Low
136. 6 JunLook Ahead
137. 5 JunComparing Housing Recoveries
138. 5 JunHousing: Dude, Where's my inventory?
139. 5 JunTrulia: Asking House Prices Unchanged in May
140. 5 JunISM Non-Manufacturing Index indicates slightly faster expansion in May
141. 5 JunCoreLogic: House Price Index increases in April, Up 1.1% Year-over-year
142. 5 JunWSJ: Spain Warns of Losing Access to Markets for Borrowing
143. 5 JunLook Ahead: ISM non-manufacturing index
144. 4 JunThe Misfiring Engine of Recovery
145. 4 JunG7 Emergency Talks on Tuesday
146. 4 JunBIS Quarterly Review: Global Banks Cut Lending
147. 4 JunGasoline prices declining
148. 4 JunSunday Night Futures
149. 3 JunSluggish Growth and Payroll Employment: An Update
150. 3 JunEurope: A few Key Dates this Month
151. 3 JunUnofficial Problem Bank list declines to 927 Institutions
152. 3 JunSchedule for Week of June 3rd
153. 2 JunSummary for Week Ending June 1st
154. 2 JunEmployment Report Graphs: Construction, Duration of Unemployment and Diffusion Indexes
155. 2 JunUpdate: State and Local Government Job Losses
156. 2 JunFannie Mae Serious Delinquency rate declined in April, Freddie Mac unchanged
157. 1 JunPersonal Income increased 0.2% in April, Spending 0.3%
158. 1 JunU.S. Light Vehicle Sales at 13.8 million annual rate in May
159. 1 JunConstruction Spending in April: Private spending increases, Public Spending declines
160. 1 JunMay Employment Summary and Discussion
161. 1 JunISM Manufacturing index declines in May to 53.5
162. 1 JunMay Employment Report: 69,000 Jobs, 8.2% Unemployment Rate
163. 1 JunMay Contest Winners and Look Ahead

May 2012

1. 31 MayLPS: Foreclosures Sales declined in April, FHA foreclosure starts increased sharply
2. 31 MayEmployment Situation Preview
3. 31 MayNY Fed: Consumer Deleveraging Continued in Q1, but Student Loan Debt Continued to Grow
4. 31 MayChicago PMI declines to 52.7
5. 31 MayWeekly Initial Unemployment Claims increase to 383,000
6. 31 MayADP: Private Employment increased 133,000 in May
7. 31 MayLook Ahead: GDP, ADP Employment, Weekly Unemployment Claims, Chicago PMI
8. 30 MayLawler: Pending Home Sales and updated Table of Short Sales and Foreclosures for Selected Cities
9. 30 MayHouse Prices: The Turning Point
10. 30 MayCoreLogic: 66,000 completed foreclosures in April
11. 30 MayNAR: Pending home sales index declined 5.5% in April
12. 30 MayMBA: Mortgage Rates Drop to New Survey Lows
13. 29 MayCase-Shiller Seasonal Factors
14. 29 MayHouse Prices: From "bold call" to consensus in four months
15. 29 MayDallas Fed: Texas Manufacturing Expands but New Orders Remain Flat
16. 29 MayReal House Prices and Price-to-Rent Ratio at late '90s Levels
17. 29 MayCase Shiller: House Prices fall to new post-bubble lows in March NSA
18. 29 MayExtended Unemployment Benefits ending for many long term unemployed
19. 29 MayMonday Night Futures
20. 28 MayNumber of Cities with Increasing House Prices
21. 28 MayBorrowing costs increase for Spain and Italy
22. 27 MayUnofficial Problem Bank list increases to 931 Institutions
23. 27 MayA few Employment Report Forecasts
24. 27 MayNew home construction picks up in Las Vegas
25. 26 MayConviction: Fraud for Housing
26. 26 MaySchedule for Week of May 27th
27. 26 MaySummary for Week of May 25th
28. 26 MayFriday Night Humor: Ivy League Hustle
29. 25 MayLawler: Q1 REO inventory of "the F's", PLS, and FDIC-insured institutions combined down about 20% from a year ago
30. 25 MayMore Pain in Spain
31. 25 MayZillow's forecast for Case-Shiller House Price index in March, Zillow index shows prices increased in April
32. 25 MayConsumer Sentiment increases in May to 79.3
33. 25 MayTim Duy: "Is QE3 Just Around the Corner?"
34. 25 MayEuropean Gloom and Look Ahead: Consumer sentiment
35. 25 MayRecord Low Mortgage Rates and Refinance Activity
36. 24 MayLawler: Post-Census Study of Census 2010
37. 24 MayMisc: Kansas City Fed manufacturing index "Rebounds", "Flash PMI" shows slower expansion, Mortgage Rates at record low
38. 24 MayFDIC-insured institutions’ 1-4 Family Real Estate Owned (REO) decreased in Q1
39. 24 MayWeekly Initial Unemployment Claims essentially unchanged at 370,000
40. 24 MayGrexit Update and Look Ahead: Durable Goods, Weekly Unemployment Claims
41. 23 MayKolko: Dissecting the House Price Indices
42. 23 MayFHFA: Quarterly House Price Index shows first year-over-year gain since 2007
43. 23 MayNew Home Sales Comments
44. 23 MayNew Home Sales increase in April to 343,000 Annual Rate
45. 23 MayMBA: Mortgage Refinance activity increases, Mortgage Rates at Record Low
46. 23 MayLook Ahead: New Home Sales
47. 22 MayATA Trucking index declined 1.1% in April
48. 22 MayLawler: Comments on Existing home sales and FHA REO
49. 22 MayExisting Home Sales: Inventory and NSA Sales Graph
50. 22 MayExisting Home Sales in April: 4.62 million SAAR, 6.6 months of supply
51. 22 MayNew Push for Eurozone Bonds
52. 22 MayLook Ahead: Existing Home Sales
53. 21 MayLPS: Mortgage delinquencies increased slightly in April
54. 21 MayDOT: Vehicle Miles Driven increased 0.9% in March
55. 21 MayFNC: Residential Property Values increase 0.5% in March
56. 21 MayChicago Fed: Economic growth near historical trend in April
57. 21 MaySunday Night Futures
58. 20 MayComment: We need more and better data, not less
59. 20 MayThe Real Estate Agent Bust
60. 20 MayUnofficial Problem Bank list increases to 928 Institutions
61. 19 MayQuarterly Housing Starts by Intent compared to New Home Sales
62. 19 MaySchedule for Week of May 20th
63. 19 MaySummary for Week of May 18th
64. 19 MayVan Rompuy Statement: "Stay the course" in Europe, "Pro-growth agenda" in June
65. 18 MayBank Failure #24 in 2012: Alabama Trust Bank
66. 18 MayGrexit Update
67. 18 MayState Unemployment Rates decline in 37 states in April
68. 18 MayHotels: RevPAR increases 4.5% compared to same week in 2011
69. 18 MayMisc: Record Low Mortgage Rates, Spanish Banks downgraded, and more
70. 17 MayGreece: Election is June 17th
71. 17 MayLawler: Early Read on Existing Home Sales in April
72. 17 MayRealtyTrac: Foreclosure activity declined in April
73. 17 MayPhilly Fed: Regional manufacturing activity contracted in May Survey
74. 17 MayWeekly Initial Unemployment Claims at 370,000
75. 17 MayLook Ahead: Weekly Unemployment Claims, Philly Fed Manufacturing Survey
76. 16 MaySome thoughts on Apartments and Rents
77. 16 MayAIA: Architecture Billings Index indicates contraction in April
78. 16 MayReport: Housing Inventory declines 18.9% year-over-year
79. 16 MayFOMC Minutes: "Several members indicated that additional monetary policy accommodation could be necessary" if economy slows
80. 16 MayQ1 MBA National Delinquency Survey Comments
81. 16 MayMBA: Mortgage Delinquencies decline in Q1
82. 16 MayIndustrial Production up in April, Capacity Utilization increases
83. 16 MayHousing Starts increase to 717,000 in April
84. 16 MayLook Ahead: Housing Starts, Industrial Production, Mortgage Delinquencies, FOMC Minutes
85. 15 MayMisc: NY Fed Manufacturing Survey, Remodeling Index
86. 15 MayLawler: Update Table of Short Sales and Foreclosures for Selected Cities
87. 15 MayKey Measures of Inflation in April
88. 15 MayNAHB Builder Confidence increases in May, Highest since May 2007
89. 15 MayRetail Sales increased 0.1% in April
90. 15 MayLook Ahead: Retail sales, CPI, Home Builder Confidence, NY Fed Manufacturing Survey
91. 14 MayUpdate on Gasoline Prices: West Coast Refinery Problems
92. 14 MayHousing: The Return of Multiple Offers
93. 14 MayOil and Gasoline Prices, and the Reversal of Seaway Pipeline
94. 14 MaySpanish and Italian Bond Yields Increase
95. 14 MayLook Ahead: Sunday Night Futures
96. 13 MayGreek Exit: Looking more likely
97. 13 MayEurope Update: Next Greek Election, Euro-area GDP expected to show recession
98. 13 MayUnofficial Problem Bank list declines to 924 Institutions
99. 12 MayGov. Brown: California Deficit increases to $16 Billion
100. 12 MaySchedule for Week of May 13th
101. 12 MaySummary for Week of May 11th
102. 11 MayBookies stop taking bets on Greece leaving the euro
103. 11 MayLawler: Fannie SF REO Inventory: Total vs. “Listed/Available for Sale”
104. 11 MayLas Vegas: Visitor Traffic at New High, Convention Attendance Lags
105. 11 MayConsumer Sentiment increases in May to 77.8
106. 11 MayPPI declines 0.2% in April, Core PPI increased 0.2%
107. 11 MayLook Ahead: PPI, Consumer Sentiment
108. 11 MayLPS: House Price Index increased 0.2% in February
109. 10 MayJPM: $2 billion trading loss on synthetic credit position
110. 10 MayLawler: Table of Short Sales and Foreclosures for Selected Cities
111. 10 MaySacramento: Percentage of Distressed House Sales increases slightly in April
112. 10 MayNAHB: Builder Confidence in the 55+ Housing Market Increases
113. 10 MayTrade Deficit increased in March to $51.8 Billion
114. 10 MayWeekly Initial Unemployment Claims at 367,000
115. 10 MayLook Ahead: Trade Deficit, Unemployment Claims
116. 10 MayGreece Updates: Policy Failure
117. 9 MayLawler: REO inventory of "the F's" and PLS
118. 9 MayFannie Mae reports $2.7 billion in income, REO inventory declines in Q1 2012
119. 9 MayMBA: Mortgage Purchase activity increased, Record Low Mortgage Rates
120. 9 MayLook Ahead: Light Economic Day, Articles on Government Employment
121. 8 MayLas Vegas House sales up slightly YoY in April, Inventory down sharply
122. 8 MayGreece: New Elections Likely, Odds increase for Eurozone Exit
123. 8 MayThe economic impact of stabilizing house prices?
124. 8 MayBLS: Job Openings increased in March
125. 8 MayCoreLogic: House Price Index increases in March, Down 0.6% Year-over-year
126. 8 MayNFIB: Small Business Optimism Index increases in April
127. 8 MayBofA Starts Settlement related Principal Reduction Program
128. 8 MayLook Ahead: Small Business Optimism Index, Job Openings
129. 7 MayThe Declining Participation Rate
130. 7 MayFreddie Mac: Lower REO Expense in Q1 due to "stabilizing home prices in certain geographical areas"
131. 7 MayHousing: Inventory declines 21% year-over-year in early May
132. 7 MayFormer Housing Bear Lewis Ranieri calls housing bottom
133. 7 MayUpdate: Gasoline Prices down 15 cents year-over-year
134. 7 MayLook Ahead: Futures Down
135. 6 May"Rents soar"
136. 6 MayExit Polls: Hollande Wins French Runoff, Greek vote split
137. 6 MayMish on "Rentership" and House Prices
138. 6 MayElections: France and Greece
139. 6 MayFrance and Greece Election Times
140. 6 MayAAR: Rail Traffic "mixed" in April
141. 5 MayUnofficial Problem Bank list declines to 925 Institutions
142. 5 MaySchedule for Week of May 6th
143. 5 MaySummary for Week ending May 4th
144. 5 MayBank Failure #23 in 2012: Security Bank, National Association, North Lauderdale, Florida
145. 4 MayMore Graphs: Construction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
146. 4 MayAnother Housing Bear leaves the Woods
147. 4 MayGraph: U.S. Housing Market Summary
148. 4 MayApril Employment Summary and Discussion
149. 4 MayApril Employment Report: 115,000 Jobs, 8.1% Unemployment Rate
150. 4 MayLook Ahead: April Employment Report, European Elections
151. 3 MayFreddie Mac: Fixed Mortgage Rates Average New All-Time Record Lows
152. 3 MayNFIB: Small Business hiring was weak in April, "Outlook improves"
153. 3 MayEmployment Situation Preview
154. 3 MayTrulia on Houses: Asking Prices increase slightly Year-over-year in April
155. 3 MayISM Non-Manufacturing Index indicates slower expansion in April
156. 3 MayWeekly Initial Unemployment Claims decline to 365,000
157. 3 MayLook Ahead: Unemployment Claims, ISM Services, and ECB
158. 2 MayMortgage Equity Withdrawal update
159. 2 MayLawler: Update on Home Builder Sales
160. 2 MayOver There: Euro zone unemployment rate rises to 10.9%
161. 2 MayLPS: March Foreclosure Starts increase, Foreclosure Sales lowest since December 2010
162. 2 MayADP: Private Employment increased 119,000 in April
163. 2 MayNew Short Sales Guidelines from Fannie and Freddie
164. 1 MayU.S. Light Vehicle Sales at 14.42 million annual rate in April
165. 1 MayConstruction Spending increases slightly in March
166. 1 MayISM Manufacturing index indicates faster expansion in April
167. 1 MayCoreLogic: 69,000 completed foreclosures in March 2012
168. 1 MayChrysler: U.S. April sales increased 20% year-over-year
169. 1 MayContest Questions and April Winner

April 2012

1. 30 AprRestaurant Performance Index increases in March
2. 30 AprFannie Mae and Freddie Mac Serious Delinquency rates declined in March
3. 30 AprFed: On net, Domestic Banks eased their lending standards and experienced stronger demand over the last 3 months
4. 30 AprQ1 2012 GDP Details: Office and Mall Investment falls to record low, Single Family investment increases
5. 30 AprHVS: Q1 Homeownership and Vacancy Rates
6. 30 AprChicago PMI declines to 56.2
7. 30 AprPersonal Income increased 0.4% in March, Spending 0.3%
8. 30 AprHousing: The "Long Bottom"
9. 29 AprUnofficial Problem Bank list declines to 930 Institutions
10. 29 AprRecovery Measures
11. 28 AprThe upward slope of Real House Prices
12. 28 AprSchedule for Week of April 29th
13. 28 AprSummary for Week ending April 27th
14. 28 AprLack of Demand
15. 28 AprBank Failure #22: Palm Desert National Bank, Palm Desert, California
16. 27 AprBank Failures #18 through #21 in 2012
17. 27 AprWSJ on Housing: "Bidding wars are back"
18. 27 AprQ1 GDP: Comments and Investment
19. 27 AprConsumer Sentiment increases slightly in April to 76.4
20. 27 AprReal GDP increased 2.2% annual rate in Q1
21. 27 Apr"Private money coming back into the housing finance market"
22. 26 AprContest Question: Will real GDP be above or below consensus?
23. 26 AprLawler: Builder Reports Exceed Expectations
24. 26 AprNMHC Apartment Survey: Market Conditions Tighten in Q1 2012
25. 26 AprMisc: Kansas City Fed index weakens, Mortgage Rates near record low, Radar Logic house prices
26. 26 AprNAR: Pending home sales index increased in March
27. 26 AprWeekly Initial Unemployment Claims at 388,000
28. 26 AprRealtyTrac: Foreclosure activity mixed in Q1
29. 26 AprSan Francisco Rents "On a tear"
30. 25 AprHousing Bottom Callers: Zelman, Thornberg
31. 25 AprFOMC Forecasts and Bernanke Press Conference
32. 25 AprFOMC Statement: Economy "expanding moderately"
33. 25 AprThe Bottom for House Prices
34. 25 AprATA Trucking index Increased 0.2% in March
35. 25 AprMBA: Mortgage Purchase activity increased slightly, Refinance activity declined, Record Low Mortgage Rates
36. 25 AprMisc: California 99ers Lose 20 Weeks, Richmond Fed index increases, FHFA House Prices increase year-over-year
37. 25 AprPhilly Fed State Coincident Indexes increased in March
38. 24 AprLPS: Percent of delinquent mortgage loans declined in March
39. 24 AprComments on Housing and "Distressing Gap" Graph
40. 24 AprReal House Prices and Price-to-Rent Ratio at late '90s Levels
41. 24 AprNew Home Sales in March at 328,000 Annual Rate
42. 24 AprCase Shiller: House Prices fall to new post-bubble lows in February NSA
43. 23 AprTwo Convicted of Mortgage Fraud in San Diego
44. 23 AprLawler: Early Builder Reports Point to “Pretty Decent” Spring Selling Season, Contest Questions
45. 23 AprDOT: Vehicle Miles Driven increased 1.8% in February
46. 23 AprFNC: February Residential Property Values Down 0.8%
47. 23 AprEurozone Worries Again
48. 23 AprSunday Night Futures
49. 22 AprFrom the WSJ: Hilsenrath's FOMC Preview
50. 22 AprHousing Survey: Fewer "low ball" Offers in 2012
51. 22 AprFOMC Meeting Preview
52. 22 AprUnofficial Problem Bank list declines to 939 Institutions
53. 21 AprSchedule for Week of April 22nd
54. 21 AprSummary for Week ending April 20th
55. 21 AprFT Alphaville: FOMC pre-preview
56. 20 AprBank Failure #17 in 2012: Fort Lee Federal Savings Bank, FSB, Fort Lee, NJ
57. 20 AprZillow's forecast for Case-Shiller House Price index in February
58. 20 AprResidential Investment and the Housing Industry Recovery
59. 20 AprState Unemployment Rates decline in 30 states in March
60. 20 AprSpanish 10 year bond yields near 6%
61. 20 AprState and Local Government Payroll Employment Stabilizing?
62. 19 AprHomeowner Financial Obligation Ratio near normal, Mortgage obligations still high
63. 19 AprPhilly Fed: "Regional manufacturing activity expanded modestly" in April Survey
64. 19 AprExisting Home Sales: Inventory and NSA Sales Graph
65. 19 AprExisting Home Sales in March: 4.48 million SAAR, 6.3 months of supply
66. 19 AprWeekly Initial Unemployment Claims at 386,000
67. 18 AprSome thoughts on housing and foreclosures
68. 18 AprLawler: Evaluation of Gross Vacancy Rates From the 2010 Census Versus Current Surveys
69. 18 AprLocal Home Builder: "Spring selling season is off to a great start"
70. 18 AprAIA: Architecture Billings Index indicates expansion in March
71. 18 AprMBA: Mortgage Applications decrease, Refinance activity increases
72. 17 AprNew Short Sale timelines and HARP Updates
73. 17 AprDataQuick: Socal Home Sales increased slightly in March year-over-year
74. 17 AprComments on the Housing Recovery and Starts and Completions
75. 17 AprHousing Misc: Short Sales surpass Foreclosures, Asking prices up, Inventory down year-over-year
76. 17 AprIndustrial Production unchanged in March, Capacity Utilization declines
77. 17 AprHousing Starts decline in March
78. 16 AprLA area Port Traffic increases in March, Exports hit new record
79. 16 AprLawler: Early Read on Existing Home Sales in March
80. 16 AprNY Fed: Manufacturing Activity "improved modestly" in April
81. 16 AprResidential Remodeling Index increases 3% in February
82. 16 AprNAHB Builder Confidence declines in April
83. 16 AprRetail Sales increased 0.8% in March
84. 15 AprEurope: Sarkozy calls on ECB to support growth
85. 15 AprKrugman: "Insane in Spain"
86. 15 AprLou Barnes on Boulder, Colorado Housing
87. 15 AprPercent Job Losses: Great Recession and Great Depression
88. 14 AprUnofficial Problem Bank list declines to 944 Institutions
89. 14 AprSchedule for Week of April 15th
90. 14 AprSummary for Week ending April 13th
91. 14 AprMore foreclosure thoughts: What's in a name?
92. 13 AprLawler: Expect NAR to report a 3% Year-over-year increase in the Median Price for March
93. 13 AprBofA sues BofA in Foreclosure Filing: More "Robo foreclosure"?
94. 13 AprBernanke: "Some Reflections on the Crisis and the Policy Response"
95. 13 AprKey Measures of Inflation in March
96. 13 AprConsumer Sentiment declines slightly in April to 75.7
97. 13 AprBLS: CPI increases 0.3% in March
98. 13 AprFreddie Mac: 15-Year Fixed-Rate Mortgage Hits New All-Time Record
99. 12 AprAnalyst: Rising Rents "could tip the cost of housing in favor of ownership"
100. 12 AprSacramento: Lowest percentage of Distressed House Sales in years
101. 12 AprStrategic Defaulters vs. Strategic Modifiers
102. 12 AprTrade Deficit declined in February to $46 Billion
103. 12 AprWeekly Initial Unemployment Claims increase to 380,000
104. 12 AprRealtyTrac: Q1 2012 Foreclosure Activity Lowest Since Q4 2007
105. 11 AprFed's Yellen: Discusses "keeping the funds rate close to zero until late 2015"
106. 11 AprFed's Beige Book: Economic activity increased at "modest to moderate" pace, Residential real estate "activity improved"
107. 11 AprLabor Force Participation Rate Projection Update
108. 11 AprMBA: Mortgage Applications decrease, Rates decline slightly
109. 10 Apr"US mortgage and foreclosure law"
110. 10 AprLas Vegas House sales up slightly YoY in March, Inventory down sharply
111. 10 AprSan Francisco Commercial Real Estate: First Spec Office Building since Recession
112. 10 AprBLS: Job Openings increased slightly in February
113. 10 AprWebcast: Speech by FHFA acting director Edward DeMarco
114. 10 AprNFIB: Small Business Optimism Index declined in March
115. 9 AprBernanke: Fostering Financial Stability
116. 9 AprUpdate: Gasoline Prices
117. 9 AprHamilton: Current economic conditions
118. 9 AprLPS: House Price Index declined 0.9% in January
119. 9 AprSunday Night Futures and FHFA Speech on Tuesday
120. 8 AprMore: Mall Vacancy Rate declines slightly in Q1
121. 8 AprHousing Story: Owning vs. Renting
122. 8 AprHUD Secretary on Principal Reductions
123. 7 AprUnofficial Problem Bank List and Quarterly Transition Matrix
124. 7 AprSchedule for Week of April 8th
125. 7 AprSummary for Week ending April 6th
126. 7 AprStand-up economist Yoram Bauman: S*** happens: the economics version
127. 6 AprAAR: Rail Traffic "mixed" in March
128. 6 AprConstruction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
129. 6 AprEmployment Summary and Discussion
130. 6 AprMarch Employment Report: 120,000 Jobs, 8.2% Unemployment Rate
131. 6 AprReis: Strip Mall Vacancy Rate declines slightly in Q1
132. 6 AprExisting Home Inventory declines 20% year-over-year in early April
133. 5 AprFederal Reserve Issues Statement on Rental of REOs
134. 5 AprEmployment Situation Preview
135. 5 AprMore: Office Vacancy Rate declines slightly to 17.2% in Q1
136. 5 AprTrulia announces new "mix adjusted" House Asking Price Monitor, Prices up 1.4% from Q4
137. 5 AprWeekly Initial Unemployment Claims decline to 357,000
138. 5 AprReis: Office Vacancy Rate declines slightly in Q1 to 17.2%
139. 5 AprJamie Dimon's "Brain Freeze" and Comments on Housing
140. 4 AprFHFA's DeMarco: FHFA to make decision on GSE Principal Reductions this month
141. 4 AprMore: Apartment Vacancy Rate falls to 4.9% in Q1
142. 4 AprCeridian-UCLA: Diesel Fuel index increased 0.3% in March
143. 4 AprISM Non-Manufacturing Index indicates slower expansion in March
144. 4 AprCoreLogic: House Price Index falls to new post-bubble low in February, Rate of decline slows
145. 4 AprADP: Private Employment increased 209,000 in March
146. 4 AprReis: Apartment Vacancy Rate falls to 4.9% in Q1
147. 4 AprLawler comments on FHA Single-Family Mutual Mortgage Insurance Fund Quarterly Report to Congress
148. 3 AprU.S. Light Vehicle Sales at 14.4 million annual rate in March
149. 3 AprFOMC Minutes: No Push for QE3
150. 3 AprUpdate on Possible GSE Principal Reductions
151. 3 AprLPS: February Foreclosure Starts and Sales Reversed Prior Month’s Increases
152. 3 AprBloomberg article on House Prices
153. 3 AprJim the Realtor: Multiple Offers at the low-to-mid end
154. 2 AprWaPo: Student Debt and Senior Citizens
155. 2 AprWells Fargo on Housing: Better Days Ahead, Prices to bottom mid-year
156. 2 AprConstruction Spending declines in February
157. 2 AprISM Manufacturing index indicates slightly faster expansion in March
158. 2 AprOver There: Unemployment rate at new high in Euro Zone
159. 1 AprWaPo on Investors buying Foreclosures to Rent
160. 1 AprAnd the winner is ... me!
161. 1 AprMcCulley: Monetary and Fiscal policy must be "irresponsible" in a liquidity trap

March 2012

1. 31 MarPersonal Saving Rate and Real Personal Income less Transfer Payments
2. 31 MarSchedule for Week of April 1st
3. 31 MarSummary for Week ending March 30th
4. 31 MarUnofficial Problem Bank list declines to 948 Institutions
5. 30 MarFannie Mae and Freddie Mac Serious Delinquency rates declined in February
6. 30 MarBank Failure #16 in 2012: Fidelity Bank, Dearborn, Michigan
7. 30 MarRestaurant Performance Index increases in February
8. 30 MarState Unemployment Rates "little changed" in February
9. 30 MarMisc: Chicago PMI declines to 62.2, Consumer Sentiment improves
10. 30 MarPersonal Income increased 0.2% in February, Spending 0.8%
11. 30 MarLos Angeles Mayor to "lay off a large number of employees"
12. 29 MarQ4 GDP and GDI
13. 29 MarBernanke: "The Federal Reserve and the Financial Crisis" Part 4
14. 29 MarCoreLogic: Almost 65,000 completed foreclosures in February 2012
15. 29 MarKansas City Fed: Growth in Manufacturing Activity Moderated Slightly in March
16. 29 MarWeekly Initial Unemployment Claims decline to 359,000
17. 29 MarUpdate: Gasoline Prices
18. 28 MarJPMorgan CEO on Housing
19. 28 MarThe long term impact of unemployment
20. 28 MarReport: US, UK and France considering releasing Oil
21. 28 MarMBA: Refinance Applications Drop for Sixth Consecutive Week
22. 28 MarUpdate: Greek Election in late April or May
23. 27 MarHousing: Toll Brothers "Orders up significantly", "Best Spring season in five years"
24. 27 MarBernanke Interview on ABC at 6:30 PM
25. 27 MarATA Trucking index Increased 0.5% in February
26. 27 MarReal House Prices and Price-to-Rent Ratio decline to late '90s Levels
27. 27 MarMisc: Lennar reports 33% increase in orders, Richmond Fed survey shows slower Expansion, Consumer confidence declines
28. 27 MarCase Shiller: House Prices fall to new post-bubble lows in January
29. 27 MarHouse Prices and Lagged Data
30. 26 MarDallas Fed: Texas Manufacturing Expansion Continues in March
31. 26 MarLawler on possible Fannie and Freddie Principal Reductions
32. 26 MarComment: QE3 Remains Likely
33. 26 MarNAR: Pending home sales index decreases in February
34. 26 MarChicago Fed: Economic Growth in February "near average"
35. 26 MarBernanke: Labor Market "remain far from normal"
36. 25 MarReport: Germany to allow increase to "Firewall"
37. 25 MarUpdate on HARP 2
38. 25 MarProPublica: Fannie and Freddie Principal Writedowns
39. 24 MarUnofficial Problem Bank list declines to 949 Institutions
40. 24 MarSchedule for Week of March 25th
41. 24 MarSummary for Week ending March 23rd
42. 23 MarBank Failure #15 in 2012: Premier Bank, Wilmette, Illinois
43. 23 MarBank Failure #14 in 2012: Covenant Bank & Trust, Rock Spring, Georgia
44. 23 MarDOT: Vehicle Miles Driven increased 1.6% in January
45. 23 MarZillow's forecast for Case-Shiller House Price index in January
46. 23 MarHome Sales: Distressing Gap
47. 23 MarNew Home Sales decline in February to 313,000 Annual Rate
48. 23 MarKB Home: Deliveries Up, Net Orders down year-over-year
49. 23 MarWSJ: BofA to try Deed-in-lieu to Rental Program
50. 22 MarBernanke: "The Federal Reserve and the Financial Crisis" Part 2
51. 22 MarOther House Price Indexes: FNC and RadarLogic
52. 22 MarManufactured Home Shipments up 33% year-over-year in January
53. 22 MarMisc: Merrill House prices"bottoming now", FHFA House price index unchanged in January
54. 22 MarWeekly Initial Unemployment Claims decline to 348,000
55. 22 MarHousing: "Signs of Life"
56. 21 MarCoreLogic: Existing Home Shadow Inventory remains at 1.6 million units
57. 21 MarExisting Home Sales: Inventory and NSA Sales Graph
58. 21 MarAIA: Architecture Billings Index indicated expansion in February
59. 21 MarExisting Home Sales in February: 4.59 million SAAR, 6.4 months of supply
60. 21 MarLPS: Percent of delinquent mortgage loans declined in February
61. 21 MarMBA: Mortgage Refinance activity slows as rates rise, "Sand States" now "HARP states"
62. 21 MarGreece: Parliament Approves Bailout
63. 20 MarBernanke: "The Federal Reserve and the Financial Crisis" Part 1
64. 20 MarLPS: 91,086 completed foreclosures in January 2012
65. 20 MarPhilly Fed State Coincident Indexes increased in January
66. 20 MarStarts and Completions: Multi-family and Single Family
67. 20 MarHousing Starts decline slightly in February
68. 19 MarMarket Update: Still a Lost Decade
69. 19 MarLawler on FHA: Number of Seriously Delinquent SF Loans Down Slightly in February, Way Up from Year Ago
70. 19 MarDesktop Underwriter® Refi Plus and Wells Fargo
71. 19 MarNAHB Builder Confidence index unchanged in March
72. 19 MarResidential Remodeling Index increases 11% year-over-year in January
73. 19 MarHARP Update: Fannie Mae updates Desktop Underwriter® (DU)
74. 18 MarOil and Gasoline Prices
75. 18 MarSome humor from Jim the Realtor
76. 18 MarPublic and Private Sector Payroll Jobs: Bush and Obama
77. 18 MarYear-over-year Change in Public and Private Payroll Employment
78. 17 MarUnofficial Problem Bank list declines to 952 Institutions
79. 17 MarSchedule for Week of March 18th
80. 17 MarSummary for Week ending March 16th
81. 17 MarNorris: Full Service Restaurants and Okun's Law
82. 16 MarLawler: Early Read on Existing Home Sales in February
83. 16 MarKey Measures of Inflation in February
84. 16 MarConsumer Sentiment declines in March to 74.3
85. 16 MarIndustrial Production unchanged in February, Capacity Utilization declines
86. 16 MarBLS: CPI increases 0.4% in February
87. 16 MarHousing: Seasonality for Searches, Starts, Sales and Prices
88. 15 MarDataQuick: Bay Area California Home Sales increased in February
89. 15 MarCoreLogic: 69,000 completed foreclosures in January 2012
90. 15 MarPhilly Fed and Empire State Manufacturing Surveys indicate slightly stronger expansion in March
91. 15 MarWeekly Initial Unemployment Claims decline to 351,000
92. 15 MarLA area Port Traffic declines in February
93. 14 MarLawler: Updated “Distressed Sales” Shares Table, Select Areas
94. 14 MarDataQuick: Socal Home Sales increased in February
95. 14 MarLas Vegas House sales up 13% YoY in February, Inventory off sharply
96. 14 MarMBA: Mortgage Purchase Applications increase
97. 14 MarCeridian-UCLA: Diesel Fuel index increased 0.7% in February
98. 13 MarFed: 15 of 19 Banks passed adverse stress test scenario
99. 13 MarFed to Release Stress Test Results Today at 4:30PM ET
100. 13 MarFOMC Statement: No changes, economy "expanding moderately"
101. 13 MarState Unemployment Rates "generally lower" in January
102. 13 MarBLS: Job Openings unchanged in January
103. 13 MarRetail Sales increased 1.1% in February
104. 13 MarNFIB: Small Business Optimism increases slightly in February
105. 12 MarHousing: Short Sales increase, Foreclosure Sales down Year-over-year
106. 12 MarMortgage Settlement filed with Court
107. 12 MarReport: New Bank Stress Test results expected by Thursday
108. 12 MarReport: Public transportation ridership increases 2.3% in 2011
109. 12 MarReport: Mortgage Settlement might be filed in court Monday
110. 11 MarLawler: REO inventory of "the F's", PLS, and FDIC-insured institutions combined down about 21% last year
111. 11 MarDistressed House Sales using Sacramento Data for February
112. 11 MarAAR: Rail Traffic "mixed" in February
113. 11 MarConstruction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
114. 10 MarUnofficial Problem Bank list declines to 956 Institutions
115. 10 MarSchedule for Week of March 11th
116. 10 MarSummary for Week Ending March 9th
117. 10 MarLawler: Hovnanian says Spring Selling Season “Off to a Good Start”
118. 9 MarBank Failure #13 in 2012: New City Bank, Chicago, Illinois
119. 9 MarFreddie Mac: REO inventory declines 16% in 2011
120. 9 MarTrade Deficit increased in January to $52.6 Billion
121. 9 MarEmployment Summary and Discussion
122. 9 MarFebruary Employment Report: 227,000 Jobs, 8.3% Unemployment Rate
123. 9 MarA few Greek Debt Deal Details
124. 8 MarPIMCO's Taj Mahal
125. 8 MarEmployment Situation Preview
126. 8 MarFed's Flow of Funds: Household Real Estate Value declined $213 billion in Q4
127. 8 MarReport on Greek Debt Deal: "more than 75 percent and heading for 80 percent" participation
128. 8 MarWeekly Initial Unemployment Claims increase to 362,000
129. 8 MarThursday: Another Key Day for Greece
130. 7 MarLawler: 31% of FHA loans in negative equity
131. 7 MarCFO Survey: U.S. Employment Growth to Accelerate
132. 7 MarLPS: House Price Index declined 1.0% in December
133. 7 MarCoreLogic: House Price Index declined 1.0% in January to new post-bubble low
134. 7 MarADP: Private Employment increased 216,000 in February
135. 7 MarSome more comments on Housing Inventory
136. 7 MarHamilton: The impact of oil prices on the U.S. economy
137. 6 MarFHA Reduces Fees to Encourage Refinancing
138. 6 MarGreek Update: Collective action clause
139. 6 MarLPS: Foreclosure Starts and Sales increase Sharply in January
140. 6 MarHousing: Year over Year change in Asking Prices
141. 5 MarLawler: Maryland and Foreclosures: Living for Free in the Free State?
142. 5 MarExisting Home Inventory declines 21% year-over-year in early March
143. 5 MarISM Non-Manufacturing Index indicates faster expansion in February
144. 5 MarHAMP for Investors
145. 4 MarThe Fed and QE3
146. 4 MarReport: Small Businesses added 45,000 jobs in February
147. 4 MarPersonal Saving Rate and Income less Transfer Payments
148. 3 MarUnofficial Problem Bank list at 959 Institutions
149. 3 MarSchedule for Week of March 4th
150. 3 MarSummary for Week Ending March 2nd
151. 3 MarThe Dentist Indicator
152. 2 MarBank Failure #12 in 2012: Georgia again
153. 2 MarHouse Prices and Future Contracts
154. 2 MarHotels: RevPAR increases 6.9% compared to same week in 2011
155. 2 MarEurope Update
156. 2 MarGreece Update
157. 1 MarU.S. Light Vehicle Sales at 15.1 million annual rate in February
158. 1 MarCoreLogic: 11.1 Million U.S. Properties with Negative Equity in Q4
159. 1 MarConstruction Spending declines slightly in January
160. 1 MarISM Manufacturing index indicates slower expansion in February
161. 1 MarPersonal Income increased 0.3% in January, Spending 0.2%
162. 1 MarWeekly Initial Unemployment Claims decline slightly to 351,000
163. 1 MarRestaurant Performance Index declines in January, Still "solidly positive"

February 2012

1. 29 FebFannie Mae Serious Delinquency rate declines, Freddie Mac rate increases
2. 29 FebFed's Beige Book: Economic activity increased at "modest to moderate" pace
3. 29 FebFannie Mae: REO inventory declines 27% in 2011
4. 29 FebBernanke Testimony: Semiannual Monetary Policy Report to the Congress
5. 29 FebMisc: Purchase Mortgage Applications increase, ECB LTRO €530bn
6. 29 FebGoldman Sachs and Wells Fargo receive Wells notices from SEC
7. 28 FebFDIC-insured institutions’ 1-4 Family Real Estate Owned (REO) decreased in Q4
8. 28 FebReal House Prices and Price-to-Rent fall to late '90s Levels
9. 28 FebMisc: Richmond Fed shows expansion, Consumer confidence increases, FDIC problem banks decline
10. 28 FebCase Shiller: House Prices fall to new post-bubble lows in December
11. 28 FebDurable Goods orders decline 4% in January
12. 28 FebDallas Fed: Texas Manufacturing Expansion Strengthens in February
13. 27 FebFHFA: "Tremendous" interest in new HARP Refinance Program
14. 27 FebFHFA announces Pilot REO Bulk Sales Offer
15. 27 FebGermany's Bundestag votes for Greek Bailout
16. 27 FebNY Fed: Delinquent Debt Shrinks while Real Estate Debt Continues to Fall
17. 27 FebNAR: Pending home sales increase in January
18. 27 FebConsensus Housing Forecast for 2012: 700,000 starts
19. 27 FebQuestion Contest, iPad Update, RSS and Twitter
20. 27 FebEurope: A few key dates
21. 26 Feb2011: Record Low Placements of Manufactured Homes, and Record low Total Completions
22. 26 FebUnofficial Problem Bank list increases to 960 Institutions
23. 25 FebBuffett's Views on Housing
24. 25 FebSchedule for Week of February 26th
25. 25 FebSummary for Week ending February 24th
26. 25 FebOil Prices and the Economy
27. 24 FebBank Failure #11 in 2012: Home Savings of America, Little Falls, Minnesota
28. 24 FebBank Failure #10 in 2012: Central Bank of Georgia, Ellaville, Georgia
29. 24 FebLawler: Declining Inventory of Existing Homes for Sale: Don’t Forget Conversion to Rentals
30. 24 FebNew Home Sales: 2011 Still the Worst Year, "Distressing Gap" remains very wide
31. 24 FebNew Home Sales in January at 321,000 Annual Rate
32. 24 FebAn "Upbeat" report on the Phoenix Housing Market
33. 24 FebBofA to Stop Selling Mortgages to Fannie Mae
34. 23 FebHotels: RevPAR increases 4.4% compared to same week in 2011
35. 23 FebComments on Existing Home Inventory
36. 23 FebMisc: Tenth District manufacturing increases, FHFA House Prices decline slightly in Q4
37. 23 FebWeekly Initial Unemployment Claims unchanged at 351,000
38. 23 FebPolicy Status Update
39. 22 FebFNC House Prices, Zillow's forecast for Case-Shiller
40. 22 FebAIA: Architecture Billings Index indicated expansion in January
41. 22 FebExisting Home Sales: Inventory and NSA Sales Graph
42. 22 FebExisting Home Sales in January: 4.57 million SAAR, 6.1 months of supply
43. 22 FebMBA: Purchase Applications Decrease in Latest Weekly Survey
44. 22 FebHome Depot on Housing
45. 21 FebLPS: Number of delinquent mortgage loans declined in January, In foreclosure increases slightly
46. 21 FebDOT: Vehicle Miles Driven increased 1.3% in December
47. 21 FebLawler: Number of Seriously-Delinquent FHA-Insured SF Loans Jumped Again in January
48. 21 FebChicago Fed: Economic Growth in January above Average
49. 21 FebReport: Greek Debt Deal Reached
50. 21 FebLawler: Update on Expectations for Existing Home Sales Report
51. 20 FebEurogroup - press conference at 5 PM ET
52. 20 FebMortgage Delinquencies by Loan Type
53. 20 FebMorning Greece: Eurozone finance ministers meet at 9 AM ET
54. 19 FebWSJ: IMF report shows Greek Debt situation worse than expected
55. 19 FebHow can builder confidence improve, single family starts increase sharply, and new home sales be unchanged?
56. 19 FebPercent Job Losses: Great Recession and Great Depression
57. 19 FebA few key dates for the Greek Debt Deal
58. 18 FebGasoline Prices: $4.50 per gallon by Memorial Day?
59. 18 FebSchedule for Week of February 19th
60. 18 FebSummary for Week ending February 17th
61. 18 FebUnofficial Problem Bank list declines to 956 Institutions
62. 17 FebReport: Existing Home inventory down 23.3% year-over-year
63. 17 FebLawler: Early Read on January Existing Home Sales
64. 17 FebKey Measures of Inflation in January
65. 17 FebHousing Starts and the Unemployment Rate
66. 17 FebBLS: CPI increases 0.2% in January
67. 17 FebEarlier: Philly Fed "Regional manufacturing activity continued to expand in February"
68. 17 FebPercent of mortgage loans In-Foreclosure by State
69. 16 FebMulti-family Starts and Completions, and Quarterly Starts by Intent
70. 16 FebQ4 MBA National Delinquency Survey Comments
71. 16 FebMBA: Mortgage Delinquencies decline in Q4
72. 16 FebHousing Starts increase in January
73. 16 FebWeekly Initial Unemployment Claims decline to 348,000
74. 16 FebDataQuick: Southland Home Sales Flat, Record Investor Buying
75. 15 FebLA area Port Traffic mostly unchanged year-over-year in January
76. 15 FebLawler: Short Sales increased significantly in Q4
77. 15 FebFOMC Minutes: A few members argued current conditions "could warrant" QE3 "before long"
78. 15 FebNAHB Builder Confidence index increases in February; Highest in over four years
79. 15 FebIndustrial Production unchanged in January, Capacity Utilization declines
80. 15 FebNY Fed Survey: Manufacturing activity expanded at a faster pace in February
81. 15 FebMBA: Purchase Applications Decrease in Latest Weekly Survey
82. 15 FebPolicy Update: Extension of payroll tax cut and extended unemployment benefits
83. 14 FebFHA REO Inventory declines to four-year low in December
84. 14 FebReport: Wednesday euro zone finance minister meeting cancelled
85. 14 FebCeridian-UCLA: Diesel Fuel index declined 1.7% in January
86. 14 FebRetail Sales increased 0.4% in January
87. 14 FebNFIB: Small Business Optimism Index increases slightly in January
88. 14 FebSF Fed President Williams: "Vital that we keep the monetary policy throttle wide open"
89. 14 FebEurope Update: Downgrades, Greek Aid may be conditional
90. 13 FebHousing: Short Sales increase, Foreclosure Sales down Year-over-year
91. 13 FebResidential Remodeling Index increases 22.8% year-over-year in December
92. 13 FebDistressed House Sales using Sacramento Data for January
93. 13 FebMortgage Servicer Settlement by State
94. 13 FebSunday Night Futures
95. 12 FebGreece: NY Times reports Austerity has Passed
96. 12 FebEconomic Analysis and Inaccurate Numbers
97. 12 FebUnofficial Problem Bank list unchanged at 958 Institutions
98. 12 FebGreek Parliament to vote Sunday at Midnight (5 PM ET)
99. 11 FebSchedule for Week of February 12th
100. 11 FebSummary for Week ending February 10th
101. 11 FebLate Night Reading: Greek Agreement with Troika
102. 10 FebBank Failures #8 &9 in 2012: Illinois and Indiana
103. 10 FebGreece Update: More Delays and Demonstrations
104. 10 FebBernanke: "Housing Markets in Transition"
105. 10 FebConsumer Sentiment declines in February to 72.5
106. 10 FebTrade Deficit increased in December to $48.8 Billion
107. 10 FebNAHB: Bernanke speaks on Friday, Multifamily and Remodeling expected to increase in 2012
108. 9 FebMortgage Settlement and Negative Equity
109. 9 FebHotels: RevPAR increases 8.7% compared to same week in 2011
110. 9 FebPolicy Updates: Mortgage Settlement Reached, Greek politicians agree on Debt Deal
111. 9 FebWeekly Initial Unemployment Claims decline to 358,000
112. 9 FebZillow: House prices declined 4.7% in 2011, Forecasts 3.7% decline in 2012
113. 9 FebWSJ: Mortgage Settlement could be announced Thursday, to include Florida, California, New York
114. 8 FebLas Vegas House sales up 12% YoY in January, Inventory off sharply
115. 8 FebThe impact of changes in the participation rate on the unemployment rate
116. 8 FebMBA: Refinance activity increases as mortgage rates fall to record low
117. 8 FebGreece Update: ECB to make a contribution
118. 7 FebNY AG cancels statement on Mortgage Settlement
119. 7 FebMortgage Settlement: NY AG to make statement at 6 PM ET
120. 7 FebGoldman: No Labor Force Participation Rebound in Sight
121. 7 FebBLS: Job Openings increased in December
122. 7 FebShort Sales: $35 Thousand Cash-for-keys
123. 7 FebMortgage Settlement: More than 40 states have agreed
124. 6 FebExisting Home Inventory declines 21% year-over-year in early February
125. 6 FebHousing: The Two Bottoms
126. 6 FebThe Housing Bottom is Here
127. 6 FebCRE: Another Half Off Sale
128. 6 FebNY Times: California might join mortgage settlement
129. 5 FebGreek talks end without agreement, will meet again on Monday
130. 5 FebRecovery Measures
131. 5 FebGreece: Key meeting on Sunday
132. 4 FebAAR: Rail Traffic increased 0.1 percent YoY in January
133. 4 FebSchedule for Week of February 5th
134. 4 FebSummary for Week ending February 3rd
135. 4 FebUnofficial Problem Bank list unchanged at 958 Institutions
136. 3 FebEmployment: The "Not in Labor Force" actually declined in January
137. 3 FebConstruction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
138. 3 FebISM Non-Manufacturing Index indicates faster expansion in January
139. 3 FebEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
140. 3 FebGraphs: Unemployment Rate, Participation Rate, Jobs added
141. 3 FebJanuary Employment Report: 243,000 Jobs, 8.3% Unemployment Rate
142. 3 FebMortgage Rates fall to record low
143. 2 FebLawler: Home Builder Results for Last Quarter
144. 2 FebJanuary Employment Report Revisions and Issues
145. 2 FebNMHC Apartment Survey: Market Conditions Tighten in Recent Survey
146. 2 FebCoreLogic: House Price Index declined 1.4% in December to new post-bubble low
147. 2 FebBernanke Testimony: "The Economic Outlook and the Federal Budget Situation"
148. 2 FebWeekly Initial Unemployment Claims decline to 367,000
149. 2 FebQ4 2011 GDP Details: Investment in Office, Mall, and Lodging, Residential Components
150. 1 FebU.S. Light Vehicle Sales at 14.18 million annual rate in January
151. 1 FebMisc: REO to Rental Program, New Refinance Plan and Auto Sales
152. 1 FebConstruction Spending increased 1.5% in December
153. 1 FebISM Manufacturing index indicates faster expansion in January
154. 1 FebADP: Private Employment increased 170,000 in January
155. 1 FebISM Seasonality
156. 1 FebMortgage Settlement: Ally Takes $270 million charge for "foreclosure related matters"

January 2012

1. 31 JanFannie Mae Serious Delinquency rate declines, Freddie Mac rate increases
2. 31 JanRestaurant Performance Index highest in almost six years in December
3. 31 JanReal House Prices and House Price-to-Rent
4. 31 JanHVS: Q4 Homeownership and Vacancy Rates
5. 31 JanCase Shiller: House Prices fall to new post-bubble lows in November (seasonally adjusted)
6. 31 JanA few policies I expect soon
7. 31 JanResearch: Weak labor demand explains increase in unemployment duration
8. 30 JanMortgage Settlement: States face "end-of-the-week deadline"
9. 30 JanFed Senior Loan Officer Survey: Lending standards "little changed", "somewhat stronger loan demand"
10. 30 JanDallas Fed Manufacturing Survey shows expansion in January
11. 30 JanPersonal Income increased 0.5% in December, Spending decreased slightly
12. 30 JanEuropean Leaders: Austerity alone not answer
13. 29 JanExisting Home Inventory declines 17% year-over-year in January
14. 29 JanMortgage Settlement and New Investigation
15. 29 JanEurope Update: Greece nears debt deal
16. 28 JanUnofficial Problem Bank list declines to 958 Institutions
17. 28 JanSchedule for Week of Jan 29th
18. 28 JanSummary for Week ending January 27th
19. 28 JanGovernment to triple HAMP payments for principal reductions
20. 27 JanBank Failure #6 & 7: Tennessee and Minnesota
21. 27 JanBank Failures #4 and 5 in 2012: Florida and Tennessee
22. 27 JanLPS: 2010, 2011 Mortgage Originations have record low default rates
23. 27 JanQ4 GDP: Residential Investment now making a positive contribution
24. 27 JanConsumer Sentiment increases in January
25. 27 JanReal GDP increased 2.8% annual rate in Q4
26. 27 JanGDP Report expected to show 3% annualized growth
27. 26 JanCase Shiller House Price Forecasts: New Post-bubble lows Seasonally Adjusted
28. 26 JanMisc: Tenth District manufacturing increases, Chicago Fed National Activity Index, State Coincident indexes
29. 26 Jan2011: Record Low New Home Sales and 'Distressing Gap'
30. 26 JanNew Home Sales decline in December to 307,000 Annual Rate
31. 26 JanWeekly Initial Unemployment Claims increase to 377,000
32. 26 JanCalifornia AG: Mortgage settlement 'inadequate'
33. 25 JanAnalysis: Bernanke paves the way for QE3
34. 25 JanFOMC: Sets 2% Inflation Target, January Summary of Economic Projections (SEP) and Press Briefing
35. 25 JanFOMC Statement: Rates likely exceptionally low through late 2014
36. 25 JanPending Home Sales Decline in December
37. 25 JanMBA: Mortgage Purchase Application Index declined in Latest Survey
38. 25 JanComparing Ceridian Diesel Fuel Index and ATA Trucking Index
39. 25 JanSOTU Video: 9 PM ET
40. 24 JanHousing Initiatives Tonight
41. 24 JanDataQuick: California Foreclosure Activity declines in Q4
42. 24 JanATA Trucking Index increased sharply in December
43. 24 JanState Unemployment Rates "slightly lower" in December
44. 24 JanRichmond Fed: Manufacturing Activity Picks Up the Pace in January
45. 24 JanGreece: Eurozone finance ministers push for lower rates on private sector involvement
46. 24 JanFHFA Analysis on Principal Forgiveness
47. 23 JanDOT: Vehicle Miles Driven declined 0.9% in November
48. 23 JanHotels: STR on 2011 results, 2012 forecast
49. 23 JanAP reports $25B Mortgage Settlement goes to states for review
50. 23 JanMorning Greece: Euro Zone Finance Ministers discuss possible debt deal
51. 23 JanGreece: Still no deal on debt
52. 22 JanFOMC Meeting Preview
53. 22 JanQ4 GDP Forecasts: Sluggish Growth
54. 22 JanGreek Debt Deal Update: Talks Continue
55. 21 JanUnofficial Problem Bank list declines to 963 Institutions
56. 21 JanSchedule for Week of Jan 22nd
57. 21 JanSummary for Week ending January 20th
58. 21 JanFed releases templates for FOMC Fed Funds rate projections
59. 20 JanBank Failure #3 in 2012: American Eagle Savings Bank, Boothwyn, PA
60. 20 JanBank Failures #1 & 2 in 2012: Florida and Georgia
61. 20 JanHotels: Occupancy Rate back to pre-recession levels
62. 20 JanExisting Home Sales: Inventory and NSA Sales Graph
63. 20 JanExisting Home Sales in December: 4.61 million SAAR, 6.2 months of supply
64. 20 JanMore on Greek Debt Deal
65. 20 JanEurope Update: Greek Debt Deal Talks continue Friday
66. 19 JanLawler: Housing Forecast for 2012
67. 19 JanKey Measures of Inflation moderate in December
68. 19 JanHousing: Record Low Total Completions in 2011
69. 19 JanPhilly Fed: "Regional manufacturing activity continued to expand at a moderate pace in January"
70. 19 JanHousing Starts decline in December
71. 19 JanWeekly Initial Unemployment Claims decline to 352,000
72. 19 JanSummary of Busy Day
73. 18 JanFNC and Zillow House Price Indexes for November
74. 18 JanHUD Secretary Donovan : Mortgage Settlement "Very Close"
75. 18 JanAIA: Architecture Billings Index indicated expansion in December
76. 18 JanNAHB Builder Confidence index increases in January
77. 18 JanIndustrial Production increased 0.4% in December, Capacity Utilization increased
78. 18 JanMBA: Mortgage Refinance Applications increase sharply
79. 18 JanResidential Remodeling Index declines seasonally in November
80. 18 JanQOTD: Housing "markets get healthy from the bottom up"
81. 17 JanLA area Port Traffic increases slightly year-over-year in December
82. 17 JanDataQuick: SoCal Home Sales decline year-over-year, Record investor buying
83. 17 JanCredit Stress Indicators: Little Spillover to US from Europe
84. 17 JanNY Fed Survey: Manufacturing activity expanded at a faster pace in January
85. 17 JanMonday Night Futures: China GDP increases 8.9% year-over-year
86. 16 JanComparing New Home Sales and Housing Starts
87. 16 JanSome Bullish Housing Forecasts for 2012
88. 16 JanHerman Van Rompuy: Europe urgently needs an "anti-recession strategy"
89. 16 JanGrowing Doubts about Greece
90. 15 JanOil Prices and Economic Growth
91. 15 JanHamilton: Implications of Iranian oil embargo
92. 15 JanEurope: Greek Debt talks will resume next week
93. 15 JanUnofficial Problem Bank List and Quarterly Transition Matrix
94. 14 JanSchedule for Week of Jan 15th
95. 14 JanSummary for Week ending January 13th
96. 14 JanRecord Home Sales in Las Vegas in 2011
97. 14 JanMortgage Settlement Update
98. 13 JanEurope Update
99. 13 JanCeridian-UCLA: Diesel Fuel index increased 0.2% in December
100. 13 JanFinancial Times: France and Austria face Downgrades, Greek Debt talks "collapse"
101. 13 JanConsumer Sentiment increases in January
102. 13 JanTrade Deficit increased in November to $47.8 Billion
103. 13 JanForeclosures and Short Sale percentages for a few areas
104. 12 JanLawler: Early Read on December Existing Home Sales
105. 12 JanRecord Low Mortgage Rates compared to Refinance Index
106. 12 JanThe FOMC 2006 Transcripts
107. 12 JanRemittances to Mexico Rebound
108. 12 JanRetail Sales increased 0.1% in December
109. 12 JanWeekly Initial Unemployment Claims increase to 399,000
110. 12 JanRealtyTrac: Bank seizures of homes fell to four year low in 2011 due to process issues
111. 12 JanMore Housing Forecasts
112. 11 JanPettis on Europe and China
113. 11 JanFed's Beige Book: Economic activity increased at "modest to moderate" pace
114. 11 JanHerman Van Rompuy: Eurozone needs a fiscal strategy that is "growth friendly"
115. 11 JanLPS: House Price Index Shows 0.8 Percent decline in October
116. 11 JanMBA: Mortgage Purchase Application Index increased
117. 11 JanOffices: The Rent Rollover Problem
118. 11 JanJim the Realtor: Online Radio
119. 10 JanFiscal Policy: Kind of a Drag
120. 10 JanNFIB: Poor Sales remains top business problem for small business owners
121. 10 JanBLS: Job Openings "unchanged" in November
122. 10 JanNFIB: Small Business Optimism Index increases in December
123. 10 JanGermany and France warn Greece on Debt Deal
124. 9 JanDistressed House Sales using Sacramento Data for December
125. 9 JanQuestion #3 for 2012: Will foreclosure activity increase in 2012?
126. 9 JanCoreLogic: House Price Index declined 1.4% in November
127. 9 JanHerman Van Rompuy: Europe needs "job-friendly growth"
128. 9 JanReis: Regional Mall Vacancy Rate declines slightly
129. 8 JanQuestion #4 for 2012: U.S. Economic Growth
130. 8 JanQuestion #5 for 2012: Employment
131. 8 JanHousing Policy Changes
132. 8 JanResidential Construction Employment: First increase since 2005
133. 7 JanUnofficial Problem Bank list declines to 970 institutions
134. 7 JanSchedule for Week of Jan 8th
135. 7 JanSummary for Week ending January 6th
136. 7 JanMore Housing Policy
137. 6 JanAAR: Rail Traffic increased 7.3 percent YoY in December
138. 6 JanLPS on Mortgages: "Trend toward fewer loans becoming delinquent has halted"
139. 6 JanSeasonal Retail Hiring, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
140. 6 JanEmployment Summary, Part Time Workers, and Unemployed over 26 Weeks
141. 6 JanDecember Employment Report: 200,000 Jobs, 8.5% Unemployment Rate
142. 6 JanReis: Office Vacancy Rate declines slightly in Q4 to 17.3%
143. 6 JanReport: Greek Debt Deal Near
144. 5 JanSurvey: Small Business Owners report small decline in employment, hiring plans positive
145. 5 JanEmployment Situation Preview: Improved, but still not strong
146. 5 JanISM Non-Manufacturing Index indicates slightly faster expansion in December
147. 5 JanWeekly Initial Unemployment Claims decline to 372,000
148. 5 JanADP: Private Employment increased 325,000 in December
149. 5 JanReis: Apartment Vacancy Rate falls to 5.2% in Q4, Lowest since 2001
150. 5 JanMisc: ISM Seasonality, Economic predictions with Search Engines and more
151. 4 JanU.S. Light Vehicle Sales at 13.56 million SAAR in December
152. 4 JanFed White Paper: "The U.S. Housing Market: Current Conditions and Policy Considerations"
153. 4 JanQuestion #6 for 2012: Unemployment Rate
154. 4 JanChrysler, Ford and General Motors report December vehicle sales
155. 4 JanMBA: Mortgage Purchase Application Index decreased over Holidays
156. 4 JanCourt Ruling: MBIA wins vs. BofA
157. 3 JanQuestion #7 for 2012: State and Local Governments
158. 3 JanFOMC Minutes: Agreement to provide "projections of appropriate monetary policy" in January
159. 3 JanConstruction Spending increased in November
160. 3 JanISM Manufacturing index indicates faster expansion in December
161. 3 JanA few key dates for Europe
162. 3 JanQuestion #8 for 2012: Europe and the Euro
163. 2 JanMisc: Only one office building under construction in Inland Empire, Vegas sees an increase in visitors
164. 2 JanComments on the Housing Vacancies and Homeownership Survey
165. 2 JanEurope Update
166. 1 JanMerkel: 2012 "more difficult than 2011"
167. 1 JanSome Housing Forecasts
168. 1 JanVehicle Miles Driven Decline: A possible contributing factor
169. 1 JanHappy New Year!