2013

2013 1,749

December 2013

1. 31 DecFannie Mae: Mortgage Serious Delinquency rate declined in November, Lowest since December 2008
2. 31 DecRestaurant Performance Index increases in November
3. 31 DecQuestion #5 for 2014: Monetary Policy: Will the Fed end QE3 in 2014?
4. 31 DecCase-Shiller: Press Release and Graphs
5. 31 DecCase-Shiller: Comp 20 House Prices increased 13.6% year-over-year in October
6. 31 DecTuesday: Case-Shiller House Prices, Chicago PMI
7. 30 DecQuestion #6 for 2014: How much will Residential Investment increase?
8. 30 DecQuestion #7 for 2014: What will happen with house prices in 2014?
9. 30 DecPending Home Sales Index increased 0.2% in November
10. 30 DecLPS: House Price Index increased 0.1% in October, Up 8.8% year-over-year
11. 30 DecMonday: Pending Home Sales, Dallas Fed Mfg Survey
12. 29 DecQuestion #8 for 2014: Housing Credit: Will we see easier mortgage lending in 2014?
13. 28 DecSchedule for Week of December 29th, Happy New Year!
14. 28 DecUnofficial Problem Bank list declines to 619 Institutions, Q4 Transition Matrix
15. 28 DecGoldman Sachs: 10 Questions for 2014
16. 27 DecFreddie Mac: Mortgage Serious Delinquency rate declined in November, Lowest since March 2009
17. 27 DecPreliminary: 2014 Housing Forecasts
18. 27 DecUnemployment and Profits: A dirty little secret
19. 27 DecDOT: Vehicle Miles Driven increased 2.3% in October
20. 26 DecVehicle Sales Forecasts: Solid Sales Expected in December and in 2014
21. 26 DecQuestion #9 for 2014: How much will housing inventory increase in 2014?
22. 26 DecWeekly Initial Unemployment Claims decline to 338,000
23. 25 DecQuestion #10 for 2014: Downside Risks
24. 25 DecQ4 GDP: Here come the Upgrades
25. 24 DecPhilly Fed: State Coincident Indexes increased in 46 states in November
26. 24 DecComments on New Home Sales
27. 24 DecNew Home Sales at 464,000 Annual Rate in November
28. 24 DecMBA: Mortgage Applications Decrease in Latest Weekly Survey, Refinance Activity Lowest since Nov 2008
29. 24 DecTuesday: New Home Sales, Durable Goods, Richmond Fed Mfg Survey and More
30. 23 DecTen Economic Questions for 2014
31. 23 DecWeekly Update: Housing Tracker Existing Home Inventory up 2.3% year-over-year on Dec 23rd
32. 23 DecChicago Fed: "Economic growth picked up in November"
33. 23 DecFinal December Consumer Sentiment at 82.5
34. 23 DecPersonal Income increased 0.2% in November, Spending increased 0.5%
35. 23 DecLPS: Mortgage Delinquency Rate increased in November, Down almost 10% year-over-year
36. 23 DecMonday: Personal Income and Outlays, Consumer Sentiment
37. 22 DecReview: Ten Economic Questions for 2013
38. 21 DecATA Trucking Index increased 2.7% in November
39. 21 DecSchedule for Week of December 22nd
40. 21 DecUnofficial Problem Bank list declines to 633 Institutions
41. 21 DecUpdate: FHFA to Delay increase in Mortgage Fees
42. 20 Dec"Will Mel Watt begin to reverse DeMarco's damage?"
43. 20 DecLawler: A Few More Home Builder Results, and Comments on the Increase in Lots Owned/Controlled by Large Home Builders
44. 20 DecResearch: The Long-Term Outlook for Residential Construction
45. 20 DecBLS: State unemployment rates were "generally lower" in November
46. 20 DecQ3 GDP Revised up to 4.1%
47. 20 DecFriday: Q3 GDP, State Employment, Kansas City Fed Mfg
48. 19 DecLA area Port Traffic up solidly year-over-year in November
49. 19 DecComments on Existing Home Sales
50. 19 DecExisting Home Sales in November: 4.90 million SAAR, Inventory up 5.0% Year-over-year
51. 19 DecWeekly Initial Unemployment Claims increase to 379,000
52. 19 DecThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg Survey
53. 19 DecQuarterly Housing Starts by Intent compared to New Home Sales
54. 18 DecFOMC Projections and Press Conference
55. 18 DecFOMC Statement: Taper!
56. 18 DecComments: Housing Starts and Mortgage Index
57. 18 DecAIA: "Slight Contraction for Architecture Billings Index" in November
58. 18 DecHousing Starts at 1.09 million Annual Rate in November
59. 18 DecMBA: Mortgage Applications Decrease in Latest Survey
60. 18 DecWednesday: Fed Day, Housing Starts
61. 17 DecLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in November
62. 17 DecSacramento Housing: Total Sales down 29% Year-over-year in November, Conventional Sales up 14%, Active Inventory increases 57%
63. 17 DecKey Measures Shows Low Inflation in November
64. 17 DecNAHB: Builder Confidence increases to 58 in December
65. 17 DecCoreLogic: Almost 800,000 Properties returned to positive Equity during Q3 2013
66. 17 DecCPI unchanged in November, Core CPI increases 0.2%
67. 17 DecFNC: House prices increased 6.5% year-over-year in October
68. 16 DecLawler: Early Read on Existing Home Sales in November
69. 16 DecDataQuick on SoCal: November Home Sales Down 10.4% year-over-year, Foreclosure Resales lowest since May 2007
70. 16 DecWeekly Update: Housing Tracker Existing Home Inventory up 1.9% year-over-year on Dec 16th
71. 16 DecFed: Industrial Production increased 1.1% in November, Above Pre-recession Peak
72. 16 DecNY Fed: Empire State Manufacturing Activity "flat" in December
73. 16 DecSunday Night Futures: Time for Taper?
74. 15 DecFOMC Projections Preview: To Taper, or Not to Taper
75. 14 DecSchedule for Week of December 15th
76. 14 DecUnofficial Problem Bank list declines to 641 Institutions
77. 14 DecBank Failure #24 in 2013: Texas Community Bank, National Association, The Woodlands, Texas
78. 13 DecLawler: Update Table of Distressed Sales and Cash buyers for Selected Cities in November
79. 13 DecHotel Occupancy Rate increases 0.2% year-over-year in latest Survey
80. 13 DecFHA Audit shows smaller projected shortfall in 2013
81. 13 DecBLS: Producer Price Index declines 0.1 percent in November
82. 13 DecFriday: PPI
83. 12 DecLawler on Hovnanian: Net Home Orders Slowed Significantly in Summer; Rebounded Modestly as Year-End Approached
84. 12 DecUpdate: When will payroll employment exceed the pre-recession peak?
85. 12 DecCoStar: Commercial Real Estate prices increase in October, Distress Sales Lowest Level in Five Years
86. 12 DecRetail Sales increased 0.7% in November
87. 12 DecWeekly Initial Unemployment Claims increase to 368,000
88. 12 DecThursday: Retail Sales, Unemployment Claims
89. 11 DecLawler on Fed Note: “Business Investor Activity in the Single-Family-Housing Market”
90. 11 DecMortgage Equity Withdrawal Slightly Negative in Q3
91. 11 DecUpdate: Looking for Stronger Economic Growth in 2014
92. 11 DecMBA: Mortgage Applications Increase in Latest Survey
93. 11 DecUpdate: Budget Deal is Reached
94. 10 DecLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in November
95. 10 DecPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
96. 10 DecLas Vegas Real Estate in November: Year-over-year Non-contingent Inventory up 77.4%
97. 10 DecBLS: Job Openings "little changed" in October
98. 10 DecNFIB: Small Business Optimism Index increases in November
99. 10 DecTuesday: Small Business Survey, Job Openings
100. 9 DecWeekly Update: Housing Tracker Existing Home Inventory up 1.8% year-over-year on Dec 9th
101. 9 DecFed's Q3 Flow of Funds: Household Mortgage Debt increased slightly, First Mortgage Debt increase since Q1 2008
102. 9 DecUpdate on "Small Ball" Budget Agreement
103. 9 DecSunday Night Futures: Taper Talk and "Small Ball" Budget Agreement
104. 8 DecGraphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
105. 8 DecUpdate: Four Charts to Track Timing for QE3 Tapering
106. 7 DecSchedule for Week of December 8th
107. 7 DecUnofficial Problem Bank list declines to 643 Institutions
108. 7 DecAAR: Rail Traffic increased in November
109. 6 DecCBO: Federal Deficit declined Sharply in October and November compared to last year
110. 6 DecPersonal Income decreased 0.1% in October, Spending increased 0.3%
111. 6 DecPreliminary December Consumer Sentiment increased to 82.5
112. 6 DecEmployment Report: Decent Report, Solid Seasonal Retail Hiring
113. 6 DecNovember Employment Report: 203,000 Jobs, 7.0% Unemployment Rate
114. 5 DecFriday: Employment Report, Personal Income and Outlays
115. 5 DecComments on Q3 GDP and Investment
116. 5 DecEmployment Preview for November
117. 5 DecWeekly Initial Unemployment Claims decline to 298,000, Q3 GDP Revised up to 3.6%
118. 5 DecThursday: Unemployment Claims, Q3 GDP
119. 4 DecTrulia: Asking House Price increases Slow in Hot Markets
120. 4 DecFed's Beige Book: Economic activity increased "at a modest to moderate pace"
121. 4 DecISM Non-Manufacturing Index at 53.9 indicates slower expansion in November
122. 4 DecNew Home Sales increased to 444,000 Annual Rate in October
123. 4 DecTrade Deficit decreased in October to $40.6 Billion
124. 4 DecADP: Private Employment increased 215,000 in November
125. 4 DecMBA: Mortgage Applications Decrease in Latest Survey
126. 4 DecWednesday: New Home Sales, Trade Deficit, ADP Employment, ISM Service, Beige Book and More
127. 3 DecLawler: Single Family Inventory Down Again, But Pace of Decline Slowed in Q3
128. 3 DecU.S. Light Vehicle Sales increase to 16.4 million annual rate in November, Highest since Feb 2007
129. 3 DecFannie, Freddie, FHA REO inventory declined slightly in Q3
130. 3 DecCoreLogic: House Prices up 12.5% Year-over-year in October
131. 3 DecTuesday: Vehicle Sales
132. 2 DecWeekly Update: Housing Tracker Existing Home Inventory up 1.7% year-over-year on Nov Dec 2nd
133. 2 DecRestaurant Performance Index increases in October
134. 2 DecConstruction Spending increased in October
135. 2 DecISM Manufacturing index increases in November to 57.3
136. 2 DecMarkit PMI shows stronger expansion for manufacturing in November
137. 2 DecMonday: ISM Manufacturing, Construction Spending
138. 1 DecWill Google Kill my Blog on December 6th?
139. 1 DecHouse Prices: CoreLogic to turn negative month-to-month seasonally in October

November 2013

1. 30 NovSchedule for Week of December 1st
2. 30 NovUnofficial Problem Bank list declines to 645 Institutions
3. 30 NovWill the Fed "Taper" in December? Inflation is the Key
4. 29 NovFannie Mae: Mortgage Serious Delinquency rate declined in October, Lowest since December 2008
5. 29 NovEurope: Euro Zone Unemployment Rate dips slightly
6. 29 NovBudget Negotiations Update: Playing "Small Ball"
7. 29 NovPhilly Fed: State Coincident Indexes increased in 44 states in October
8. 28 NovIrwin: "Five economic trends to be thankful for"
9. 27 NovZillow: Case-Shiller House Price Index expected to show 13.9% year-over-year increase in October
10. 27 NovFreddie Mac: Mortgage Serious Delinquency rate declined in October, Lowest since March 2009
11. 27 NovMerrill Lynch: Economy "Out of Rehab"
12. 27 NovFinal November Consumer Sentiment increases to 75.1, Chicago PMI at 63.0
13. 27 NovWeekly Initial Unemployment Claims decline to 316,000
14. 27 NovMBA: Mortgage Applications Decrease Slightly
15. 27 NovWednesday: Unemployment Claims, Durable Goods, Chicago PMI, Consumer Sentiment
16. 26 NovFDIC reports Earnings Decline for insured institutions, Fewer Problem banks, Residential REO Declines in Q3
17. 26 NovFHFA: Most Conforming Limits Unchanged in 2014, Increased in Several High-Cost Areas
18. 26 NovComment on House Prices and Graphs
19. 26 NovRichmond Fed: Manufacturing improved in November
20. 26 NovCase-Shiller: Comp 20 House Prices increased 13.3% year-over-year in September
21. 26 NovHousing Permits increase to 1.03 million SAAR in October
22. 26 NovTuesday: Housing Permits, Case-Shiller House Prices
23. 25 NovWeekly Update: Housing Tracker Existing Home Inventory up 3.2% year-over-year on Nov 25th
24. 25 NovVehicle Sales Forecasts: Stronger Sales Expected in November
25. 25 NovLPS: House Price Index increased 0.2% in September, Up 9.0% year-over-year
26. 25 NovPending Home Sales Index declines 0.6% in October
27. 25 NovSunday Night Futures: Oil Prices Decline
28. 24 NovHousing Starts and Permits
29. 24 NovHousing Starts for September and October Delayed Again until December 18th
30. 23 NovSchedule for Week of November 24th
31. 23 NovUnofficial Problem Bank list declines to 654 Institutions
32. 23 NovWSJ: Survey Indicates Weak New Home Sales in October
33. 22 NovDOT: Vehicle Miles Driven increased 1.5% in September
34. 22 NovBLS: State unemployment rates were "little changed" in October
35. 22 NovKansas City Fed: Manufacturing Survey shows Activity Growing at "Moderate Rate"
36. 22 NovBLS: Job Openings "little changed" in September
37. 22 NovLPS: Mortgage Delinquency Rate declined in October, In-Foreclosure Rate lowest since 2008
38. 22 NovFriday: JOLTS, Kansas City Mfg Survey
39. 21 NovLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in October (including Florida)
40. 21 NovZillow: Negative Equity declines sharply in Q3
41. 21 NovPhilly Fed Manufacturing Survey indicates Slower Expansion in November
42. 21 NovWeekly Initial Unemployment Claims decline to 323,000
43. 21 NovThursday: Unemployment Claims, PPI, Philly Fed Mfg Survey
44. 20 NovAIA: "Architecture Billings Index Slows Down" in October
45. 20 NovFOMC Minutes: Discussion of how to communicate that rates will be low for a long long time
46. 20 NovKey Measures Shows Low Inflation in October
47. 20 NovExisting Home Sales in October: 5.12 million SAAR, Inventory up 0.9% Year-over-year
48. 20 NovRetail Sales increased 0.4% in October
49. 20 NovMBA: Mortgage Refinance Applications decrease, Purchase Applications Increase
50. 20 NovWednesday: Retail Sales, Existing Home Sales, FOMC Minutes, CPI
51. 20 NovBernanke: Communication and Monetary Policy
52. 19 NovReal Estate Agents: First Increase in California licensees since 2007
53. 19 NovATA Trucking Index declines in October, Up 8% Year-over-year
54. 19 NovLA area Port Traffic in October
55. 18 NovTuesday: Bernanke
56. 18 NovWeekly Update: Housing Tracker Existing Home Inventory up slightly year-over-year on Nov 18th
57. 18 NovCoStar: Commercial Real Estate prices mostly unchanged in September, Up 8.4% Year-over-year
58. 18 NovNAHB: Builder Confidence at 54 in November
59. 18 NovSunday Night Futures
60. 17 NovUpdate: Recovery Measures
61. 17 NovHousing: Short Sales, Non-Recourse Loans and Tax Forgiveness
62. 16 NovSchedule for Week of November 17th
63. 16 NovUnofficial Problem Bank list declines to 655 Institutions
64. 16 NovLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in October
65. 15 NovLawler: Early Read on Existing Home Sales in October
66. 15 NovHotel Occupancy Rate increases 2.5% year-over-year in latest Survey
67. 15 NovFed: Industrial Production decreased 0.1% in October
68. 15 NovNY Fed: Empire State Manufacturing Activity declines in November
69. 15 NovFriday: Tanta's Birthday, Industrial Production, Empire State Mfg Survey
70. 14 NovFreddie Mac: Fixed Mortgage Rates Climbing
71. 14 NovFNC: House prices increased 6.2% year-over-year in September
72. 14 NovNY Fed: Household Debt increased in Q3, Delinquency Rates Improve
73. 14 NovTrade Deficit increased in September to $41.8 Billion
74. 14 NovWeekly Initial Unemployment Claims decline to 339,000
75. 14 NovThursday: Trade Deficit, Unemployment Claims, Yellen Confirmation Hearing
76. 13 NovDataQuick on California Bay Area: Home Sales decline year-over-year in October, Conventional Sales up 26%
77. 13 NovEIA Forecast: Gasoline Prices expected to average $3.39 per gallon in 2014
78. 13 NovLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in October
79. 13 NovMBA: Mortgage Applications decrease 1.8% in Latest Weekly Survey
80. 13 NovThe Cranes of Miami
81. 12 NovLawler on Homebuilders: Net Orders Last Quarter Down From Year Ago
82. 12 NovSacramento Housing: Total Sales down 25% Year-over-year in October, Conventional Sales up 19%, Active Inventory increases 93%
83. 12 NovThe Return of the Cranes
84. 12 NovChicago Fed: "Economic activity slightly improved in September"
85. 12 NovNFIB: Small Business Optimism Index Declines in October
86. 12 NovTuesday: Small Business Optimism Index (or more likely Pessimism)
87. 11 NovWeekly Update: Housing Tracker Existing Home Inventory up 2.2% year-over-year on Nov 11th
88. 11 NovUpdate: Looking for Stronger Economic Growth in 2014
89. 11 NovUpdate: When will payroll employment exceed the pre-recession peak?
90. 11 NovSunday Night Futures: Gasoline Prices declines to $3.20 per Gallon
91. 10 NovQ3 2013 GDP Details: Residential Investment increases, Commercial Investment very Low
92. 10 NovState and local government austerity is over
93. 9 NovUpdate: Four Charts to Track Timing for QE3 Tapering
94. 9 NovSchedule for Week of November 10th
95. 9 NovUnofficial Problem Bank list declines to 661 Institutions
96. 8 NovState and Local Finances Improving, California Controller says: "Great Recession is becoming a faint image in the rear view mirror"
97. 8 NovBernanke: The Crisis as a Classic Financial Panic
98. 8 NovLas Vegas Real Estate in October: Year-over-year Non-contingent Inventory up 73%
99. 8 NovEmployment Report: Solid Report ex-Government Shutdown, Seasonal Retail Hiring highest since 1999
100. 8 NovPreliminary November Consumer Sentiment declines to 72.0
101. 8 NovOctober Employment Report: 204,000 Jobs, 7.3% Unemployment Rate
102. 8 NovFriday: Employment Report, Personal Income and Outlays, Consumer Sentiment
103. 7 NovMBA National Delinquency Survey: Judicial vs. Non-Judicial Foreclosure States in Q3 2013
104. 7 NovLawler on Fannie and Freddie Results, REO Inventory Increases in Q3
105. 7 NovNAHB: Builder Confidence improves year-over-year in the 55+ Housing Market in Q3
106. 7 NovMBA: Mortgage "Delinquency and Foreclosure Rates Continue to Plummet" in Q3
107. 7 NovQ3 GDP: Growth slightly above Expectations, but Weak Personal consumption expenditures
108. 7 NovGDP increased at 2.8% Annual Rate in Q3, Weekly Initial Unemployment Claims decline to 336,000
109. 7 NovThursday: Q3 GDP, Unemployment Claims, Q3 Mortgage Delinquency Survey
110. 6 NovCalifornia and Weekly Unemployment Claims
111. 6 NovFed's Pianalto: Tight Mortgage Credit holding back Economy
112. 6 NovFraming Lumber Prices up 15% year-over-year
113. 6 NovWill the Fed "Taper" QE and Change "Thresholds" at the same time?
114. 6 NovMBA: Mortgage Applications decrease 7% in Latest Weekly Survey
115. 6 NovLawler: Household Estimate, If True, Disturbing; Fortunately, Probably Isn’t
116. 5 NovHVS: Q3 2013 Homeownership and Vacancy Rates
117. 5 NovEmployment Preview: Upside Payroll Surprise?
118. 5 NovTrulia: Asking House Price Increases "Slowing Down"
119. 5 NovISM Non-Manufacturing Index at 55.4 indicates faster expansion in October
120. 5 NovCoreLogic: House Prices up 12.0% Year-over-year in September
121. 5 NovTuesday: ISM Service Index
122. 4 NovWeekly Update: Housing Tracker Existing Home Inventory up 2.1% year-over-year on Nov 4th
123. 4 NovFed Survey: Banks eased lending standards, "little change in loan demand"
124. 4 NovFed's Bullard: Need to see "tangible evidence" inflation moving back towards 2% before Taper
125. 4 NovLPS on Mortgages: New Problem Loan Rates Close to Pre-crisis Levels
126. 4 NovMonday: Senior Loan Officer Opinion Survey
127. 3 NovRetail: Seasonal Hiring vs. Retail Sales
128. 3 NovWill the Fed "Taper" in December?
129. 2 NovSchedule for Week of November 3rd
130. 2 NovUnofficial Problem Bank list declines to 662 Institutions
131. 2 NovPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
132. 1 NovLawler on Homebuilders: Home Orders Off Significantly Last Quarter
133. 1 NovU.S. Light Vehicle Sales decline to 15.17 million annual rate in October
134. 1 NovComment: Looking for Stronger Economic Growth in 2014
135. 1 NovISM Manufacturing index increases in October to 56.4
136. 1 NovMarkit PMI shows "modest" manufacturing expansion in October
137. 1 NovFriday: Vehicle Sales, ISM Manufacturing Index

October 2013

1. 31 OctFannie Mae: Mortgage Serious Delinquency rate declined in September, Lowest since December 2008
2. 31 OctZillow: Case-Shiller House Price Index expected to show 13.2% year-over-year increase in September
3. 31 OctGoldman's Hatzius: How Much Risk to Homebuilding?
4. 31 OctChicago PMI increases sharply to 65.9
5. 31 OctWeekly Initial Unemployment Claims decline to 340,000
6. 31 OctReport: Budget Deficit Declines Sharply in Fiscal 2013
7. 30 OctBank Failure #23 in 2013: Bank of Jackson County, Graceville, Florida
8. 30 OctCost of Living Adjustment: 1.5%, Contribution Base for 2014: $117,000
9. 30 OctFOMC Statement: No Taper
10. 30 OctKey Measures Shows Low Inflation in September
11. 30 OctADP: Private Employment increased 130,000 in October
12. 30 OctMBA: Mortgage Applications increase 6% in Latest Weekly Survey
13. 30 OctWednesday: FOMC Statement, ADP Employment, CPI
14. 29 OctFed: Household Debt Service Ratio near lowest level in 30+ years
15. 29 OctFOMC Preview: Flying Blind
16. 29 OctComment on House Prices: Real Prices, Price-to-Rent Ratio, Cities
17. 29 OctCase-Shiller: Comp 20 House Prices increased 12.8% year-over-year in August
18. 29 OctRetail Sales declined 0.1% in September
19. 29 OctTuesday: Retail Sales, Case-Shiller House Prices, PPI
20. 28 OctWeekly Update: Housing Tracker Existing Home Inventory up 0.3% year-over-year on Oct 28th
21. 28 OctFreddie Mac: Mortgage Serious Delinquency rate declined in September, Lowest since April 2009
22. 28 OctQ2 2013: Mortgage Equity Withdrawal Strongly Negative
23. 28 OctDallas Fed: Texas Manufacturing Activity Strengthens in October
24. 28 OctPending Home Sales Index declines 5.6% in September
25. 28 OctFed: Industrial Production increased 0.6% in September
26. 28 OctMonday: Industrial Production, Pending Home Sales
27. 27 OctDataQuick: Q3 California Foreclosure Starts Decline, Down 58.6% from Q3 2012
28. 26 OctUnofficial Problem Bank list declines to 670 Institutions
29. 26 OctSchedule for Week of October 27th
30. 26 OctSurvey: "Small business owners appear poised to flip the switch to growth mode"
31. 25 OctDOT: Vehicle Miles Driven increased 1.3% in August
32. 25 OctATA Trucking Index Up Sharply in September, Up 8.4% Year-over-year
33. 25 OctVehicle Sales Forecasts: Stronger Sales in October Despite Government Shutdown
34. 25 OctFinal October Consumer Sentiment declines to 73.2
35. 25 OctFriday: Durable Goods, Consumer Sentiment
36. 24 OctFHFA: No Change in Conforming Loan Limits for at least Six Months
37. 24 OctLawler on Homebuilders: Rising mortgage rates, Higher home prices, Resulted in a material slowdown in net home orders last quarter
38. 24 OctBLS: Job Openings "little changed" in August
39. 24 OctTrade Deficit in August at $38.8 Billion
40. 24 OctWeekly Initial Unemployment Claims decline to 350,000
41. 24 OctThursday: Unemployment Claims, Job Openings
42. 23 OctLA area Port Traffic in September
43. 23 OctAIA: Architecture Billings Index Increases in September
44. 23 OctLPS: Mortgage Delinquency Rate increased in September, In-Foreclosure Rate lowest since February 2009
45. 23 OctMBA: Mortgage Applications Unchanged in Latest Survey
46. 22 OctWednesday: FHFA House Price Index, Architecture Billings Index
47. 22 OctWeekly Update: Housing Tracker Existing Home Inventory up year-over-year on Oct 21st
48. 22 OctEmployment Report Comments
49. 22 OctChemical Activity Barometer for October Suggests Economic Activity Increasing
50. 22 OctConstruction Spending increased in August
51. 22 OctSeptember Employment Report: 148,000 Jobs, 7.2% Unemployment Rate
52. 22 OctTuesday: Jobs, Jobs, Jobs
53. 21 OctNMHC Survey: Apartment Market Conditions Loosen in Q3
54. 21 OctComments on Existing Home Sales
55. 21 OctExisting Home Sales in September: 5.29 million SAAR, Inventory up 1.8% Year-over-year
56. 21 OctMonday: Existing Home Sales
57. 20 OctBuilder Confidence and Single Family Starts
58. 20 OctEIA Forecast: Gasoline Prices down sharply Year-over-year, Expected to Decline Further in 2014
59. 19 OctSchedule for Week of October 20th
60. 19 OctUnofficial Problem Bank list declines to 677 Institutions
61. 18 OctData Schedule Update: CBO Will Release Budgetary Results for Fiscal Year 2013 in Early November
62. 18 OctCoStar: Commercial Real Estate prices mostly flat in August, Up 9% Year-over-year
63. 18 OctLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in September
64. 18 OctZillow: Home Value Appreciation slows in Q3
65. 18 OctWSJ: "Shutdown Upends Timing" of Taper
66. 17 OctLawler: Early Look at Existing Home Sales in September
67. 17 OctBLS: September Employment Report to be released Tuesday, October 22nd
68. 17 OctSacramento: Conventional Sales up Sharply Year-over-year in September, Active Inventory increases 77% year-over-year
69. 17 OctPhilly Fed Manufacturing Survey indicates Solid Expansion in October
70. 17 OctWeekly Initial Unemployment Claims decline to 358,000
71. 17 OctSenate Approves Deal 81 to 18, House to Vote Later
72. 16 OctDataQuick on SoCal: September Home Sales Up 7.0% year-over-year, Foreclosure Resales lowest since May 2007
73. 16 OctFed's Beige Book: Economic activity increased "at a modest to moderate pace"
74. 16 OctReport: BofA Employee Arrested for Short Sale Fraud
75. 16 OctNAHB: Builder Confidence declines in October to 55
76. 16 OctMBA: Shutdown impacting Purchase Mortgage Application Activity
77. 15 OctWednesday: Beige Book, Homebuilder Confidence, Tar and Feathers
78. 15 OctShiller on 401K Plan Investing
79. 15 OctZillow: 30-Year Fixed Mortgage Rates increase slightly to 4.16%
80. 15 OctFNC: House prices increased 5.3% year-over-year in August
81. 15 OctNY Fed: Empire State Manufacturing Activity "held steady" in October
82. 15 OctTuesday: NY Fed Manufacturing Survey
83. 14 OctWSJ: More Homes for Sales, Fewer Sales, Slowing Price Increases in Certain Areas
84. 14 OctWeekly Update: Existing Home Inventory down only 1.0% year-over-year on Oct 14th
85. 14 OctThe Agreement: What I'd like to see
86. 14 OctUpdate: Real Estate Agent Boom and Bust
87. 14 OctSunday Night Futures: The Shutdown and the Damage Done
88. 13 OctReports: Some Progress on Deal to Open Government, Still discussing Length of Agreement, Senate Adjourned until Monday
89. 13 OctReport: Office Vacancy Rate falling, "nowhere near the low vacancy that will result in new construction of office space"
90. 12 OctCalifornia State Controller: Revenue and Spending Tracking Budget, Warns on impact from Shutdown
91. 12 OctSchedule for Week of October 13th
92. 12 OctShutdown End Guess: Congress doesn't want to miss Recess!
93. 11 OctLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in September
94. 11 OctWSJ: Shutdown starting to Hit Private Businesses
95. 11 OctZandi Testimony: Economy Poised for Growth, Congress must Fund the Government and Pay the Bills
96. 11 OctPreliminary October Consumer Sentiment decreases to 75.2
97. 10 OctFriday: Consumer Sentiment, DELAYED: Retail Sales, PPI
98. 10 OctReport: No Agreement on Paying the Bills or Government Shutdown
99. 10 OctFreddie Mac: Fixed Mortgage Rates Little Changed
100. 10 OctReport: Hotel Occupancy Rate declines due to Government Shutdown
101. 10 OctWeekly Initial Unemployment Claims increase sharply
102. 10 OctThursday: Unemployment Claims
103. 9 OctLawler: Declining all-cash share in Vegas and Phoenix suggests slowdown in investor buying
104. 9 OctFOMC Minutes: "Considerable risks surrounding fiscal policy"
105. 9 OctComment: Politics, Policy, Deadbeats and Default
106. 9 OctMBA: Mortgage Applications Increase in Latest Weekly Survey, Mortgage Rates Lowest since mid-June
107. 9 OctWednesday: FOMC Minutes, Janet Yellen
108. 8 OctLas Vegas Real Estate in September: Year-over-year Non-contingent Inventory up 60%
109. 8 OctGallup: Sharp decline in Confidence
110. 8 OctWeekly Update: Existing Home Inventory down only 1.3% year-over-year on Oct 7th
111. 8 OctNFIB: Small Business Optimism Index "Dips" in September
112. 8 OctTuesday: Small Business Optimism, DELAYED: Trade Deficit, Job Openings
113. 7 OctLawler: Fannie Mae on Government Shutdown and Government Verifications
114. 7 OctCBO Report on Fiscal 2013 Deficit
115. 7 OctFraming Lumber Prices increased recently
116. 7 OctLPS: Mortgage Delinquencies Decline in August, Prepayment Activity Declines Sharply
117. 7 OctSunday Night Futures
118. 6 OctShutdown Update and Schedule
119. 5 OctHotels: Occupancy Rate tracking pre-recession levels
120. 5 OctUnofficial Problem Bank list declines to 685 Institutions, Q3 Transition Matrix
121. 5 OctSchedule for Week of October 6th
122. 5 OctGoldman Sachs: When will Shutdown End?
123. 4 OctMerrill Lynch: Downward Revision to Forecast "Breaking Bad"
124. 4 OctShutdown: Impact on Mortgage Lending
125. 4 OctAAR: Rail Traffic increased in September
126. 4 OctTreasury Secretary Lew: "U.S. failure to pay bills hurts everyone"
127. 4 OctFed's Lockhart: No Jobs Report, Fed "more cautious"
128. 4 OctFriday: Jobs, Jobs ... uh, No Jobs Report
129. 3 OctEmployment Situation
130. 3 OctTrulia: Asking House Prices suggest "Slowdown" in Sales Price Increases
131. 3 OctReis: Regional Mall Vacancy Rates decline slightly in Q3
132. 3 OctISM Non-Manufacturing Index at 54.4 indicates slower expansion in September
133. 3 OctWeekly Initial Unemployment Claims increase slightly, Four Week Average lowest since May 2007
134. 2 OctThursday: Unemployment Claims, ISM Service Index
135. 2 OctUpdate: Seasonal Pattern for House Prices
136. 2 OctFlying Blind: Data Held Hostage
137. 2 OctReis: Office Vacancy Rate declines slightly in Q3 to 16.9%
138. 2 OctADP: Private Employment increased 166,000 in September
139. 2 OctMBA: Mortgage Applications Decrease in Latest Weekly Survey, Mortgage Rates Decline
140. 1 OctWednesday: Office Vacancy Survey, ADP Employment Report
141. 1 OctU.S. Light Vehicle Sales decline to 15.2 million annual rate in September
142. 1 OctCoreLogic: House Prices up 12.4% Year-over-year in August
143. 1 OctISM Manufacturing index increases in September to 56.2
144. 1 OctReis: Apartment Vacancy Rate declined to 4.2% in Q3 2013
145. 1 OctCalculated Risk is Open on Tuesday: Vehicle Sales, ISM Mfg Index, Construction Spending

September 2013

1. 30 SepFannie Mae: Mortgage Serious Delinquency rate declined in August, Lowest since December 2008
2. 30 SepPreparing for the Partial Shutdown
3. 30 SepRestaurant Performance Index declines in August
4. 30 SepDallas Fed: "Texas Manufacturing Activity Picks Up"
5. 30 SepChicago PMI increases to 55.7
6. 30 SepSunday Night Futures: Government Shutdown Very Possible
7. 29 SepGasoline Prices down 35 cents per gallon year-over-year
8. 29 SepQ3 Review: Ten Economic Questions for 2013
9. 29 SepUnofficial Problem Bank list declines to 690 Institutions
10. 28 SepFreddie Mac: Mortgage Serious Delinquency rate declined in August, Lowest since April 2009
11. 28 SepSchedule for Week of September 29th
12. 27 SepReport: Employment Report to be delayed if Government Shutdown
13. 27 SepVehicle Sales: Likely Weaker Sales in September
14. 27 SepChemical Activity Barometer for September Suggests Economic Activity Increasing
15. 27 SepFinal September Consumer Sentiment at 77.5
16. 27 SepPersonal Income increased 0.4% in August, Spending increased 0.3%
17. 27 SepFriday: Personal Income and Outlays for August, Consumer Sentiment
18. 26 SepCommentary: Congress will "Pay the Bills"
19. 26 SepKansas City Fed: Manufacturing Survey "Moderated Somewhat"
20. 26 SepEmployment: Preliminary annual benchmark revision shows upward adjustment of 345,000 jobs
21. 26 SepPending Home Sales Index declines 1.6% in August
22. 26 SepWeekly Initial Unemployment Claims decline to 305,000, Four Week Average lowest since June 2007
23. 26 SepLPS: Mortgage Delinquency Rate declined further in August, In-Foreclosure Rate lowest in 4 1/2 Years
24. 25 SepThursday: Unemployment Claims, Q2 GDP Revision, Pending Home Sales, Prelim Annual Employment Benchmark
25. 25 SepComments on New Home Sales
26. 25 SepFed's Q2 Flow of Funds: Household Mortgage Debt down $1.3 Trillion from Peak, Record Household Net Worth
27. 25 SepNew Home Sales increased to 421,000 Annual Rate in August
28. 25 SepMBA: Mortgage Applications Increase in Latest Weekly Survey, HARP Refinance Share Increases
29. 25 SepZillow: Case-Shiller House Price Index expected to show 12.4% year-over-year increase in August
30. 24 SepLawler on Home Builder Results: Rising Rates, Aggressive Price Increases Dampened Sales
31. 24 SepPhilly Fed: State Coincident Indexes increased in 40 states in August
32. 24 SepComment on House Prices: Real Prices, Price-to-Rent Ratio, Cities
33. 24 SepCase-Shiller: Comp 20 House Prices increased 12.4% year-over-year in July
34. 24 SepTuesday: Case-Shiller House Prices, Richmond Fed Mfg Survey
35. 23 SepWeekly Update: Existing Home Inventory is up 21.8% year-to-date on Sept 23rd
36. 23 SepLawler: Video of How CoreLogic and Zillow House Price Indexes are Constructed
37. 23 SepDOT: Vehicle Miles Driven increased 1.6% in July
38. 23 SepNY Fed's Dudley: Two Tests Before Taper
39. 23 SepLPS: House Price Index increased 0.6% in July, Up 8.7% year-over-year
40. 23 SepChicago Fed: "Economic Growth Picked Up in August"
41. 23 SepSunday Night Futures
42. 22 SepPreliminary annual Employment benchmark revision to be released Thursday
43. 22 SepMortgages, Eminent domain and Richmond
44. 21 SepSchedule for Week of September 22nd
45. 21 SepUnofficial Problem Bank list declines to 692 Institutions
46. 20 SepYellen Speech Next Week Canceled, Nomination as Fed Chair Expected Very Soon
47. 20 SepLA area Port Traffic: Import and Export Traffic Increases in August
48. 20 SepBLS: State unemployment rates were "little changed" in August
49. 20 SepWill the BLS release an employment report for September?
50. 20 SepAAR: Rail Traffic increased in August
51. 19 SepLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in August
52. 19 SepComments on Existing Home Sales
53. 19 SepPhilly Fed Manufacturing Survey indicates Solid Expansion in September
54. 19 SepExisting Home Sales in August: 5.48 million SAAR, 4.9 months of supply
55. 19 SepWeekly Initial Unemployment Claims increase to 309,000, Four Week Average lowest since October 2007
56. 19 SepThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg Survey
57. 18 SepA Few Comments on Bernanke Press Conference and Fed Policy
58. 18 SepFOMC Projections and Press Conference
59. 18 SepFOMC Statement: No Taper
60. 18 SepAIA: Architecture Billings Index increases in August
61. 18 SepHousing Starts increased in August to 891,000 SAAR
62. 18 SepMBA: Mortgage Applications Increase in Latest Weekly Survey
63. 18 SepWednesday: Housing Starts, FOMC Announcement, Bernanke Press Conference
64. 17 SepAugust Update: Early Look at 2014 Cost-Of-Living Adjustments suggests 1.5% increase
65. 17 SepLawler: Table of Distressed Sales and Cash buyers for Selected Cities in August
66. 17 SepKey Measures Show Low Inflation in August
67. 17 SepNAHB: Builder Confidence unchanged in September at 58
68. 17 SepCPI increases 0.1% in August, Core CPI 0.1%
69. 17 SepTuesday: CPI, Homebuilder Confidence
70. 16 SepWeekly Update: Existing Home Inventory is up 21.1% year-to-date on Sept 16th
71. 16 SepLawler: Early Look at Existing Home Sales in August
72. 16 SepFNC: House prices increased 3.9% year-over-year in July
73. 16 SepFed: Industrial Production increased 0.4% in August
74. 16 SepNY Fed: Empire State Manufacturing Activity expands at slower pace in September
75. 16 SepMonday: Industrial Production, NY Fed Mfg Survey
76. 15 SepFOMC Projections Preview: Some Modest Tapering is Possible
77. 15 SepGoldman and Merrill economists on "Tapering"
78. 15 SepSacramento: Conventional Sales up Sharply Year-over-year in August, Active Inventory increases 47% year-over-year
79. 14 SepHedge Fund Risk and Andy Lo's "Capital Decimation Partners"
80. 14 SepSchedule for Week of September 15th
81. 14 SepUnofficial Problem Bank list declines to 700 Institutions
82. 13 SepBank Failure #22 in 2013: First National Bank, Edinburg, Texas
83. 13 SepBank Failure #21 in 2013: The Community's Bank, Bridgeport, Connecticut
84. 13 SepDataQuick on California Bay Area: Sales "Dip" in August, Distressed Sales Down
85. 13 SepHotels: Occupancy Rate tracking pre-recession levels
86. 13 SepPreliminary September Consumer Sentiment decreases to 76.8
87. 13 SepRetail Sales increased 0.2% in August
88. 13 SepFriday: Retail Sales, PPI, Consumer sentiment
89. 12 SepFreddie Mac: Mortgage Rates Hold Steady near Highs for Year
90. 12 SepDataQuick: August SoCal Home Sales down slightly from July, Up 2.8% year-over-year, Distressed Sales down
91. 12 SepReport: Homes Listed For Sales increased in August, Down only 2.5% year-over-year
92. 12 SepWeekly Initial Unemployment Claims decline to 292,000
93. 11 SepThursday: Unemployment Claims, Treasury Statement for August
94. 11 SepJim the Realtor: "The 2008 Collection"
95. 11 SepReport: New Home Sales soft in August
96. 11 SepRepeating myself on the "Debt Ceiling"
97. 11 SepMBA: Mortgage Refinance Activity at Lowest Level since 2009
98. 11 SepWednesday: Mortgage Applications
99. 10 SepLawler: Consistent with Other US Housing Reports, Negative Equity Estimates Vary Widely!
100. 10 SepLas Vegas Real Estate in August: Year-over-year Non-contingent Inventory up 41%
101. 10 SepBLS: Job Openings "little changed" in July
102. 10 SepCoreLogic: 2.5 Million Fewer Properties with Negative Equity in Q2 2013
103. 10 SepNFIB: Small Business Optimism Index "flat" in August
104. 10 SepTuesday: Job Openings, Small Business Confidence
105. 9 SepWeekly Update: Existing Home Inventory is up 20.6% year-to-date on Sept 9th
106. 9 SepHovnanian: Higher Home Prices, Rising Mortgage Rates Dampened Home Sales in July and August
107. 9 SepCBO: Monthly Budget Review for August 2013
108. 9 SepUpdate: When will payroll employment exceed the pre-recession peak?
109. 9 SepConforming Loan Limits and House Prices
110. 9 SepWSJ Report: Fannie, Freddie to lower Conforming Loan Limits in January
111. 8 SepUpdate on "eminent domain" for mortgages: North Las Vegas rejects "hair-brained scheme"
112. 8 SepNY Times on Shortage of Buildable Lots
113. 7 SepPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
114. 7 SepSchedule for Week of September 8th
115. 7 SepUnofficial Problem Bank list declines to 704 Institutions
116. 6 SepHousing Watch: Inventory
117. 6 SepWSJ's Hilsenrath: September FOMC Meeting "Cliffhanger"
118. 6 SepUpdate: Four Charts to Track Timing for QE3 Tapering
119. 6 SepEmployment Report Comments (more graphs)
120. 6 SepAugust Employment Report: 169,000 Jobs, 7.3% Unemployment Rate (graphs)
121. 6 SepFriday: Jobs, Jobs, Jobs
122. 5 SepThe Deregulators, Smarts and Judgment
123. 5 SepEmployment Situation Preview
124. 5 SepTrulia: "Asking home prices rose 11.0 percent year-over-year (Y-o-Y) and 1.2 percent month-over-month (M-o-M) in August"
125. 5 SepISM Non-Manufacturing Index at 58.6 indicates faster expansion in August
126. 5 SepWeekly Initial Unemployment Claims decline to 323,000
127. 5 SepADP: Private Employment increased 176,000 in August
128. 4 SepThursday: ADP Employment, Unemployment Claims, ISM Service Index
129. 4 SepU.S. Light Vehicle Sales increase to 16.0 million annual rate in August
130. 4 SepFed's Beige Book: Economic activity increased "at a modest to moderate pace"
131. 4 SepSurvey: "Shortage of Lots Slows Housing Recovery"
132. 4 SepTrade Deficit increased in July to $39.1 Billion
133. 4 SepMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
134. 4 SepWednesday: Auto Sales, Fed's Beige Book, Trade Deficit
135. 3 SepWeekly Update: Existing Home Inventory is up 19.5% year-to-date on Sept 2nd
136. 3 SepLawler: The Fed, FHA, FHFA, and “Guv’ment” Policies on Mortgage Rates: Out of Whack or Just Plain “Wack?”
137. 3 SepConstruction Spending in July: Private Spending increased, Public Spending Declined
138. 3 SepISM Manufacturing index increases in August to 55.7
139. 3 SepCoreLogic: House Prices up 12.4% Year-over-year in July
140. 3 SepLPS: Mortgage Delinquencies Decline in June, Distressed Sales down Sharply
141. 3 SepTuesday: ISM Mfg Index, Construction Spending
142. 2 SepWSJ: "FHA Cuts Waiting Period to 1 Year for Buyers Who Earlier Faced Foreclosure"
143. 2 SepGDP drag from State and Local Governments
144. 1 SepPopulation Distribution 1900-2060
145. 1 SepUpdate: Charts to Track Timing for QE3 Tapering

August 2013

1. 31 AugUnofficial Problem Bank list declines to 707 Institutions
2. 31 AugSchedule for Week of September 1st
3. 31 AugVehicle Sales: Another strong month in August
4. 30 AugFannie Mae: Mortgage Serious Delinquency rate declined in July, Lowest since December 2008
5. 30 AugChemical Activity Barometer for August shows "Economy on the Upswing"
6. 30 AugFinal August Consumer Sentiment at 82.1
7. 30 AugPersonal Income increased 0.1% in July, Spending increased 0.1%
8. 29 AugFriday: July Personal Income and Outlays, Chicago PMI, Consumer Sentiment
9. 29 AugLawler: Regulators “Caving” on QRM
10. 29 AugFDIC reports $42.2 Billion Earnings for Insured Institutions, Fewer Problem banks, Residential REO Declines in Q2
11. 29 AugZillow: Negative Equity declines in Q2
12. 29 AugQ2 GDP Revised up to 2.5%, Weekly Initial Unemployment Claims decline to 331,000
13. 28 AugThursday: Q2 GDP (second estimate), Unemployment Claims
14. 28 AugFreddie Mac: Mortgage Serious Delinquency rate declined in July, Lowest since April 2009
15. 28 AugDean Baker: "Rising Mortgage Rates Did Not Affect June Case-Shiller Data"
16. 28 AugZillow: Case-Shiller House Price Index expected to show 12.5% year-over-year increase in July
17. 28 AugNAR: Pending Home Sales index declined 1.3% in July
18. 28 AugMBA: Mortgage Refinance Applications down, Purchase Applications Up in Recent Survey
19. 28 AugWednesday: Mortgage Applications, Pending Home Sales Index
20. 27 AugLawler: Measuring Changes in Home Prices is Difficult!
21. 27 AugRichmond Fed: "Manufacturing Sector Strengthened, Hiring Remained Modest" in August
22. 27 AugComment on House Prices: Real Prices, Price-to-Rent Ratio, Cities
23. 27 AugCase-Shiller: Comp 20 House Prices increased 12.1% year-over-year in June
24. 27 AugTuesday: Case-Shiller House Prices, Consumer Confidence, Richmond Fed Mfg Survey
25. 26 AugWeekly Update: Existing Home Inventory is up 21.4% year-to-date on Aug 26th
26. 26 AugNY Times: "For Laid-Off Older Workers, Age Bias Is Pervasive"
27. 26 AugLPS: House Price Index increased 1.2% in June, Up 8.4% year-over-year
28. 26 AugDallas Fed: "Texas Manufacturing Posts Slower Growth" in August
29. 26 AugLPS: Mortgage Delinquency Rate decreases in July
30. 26 AugMonday: Durable Goods, Mortgage Delinquencies, Dallas Fed Mfg Survey
31. 25 AugThe Future is still Bright!
32. 25 AugNew Home Prices
33. 24 AugSchedule for Week of August 25th
34. 24 AugUnofficial Problem Bank list declines to 714 Institutions
35. 23 AugBank Failure #20: Sunrise Bank of Arizona, Phoenix, Arizona
36. 23 AugBank Failure #19 in 2013: Community South Bank, Parsons, Tennessee
37. 23 AugDOT: Vehicle Miles Driven decreased 0.4% in June
38. 23 Aug5% 30 Year Mortgage Rates?
39. 23 AugComments on New Home Sales
40. 23 AugNew Home Sales decline sharply to 394,000 Annual Rate in July
41. 23 AugJackson Hole Economic Symposium Agenda
42. 22 AugFriday: New Home Sales
43. 22 AugFreddie Mac: Mortgage Rates at highest level since 2011
44. 22 AugPhilly Fed: State Coincident Indexes increased in 34 states in July
45. 22 AugKansas City Fed: Regional Manufacturing Activity "Improved Further" in August
46. 22 AugWeekly Initial Unemployment Claims increase to 336,000, Four Week Average Lowest since November 2007
47. 22 AugThursday: Unemployment Claims
48. 21 AugLawler: Table of Distressed Sales and Cash buyers for Selected Cities in July
49. 21 AugAIA: "Positive Trend Continues for Architecture Billings Index" in July
50. 21 AugFOMC Minutes: "Almost all Committee members agreed that a change in the purchase program was not yet appropriate"
51. 21 AugComments on Existing Home Sales: Too early to see impact of higher mortgage rates, Inventory has Bottomed
52. 21 AugExisting Home Sales in July: 5.39 million SAAR, 5.1 months of supply
53. 21 AugMBA: Mortgage Refinance Applications down 62% from Recent Peak
54. 20 AugWednesday: Existing Home Sales, FOMC Minutes
55. 20 AugLawler: The Washington Post (and Reuters) get it wrong again on the GSEs
56. 20 AugATA Trucking Index declined in July, Up 4.7% Year-over-year
57. 20 AugZillow: House Prices up 6% year-over-year in July, Case-Shiller expected to show 12.1% YoY increase for June
58. 20 AugChicago Fed: "Index shows economic growth in July again below average"
59. 20 AugInventory, Inventory, Inventory
60. 19 AugWeekly Update: Existing Home Inventory is up 21.7% year-to-date on Aug 19th
61. 19 AugResearch: Drop in Jobless Claims suggests pickup in Wage Growth
62. 19 AugBLS: State unemployment rates were "little changed" in July
63. 18 AugSan Francisco: Apartments converting back to condos
64. 18 AugHotels: Occupancy Rate tracking pre-recession levels
65. 18 AugPercent of Population in Prime Working Age
66. 17 AugUnofficial Problem Bank list declines to 717 Institutions
67. 17 AugSchedule for Week of August 18th
68. 17 AugLA area Port Traffic: Import Traffic Increases in July
69. 16 AugLawler: Early Look at Existing Home Sales in July
70. 16 AugQuarterly Housing Starts by Intent compared to New Home Sales
71. 16 AugPreliminary August Consumer Sentiment decreases to 80.0
72. 16 AugHousing Starts increased in July to 896,000 SAAR
73. 16 AugFriday: Housing Starts
74. 15 AugFirst Look at 2014 Cost-Of-Living Adjustments and Maximum Contribution Base
75. 15 AugFNC: House prices increased 3.7% year-over-year in June
76. 15 AugKey Measures Show Low Inflation in July
77. 15 AugNAHB: Builder Confidence increases in August to 59, Highest in almost 8 Years
78. 15 AugFed: Industrial Production unchanged in July
79. 15 AugWeekly Initial Unemployment Claims at 320,000, Four Week Average Lowest since 2007
80. 14 AugThursday: Unemployment Claims, CPI, Philly & NY Fed Mfg Surveys, Industrial Production, Builder Confidence
81. 14 AugDataQuick: SoCal Home Sales "Jump" in July, Fewest Foreclosures since 2007
82. 14 AugBy Request: U.S. Population by Age (earlier was by distribution), 1900 through 2060
83. 14 AugNY Fed: Household Debt declined in Q2 as Deleveraging Continues
84. 14 AugMBA: Mortgage Applications decrease in Latest Weekly Survey
85. 13 AugWednesday: Q2 Household Debt and Credit Report, PPI, MBA Purchase Index
86. 13 AugLawler: July Existing Home Sales "up significantly" from June; Updated Table of Distressed Sales and Cash buyers
87. 13 AugReport: Homes Listed For Sales up 1.4% in July from June, Down 5.2% year-over-year
88. 13 AugNFIB: Small Business Optimism Index increased in July
89. 13 AugRetail Sales increased 0.2% in July
90. 13 AugTuesday: Retail Sales
91. 12 AugWeekly Update: Existing Home Inventory is up 18.1% year-to-date on Aug 12th
92. 12 AugSacramento: Conventional Sales up Sharply Year-over-year in July, Active Inventory increases 54% year-over-year!
93. 12 AugComment: The Key Downside Economic Risk
94. 12 AugGreece: A Primary Budget Surplus, Depression Continues
95. 12 AugSunday Night Futures
96. 11 AugU.S. Population Distribution by Age, 1900 through 2060
97. 11 AugU.S. Births "essentially unchanged" in 2012 after Declining for Four Consecutive Years
98. 10 AugForecasts: Oil and Gasoline Prices expected to decline
99. 10 AugSchedule for Week of August 11th
100. 10 AugUnofficial Problem Bank list declines to 723 Institutions
101. 10 AugMerle Hazard: "Great Unwind" with commentary from several economists
102. 9 AugBank Failure #18 in 2013: Bank of Wausau, Wausau, Wisconsin
103. 9 AugLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in July
104. 9 AugUpdate: The Shrinking Deficit
105. 9 AugUpdate: When will payroll employment exceed the pre-recession peak?
106. 9 AugLA Times: The Return of Condo Conversions
107. 9 AugMBA National Delinquency Survey: Judicial vs. Non-Judicial Foreclosure States
108. 8 AugLas Vegas Real Estate in July: Year-over-year Non-contingent Inventory up 9%
109. 8 AugFannie, Freddie, FHA REO inventory declines in Q2 2013
110. 8 AugNAHB: Builder Confidence improves in the 55+ Housing Market in Q2
111. 8 AugMBA: Mortgage Delinquency Rates declined in Q2
112. 8 AugWeekly Initial Unemployment Claims at 333,000, Four Week Average Lowest since 2007
113. 8 AugThursday: Unemployment Claims, Q2 National Mortgage Delinquency Survey
114. 7 AugQ2 2013 GDP Details: Single Family investment increases, Commercial Investment very Low
115. 7 AugAnother Dumb Idea: "Eminent domain" for Underwater Mortgages
116. 7 AugEvent at 1 PM ET: President Obama answers questions on housing
117. 7 AugFreddie Mac on Q2: $5.0 Billion Net Income, No Treasury Draw, REO Declines
118. 7 AugMBA: Mortgage Applications mostly unchanged in Latest Weekly Survey
119. 6 AugWednesday: Mortgage Applications Index, Consumer Credit
120. 6 AugTract Houses: "From the low $1 Millions"
121. 6 AugTrulia: "Asking Home Price Slowdown Amid Rising Mortgage Rates, Expanding Inventory, and Declining Investor Interest"
122. 6 AugBLS: Job Openings little changed in June
123. 6 AugCoreLogic: House Prices up 11.9% Year-over-year in June
124. 6 AugTrade Deficit decreased in June to $34.2 Billion
125. 6 AugTuesday: Trade Deficit, Job Openings
126. 5 AugLawler: Builder Buying of Land/Lots Over Last Year to Boost SF Production “Soon”
127. 5 AugWeekly Update: Existing Home Inventory is up 17.2% year-to-date on Aug 5th
128. 5 AugFed Survey: Banks eased lending standards, "experienced stronger demand in most loan categories"
129. 5 AugISM Non-Manufacturing Index at 56.0 indicates faster expansion in July
130. 5 AugLPS: Seasonal Increase in Mortgage Delinquencies in June
131. 5 AugMonday: ISM Service Index, Senior Loan Officer Survey
132. 4 AugUpdate: Recovery Measures
133. 4 AugUpdate: Four Charts to Track Timing for QE3 Tapering
134. 3 AugPercent Job Losses: Great Recession and Great Depression
135. 3 AugSchedule for Week of August 4th
136. 3 AugUnofficial Problem Bank list declines to 726 Institutions
137. 2 AugBank Failure #17 in 2013: First Community Bank of Southwest Florida
138. 2 AugGraphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
139. 2 AugPersonal Income increased 0.3% in June, Spending increased 0.5%
140. 2 AugEmployment Report: Steady, but Slow Improvement
141. 2 AugJuly Employment Report: 162,000 Jobs, 7.4% Unemployment Rate
142. 2 AugFriday: Jobs, Jobs, Jobs
143. 1 AugEmployment Situation Preview
144. 1 AugU.S. Light Vehicle Sales decline to 15.6 million annual rate in July, Best July since 2006
145. 1 AugConstruction Spending declined in June, Public Construction Spending at Lowest Level since 2006
146. 1 AugISM Manufacturing index increases in July to 55.4
147. 1 AugWeekly Initial Unemployment Claims decline to 326,000
148. 1 AugThursday: Vehicle Sales, Unemployment Claims, ISM Mfg Index, Construction Spending

July 2013

1. 31 JulFannie Mae: Mortgage Serious Delinquency rate declined in June, Lowest since December 2008
2. 31 JulFOMC Statement: Downgrade from "moderate" to "modest"
3. 31 JulQ2 GDP: More Weakness, Data below FOMC June Projections
4. 31 JulReal GDP increased 1.7% Annualized in Q2
5. 31 JulADP: Private Employment increased 200,000 in July
6. 31 JulMBA: Mortgage Applications decrease in Latest Weekly Survey
7. 31 JulWednesday: GDP, FOMC Statement, ADP Employment and more
8. 30 JulZillow: Case-Shiller House Price Index expected to show 12% year-over-year increase in June
9. 30 JulHousing: "Drought of properly priced homes"
10. 30 JulHVS: Q2 2013 Homeownership and Vacancy Rates
11. 30 JulComment on House Prices: Real Prices, Price-to-Rent Ratio, Cities
12. 30 JulCase-Shiller: Comp 20 House Prices increased 12.2% year-over-year in May
13. 30 JulTuesday: Case-Shiller House Price Index
14. 29 JulWeekly Update: Existing Home Inventory is up 17.6% year-to-date on July 29th
15. 29 JulA comment on Fed Forecasting Records
16. 29 JulDallas Fed: "Texas Manufacturing Activity Increases but at a Slower Pace" in July
17. 29 JulNAR: Pending Home Sales index declined 0.4% in June
18. 29 JulLPS: House Price Index increased 1.3% in May, Up 7.9% year-over-year
19. 29 JulSunday Night Futures
20. 28 JulThey're Back! Congress threatens to Default Again
21. 28 JulFOMC Preview: Economic Slowdown
22. 27 JulSchedule for Week of July 28th
23. 27 JulUnofficial Problem Bank list declines to 729 Institutions
24. 26 JulFreddie Mac: Mortgage Serious Delinquency rates declined in June, Lowest since early 2009
25. 26 JulLawler on Publicly-Traded Home Builder Results, "Good Chance for Downward Revision in New Home Sales"
26. 26 JulVehicle Sales: Another strong month in July
27. 26 JulFinal July Consumer Sentiment increase to 85.1, Highest since 2007
28. 26 JulFriday: Consumer Sentiment
29. 25 JulLarry Summers and the Pivot to Austerity
30. 25 JulFreddie Mac: 30 Mortgage Rate declines to 4.31% in Latest Survey
31. 25 JulKansas City Fed: Regional Manufacturing expanded in July
32. 25 JulLPS: Mortgage Delinquency Rate increases in June
33. 25 JulWeekly Initial Unemployment Claims increase to 343,000
34. 25 JulComments on Janet Yellen; Thursday: Durable Goods, Initial Unemployment Claims
35. 24 JulNMHC Survey: Apartment Market Conditions Tighten slightly in July
36. 24 JulAIA: "Architecture Billings Index Stays in Growth Mode" in June
37. 24 JulA Few Comments on New Home Sales
38. 24 JulNew Home Sales at 497,000 Annual Rate in June
39. 24 JulMBA: Mortgage Applications decrease slightly in Latest Weekly Survey
40. 24 JulWednesday: New Home Sales
41. 23 JulDataQuick: Q2 California Foreclosure Starts up from Q1, Down 52.9% from Q2 2012
42. 23 JulATA Trucking Index increases slightly in June
43. 23 JulPhilly Fed: State Coincident Indexes increased in 29 States in June
44. 23 JulRichmond Fed: Regional Manufacturing Activity Weakens
45. 23 JulHouse Price Indexes: FHFA up 7.3% YoY, Zillow up 5.8% YoY
46. 23 JulTuesday: FHFA House Price Index, Richmod Fed Mfg Survey
47. 22 JulWeekly Update: Existing Home Inventory is up 18.4% year-to-date on July 22nd
48. 22 JulLawler: Table of Distressed Sales and Cash buyers for Selected Cities in June
49. 22 JulComments on Existing Home Sales: Solid Report, Inventory near Bottom
50. 22 JulExisting Home Sales in June: 5.08 million SAAR, 5.2 months of supply
51. 22 JulChicago Fed: "Economic Activity Slightly Improved in June"
52. 22 JulMonday: Existing Home Sales
53. 21 JulDataQuick on California Home Sales: Total Sales Down, Conventional Sales up Sharply, Foreclosures lowest since August 2007
54. 21 JulUnofficial Problem Bank list declines to 734 Institutions
55. 20 JulExisting Home Sales: Expect Below Consensus Sales
56. 20 JulSchedule for Week of July 21st
57. 20 JulKrugman: How Much Should We Worry About A China Shock?
58. 19 JulTwo more Q2 GDP Downgrades
59. 19 JulDOT: Vehicle Miles Driven increased 0.9% in May
60. 19 JulBrent and WTI Oil Futures: "The Spread is Dead"
61. 19 JulBLS: State unemployment rates were "little changed" in June
62. 19 JulJanet Yellen for Fed Chair
63. 18 JulResearch: Labor force participation rate expected to stay flat through 2015
64. 18 JulDetroit Files for Bankruptcy
65. 18 JulFreddie Mac: 30 Year Mortgage Rates Decline to 4.37% in Latest Weekly Survey
66. 18 JulPhilly Fed Manufacturing Survey indicates Solid Expansion in July
67. 18 JulWeekly Initial Unemployment Claims decline to 334,000
68. 18 JulThursday: Weekly Unemployment Claims, Philly Fed Mfg Survey, Bernanke
69. 17 JulLawler: Update on June existing Home Sales and Table of Distressed Sales and Cash buyers for Selected Cities
70. 17 JulFed's Beige Book: Economic activity increased "at a modest to moderate pace"
71. 17 JulHousing Starts: A few comments
72. 17 JulBernanke: Semiannual Monetary Policy Report to the Congress
73. 17 JulHousing Starts declined in June to 836,000 SAAR
74. 17 JulMBA: Mortgage Purchase Applications increase slightly, Refinance Applications Decline in Latest Weekly Survey
75. 17 JulWednesday: Housing Starts, Bernanke
76. 16 JulLA area Port Traffic: More Export Weakness in June
77. 16 JulKey Measures show low inflation in June
78. 16 JulNAHB: Builder Confidence increases in July to 57, Highest in 7 Years
79. 16 JulFed: Industrial Production increased 0.3% in June
80. 16 JulCPI increases 0.5% in June, Core CPI 0.2%
81. 16 JulTuesday: CPI, Industrial Production, Homebuilder Confidence
82. 15 JulWeekly Update: Existing Home Inventory is up 18.1% year-to-date on July 15th
83. 15 JulReport: Home Listed For Sales up 4.3% in June from May, Down 7.3% year-over-year
84. 15 JulFNC: House prices increased 4.0% year-over-year in May
85. 15 JulRetail Sales increased 0.4% in June
86. 15 JulMonday: Retail Sales, Empire State Mfg Survey
87. 14 JulOil and Gasoline Prices Increase, Spread between Brent and WTI Narrows
88. 14 JulQ2 GDP tracking 1.0%
89. 13 JulLA Times: The Housing Rebound in Orange County
90. 13 JulSchedule for Week of July 14th
91. 13 JulUnofficial Problem Bank list declines to 742 Institutions
92. 13 Jul"US housing’s resilience"
93. 12 JulLawler: Table of Distressed Sales and Cash buyers for Selected Cities in June
94. 12 JulLawler: Early Look at Existing Home Sales in June
95. 12 JulPreliminary July Consumer Sentiment decreases to 83.9
96. 12 JulJPMorgan: At or above current mortgage rates "refinance volumes and margins will be under pressure"
97. 12 JulFriday: PPI, Consumer Sentiment
98. 11 JulSacramento: Conventional Sales in June highest in Years, Inventory increases 18% year-over-year
99. 11 JulRealtyTrac: Foreclosure Activity Drops to Lowest Level since 2006
100. 11 JulWill the Fed "Taper" in September if the August unemployment rate is 7.6%?
101. 11 JulWeekly Initial Unemployment Claims increase to 360,000
102. 11 JulThursday: Weekly Unemployment Claims
103. 10 JulBernanke: "A Century of U.S. Central Banking: Goals, Frameworks, Accountability"
104. 10 JulFOMC Minutes: "Many members indicated that further improvement in the outlook for the labor market would be required before it would be appropriate to slow the pace of asset purchases"
105. 10 JulTimiraos: Foreclosure Squeeze Crimps Las Vegas Real-Estate Market
106. 10 JulMBA: Mortgage Refinance Applications Decline as Mortgage Rates Increase in Latest Weekly Survey
107. 10 JulWednesday: FOMC Minutes, Bernanke
108. 9 JulFed's Williams: "A Defense of Moderation in Monetary Policy"
109. 9 JulZillow: 30-Year Fixed Mortgage Rates Surge to Highest Level in 2 Years
110. 9 JulBLS: Job Openings little changed in May
111. 9 JulReis: Apartment Vacancy Rate unchanged at 4.3% in Q2 2013
112. 9 JulNFIB: Small Business Optimism Index declines in June
113. 9 JulTuesday: Apartment Vacancy Survey, Job Openings
114. 8 JulDuy on Tapering in September
115. 8 JulWeekly Update: Existing Home Inventory is up 16.3% year-to-date on July 8th
116. 8 JulReis: Office Vacancy Rate unchanged in Q2 at 17.0%
117. 8 JulLPS: Large Decline in Mortgage Delinquencies, U.S. Negative Equity Share Falls Below 15 Percent
118. 8 JulSunday Night Futures
119. 7 JulHouse Prices and Mortgage Rates
120. 7 JulLumber Prices off 25% from recent peak
121. 6 JulPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
122. 6 JulSchedule for Week of July 7th
123. 6 JulUnofficial Problem Bank list declines to 743 Institutions
124. 6 JulGraphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
125. 5 JulMerrill Lynch on Taper Timing
126. 5 JulUpdate: Four Charts to Track Timing for QE3 Tapering
127. 5 JulEmployment Report: More Hiring, Wages Up, Still Weak Labor Market
128. 5 JulJune Employment Report: 195,000 Jobs, 7.6% Unemployment Rate
129. 5 JulFriday: Jobs
130. 4 JulSome Employment Statistics
131. 4 JulECB's Draghi: "ECB interest rates to remain at present or lower levels for an extended period of time"
132. 4 JulTrulia: Asking Home Prices increased in June
133. 3 JulEmployment Situation Preview
134. 3 JulReis: Regional Mall Vacancy Rates unchanged in Q2
135. 3 JulTrade Deficit increased in May to $45.0 Billion
136. 3 JulISM Non-Manufacturing Index indicates slower expansion in June
137. 3 JulWeekly Initial Unemployment Claims decline to 343,000
138. 3 JulADP: Private Employment increased 188,000 in June
139. 3 JulMBA: Mortgage Refinance Applications Decline as Mortgage Rates Increase in Latest Weekly Survey
140. 3 JulWednesday: Trade Deficit, ADP Employment, ISM Service, Q2 Mall Vacancy Rates
141. 2 JulU.S. Light Vehicle Sales increased to 15.9 million annual rate in June, Highest since November 2007
142. 2 JulJune Vehicle Sales: Preliminary Reports suggests highest sales rate since 2007
143. 2 JulExisting Home Inventory is up 16.7% year-to-date on July 1st
144. 2 JulCoreLogic: House Prices up 12.2% Year-over-year in May
145. 2 JulTuesday: June Auto Sales
146. 1 JulDeutsche Bank: Pace of Construction Hiring to increase in 2nd Half of 2013
147. 1 JulUpdate: Recovery Measures
148. 1 JulConstruction Spending increased in May
149. 1 JulISM Manufacturing index increases in June to 50.9
150. 1 JulMarkit PMI shows "modest manufacturing expansion" in June, New export orders decline sharply
151. 1 JulMonday: ISM Manufacturing Index, Construction Spending

June 2013

1. 30 JunHow many Jobs are Needed to Reach Fed's December Unemployment Rate Target for QE3 Tapering?
2. 30 JunUnofficial Problem Bank list declines to 749 Institutions, Q2 Transition Matrix
3. 29 JunOil: The Disappearing Brent / WTI Spread
4. 29 JunSchedule for Week of June 30th
5. 29 JunGoldman on The Impact on GDP of Higher Mortgage Rates
6. 28 JunFannie Mae, Freddie Mac: Mortgage Serious Delinquency rates declined in May, Lowest since early 2009
7. 28 JunZillow: Case-Shiller House Price Index expected to show over 12% year-over-year increase in May
8. 28 JunRestaurant Performance Index at 14 month high in May
9. 28 JunFinal June Consumer Sentiment at 84.1, Chicago PMI declines to 51.6
10. 28 JunFriday: Chicago PMI, Consumer Sentiment
11. 27 JunHotels: Occupancy Rate tracking pre-recession levels
12. 27 JunFreddie Mac: Mortgage Rates highest since July 2011
13. 27 JunKansas City Fed: Regional Manufacturing contracted in June
14. 27 JunPersonal Income increase 0.5% in May, Spending increased 0.3%
15. 27 JunNAR: Pending Home Sales index increased in May
16. 27 JunWeekly Initial Unemployment Claims decline to 346,000
17. 27 JunThursday: Personal Income and Outlays for May, Weekly Unemployment Claims
18. 26 JunHouse Prices and Mortgage Rates
19. 26 JunPhilly Fed: State Coincident Indexes increased in 33 States in May
20. 26 JunVehicle Sales in June forecast to be at highest level since 2007
21. 26 JunQ1 GDP Revised down to 1.8% Annualized Real Growth Rate
22. 26 JunMBA: Mortgage Refinance Applications Decline as Mortgage Rates Increase
23. 26 JunWednesday: Q1 GDP (3rd estimate), MBA Mortgage Purchase Index
24. 25 JunReal House Prices, Price-to-Rent Ratio, City Prices relative to 2000
25. 25 JunA few comments on House Prices and New Home Sales
26. 25 JunNew Home Sales at 476,000 SAAR in May
27. 25 JunCase-Shiller: Comp 20 House Prices increased 12.1% year-over-year in April
28. 25 JunLPS: Mortgage Delinquency Rate lowest since May 2008, Foreclosure inventories lowest since March 2009
29. 25 JunTuesday: New Home Sales, Case-Shiller House Prices, Durable Goods, Consumer Confidence and more
30. 24 JunExisting Home Inventory is up 16.9% year-to-date on June 24th
31. 24 JunMarket Update
32. 24 JunLPS: House Price Index increased 1.5% in April, Up 8.1% year-over-year
33. 24 JunDallas Fed: Regional Manufacturing Activity "surges" in June
34. 24 JunChicago Fed: "Economic Activity slightly improved in May"
35. 24 JunMonday: Dallas Fed Mfg Survey, Chicago Fed National Activity Index
36. 23 JunReal Estate: Pocket Listings in a Tight Market
37. 23 JunA few comments on dumb policy
38. 23 JunGasoline Prices down slightly Nationally, Higher in California due to Refinery Issues
39. 22 JunSchedule for Week of June 23rd
40. 22 JunUnofficial Problem Bank list declines to 751 Institutions
41. 21 JunMartin Wolf writes "Austerity has failed ... Not too late to change course"
42. 21 JunIs Bernanke pulling a Trichet?
43. 21 JunBLS: State unemployment rates were "little changed" in May
44. 21 JunMore Thoughts on QE3 Taper Timing
45. 21 JunTwo more articles on QE3
46. 20 JunFour Charts to Track Timing for QE3 Tapering
47. 20 JunPhilly Fed Manufacturing Survey indicates Expansion in June
48. 20 JunComment on Existing Home Sales: Inventory near Bottom
49. 20 JunExisting Home Sales in May: 5.18 million SAAR, 5.1 months of supply
50. 20 JunWeekly Initial Unemployment Claims increase to 354,000
51. 19 JunThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg Survey
52. 19 JunAnalysis on Tapering QE3
53. 19 JunFOMC Projections and Press Conference
54. 19 JunFOMC Statement: "Downside risks have diminished", Inflation outlook revised down, No Taper
55. 19 JunAIA: "Strong Rebound for Architecture Billings Index" in May
56. 19 JunMBA: Mortgage Applications Decrease, Mortgage Rates Increase
57. 19 JunWednesday: Fed Day
58. 18 JunLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in May
59. 18 JunHousing Starts: A few comments
60. 18 JunKey Measures show low and falling inflation in May
61. 18 JunFed: Household Debt Service Ratio near lowest level in 30+ years
62. 18 JunHousing Starts increase in May to 914,000 SAAR
63. 18 JunTuesday: Housing Starts, CPI
64. 17 JunFNC: House prices increased 4.6% year-over-year in April
65. 17 JunExisting Home Inventory is up 14.9% year-to-date on June 17th
66. 17 JunRedfin: "Here Comes the Inventory"
67. 17 JunNAHB: Builder Confidence increases in June, Over 50 for first time since April 2006
68. 17 JunNY Fed: Empire State Manufacturing index increases in June
69. 17 JunMonday: Empire State Manufacturing, NAHB Homebuilder Confidence
70. 16 JunMid-year Review: Ten Economic Questions for 2013
71. 16 JunWaPo on Deficiency Judgments
72. 16 JunFOMC Projections Preview: Disinflation Watch
73. 15 JunSchedule for Week of June 16th
74. 15 JunUnofficial Problem Bank list declines to 757 Institutions
75. 15 JunGoldman FOMC Preview: "Calming the Market"
76. 14 JunLawler: Early Look at Existing Home Sales in May
77. 14 JunHousing bubble: The "Wealth" is Gone, but the Debt Remains
78. 14 JunPreliminary June Consumer Sentiment decreases to 82.7
79. 14 JunFed: Industrial Production unchanged in May
80. 13 JunFriday: Industrial Production, PPI, Consumer Sentiment
81. 13 JunWSJ: "Fed Likely to Push Back on Market Expectations of Rate Increase"
82. 13 JunFreddie Mac: "Mortgage Rates on Six Week Streak Higher"
83. 13 JunWeekly Initial Unemployment Claims decline to 334,000
84. 13 JunRetail Sales increased 0.6% in May
85. 12 JunThursday: Retail Sales, Weekly Unemployment Claims
86. 12 JunLawler: Table of Distressed Sales and Cash buyers for Selected Cities in May
87. 12 JunSacramento: Conventional Sales in May highest in Years, Inventory increases year-over-year
88. 12 JunCoreLogic: Negative Equity Decreases in Q1 2013, 9.7 Million Properties still with Negative Equity
89. 12 JunMBA: Mortgage Applications Increase, Mortgage Rates highest since March 2012
90. 12 JunUpdate: Real Estate Agent Boom and Bust
91. 11 JunComment: Senator Elizabeth Warren and Short Sale Fraud
92. 11 JunDataQuick: SoCal May Home Sales Highest in 7 Years
93. 11 JunBLS: Job Openings decreased slightly in April
94. 11 JunNFIB: Small Business Optimism Index increases in May
95. 11 JunTuesday: Job Openings, Small Business Optimism
96. 10 JunExisting Home Inventory is up 15.5% year-to-date on June 10th
97. 10 JunLas Vegas Real Estate in May: Year-over-year Inventory decline slows sharply
98. 10 JunQuick Comment: Recession Calls and Markets
99. 10 JunQ1 2013: Mortgage Equity Withdrawal Strongly Negative
100. 10 JunSunday Night Futures
101. 9 JunGasoline Prices down slightly Nationally, Higher in Midwest due to Refinery Issues
102. 9 JunHousing: Watch Inventory
103. 8 JunGraphs for Duration of Unemployment, Unemployment by Education and Diffusion Indexes
104. 8 JunSchedule for Week of June 9th
105. 8 JunUnofficial Problem Bank list declines to 760 Institutions
106. 7 JunBank Failure #16 in 2013: Mountain National Bank, Sevierville, Tennessee
107. 7 JunAAR: Rail Traffic increased in May
108. 7 JunWSJ: Fed could slow QE later this year
109. 7 JunEmployment Report Comments and more Graphs
110. 7 JunMay Employment Report: 175,000 Jobs, 7.6% Unemployment Rate
111. 7 JunFriday: Jobs, Jobs, Jobs
112. 6 JunBank Failure #15 in 2013: 1st Commerce Bank, North Las Vegas, Nevada
113. 6 JunEurope: Been down so long ...
114. 6 JunEmployment Situation Preview: Expect Disappointment
115. 6 JunFed's Q1 Flow of Funds: Household Mortgage Debt down $1.3 Trillion from Peak, Record Household Net Worth
116. 6 JunTrulia: Asking House Prices increased in May
117. 6 JunWeekly Initial Unemployment Claims decline to 346,000
118. 5 JunThursday: Weekly Unemployment Claims, Flow of Funds Report
119. 5 JunReport: Personal Bankruptcy Filings decline 11% year-over-year in May
120. 5 JunFed's Beige Book: Economic activity "increased at a modest to moderate pace"
121. 5 JunISM Non-Manufacturing Index indicates slightly faster expansion in May
122. 5 JunADP: Private Employment increased 135,000 in May
123. 5 JunMBA: Mortgage Refinance Applications decline sharply as Mortgage Rates Increase above 4%
124. 4 JunWednesday: ADP Employment, ISM Service Index, Fed's Beige Book
125. 4 JunLawler: Single Family Homes Built/Sold in 2012: “Back to Bigger,” But on Very Low Volumes
126. 4 JunExisting Home Inventory is up 15.2% year-to-date on June 4th
127. 4 JunCoreLogic: House Prices up 12.1% Year-over-year in April
128. 4 JunTrade Deficit increased in April to $40.3 Billion
129. 4 JunTuesday: Trade Deficit
130. 3 JunFannie Mae, Freddie Mac: Mortgage Serious Delinquency rates declined in April, Lowest since early 2009
131. 3 JunU.S. Light Vehicle Sales increased to 15.3 million annual rate in May
132. 3 JunConstruction Spending increased in April
133. 3 JunISM Manufacturing index declines in May to 49.0, Lowest since June 2009
134. 3 JunMarkIt PMI shows "only a modest rate of growth" in May
135. 3 JunMonday: ISM Manufacturing Index, Auto Sales, Construction Spending
136. 2 JunBernanke: The Ten Suggestions
137. 2 JunBrent, Cushing and $3.50 per gallon Gasoline
138. 1 JunZillow: Case-Shiller House Price Index expected to show over 12% year-over-year increase in April
139. 1 JunSchedule for Week of June 2nd
140. 1 JunUnofficial Problem Bank list declines to 761 Institutions
141. 1 JunFriday Rock Blogging

May 2013

1. 31 MayBank Failure #14 in 2013: Banks of Wisconsin, Kenosha, Wisconsin
2. 31 MayRestaurant Performance Index increases in April
3. 31 MaySocial Security and Medicare Trustees Report Released
4. 31 MayFinal May Consumer Sentiment increases to 84.5, Chicago PMI increases sharply to 58.7
5. 31 MayPersonal Income declined slightly in April, Spending declined 0.2%
6. 31 MayFriday: April Personal Income and Outlays, 2013 Social Security Trustees Report
7. 30 MayFake Prosperity in Ireland for the G8 Summit
8. 30 MayA few comments on 2nd Estimate of GDP
9. 30 MayFreddie Mac: "Fixed Mortgage Rates Highest in a Year"
10. 30 MayNAR: Pending Home Sales index increases slightly in April
11. 30 MayWeekly Initial Unemployment Claims increase to 354,000
12. 30 MayThursday: Q1 GDP, Initial Unemployment Claims
13. 29 MayLawler: Single Family REO Inventory Continued to Decline in Q1; Down 24% from Year Ago, 39% from Two Years Ago
14. 29 MayHousing Report: Institutional Investor Stops Buying, blames "stupid money"
15. 29 MayReports: Small Business Credit Improving
16. 29 MayFDIC reports Record Earnings for insured institutions, Fewer Problem banks, Residential REO Declines in Q1
17. 29 MayMBA: Mortgage Purchase Applications increase, Refinance Applications decline sharply in latest survey
18. 29 MayWednesday: FDIC Quarterly Banking Profile
19. 28 May4% 30 Year Mortgage Rates?
20. 28 MayExisting Home Inventory is up 16.4% year-to-date on May 27th
21. 28 MayReal House Prices, Price-to-Rent Ratio, City Prices relative to 2000
22. 28 MayDallas and Richmond Fed: Regional Manufacturing Activity mixed in May
23. 28 MayCase-Shiller: Comp 20 House Prices increased 10.9% year-over-year in March
24. 28 MayLPS: House Price Index increased 1.4% in March, Up 7.6% year-over-year
25. 28 MayTuesday: Case-Shiller House Prices
26. 27 MayMay Vehicle Sales forecast to be at or above 15 million SAAR
27. 27 MayPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
28. 26 MayGasoline Prices: Down slightly from last year on Memorial Day
29. 26 MayStates: Mo Money Mo Problems
30. 25 MayHow to Calculate Q2 Personal Consumption Expenditure (PCE) Growth
31. 25 MaySchedule for Week of May 26th
32. 25 MayUnofficial Problem Bank list declines to 767 Institutions
33. 25 MayLabor Force Participation Rate Sensitivity
34. 24 MayLawler: Vegas Housing Market: “Sizzlin’ Hot,” and Yet So Cold
35. 24 MayUpdate: The Two Bottoms for Housing
36. 24 MayMerrill Lynch on Labor Force Participation Rate
37. 24 MayDurable Goods Orders increased 3.3% in April
38. 24 MayFriday: Durable Goods (and a comment on housing driving the recovery)
39. 23 MayFreddie Mac: "Mortgage Rates Continue Upward Trend"
40. 23 MayA few comments on New Home Sales
41. 23 MayKansas City Fed: Regional Manufacturing expanded in May
42. 23 MayNew Home Sales at 454,000 SAAR in April
43. 23 MayWeekly Initial Unemployment Claims decline to 340,000
44. 23 MayThursday: New Home Sales, Weekly Unemployment Claims
45. 22 MayExisting Home Sales: A few comments
46. 22 MayFOMC Minutes: Exit Strategy Discussion
47. 22 MayAIA: Architecture Billings Index indicates decreased demand for design services in April
48. 22 MayExisting Home Sales in April: 4.97 million SAAR, 5.2 months of supply
49. 22 MayLPS: Mortgage Delinquency Rate falls below 6.5% in April, Lowest since July 2008
50. 22 MayMBA: Mortgage Applications Decrease in Weekly Survey
51. 22 MayWednesday: Existing Home Sales, Bernanke Testimony and more
52. 21 MayFed's Dudley: "Lessons at the Zero Bound: The Japanese and U.S. Experience"
53. 21 MayATA Trucking Index decreases slightly in April
54. 21 MayPhilly Fed: State Coincident Indexes increased in 45 States in April
55. 21 MayZillow: House Prices up over 5% year-over-year in March, Case-Shiller expected to show 9.8% YoY increase
56. 20 MayDiscussion on Inequality and Economic Growth
57. 20 MayExisting Home Inventory is up 17.7% year-to-date on May 20th
58. 20 MayLumber Prices decline Sharply over last month
59. 20 MayDOT: Vehicle Miles Driven decreased 1.5% in March
60. 20 MayChicago Fed: "Economic Activity Slower in April"
61. 20 MaySunday Night Futures
62. 20 MayReport: Wells Fargo, JPMorgan Chase and Citigroup "nearly halt foreclosure sales"
63. 19 MayResearch Notes: Fiscal Drag and Upward Revisions to Q2 GDP
64. 18 MayUnofficial Problem Bank list declines to 770 Institutions
65. 18 MayBernanke: "Economic Prospects for the Long Run"
66. 18 MaySchedule for Week of May 19th
67. 17 MayCoStar: Commercial Real Estate prices declined seasonally in March
68. 17 MayLA area Port Traffic: Exports down slightly in April
69. 17 MayBLS: Unemployment Rate declined in 40 States in April
70. 17 MayPreliminary May Consumer Sentiment increases to 83.7
71. 17 MayFriday: Consumer Sentiment
72. 16 MayLawler: Table of Distressed Sales and Cash buyers for Selected Cities in April
73. 16 MayHousing Starts: A few Comments and Quarterly Housing Starts by Intent
74. 16 MayKey Measures show low and falling inflation in April
75. 16 MayPhilly Fed Manufacturing Survey Shows Contraction in May
76. 16 MayHousing Starts decline sharply in April to 853,000 SAAR
77. 16 MayWeekly Initial Unemployment Claims increase to 360,000
78. 16 MayThursday: Housing Starts, CPI, Unemployment Claims, Philly Fed Mfg Survey
79. 15 MayLawler: Early Look at Existing Home Sales in April
80. 15 MayDataQuick: SoCal homes sales highest for month of April since 2006, Distressed Sales down in California
81. 15 MayFNC: House prices increased 5.5% year-over-year in March
82. 15 MayBuilder Confidence increases in May
83. 15 MayFed: Industrial Production decreased 0.5% in April
84. 15 MayMisc: Euro-zone Recession Continues, NY Fed Mfg Survey shows contraction, PPI Declines Sharply
85. 15 MayMBA: Mortgage Applications Decrease in Weekly Survey
86. 15 MayWednesday: Industrial Production, Builder Confidence, PPI, Empire State Mfg Survey
87. 14 MayCBO Update: Deficit Shrinking Rapdily
88. 14 MaySacramento: Conventional Sales over 68% of Housing Market in April, Highest percentage in Years
89. 14 MayExisting Home Inventory is up 13.5% year-to-date on May 13th
90. 14 MayNY Fed: Consumer Debt declines in Q1, Deleveraging Continues
91. 14 MayNFIB: Small Business Optimism Index increases in April
92. 14 MayTuesday: Quarterly Report on Household Debt and Credit
93. 13 MayLabor Force Participation Rate Research
94. 13 MayFannie, Freddie, FHA REO inventory declines in Q1 2013
95. 13 MayWhen will payroll employment exceed the pre-recession peak?
96. 13 MayRetail Sales increase 0.1% in April
97. 13 MayMonday: Retail Sales
98. 12 MayEIA: Gasoline Prices expected to average $3.53 per gallon this summer
99. 11 MayMortgage Delinquencies by Loan Type in Q1
100. 11 MaySchedule for Week of May 12th
101. 11 MayUnofficial Problem Bank list declines to 771 Institutions
102. 10 MayBank Failures #11 & 12 in 2013: North Carolina and Georgia
103. 10 MayLawler: Table of Distressed Sales and Cash buyers for Selected Cities in April
104. 10 MayReport: Advanced Bookings suggest Strong Summer Season
105. 10 MayBernanke: "Monitoring the Financial System"
106. 10 MayFriday: Bernanke "Monitoring Finance"
107. 9 MayNAHB: Builder Confidence in the 55+ Housing Market increases sharply in Q1
108. 9 MayMBA: Mortgage Delinquency Rates increase in Q1, Foreclosure Inventory Down Sharply
109. 9 MayFannie Mae Reports Pre-Tax Income of $8.1 Billion for First Quarter 2013
110. 9 MayWeekly Initial Unemployment Claims decline to 323,000
111. 9 MayThursday: Weekly Unemployment Claims
112. 8 MayLas Vegas Real Estate in April: Year-over-year Inventory decline slows
113. 8 MayUpdate: California Revenues $4.6 Billion ahead of Projections through April
114. 8 MayFreddie Mac on Q1: $4.6 Billion Net Income, No Treasury Draw, REO Declines
115. 8 MayMBA: Mortgage Applications Increase, Purchase index at highest level since May 2010
116. 7 MayTemporary Help Services and Employment
117. 7 MayExisting Home Inventory is up 12.2% year-to-date on May 6th
118. 7 MayTrulia: Asking House Prices increased in April, "Rent growth has slowed"
119. 7 MayBLS: Job Openings decreased slightly in March
120. 7 MayCoreLogic: House Prices up 10.5% Year-over-year in March
121. 7 MayTuesday: JOLTS
122. 6 MayFed Survey: Banks eased lending standards, "experienced stronger demand"
123. 6 MayUpdate: Recovery Measures
124. 6 MayLPS: New Problem Loans at Lowest Rate in 6 Years; Negative Equity Drops
125. 6 MayMonday: April Senior Loan Officer Survey
126. 5 MayThe End of Austerity in Europe?
127. 5 MayLawler: Las Vegas Absentee Buyer Share Up Despite Plunge in “Distressed” Sales
128. 4 MayHousing Starts and the Unemployment Rate
129. 4 MaySchedule for Week of May 5th
130. 4 MayUnofficial Problem Bank list declines to 773 Institutions
131. 4 MayGraphs for Duration of Unemployment, Unemployment by Education and Diffusion Indexes
132. 3 MayAAR: Rail Traffic "mixed" in April
133. 3 MayUpdate: The Future's so Bright ...
134. 3 MayEmployment Report Comments and more Graphs
135. 3 MayISM Non-Manufacturing Index indicates slower expansion in April
136. 3 MayApril Employment Report: 165,000 Jobs, 7.5% Unemployment Rate
137. 2 MayFriday: Employment Report
138. 2 MayFreddie Mac: Mortgage Rates decrease in latest Survey, 15-Year at All-Time Low
139. 2 MayEmployment Situation Preview
140. 2 MayTrade Deficit declined in March to $38.8 Billion
141. 2 MayWeekly Initial Unemployment Claims decline to 324,000
142. 2 MayThursday: Trade Deficit, Unemployment Claims
143. 1 MayFannie Mae, Freddie Mac: Mortgage Serious Delinquency rates declined in March
144. 1 MayU.S. Light Vehicle Sales decreased to 14.9 million annual rate in April
145. 1 MayFOMC Statement: "fiscal policy is restraining economic growth", "prepared to increase or reduce the pace of its purchases"
146. 1 MayResidential Construction Spending increased in March, Non-Residential and Public Spending Decreased
147. 1 MayISM Manufacturing index declines in April to 50.7
148. 1 MayADP: Private Employment increased 119,000 in April
149. 1 MayMBA: Refinance Mortgage Applications Increase, Purchase Applications Decrease

April 2013

1. 30 AprWednesday: FOMC Meeting, Auto Sales, ISM Mfg Index, Construction Spending, ADP Employment and more
2. 30 AprRestaurant Index increased in March
3. 30 AprHVS: Q1 2013 Homeownership and Vacancy Rates
4. 30 AprReal House Prices, Price-to-Rent Ratio, City Prices relative to 2000
5. 30 AprCase-Shiller: Comp 20 House Prices increased 9.3% year-over-year in February
6. 30 AprTuesday: Case-Shiller House Prices, Chicago PMI, Consumer Confidence
7. 29 AprQ1 2013 GDP Details: Single Family investment increases, Commercial Investment very Low
8. 29 AprExisting Home Inventory is up 12.1% year-to-date on April 29th
9. 29 AprDallas Fed: Regional Manufacturing Activity "stalls" in April
10. 29 AprPending Home Sales index increases in March
11. 29 AprPersonal Income increased 0.2% in March, Core PCE prices up 1.1% year-over-year
12. 29 AprMonday: Personal Income and Outlays, Pending Home Sales
13. 28 AprFOMC Preview: Inflation Watch
14. 28 AprPublic and Private Sector Payroll Jobs: Bush and Obama
15. 27 AprSchedule for Week of April 28th
16. 27 AprSummary for Week ending April 26th
17. 27 AprUnofficial Problem Bank list declines to 775 Institutions
18. 27 AprThe HARP Success Story
19. 26 AprBank Failures #9 & 10 in 2013: North Carolina and Georgia
20. 26 AprLawler: Selected Results (and Comments) from Large Publicly-Traded Builders for Last Quarter
21. 26 AprQ1 GDP and Investment
22. 26 AprFinal April Consumer Sentiment increases to 76.4
23. 26 AprReal GDP increased 2.5% Annualized in Q1
24. 26 AprFriday: Q1 GDP
25. 25 AprWSJ: "Unemployment Hits New Highs in Spain, France"
26. 25 AprZillow: Rate of Home Value Appreciation Slows Nationwide in Q1
27. 25 AprUpdate: CoreLogic acquires Case-Shiller
28. 25 AprKansas City Fed: Regional Manufacturing contracted "modestly" in April
29. 25 AprWeekly Initial Unemployment Claims decline to 339,000
30. 24 AprThursday: Weekly Unemployment Claims
31. 24 AprLawler: How Much Has the Single Family Housing Market Shifted to Rentals (in numbers)?
32. 24 AprApril Vehicle Sales forecast to be above 15 million SAAR for Sixth Consecutive Month
33. 24 AprAIA: Architecture Billings Index indicates increasing demand for design services in March
34. 24 AprMBA: Mortgage Applications Increase, Purchase Index highest since May 2010
35. 24 AprWednesday: Durable Goods, Architecture Billings Index
36. 23 AprATA Trucking Index increases in March
37. 23 AprDataQuick: Q1 California Foreclosure Starts Lowest Since Late 2005
38. 23 AprA few comments on New Home Sales
39. 23 AprNew Home Sales at 417,000 SAAR in March
40. 23 AprLPS: Total Non-current Mortgages falls below 5 Million for the first time since 2008
41. 23 AprTuesday: New Home Sales
42. 22 AprLawler on Housing: Table of Cash Buyers in March, Updated Table of Short Sales and Foreclosures for Selected Cities
43. 22 AprDOT: Vehicle Miles Driven decreased 1.4% in February
44. 22 AprExisting Home Sales: Conventional Sales up Sharply
45. 22 AprExisting Home Sales in March: 4.92 million SAAR, 4.7 months of supply
46. 22 AprChicago Fed: "Economic Activity Slower in March"
47. 22 AprMonday: Existing Home Sales
48. 21 AprHousing: Some thoughts on Investor Buying, Inventory and recent Price Increases
49. 21 AprShiller on Housing: "Could be an auspicious time to buy"
50. 20 AprSchedule for Week of April 21st
51. 20 AprSummary for Week ending April 19th
52. 20 AprUnofficial Problem Bank list declines to 781 Institutions
53. 19 AprUpdate: Federal and State improving Fiscal Situation
54. 19 AprBank Failures #7 & 8 in 2013: Both in Florida
55. 19 AprBank Failure #6 in 2013: First Federal Bank, Lexington, Kentucky
56. 19 AprDataQuick on California Home Sales: Foreclosures lowest since September 2007
57. 19 AprBLS: Unemployment Rate declined in 26 States in March
58. 19 AprHotels: Occupancy Rate tracking pre-recession levels
59. 19 AprFriday: State Employment, Snoxx Socks!
60. 18 AprNMHC Apartment Survey: Market Conditions Tighten in April
61. 18 AprFed's Raskin: Low- and middle-income households hit hardest by Great Recession
62. 18 AprCoStar: Commercial Real Estate prices up 5.1% Year-over-year in February
63. 18 AprPhilly Fed Manufacturing Survey Shows Slower Expansion in April
64. 18 AprWeekly Initial Unemployment Claims increase to 352,000
65. 18 AprThursday: Weekly Unemployment Claims, Philly Fed Mfg Survey
66. 17 AprLawler: Early Look at Existing Home Sales in March
67. 17 AprFed's Beige Book: Economic activity expanded at "moderate" pace
68. 17 AprLA area Port Traffic decreases year-over-year in March
69. 17 AprMBA: Mortgage Applications Increase, Purchase Index highest since May 2010
70. 17 AprWednesday: Beige Book, Mortgage Applications
71. 16 AprLawler: Updated Table of Short Sales and Foreclosures for Selected Cities in March
72. 16 AprA few comments on Housing Starts
73. 16 AprKey Measures show low inflation in March
74. 16 AprFed: Industrial Production increased 0.4% in March
75. 16 AprHousing Starts increase to 1.036 million SAAR in March
76. 16 AprTuesday: Housing Starts, CPI, Industrial Production
77. 15 AprGasoline Prices Continue Decline
78. 15 AprExisting Home Inventory is up 9.6% year-to-date on April 15th
79. 15 AprFNC: House prices increased 6.1% year-over-year in February, At 28 Month High
80. 15 AprBuilder Confidence declines in April due to higher costs
81. 15 AprNY Fed: Empire State Manufacturing index declines, Shows slight expansion in April
82. 15 AprMonday: Empire State Mfg Survey, Homebuilder Confidence
83. 14 AprShiller and the Upward Slope of Real House Prices
84. 14 AprLA Times: The Industrial Boom in the Inland Empire
85. 13 AprUnofficial Problem Bank list declines to 786 Institutions
86. 13 AprSchedule for Week of April 14th
87. 13 AprSummary for Week ending April 12th
88. 13 AprNY Times: "Fewer Home Loans Start to Affect Banks"
89. 12 AprLawler: "Why Active Listings Excluding All Pending Contracts Aren’t a Good Measure of Inventory"
90. 12 AprReport: Housing Inventory declines 15% year-over-year in March
91. 12 AprPreliminary April Consumer Sentiment declines to 72.3
92. 12 AprRetail Sales decline 0.4% in March
93. 12 AprFriday: Retail Sales, PPI, Consumer Sentiment
94. 11 AprFreddie Mac: Mortgage Rates decrease slightly in latest Survey
95. 11 AprZillow forecasts Case-Shiller House Price index to increase 8.9% Year-over-year for February
96. 11 Apr"The Rapidly Shrinking Federal Deficit"
97. 11 AprWeekly Initial Unemployment Claims decline to 346,000
98. 11 AprThursday: Initial Weekly Unemployment Claims
99. 10 AprLPS: Mortgage Delinquencies decline in February
100. 10 AprLawler: Table of Short Sales and Foreclosures for Selected Cities in March
101. 10 AprSacramento: Conventional Sales over 62% of Housing Market in March, Highest percentage in Years
102. 10 AprMBA: Mortgage Applications Increase, Conventional Purchase Applications highest since October 2009
103. 10 AprFOMC Minutes: Benefits of QE "outweigh the likely costs and risks"
104. 10 AprWednesday: FOMC Minutes
105. 9 AprJob Openings and Nonfarm Payrolls
106. 9 AprLas Vegas Real Estate: Conventional Sales up 40% year-over-year in March
107. 9 AprLumber Prices near Housing Bubble High
108. 9 AprBLS: Job Openings increased in February, Most since May 2008
109. 9 AprNFIB: Small Business Optimism Index declines in March
110. 9 AprTuesday: Small Business Confidence, Job Openings
111. 8 AprExisting Home Inventory is up 8.5% year-to-date on April 8th
112. 8 AprLawler: Goldman's Pretty Weak Argument that “National” Home Prices Last Year “Really” Increased by 3-4%
113. 8 AprLabor Force Participation Rate Update
114. 8 AprOver There: Portugal
115. 8 AprSunday Night Futures
116. 7 AprGraphs for Construction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes
117. 7 AprBusiness Week on Jim the Realtor
118. 6 AprUnofficial Problem Bank list declines to 790 Institutions, Q1 Transition Matrix
119. 6 AprSummary for Week ending April 5th
120. 6 AprSchedule for Week of April 7th
121. 6 AprBank Failure #5 in 2013: Gold Canyon Bank, Gold Canyon, Arizona
122. 5 AprAAR: Rail Traffic "mixed" in March
123. 5 AprEmployment Report Comments and more Graphs
124. 5 AprTrade Deficit declined in February to $43 Billion
125. 5 AprMarch Employment Report: 88,000 Jobs, 7.6% Unemployment Rate
126. 5 AprFriday: Employment Report, Trade Deficit
127. 4 AprFed's Yellen: Communication in Monetary Policy
128. 4 AprEmployment Situation Preview
129. 4 AprReis: Mall Vacancy Rate declines in Q1
130. 4 AprTrulia: Asking House Prices increased in March, Rents "flatten"
131. 4 AprWeekly Initial Unemployment Claims increase to 385,000
132. 4 AprThursday: Weekly Unemployment Claims, Mall Vacancy Survey
133. 3 AprFannie Mae: Mortgage Serious Delinquency rate declined in February, Lowest since February 2009
134. 3 AprFed's Williams: Expects to Meet "test for substantial improvement in the outlook for the labor market by this summer"
135. 3 AprReis: Apartment Vacancy Rate declined to 4.3% in Q1 2013
136. 3 AprISM Non-Manufacturing Index indicates slower expansion in March
137. 3 AprCoreLogic: House Prices up 10.2% Year-over-year in February
138. 3 AprADP: Private Employment increased 158,000 in March
139. 3 AprMBA: Mortgage Purchase Applications increase, Refinance Applications decrease
140. 3 AprWednesday: ADP Employment, ISM Service, Apartment Vacancy Survey
141. 2 AprU.S. Light Vehicle Sales decreased to 15.3 million annual rate in March
142. 2 AprPhilly Fed: State Coincident Indexes increased in 45 States in February
143. 2 AprFannie Mae reports record profit in 2012
144. 2 AprReis: Office Vacancy Rate declines slightly in Q1 to 17.0%
145. 2 AprTuesday: Auto Sales, Office Vacancy Rate
146. 1 AprUpdate: Recovery Measures
147. 1 AprExisting Home Inventory is up 6.5% year-to-date on April 1st
148. 1 AprConstruction Spending increased in February
149. 1 AprISM Manufacturing index declines in March to 51.3
150. 1 AprSunday Night Futures

March 2013

1. 31 MarNY Times: Following Cyprus bank closings, Other Tax Havens step in
2. 31 MarGasoline Prices down 12 cents over last month
3. 30 MarUnofficial Problem Bank list declines to 791 Institutions
4. 30 MarSchedule for Week of March 31st
5. 30 MarSummary for Week ending March 29th
6. 29 MarReport: Slow to Foreclose in Ireland
7. 29 MarRestaurant Index declines in February
8. 29 MarBLS: Unemployment Rate declined in 22 States in February
9. 29 MarMarch Consumer Sentiment increases to 78.6
10. 29 MarPersonal Income increased 1.1% in February, Spending increased 0.7%
11. 29 MarFriday: Personal Income and Outlays, Consumer Sentiment
12. 28 MarComments on Q4 GDP and Investment
13. 28 MarA comment on Jobs, Household Formation and New Residential Construction
14. 28 MarKansas City Fed: Regional Manufacturing contracted slightly in March
15. 28 MarWeekly Initial Unemployment Claims increase to 357,000
16. 28 MarThursday: Initial Weekly Unemployment Claims, GDP, Chicago PMI
17. 27 MarAnalysts increase 2013 house price forecasts
18. 27 MarLawler: Single Family REO inventories down 23.4% in 2012
19. 27 MarFreddie Mac Mortgage Serious Delinquency rate declined in February, Lowest since mid-2009
20. 27 MarPending Home Sales index declines in February
21. 27 MarMBA: Mortgage Applications increase in latest survey
22. 27 MarWednesday: Pending Home Sales
23. 26 MarForecasts: Solid Vehicle Sales in March
24. 26 MarA few comments on New Home Sales
25. 26 MarReal House Prices, Price-to-Rent Ratio, City Prices relative to 2000
26. 26 MarNew Home Sales at 411,000 SAAR in February
27. 26 MarCase-Shiller: Comp 20 House Prices increased 8.1% year-over-year in January
28. 26 MarLPS: Mortgage delinquencies decreased in February
29. 26 MarTuesday: New Home Sales, Case-Shiller House Prices, Durable Goods
30. 25 MarExisting Home Inventory is up 7.5% year-to-date on March 25th
31. 25 MarBernanke: Central Banker policies are not "beggar-thy-neighbor"
32. 25 MarDallas Fed: Regional Manufacturing Activity increased in March
33. 25 MarChicago Fed: "Economic Activity Improved in February"
34. 25 MarSunday Night Futures
35. 25 MarReports: Cyprus Draft Deal Reached, No Details Yet
36. 24 MarHousing Starts and the Unemployment Rate
37. 24 MarCyprus Sunday
38. 23 MarUnofficial Problem Bank list declines to 797 Institutions
39. 23 MarSchedule for Week of March 24th
40. 23 MarSummary for Week ending March 22nd
41. 23 MarCyprus: Bank Resolution Bills Passed, Vote Saturday on Tax on uninsured deposits
42. 22 MarDOT: Vehicle Miles Driven increased 0.5% in January
43. 22 MarLawler: The “Strange Case” of the NAR’s Regional Existing Condo/Co-op Sales
44. 22 MarCyprus Update
45. 22 MarHotels: Occupancy Rate near pre-recession levels
46. 22 MarCyprus Parliament expected to vote on new plan Friday
47. 21 MarLumber Prices up Sharply, Suppliers Scramble to Keep Up
48. 21 MarCyprus Update
49. 21 MarPhilly Fed Manufacturing Survey Shows Expansion in March
50. 21 MarExisting Home Sales: Conventional Sales up Sharply
51. 21 MarExisting Home Sales in February: 4.98 million SAAR, 4.7 months of supply
52. 21 MarWeekly Initial Unemployment Claims increase to 336,000
53. 21 MarThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg Index
54. 20 MarNY Times: "Surprise Demand for Housing Catches Industry Off-Guard"
55. 20 MarFOMC Projections and Press Conference
56. 20 MarFOMC Statement: "Labor market conditions have shown signs of improvement"
57. 20 MarAIA: Architecture Billings Index increases, Strongest Growth since 2007
58. 20 MarMBA: Mortgage Applications decrease
59. 20 MarWednesday: FOMC Announcement and Press Conference
60. 19 MarATA Trucking Index increases in February
61. 19 MarReport: Cyprus's Parliament Rejects Bank Deposit Tax
62. 19 MarA few comments on Housing Starts
63. 19 MarCoreLogic: Negative Equity Decreases in Q4 2012
64. 19 MarHousing Starts increase to 917 thousand SAAR in February
65. 18 MarTuesday: Housing Starts
66. 18 MarExisting Home Inventory is up 6.0% year-to-date on March 18th
67. 18 MarLA area Port Traffic increases year-over-year in February
68. 18 MarBLS: No State had double digit unemployment in January 2013
69. 18 MarBuilder Confidence declines in March to 44
70. 18 MarCyprus Update: Delay
71. 18 MarSunday Night Futures
72. 17 MarCyprus Update
73. 17 MarFOMC Projections Preview
74. 16 MarUpdated Table of Short Sales and Foreclosures for Selected Cities in February
75. 16 MarSchedule for Week of March 17th
76. 16 MarSummary for Week ending March 15th
77. 16 MarUnofficial Problem Bank list declines to 801 Institutions
78. 15 MarLawler: Early Look at Existing Home Sales in February
79. 15 MarFannie Mae Delays Annual SEC Filing due to improved results
80. 15 MarKey Measures of inflation in February
81. 15 MarPreliminary March Consumer Sentiment declines to 71.8
82. 15 MarFed: Industrial Production increased 0.7% in February
83. 15 MarCPI increases 0.7% in February, Core CPI 0.2%, NY Fed Manufacturing indicates expansion
84. 14 MarFriday: Industrial Production, CPI, Consumer Sentiment
85. 14 MarFreddie Mac: Mortgage Rates increase in latest Survey
86. 14 MarReport: Housing Inventory declines 16% year-over-year in February
87. 14 MarFNC: Residential Property Values increased 5.7% year-over-year in January
88. 14 MarWeekly Initial Unemployment Claims decrease to 332,000
89. 14 MarThursday: Unemployment Claims, PPI
90. 13 MarDataQuick: February Home Sales in SoCal highest in Six Years, Strong Investor Buying
91. 13 MarFHFA: Over 1 Million HARP Refinances in 2012
92. 13 MarZillow forecasts Case-Shiller House Price index to increase 8.0% Year-over-year for January
93. 13 MarRetail Sales increased 1.1% in February
94. 13 MarMBA: Mortgage Applications decrease, Mortgage Rates highest since August 2012
95. 13 MarWednesday: Retail Sales
96. 12 MarJim the Realtor: Here is what it looks like at an open house
97. 12 MarQ4 2012: Mortgage Equity Withdrawal less negative
98. 12 MarExisting Home Inventory is up 5.0% year-to-date on March 11th
99. 12 MarBLS: Job Openings "little changed" in January
100. 12 MarNFIB: Small Business Optimism Index increases in February, Still Low
101. 12 MarTuesday: JOLTS, Small Business Confidence
102. 11 MarLawler: Table of Short Sales and Foreclosures for Selected Cities in February
103. 11 MarUpdate: The Recession Probability Chart
104. 11 MarSacramento February House Sales: Conventional Sales up 41.4% year-over-year
105. 11 MarSunday Night Futures
106. 10 MarBusiness Cycles and Markets
107. 10 MarGraphs for Duration of Unemployment, Unemployment by Education and Diffusion Indexes
108. 9 MarUnofficial Problem Bank list declines to 805 Institutions
109. 9 MarSchedule for Week of March 10th
110. 9 MarSummary for Week ending March 8th
111. 8 MarBank Failure #4 in 2013: Frontier Bank, LaGrange, Georgia
112. 8 MarAAR: Rail Traffic "mixed" in February
113. 8 MarFreddie Mac Mortgage Serious Delinquency rate declined in January, Lowest since mid-2009
114. 8 MarEmployment Report Comments and more Graphs
115. 8 MarFebruary Employment Report: 236,000 Jobs, 7.7% Unemployment Rate
116. 8 MarFriday: Jobs, Jobs, Jobs
117. 7 MarEmployment Situation Preview
118. 7 MarZelman: "Nirvana for housing"
119. 7 MarFed's Q4 Flow of Funds: Household Mortgage Debt down $1.2 Trillion from Peak
120. 7 MarLPS: Mortgage Delinquencies decline in January, "Non-Judicial States’ Pipeline Ratios Extending Due to Legislative, Legal Actions"
121. 7 MarTrade Deficit increased in January to $44.4 Billion
122. 7 MarWeekly Initial Unemployment Claims decrease to 340,000
123. 7 MarThursday: Trade Deficit, Unemployment Claims, Q4 Flow of Funds
124. 6 MarNo Government Shutdown on March 27th?
125. 6 MarFed's Beige Book: Economic activity expanded at "modest to moderate" pace
126. 6 MarReport: Personal Bankruptcy Filings decline 21% year-over-year in February
127. 6 MarADP: Private Employment increased 198,000 in February
128. 6 MarMBA: Mortgage Applications Increase Sharply in Latest Weekly Survey
129. 6 MarWednesday: ADP Employment, Beige Book
130. 5 MarMarket Update
131. 5 MarTrulia: Asking House Prices increased in February, Inventory not expected to bottom in 2013
132. 5 MarISM Non-Manufacturing Index indicates faster expansion in February
133. 5 MarCoreLogic: House Prices up 9.7% Year-over-year in January
134. 5 MarTuesday: ISM Service Index
135. 4 MarExisting Home Inventory is only up 3.4% year-to-date in early March
136. 4 MarFannie Mae Mortgage Serious Delinquency rate declined in January, Lowest since early 2009
137. 4 MarUpdate: Seasonal Pattern for House Prices
138. 4 MarFed's Yellen: Challenges Confronting Monetary Policy
139. 4 MarSunday Night Futures
140. 3 MarQ4 2012 GDP Details: Commercial Real Estate investment very low, Single Family investment increases
141. 3 MarHousing: The Two Bottoms
142. 2 MarUnofficial Problem Bank list declines to 808 Institutions
143. 2 MarSchedule for Week of March 3rd
144. 2 MarSummary for Week ending March 1st
145. 2 MarBernanke: How are long-term rates likely to evolve over coming years?
146. 2 MarGoldman Sachs on Sequestration Cuts
147. 1 MarU.S. Light Vehicle Sales increase to 15.4 million annual rate in February
148. 1 MarConstruction Spending declined in January
149. 1 MarISM Manufacturing index increases in February to 54.2, Consumer Sentiment improves
150. 1 MarPersonal Income declined 3.6% in January, Spending increased 0.2%
151. 1 MarFriday: Personal Income and Outlays, ISM Mfg Index, Construction Spending, Auto Sales, Consumer sentiment

February 2013

1. 28 FebFreddie Mac: $4.5 Billion Net Income, No Treasury Draw, REO Declines
2. 28 FebRestaurant Performance Index: Expansion in January
3. 28 FebKansas City Fed: Regional Manufacturing contracted in February
4. 28 FebFed: Consumer Debt increased slightly in Q4, "Deleveraging Process Decelerates"
5. 28 FebLPS: Mortgage delinquencies decreased in January
6. 28 FebWeekly Initial Unemployment Claims decrease to 344,000
7. 28 FebThursday: Q4 GDP, Unemployment Claims
8. 27 FebLawler: A few highlights from the Q4 FDIC Quarterly Banking Profile
9. 27 FebBernanke: Sequester could lead to "less deficit reduction"
10. 27 FebPending Home Sales index increased in January
11. 27 FebMBA: Mortgage Applications Decrease
12. 27 FebWednesday: Durable Goods, Pending Home Sales, Bernanke
13. 26 FebMisc: Sales Ratio Existing to New Home Sales, FHFA House Prices, Richmond Fed Mfg Survey
14. 26 FebReal House Prices and Price-to-Rent Ratio
15. 26 FebA few Comments on New Home Sales
16. 26 FebNew Home Sales at 437,000 SAAR in January
17. 26 FebCase-Shiller: Comp 20 House Prices increased 6.8% year-over-year in December
18. 26 FebTuesday: New Home Sales, Case-Shiller House Prices, Bernanke
19. 25 FebExisting Home Inventory up 3.6% year-to-date in late February
20. 25 FebMarket Update
21. 25 FebLPS: House Price Index increased 0.1% in December, Up 5.8% year-over-year
22. 25 FebDallas Fed: Regional Manufacturing Activity increases in February but at a Slower Pace
23. 25 FebChicago Fed: "Economic Growth Moderated in January"
24. 25 FebSunday Night Futures
25. 25 FebGasoline Prices up over 50 Cents per Gallon since December
26. 24 FebForecast: Solid Auto Sales in February
27. 24 FebHousing: Some Details on the Business Model for Institutional Buyers
28. 23 FebDOT: Vehicle Miles Driven declined 2.9% in December
29. 23 FebSchedule for Week of Feb 24th
30. 23 FebSummary for Week ending February 22nd
31. 23 FebUnofficial Problem Bank list declines to 809 Institutions
32. 22 FebATA Trucking Index "Best Ever January"
33. 22 FebZillow forecasts Case-Shiller House Price index to increase 6.7% Year-over-year for December, Strong Price increases in January
34. 22 FebHousing: What if inventory keeps falling?
35. 22 FebA Brief Comment on Lumber Prices
36. 21 FebCorrection: MBA National Delinquency Survey Graph
37. 21 FebExisting Home Sales: Conventional Sales up Sharply
38. 21 FebKey Measures show low inflation in January
39. 21 FebQ4 MBA National Delinquency Survey Comments
40. 21 FebMBA: "Mortgage Delinquency and Foreclosure Rates Finished 2012 Down Sharply"
41. 21 FebExisting Home Sales in January: 4.92 million SAAR, 4.2 months of supply
42. 21 FebWeekly Initial Unemployment Claims increase to 362,000
43. 21 FebThursday: Existing Home Sales, MBA's Mortgage Delinquency Survey, Unemployment Claims, CPI and more
44. 20 FebFOMC Minutes: "Several participants" support varying QE asset purchases
45. 20 FebQuarterly Housing Starts by Intent compared to New Home Sales
46. 20 FebAIA: "Strong Surge for Architecture Billings Index"
47. 20 FebHousing Starts decrease to 890 thousand SAAR in January, Single Family Starts Increase
48. 20 FebMBA: Mortgage Applications Decrease, Mortgage Rates increase
49. 20 FebWednesday: Housing Starts, FOMC Minutes, PPI and more
50. 20 FebHousing: No "Troubling Divergence" between Completions and Sales
51. 19 FebUpdate: Real Estate Agent Boom and Bust
52. 19 FebBuilder Confidence declines slightly in February to 46
53. 19 FebResidential Remodeling Index declines 6% in December
54. 19 FebTuesday: Homebuilder Confidence Survey
55. 18 FebLawler: Early Look At January Existing Home Sales
56. 18 FebExisting Home Inventory up 2.3% year-to-date in mid-February
57. 18 FebFNC: "Foreclosure price discounts drop to pre-crisis levels"
58. 18 FebLA area Port Traffic in January
59. 17 FebUpdate: Recovery Measures
60. 17 FebInland Empire: Starting to Recover
61. 16 FebUnofficial Problem Bank list declines to 812 Institutions
62. 16 FebSummary for Week ending February 16th
63. 16 FebSchedule for Week of Feb 17th
64. 16 FebBank Failure #3 in 2013: Covenant Bank, Chicago, Illinois
65. 16 FebUpdate: Table of Short Sales and Foreclosures for Selected Cities in January
66. 15 FebLawler: Publicly-Traded Home Builder Results and Comparison to Census New Home Sales
67. 15 FebMortgage Rates Unchanged in Latest Survey, Up slightly over last few months
68. 15 FebPreliminary February Consumer Sentiment increases to 76.3
69. 15 FebFed: Industrial Production declined 0.1% in January
70. 15 FebFriday: Industrial Production, Consumer sentiment, Empire State Mfg Survey
71. 14 FebFNC: Residential Property Values increased 4.9% year-over-year in December
72. 14 FebReport: Housing Inventory declines 16% year-over-year in January
73. 14 FebReport: U.S. Foreclosure Starts Decline in January due to new California Law
74. 14 FebWeekly Initial Unemployment Claims decline to 341,000
75. 14 FebThursday: Weekly Unemployment Claims
76. 13 FebCoStar: Commercial Real Estate prices up 4.3% Year-over-year
77. 13 FebDataQuick: January Home Sales in SoCal highest in Six Years
78. 13 FebMBA: Mortgage Applications Decrease in Latest Weekly Survey
79. 13 FebRetail Sales increased 0.1% in January
80. 13 FebWednesday: Retail Sales
81. 12 FebLawler: Table of Short Sales and Foreclosures for Selected Cities in January
82. 12 FebMore Research on Construction Employment
83. 12 FebBLS: Job Openings "little changed" in December
84. 12 FebNFIB: Small Business Optimism Index increases slightly in January, Still very low
85. 12 FebNikkei Opens Up Sharply following Finance Ministers Price Target
86. 11 FebLas Vegas Real Estate: Sales and Inventory decreased year-over-year in January
87. 11 FebFed's Yellen: "A Painfully Slow Recovery for America's Workers"
88. 11 FebSacramento January House Sales: Conventional Sales up 51% year-over-year
89. 11 FebA Compendium of Tanta's Posts
90. 11 FebSunday Night Futures
91. 10 FebTimiraos: "FHA Gets Scrutiny"
92. 10 FebGasoline Prices increase to $4 per gallon in California
93. 10 Feb"Sequester" Budget Cuts appear more likely
94. 9 FebUnofficial Problem Bank list declines to 820 Institutions
95. 9 FebSchedule for Week of Feb 10th
96. 9 FebSummary for Week ending February 9th
97. 9 FebHotels: Occupancy Rate near pre-recession levels
98. 8 FebAAR: Rail Traffic "mixed" in January
99. 8 FebLas Vegas: Visitor Traffic at Record High in 2012, Convention Attendance Lags
100. 8 FebMeyer on Construction Jobs
101. 8 FebTrade Deficit declined in December to $38.5 Billion
102. 8 FebFriday: Trade Deficit
103. 7 FebLawler on Housing: More Data on Cash Buyers
104. 7 FebFed: Consumer Credit increased $14.6 Billion in December
105. 7 FebNAHB: Builder Confidence in the 55+ Housing Market dips in Q4, Up year-over-year
106. 7 FebWeekly Initial Unemployment Claims at 366,000
107. 7 FebThursday: Weekly Unemployment Claims, Consumer Credit
108. 6 FebCalifornia Housing Report: Record Cash Buying in 2012
109. 6 FebRedfin: "Homebuyer Demand Takes Off in January"
110. 6 FebMBA: Purchase Mortgage Applications Increase, Highest Since May 2010
111. 6 FebUpdate: Seasonal Pattern for House Prices
112. 5 FebCBO: Deficit to decline to 2.4% of GDP in Fiscal 2015
113. 5 FebTrulia: Asking House Prices increased in January
114. 5 FebISM Non-Manufacturing Index indicates expansion in January
115. 5 FebCoreLogic: House Prices up 8.3% Year-over-year in December
116. 5 FebTuesday: ISM Service Index
117. 4 FebFed: Some domestic banks "eased lending standards", Demand for some Loans "strengthened"
118. 4 FebHousing: Inventory down 22% year-over-year in early February
119. 4 FebIrwin: No Bond Bubble
120. 4 FebLawler: More Home Builder Results for Last Quarter
121. 4 FebSunday Night Futures
122. 3 FebRestaurant Performance Index: "Softer Sales, Traffic" in December
123. 3 FebGraphs for Duration of Unemployment, Unemployment by Education and Diffusion Indexes
124. 2 FebUnofficial Problem Bank list declines to 822 Institutions
125. 2 FebSchedule for Week of Feb 3rd
126. 2 FebSummary for Week ending February 2nd
127. 2 FebFannie Mae, Freddie Mac Mortgage Serious Delinquency rates mostly unchanged in December
128. 1 FebU.S. Light Vehicle Sales at 15.3 million annual rate in January
129. 1 FebConstruction Spending increased in December, Public spending lowest since 2006
130. 1 FebEmployment Report Comments and more Graphs
131. 1 FebISM Manufacturing index increases in January to 53.1, Consumer Sentiment improves
132. 1 FebJanuary Employment Report: 157,000 Jobs, 7.9% Unemployment Rate
133. 1 FebFriday: Jobs, ISM Mfg, Construction Spending, Auto Sales and more

January 2013

1. 31 JanLPS: Fewer Delinquencies in 2012, Highest level of Mortgage Originations since 2007
2. 31 JanKolko: Here are the “Missing” Construction Jobs
3. 31 JanEmployment Situation Preview
4. 31 JanPersonal Income increased 2.6% in December, Spending increased 0.2%
5. 31 JanWeekly Initial Unemployment Claims increase to 368,000
6. 31 JanThursday: Initial Unemployment Claims, Personal Income and Outlays, Chicago PMI
7. 30 JanLawler: Some Home Builder Results
8. 30 JanFOMC Statement: "Economic activity paused because of transitory factors"
9. 30 JanComments on Q4 GDP and Investment
10. 30 JanReal GDP decreased 0.1% Annualized in Q4
11. 30 JanADP: Private Employment increased 192,000 in January
12. 30 JanWednesday: Q4 GDP, FOMC Announcement, ADP Employment
13. 29 JanLawler on Housing Vacancy Survey
14. 29 JanHVS: Q4 Homeownership and Vacancy Rates
15. 29 JanComment on House Prices, Real House Prices, and Price-to-Rent Ratio
16. 29 JanCase-Shiller: House Prices increased 5.5% year-over-year in November
17. 29 JanTuesday: Case-Shiller House Prices
18. 28 JanExisting Home Inventory up 3.7% in late January
19. 28 JanDallas Fed: Regional Manufacturing Activity "Strengthens" in January
20. 28 JanPending Home Sales index declines in December
21. 28 JanHousing Spillover Effects
22. 28 JanMonday: Durable Goods, Pending Home Sales
23. 27 JanDoes this mark the top for bond prices?
24. 27 JanThresholds for QE
25. 27 JanMe, Me, Me
26. 27 JanUnofficial Problem Bank list declines to 825 Institutions
27. 26 JanSchedule for Week of Jan 27th
28. 26 JanSummary for Week ending January 25th
29. 26 JanZillow forecasts Case-Shiller House Price index to increase 5.3% Year-over-year for November
30. 25 JanWSJ: "Six Housing Forecasters Who Got Things Right in 2012"
31. 25 JanHotels: RevPAR increases 12% compared to same week in 2012
32. 25 JanNew Home Sales and Distressing Gap
33. 25 JanNew Home Sales at 369,000 SAAR in December
34. 25 JanU.K. Economy Shrinks Again
35. 25 JanFriday: New Home Sales
36. 24 JanDOT: Vehicle Miles Driven increased 0.8% in November
37. 24 JanForecast: Solid Auto Sales in January
38. 24 JanKansas City Fed: Regional Manufacturing Contracted Modestly in January
39. 24 JanWeekly Initial Unemployment Claims decline to 330,000
40. 24 JanThursday: Unemployment Claims
41. 23 JanLawler: Table of Short Sales and Foreclosures for Selected Cities in December
42. 23 JanUnderstanding the Existing Home Sales Report
43. 23 JanAIA: "Fifth Consecutive Month of Gains in Architecture Billings Index"
44. 23 JanFHFA: House Prices increase 0.6% in November, Up 5.6% Year-over-year
45. 23 JanLPS: Mortgage delinquencies increased slightly in December, "In Foreclosure" Declines
46. 23 JanSuspending the Debt Ceiling
47. 22 JanATA Trucking Index increases 2.8% in December
48. 22 JanPhilly Fed: State Coincident Indexes increased in 36 States in December
49. 22 JanNMHC Apartment Survey: Market Conditions Loosen Slightly
50. 22 JanExisting Home Sales: Another Solid Report
51. 22 JanExisting Home Sales in December: 4.94 million SAAR, 4.4 months of supply
52. 22 JanChicago Fed "Economic Growth Moderated in December"
53. 22 JanTuesday: Existing Home Sales
54. 22 JanExisting Home Inventory up 2% in mid-January
55. 21 Jan2012 Preliminary Existing Homes: Sales up about 9%, Inventory down 19%
56. 21 Jan2012 New Home sales will be up about 20% from 2011
57. 21 JanLA area Port Traffic: Little impact from strike in December
58. 20 JanFlashback to 2007: Tanta on "Sound bankers"
59. 20 JanPredicting the Next Recession
60. 20 Jan"The case for deficit optimism"
61. 20 Jan"Financial Collapse: A 10-Step Recovery Plan"
62. 19 JanUnofficial Problem Bank list declines to 826 Institutions
63. 19 JanSummary for Week ending January 18th
64. 19 JanSchedule for Week of Jan 20th
65. 19 JanBank Failure #2 in 2013: 1st Regents Bank, Andover, Minnesota
66. 18 JanLawler: Early Look At Existing Home Sales in December
67. 18 JanThe Future's so Bright ...
68. 18 Jan2007 Fed Transcripts
69. 18 JanState Unemployment Rates "little changed" in December
70. 18 JanPreliminary January Consumer Sentiment declines to 71.3
71. 18 JanFriday: Consumer Sentiment, State Employment
72. 17 JanLawler: 2012 "Surprises" in Housing and 2013 Forecast
73. 17 JanSome Comments on Housing Starts
74. 17 JanPhilly Fed Manufacturing Survey Shows Contraction in January
75. 17 JanCoreLogic: Negative Equity Decreases in Q3 2012
76. 17 JanWeekly Initial Unemployment Claims decline to 335,000
77. 17 JanHousing Starts increase sharply to 954 thousand SAAR in December
78. 17 JanThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg Survey
79. 16 JanReport: Housing Inventory declines 17% year-over-year in December
80. 16 JanFed's Beige Book: Economic activity expanded at "modest or moderate" pace
81. 16 JanKey Measures show low inflation in December
82. 16 JanBuilder Confidence unchanged in January
83. 16 JanFed: Industrial Production increased 0.3% in December
84. 16 JanBLS: CPI unchanged in December, Core CPI increases 0.1%
85. 16 JanWednesday: CPI, Industrial Production, Homebuilder Confidence, Beige Book
86. 15 JanSacramento December House Sales: Conventional Sales up 22% year-over-year
87. 15 JanDataQuick: SoCal Home Sales highest for December in Three Years
88. 15 JanAfter the Debt Ceiling is increased ...
89. 15 JanCoreLogic: House Prices up 7.4% Year-over-year in November, Largest increase since 2006
90. 15 JanRetail Sales increased 0.5% in December
91. 15 JanTuesday: Retail Sales, PPI, Empire State Mfg Survey
92. 14 JanBernanke to Congress: Do your job, Pay the Bills
93. 14 JanAt 4 PM, Bernanke on "Monetary policy, recovery from the global financial crisis, and long-term challenges facing the U.S. economy
94. 14 JanFed's Williams expects growth to pickup, Concerned about policy "uncertainty"
95. 14 JanFNC: Residential Property Values increased 4.2% year-over-year in November
96. 14 JanLPS: Mortgage Delinquency Rates increased slightly in November
97. 14 JanSunday Night Futures
98. 13 JanGasoline Prices up Recently, Expected to be lower than in 2012
99. 13 JanJim the Realtor: "Price Pushing"
100. 13 JanNo Trillion Dollar Platinum Coin
101. 12 JanUnofficial Problem Bank list declines to 832 Institutions
102. 12 JanSchedule for Week of Jan 13th
103. 12 JanSummary for Week Ending January 11th
104. 12 JanGoldman's Hatzius: 10 Questions for 2013
105. 12 JanLawmakers urge the President to consider "any lawful steps" to pay the bills
106. 11 JanNomura on China: Expect 8% Year-over-year growth in Q4
107. 11 JanQuestion #1 for 2013: US Fiscal Policy
108. 11 JanTrade Deficit increased in November to $48.7 Billion
109. 11 JanFriday: Trade Deficit
110. 10 JanThe California Budget Surplus
111. 10 JanQuestion #2 for 2013: Will the U.S. economy grow in 2013?
112. 10 JanBLS: Job Openings "unchanged" in November
113. 10 JanWeekly Initial Unemployment Claims at 371,000
114. 10 JanThursday: Initial Unemployment Claims, Job Openings
115. 9 JanQuestion #3 for 2013: How many payroll jobs will be added in 2013?
116. 9 JanQuestion #4 for 2013: What will the unemployment rate be in December 2013?
117. 9 JanQuestion #5 for 2013: Will the inflation rate rise or fall in 2013?
118. 9 JanReis: Mall Vacancy Rate declines in Q4
119. 9 JanWednesday: Mall Vacancy Rate
120. 8 JanLas Vegas Real Estate: Sales and Inventory decreased year-over-year in December
121. 8 JanQuestion #6 for 2013: What will happen with Monetary Policy and QE3?
122. 8 JanQuestion #7 for 2013: What will happen with house prices in 2013?
123. 8 JanReis: Apartment Vacancy Rate declined to 4.5% in Q4
124. 8 JanTuesday: Apartment Vacancy Rate
125. 7 JanHousing: Inventory down 24% year-over-year in early January
126. 7 JanQuestion #8 for 2013: Will Housing inventory bottom in 2013?
127. 7 JanThoughts on the Budget Deficit
128. 7 JanOffice Vacancy Rate and Office Investment
129. 7 JanReis: Office Vacancy Rate declines slightly in Q4 to 17.1%
130. 7 JanSunday Night Futures
131. 6 JanQuestion #9 for 2013: How much will Residential Investment increase?
132. 6 JanQuestion #10 for 2013: Europe and the Euro
133. 6 JanLabor Force Participation Rate Update
134. 6 JanDefault Ceiling: Bluffing into the Nuts
135. 5 JanSummary for Week Ending January 4th
136. 5 JanSchedule for Week of Jan 6th
137. 5 JanUnofficial Problem Bank list declines to 834 Institutions
138. 4 JanAAR: Rail Traffic "mixed" in December
139. 4 JanGraphs for Duration of Unemployment, Unemployment by Education and Diffusion Indexes
140. 4 JanEmployment Report Comments and more Graphs
141. 4 JanISM Non-Manufacturing Index increases in December
142. 4 JanDecember Employment Report: 155,000 Jobs, 7.8% Unemployment Rate
143. 4 JanFriday: Employment Report
144. 3 JanU.S. Light Vehicle Sales at 15.3 million annual rate in December
145. 3 JanFOMC Minutes: "Several" members expect QE3 to end in 2013
146. 3 JanFreddie Mac: Mortgage Rates Near Record Lows
147. 3 JanTrulia: Asking House Prices increased in December
148. 3 JanWeekly Initial Unemployment Claims increase to 372,000
149. 3 JanADP: Private Employment increased 215,000 in December
150. 3 JanThursday: ADP Employment, Unemployment Claims, FOMC Minutes, Auto Sales
151. 2 JanFiscal Deal: A few things to like
152. 2 JanCoreLogic: Existing Home Shadow Inventory declines 12% year-over-year
153. 2 JanConstruction Spending declined in November
154. 2 JanISM Manufacturing index increases in December to 50.7
155. 2 JanMarkIt PMI shows "solid expansion of manufacturing sector" in December
156. 2 Jan"Fiscal Cliff": House Passes Bill, Obama says he will not debate default ceiling
157. 1 JanWednesday: ISM Mfg Index, Construction Spending
158. 1 JanTax Bill: Cancelled Mortgage Debt Relief extended for one year in Senate Bill
159. 1 Jan"Fiscal Cliff": House could vote as early as 1 PM ET
160. 1 JanHappy New Year!