2015

2015 1,490

December 2015

1. 31 DecHotel Occupancy: 2015 is Best Year on Record
2. 31 DecGoldman Forecast: "Questions for 2016"
3. 31 DecQuestion #7 for 2016: What about oil prices in 2016?
4. 31 DecChicago PMI declines to 42.9
5. 31 DecWeekly Initial Unemployment Claims increase to 287,000
6. 31 DecVehicle Sales Forecast: Record Production in 2016
7. 30 DecZillow Forecast: Expect November Year-over-year Change for Case-Shiller Index slightly higher than in October
8. 30 DecQuestion #8 for 2016: How much will Residential Investment increase?
9. 30 DecNAR: Pending Home Sales Index decreased 0.9% in November, up 2.7% year-over-year
10. 30 DecFrom CNBC: "Luxury home prices finally getting too high?"
11. 29 DecQuestion #9 for 2016: What will happen with house prices in 2016?
12. 29 DecReal Prices and Price-to-Rent Ratio in October
13. 29 DecCase-Shiller: National House Price Index increased 5.2% year-over-year in October
14. 29 DecTuesday: Case-Shiller House Prices
15. 28 DecFreddie Mac Mortgage Serious Delinquency rate declined in November, Fannie Mae Rate Unchanged
16. 28 DecQuestion #10 for 2016: How much will housing inventory increase in 2016?
17. 28 DecDallas Fed: "Texas Manufacturing Activity Rises Again, but Outlook Worsens" in December
18. 28 DecSunday Night Futures
19. 27 DecTen Economic Questions for 2016
20. 26 DecSchedule for Week of December 27th
21. 25 DecHappy Holidays!
22. 24 DecReview: Ten Economic Questions for 2015
23. 24 DecBlack Knight's First Look at November Mortgage Data, "Fewer than 700,000 Active Foreclosures Remain"
24. 24 DecWeekly Initial Unemployment Claims decrease to 267,000
25. 23 DecQuintessential Tanta: Reflections on Alt-A (with a Donald Trump mention)
26. 23 DecPhilly Fed: State Coincident Indexes increased in 40 states in November
27. 23 DecComments on November New Home Sales
28. 23 DecNew Home Sales increased to 490,000 Annual Rate in November
29. 23 DecPersonal Income increased 0.3% in November, Spending increased 0.3%
30. 23 DecMBA: Mortgage Applications Increase in Latest MBA Weekly Survey, Purchase Applications up 37% YoY
31. 23 DecWednesday: New Home Sales, Durable Goods, Personal Income and Outlays and More
32. 22 DecChemical Activity Barometer "Chemical Activity Barometer Ends Year with Modest Uptick"
33. 22 DecA Few Random Comments on November Existing Home Sales
34. 22 DecExisting Home Sales declined in November to 4.76 million SAAR
35. 22 DecQ3 GDP Revised Down to 2.0% Annual Rate
36. 22 DecTuesday: GDP, Existing Home Sales, and More
37. 21 DecBloomberg: "How One Woman Tried To Warn Everyone About The Housing Crash"
38. 21 DecExisting Home Sales: Take the Under Tomorrow
39. 21 DecAn update on oil prices
40. 21 DecChicago Fed: "Index shows Economic Growth Slowed in November"
41. 21 DecSunday Night Futures
42. 20 DecLawler: "Yes, Houston will have a problem next year"
43. 20 DecExisting Home Sales: Expect a Miss
44. 19 DecSchedule for Week of December 20th
45. 19 DecGoldman Sachs on Fed Funds rate: "Fairly easy path to a second hike in March"
46. 18 DecMortgage Equity Withdrawal Slightly Positive in Q3, First Time since Q1 2008
47. 18 DecWhat I like to see: Agencies Issue Statement on CRE Loans
48. 18 DecKansas City Fed: Regional Manufacturing Activity "declined moderately" in December
49. 18 DecBLS: Unemployment Rate decreased in 27 States in November
50. 18 DecFNC: Residential Property Values increased 5.9% year-over-year in October
51. 17 DecLA area Port Traffic increased YoY in November
52. 17 DecComments on November Housing Starts
53. 17 DecWeekly Initial Unemployment Claims decrease to 271,000
54. 17 DecThursday: Unemployment Claims, Philly Fed Mfg Survey
55. 16 DecFOMC Projections and Press Conference
56. 16 DecFOMC Statement: Fed Funds Rate target range increased to 1/4 to 1/2 percent
57. 16 DecAIA: "Architecture Billings Index Hits another Bump " in November
58. 16 DecFed: Industrial Production decreased 0.6% in November
59. 16 DecHousing Starts increased to 1.173 Million Annual Rate in November
60. 16 DecMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey, Purchase Applications up 34% YoY
61. 16 DecWednesday: FOMC Announcement, Housing Starts, Industrial Production
62. 15 DecLawler: Early Read on Existing Home Sales in November: Big Drop
63. 15 DecEarlier: NY Fed: Manufacturing Contracts Again in Region, Outlook Improves
64. 15 DecKey Measures Show Inflation close to 2% in November
65. 15 DecNAHB: Builder Confidence declines to 61 in December
66. 15 DecCoreLogic: "Number of Mortgaged Properties with Negative Equity Down 20.7% Year Over Year"
67. 15 DecCPI unchanged in November, Core CPI up 2.0% YoY
68. 15 DecTuesday: CPI, NY Fed Mfg, Homebuilder Survey
69. 14 DecHotel Occupancy: Heading for a Record Year
70. 14 DecMerrill Lynch: "Home Sweet Home"
71. 14 DecDuy: "Makes You Wonder What The Fed Is Thinking"
72. 14 DecSunday Night Futures
73. 13 DecFOMC Preview and Review of Projections
74. 12 DecGoldman: FOMC Preview
75. 12 DecSchedule for Week of December 13th
76. 12 DecMortgage News Daily: Mortgage Rates Move Lower
77. 11 DecNomura on FOMC: "Life after lift-off"
78. 11 DecMerrill on FOMC: "The not-so-dovish hike"
79. 11 DecPreliminary December Consumer Sentiment increases to 91.8
80. 11 DecRetail Sales increased 0.2% in November
81. 11 DecSacramento Housing in November: Sales up 11.5%, Inventory down 28% YoY
82. 10 DecFed's Flow of Funds: Household Net Worth Declined in Q3
83. 10 DecWeekly Initial Unemployment Claims increase to 282,000
84. 9 DecThursday: Unemployment Claims, Q3 Quarterly Services, Q3 Flow of Funds
85. 9 DecHilsenrath: "Fed Plans to Signal Gradual, Cautious Path on Rate Hikes"
86. 9 DecUpdate: Framing Lumber Prices down Sharply Year-over-year
87. 9 DecMBA: Mortgage Applications Increase in Latest MBA Weekly Survey, Purchase Applications up 29% YoY
88. 9 DecEIA: Gasoline Prices expected to average $2.36/gal in 2016
89. 8 DecThe Future's so Bright ...
90. 8 DecBLS: Jobs Openings "little changed" in October
91. 8 DecNFIB: Small Business Optimism Index declined in November
92. 8 DecTuesday: Job Openings
93. 7 DecDuy's Fed Watch: "And That's A Wrap"
94. 7 DecPhoenix Real Estate in November: Sales up 6%, Inventory down 9%
95. 7 DecLas Vegas Real Estate in November: Sales Decreased Slightly, Inventory Down YoY
96. 7 DecBlack Knight October Mortgage Monitor
97. 7 DecSunday Night Futures
98. 6 DecThe Endless Parade of Recession Calls
99. 5 DecSchedule for Week of December 6th
100. 4 DecPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
101. 4 DecComments: Solid November Employment Report
102. 4 DecTrade Deficit increased in October to $43.9 Billion
103. 4 DecNovember Employment Report: 211,000 Jobs, 5.0% Unemployment Rate
104. 4 DecFriday: Employment Report, Trade Deficit
105. 3 DecFreddie Mac: Mortgage Serious Delinquency rate declined in October, Lowest since October 2008
106. 3 DecPreview: Employment Report for November
107. 3 DecGoldman: November Employment Preview
108. 3 DecISM Non-Manufacturing Index Decreased to 55.9% in November
109. 3 DecWeekly Initial Unemployment Claims at 269,000
110. 3 DecThursday: Yellen, ISM Non-Mfg, Unemployment Claims
111. 2 DecFed's Beige Book: "Economic activity increased at a modest pace"
112. 2 DecYellen: Expect Continued Growth, Further Reductions in Labor Slack, Inflation to Rise to 2 Percent
113. 2 DecADP: Private Employment increased 217,000 in November
114. 2 DecMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey, Purchase Applications up 30% YoY
115. 2 DecWednesday: Yellen Speech, ADP Employment, Beige Book
116. 1 DecU.S. Light Vehicle Sales at 18.2 million annual rate in November
117. 1 DecConstruction Spending increased 1.0% in October, Up 13% YoY
118. 1 DecCoreLogic: House Prices up 6.8% Year-over-year in October
119. 1 DecISM Manufacturing index decreased to 48.6 in November
120. 1 DecTuesday: ISM Manufacturing, Construction Spending, Auto Sales

November 2015

1. 30 NovFannie Mae: Mortgage Serious Delinquency rate declined slightly in October
2. 30 NovRestaurant Performance Index indicates faster expansion in October
3. 30 NovNAR: Pending Home Sales Index increased 0.2% in October, up 3.9% year-over-year
4. 30 NovChicago PMI declines to 48.7
5. 30 NovMonday: Chicago PMI, Pending Home Sales
6. 29 NovHotels: Finishing Year Strong
7. 28 NovSchedule for Week of November 29th
8. 28 NovNovember 2015: Unofficial Problem Bank list declines to 255 Institutions
9. 27 NovZillow Forecast: Expect October Year-over-year Change for Case-Shiller Index Similar to September
10. 27 NovVehicle Sales Forecast for November: Over 18 Million Annual Rate Again?
11. 26 NovSomething I'm very thankful for ...
12. 26 Nov2016: Updated Housing Forecasts
13. 25 NovPhilly Fed: State Coincident Indexes increased in 43 states in October
14. 25 NovComments on October New Home Sales
15. 25 NovNew Home Sales increased to 495,000 Annual Rate in October
16. 25 NovPersonal Income increased 0.4% in October, Spending increased 0.1%
17. 25 NovWeekly Initial Unemployment Claims declined to 260,000
18. 25 NovMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey, Purchase Applications up 24% YoY
19. 25 NovWednesday: New Home Sales, Unemployment Claims, Personal Income and Outlays, Durable Goods, and more
20. 24 NovChemical Activity Barometer "Chemical Activity Barometer Stabilizes"
21. 24 NovReal Prices and Price-to-Rent Ratio in September
22. 24 NovCase-Shiller: National House Price Index increased 4.9% year-over-year in September
23. 24 NovQ3 GDP Revised Up to 2.1% Annual Rate
24. 24 NovTuesday: GDP, Case-Shiller House Prices
25. 23 NovKolko: "Why Millennials Still Live With Their Parents"
26. 23 NovA Few Random Comments on October Existing Home Sales
27. 23 NovExisting Home Sales in October: 5.36 million SAAR
28. 23 NovChicago Fed: "Index shows economic growth improved in October"
29. 23 NovMonday: Existing Home Sales
30. 22 NovAnalysts: Q3 GDP to be Revised Up
31. 21 NovSchedule for Week of November 22nd
32. 21 NovGoldman Sachs: Expect FOMC to Raise Fed Funds Rate 100bp in 2016
33. 20 NovNY Fed: Household Debt increased $212 billion Q3 2015
34. 20 NovKansas City Fed: Regional Manufacturing Activity expanded slightly in October, First Time since February
35. 20 NovBLS on State Unemployment Rates: No State at or above 7%, First Time since early 2007
36. 20 NovMerrill Lynch on economic impact of El Niño: Q1 "Risk" to Upside
37. 19 NovDOT: Vehicle Miles Driven increased 2.3% year-over-year in August, Rolling 12 Months at All Time High
38. 19 NovLawler: Preliminary Table of Distressed Sales and All Cash Sales for Selected Cities in October
39. 19 NovPhilly Fed Manufacturing Survey showed slight expansion in November
40. 19 NovWeekly Initial Unemployment Claims declined to 271,000
41. 19 NovSacramento Housing in October: Sales up 11%, Inventory down 22% YoY
42. 18 NovLawler: Early Look at Existing Home Sales in October
43. 18 NovFOMC Minutes: "Most participants anticipated conditions could be met by next meeting"
44. 18 NovAIA: "Architecture Billings Index on Solid Footing" in October
45. 18 NovHousing Starts decreased to 1.060 Million Annual Rate in October
46. 18 NovMBA: Mortgage Applications Increase in Latest MBA Weekly Survey, Purchase Applications up 19% YoY
47. 18 NovWednesday: Housing Starts, FOMC Minutes
48. 17 NovEl Niño Update: Possibly "most powerful on record"
49. 17 NovKey Measures Show Inflation somewhat higher in October
50. 17 NovMBA: Mortgage Delinquency and Foreclosure Rates Decrease in Q3
51. 17 NovNAHB: Builder Confidence declines to 62 in November
52. 17 NovFed: Industrial Production decreased 0.2% in October
53. 17 NovCPI increased 0.2% in October
54. 17 NovTuesday: CPI, Industrial Production, MBA Q3 National Delinquency Survey
55. 16 NovFed Economic Letter: "What’s Different about the Latest Housing Boom?"
56. 16 NovPhoenix Real Estate in October: Sales up 2%, Inventory down 11%
57. 16 NovHUD: FHA'S 2015 Annual Report Shows Capital Reserves Now Exceed 2%, First Time Since 2008
58. 16 NovNY Fed: Manufacturing Activity Declined in November
59. 15 NovSunday Night Futures
60. 15 NovLA area Port Traffic declined in October
61. 14 NovSchedule for Week of November 15th
62. 14 NovGoldman: Decline in Oil Prices boosted GDP by 0.2% in 2015
63. 13 NovHotels: RevPAR up 35% over the last 6 years
64. 13 NovFlashback to 2006: "Housing prices have got a long way to fall"
65. 13 NovPreliminary November Consumer Sentiment increases to 93.1
66. 13 NovRetail Sales increased 0.1% in October
67. 13 NovFriday: Retail Sales, PPI, Consumer Sentiment
68. 12 NovFed's Fischer: "The Transmission of Exchange Rate Changes to Output and Inflation"
69. 12 NovRosenberg on Labor Force Participation Rate
70. 12 NovFed's Dudley and Evans
71. 12 NovBLS: Jobs Openings increased to 5.5 million in September
72. 12 NovWeekly Initial Unemployment Claims unchanged at 276,000
73. 12 NovLawler: Post Mortem on Existing Home Sales in September
74. 11 NovLawler: Large Home Builder Results, Q3/2015
75. 11 NovFNC: Residential Property Values increased 6.1% year-over-year in September
76. 11 NovGoldman: "Health Inflation Should Soon Begin to Rise"
77. 11 NovMBA: Mortgage Refinance Applications Decrease in Latest Weekly Survey, Purchase Applications up 18% YoY
78. 10 NovUpdate: Prime Working-Age Population Growing Again
79. 10 NovLas Vegas: On Pace for Record Visitor Traffic in 2015, Conventions Returning
80. 10 NovDuy's Fed Watch: "Onto The Next Question"
81. 10 NovNFIB: Small Business Optimism Index unchanged in October
82. 9 NovEmployment: October Diffusion Indexes
83. 9 NovUpdate: Framing Lumber Prices down Sharply Year-over-year
84. 9 NovHousing: Inventory Build is Over in some Former Distressed Markets
85. 9 NovLas Vegas Real Estate in October: Sales Increased 6% YoY, Inventory Down YoY
86. 9 NovSunday Night Futures
87. 8 Nov2016: Preliminary Housing Forecasts
88. 7 NovSchedule for Week of November 8th
89. 6 NovNAHB: Builder Confidence increases for the 55+ Housing Market in Q3
90. 6 NovPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
91. 6 NovComments: Strong October Employment Report, Seasonal Retail Hiring at Record Level
92. 6 NovOctober Employment Report: 271,000 Jobs, 5.0% Unemployment Rate
93. 6 NovFriday: Jobs, Jobs, Jobs
94. 5 NovFannie: REO inventory declined in Q3, Down 34% Year-over-year
95. 5 NovHotels: The modest impact of Airbnb
96. 5 NovNFP: Goldman Employment Preview
97. 5 NovWeekly Initial Unemployment Claims increased to 276,000
98. 5 NovFOMC's Yellen, Dudley: December Meeting is "Live"
99. 4 NovMortgage News Daily: Mortgage Rates up to 4%
100. 4 NovPreview: Employment Report for October
101. 4 NovISM Non-Manufacturing Index increased to 59.1% in October
102. 4 NovTrade Deficit decreased in September to $40.8 Billion
103. 4 NovADP: Private Employment increased 182,000 in October
104. 4 NovMBA: Mortgage Applications Decrease Slightly in Latest Weekly Survey, Purchase Applications up 20% YoY
105. 4 NovWednesday: Trade Deficit, ADP Employment, ISM Non-Mfg Index
106. 3 NovU.S. Light Vehicle Sales at 18.1 million annual rate in October
107. 3 NovFreddie: REO inventory declined in Q3, Down 31% Year-over-year
108. 3 NovCoreLogic: House Prices up 6.4% Year-over-year in September
109. 3 NovTuesday: Auto Sales
110. 2 NovFannie Mae: Mortgage Serious Delinquency rate declined in September, Lowest since August 2008
111. 2 NovFed Survey: Banks reports stronger demand for CRE loans
112. 2 NovConstruction Spending increased 0.6% in September, Up 14.1% YoY
113. 2 NovISM Manufacturing index decreased to 50.1 in October
114. 2 NovBlack Knight September Mortgage Monitor
115. 2 NovMonday: ISM Mfg Index, Construction Spending
116. 1 NovHotel Occupancy: 2015 on pace for Best Year Ever

October 2015

1. 31 OctSchedule for Week of November 1st
2. 31 OctOctober 2015: Unofficial Problem Bank list declines to 264 Institutions
3. 30 OctQ3 2015 GDP Details on Residential and Commercial Real Estate
4. 30 OctRestaurant Performance Index indicates slower expansion in September
5. 30 OctFreddie Mac: Mortgage Serious Delinquency rate declined in September, Lowest since October 2008
6. 30 OctChicago PMI increases Sharply, Final October Consumer Sentiment at 90.0
7. 30 OctBEA: Personal Income increased 0.1% in September, Core PCE prices up 1.3% year-over-year
8. 30 OctFriday: Personal Income and Outlays, Employment Cost Index, Chicago PMI, Consumer Sentiment
9. 29 OctZillow Forecast: Expect September Year-over-year Change for Case-Shiller Index Similar to August
10. 29 OctLawler: Builders say Labor Shortages Delaying Closings, Pushing Up Costs; and Some Other Observations
11. 29 OctQ3 GDP: Investment
12. 29 OctNAR: Pending Home Sales Index decreased 2.3% in September, up 3% year-over-year
13. 29 OctWeekly Initial Unemployment Claims increased to 260,000, 4-Week Average Lowest since 1973
14. 29 OctBEA: Real GDP increased at 1.5% Annualized Rate in Q3
15. 28 OctThursday: GDP, Unemployment Claims, Pending Home Sales
16. 28 OctFOMC Statement: No Rate Hike
17. 28 OctBankruptcy Filings declined 11% in Fiscal 2015, Lowest Filings since 2007
18. 28 OctMerrill on FOMC: Expect No "major changes in policy or language"
19. 28 OctMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Applications up 23% YoY
20. 27 OctRegional Fed Manufacturing Surveys Weak Again in October
21. 27 OctReal Prices and Price-to-Rent Ratio in August
22. 27 OctHVS: Q3 2015 Homeownership and Vacancy Rates
23. 27 OctCase-Shiller: National House Price Index increased 4.7% year-over-year in August
24. 27 OctTuesday: Case-Shiller House Prices, Durable Goods
25. 26 OctVehicle Sales Forecast for October: Over 17 Million Annual Rate Again
26. 26 OctComments on September New Home Sales
27. 26 OctNew Home Sales decreased to 468,000 Annual Rate in September
28. 26 OctBlack Knight: House Price Index up 0.3% in August, Up 5.5% year-over-year
29. 25 OctMonday: New Home Sales
30. 25 OctGoldman: FOMC Preview
31. 24 OctSchedule for Week of October 25th
32. 24 OctMerrill on Q3 GDP and Headwinds
33. 23 OctOff topic: Hurricane Patricia
34. 23 OctA Few Random Comments on September Existing Home Sales
35. 23 OctPhilly Fed: State Coincident Indexes increased in 41 states in September
36. 23 OctBlack Knight's First Look at September Mortgage Data
37. 22 OctApartments: Q&A with NMHC Chief Economist Mark Obrinsky
38. 22 OctNMHC: Apartment Market Conditions Slightly Tighter in October Survey
39. 22 OctKansas City Fed: Regional Manufacturing Activity "Steadied" in October
40. 22 OctExisting Home Sales in September: 5.55 million SAAR
41. 22 OctWeekly Initial Unemployment Claims increased to 259,000, 4-Week Average Lowest since 1973
42. 21 OctThursday: Existing Home Sales, Unemployment Claims, Apartment Tightness Index and More
43. 21 OctPayroll Employment and Unemployment Claims
44. 21 OctAIA: Strong Rebound for Architecture Billings Index in September
45. 21 OctMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Applications up 9% YoY
46. 20 OctRetail: October Seasonal Hiring vs. Holiday Retail Sales
47. 20 OctComments on September Housing Starts
48. 20 OctBLS: Thirty-seven States had Unemployment Rate Decreases in September
49. 20 OctHousing Starts increased to 1.206 Million Annual Rate in September
50. 19 OctTuesday: Housing Starts
51. 19 OctLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in September
52. 19 OctOrnithology: What is a "deficit hawk"?
53. 19 OctNAHB: Builder Confidence at 64 in October, Highest in 10 Years
54. 19 OctSunday Night Futures
55. 18 OctGoldman Sachs Expects "Fed Liftoff" in December
56. 17 OctExisting Home Sales: Lawler vs. the Consensus
57. 17 OctSchedule for Week of October 18th
58. 16 OctLawler: Early Read on Existing Home Sales in September
59. 16 OctTreasury: "There is Only One Solution to the Debt Limit"
60. 16 OctEarlier: Preliminary October Consumer Sentiment increases to 92.1
61. 16 OctBLS: Jobs Openings decreased to 5.4 million in August
62. 16 OctFed: Industrial Production decreased 0.2% in September
63. 16 OctFriday: Industrial Production, Jobs Openings, Consumer Sentiment
64. 15 OctLA area Port Traffic declined in September
65. 15 OctEarlier: Philly and NY Fed Manufacturing Surveys showed contraction in October
66. 15 OctKey Measures Show Inflation slightly higher in September
67. 15 OctCost of Living Adjustment Unchanged in 2016, Contribution Base also Unchanged
68. 15 OctCPI decreased 0.2% in September, Weekly Initial Unemployment Claims decreased to 255,000
69. 14 OctThursday: CPI, Unemployment Claims, NY and Philly Fed Mfg Surveys
70. 14 OctFed's Beige Book: "Modest Expansion in Economic Activity"
71. 14 OctAltanta Fed GDPNow tracking 0.9% for Q3
72. 14 OctRetail Sales increased 0.1% in September
73. 14 OctMBA: Mortgage Applications Down Sharply due to TILA-RESPA regulatory change
74. 13 OctNBER Paper: "Strategic default rarely occurs"
75. 13 OctFed Governor Daniel Tarullo: "I wouldn't expect it to be appropriate to raise rates this year"
76. 13 OctFNC: Residential Property Values increased 5.5% year-over-year in August
77. 13 OctNFIB: Small Business Optimism Index increased in September, Solid Improvement in Hiring
78. 13 OctAngus Deaton, Nobel in Economics
79. 12 OctCBO: Fiscal 2015 Budget deficit decline to 2.4% of GDP
80. 12 OctLehner: "Is 2015 Peak Renter?"
81. 12 OctUpdate: Framing Lumber Prices down Sharply Year-over-year
82. 12 OctHeadlines from Columbus Day 2008
83. 11 OctSunday Night Futures
84. 11 OctGoldman: Expects Participation Rate to decline 0.25% per year, Unemployment Rate to below 4.5%
85. 10 OctSchedule for Week of October 11, 2015
86. 9 OctSacramento Housing in September: Sales up 13%, Inventory down 19% YoY
87. 9 OctNomura on September CPI
88. 9 Oct"Is 2015 Peak Renter?" @TheStalwart @adsteel
89. 9 OctHotel Occupancy: 2015 on pace for Best Year Ever
90. 9 OctQ3 Review: Ten Economic Questions for 2015
91. 9 OctMerrill on September CPI
92. 8 OctDemographic Impacts: Renting vs. Owning, Labor Force Participation, GDP
93. 8 OctFOMC Minutes: Waiting on Inflation
94. 8 OctLas Vegas Real Estate in September: Sales Increased 10% YoY, Inventory Down YoY
95. 8 OctWeekly Initial Unemployment Claims decreased to 263,000
96. 8 OctThursday: FOMC Minutes, Unemployment Claims
97. 7 OctDefeatists Policies #NothingCanBeDone
98. 7 OctPhoenix Real Estate in September: Sales up 12%, Inventory down 12%
99. 7 Oct"Labor Market Gains Not Sparking a Single-Family Housing Recovery"
100. 7 OctMBA: Mortgage Applications "Up Sharply", Purchase Applications up 49% YoY
101. 6 OctMortgage News Daily: Mortgage Rates holding 3 7/8%
102. 6 OctFed: Q2 Household Debt Service Ratio Very Low
103. 6 OctCoreLogic: House Prices up 6.9% Year-over-year in August
104. 6 OctTrade Deficit increased in August to $48.3 Billion
105. 6 OctTuesday: Trade Deficit
106. 5 OctUpdate: Prime Working-Age Population Growing Again
107. 5 OctBlack Knight August Mortgage Monitor
108. 5 OctReis: Mall Vacancy Rate unchanged in Q3
109. 5 OctISM Non-Manufacturing Index decreased to 56.9% in September
110. 5 OctSunday Night Futures
111. 4 OctMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
112. 3 OctSchedule for Week of October 4, 2015
113. 3 OctBank Failures by Year
114. 2 OctBank Failure #7 in 2015: Bank of Georgia, Peachtree City, Georgia
115. 2 OctPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
116. 2 OctSeptember Employment Report Comments and more Graphs
117. 2 OctReis: Apartment Vacancy Rate increased in Q3 to 4.3%
118. 2 OctSeptember Employment Report: 142,000 Jobs, 5.1% Unemployment Rate
119. 2 OctFriday: Jobs, Jobs, Jobs
120. 1 OctPreview: Employment Report for September
121. 1 OctU.S. Light Vehicle Sales increased to 18 million annual rate in September
122. 1 OctReis: Office Vacancy Rate declined in Q3 to 16.5%
123. 1 OctConstruction Spending increased 0.7% in August, Up 13.7% YoY
124. 1 OctISM Manufacturing index decreased to 50.2 in September
125. 1 OctWeekly Initial Unemployment Claims increased to 277,000
126. 1 OctThursday: Vehicle Sales, ISM Mfg, Construction Spending, Unemployment Claims

September 2015

1. 30 SepFannie Mae: Mortgage Serious Delinquency rate declined slightly in August, Lowest since August 2008
2. 30 SepRestaurant Performance Index declines, Indicates slower expansion in August
3. 30 SepChicago PMI declined sharply in September
4. 30 SepADP: Private Employment increased 200,000 in September
5. 30 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Applications up 20% YoY
6. 29 SepWednesday: Unlikely Government Shutdown, ADP Employment, Chicago PMI
7. 29 SepZillow Forecast: Expect August Year-over-year Change for Case-Shiller Index Similar to July
8. 29 SepShutdown Update
9. 29 SepReal Prices and Price-to-Rent Ratio in July
10. 29 SepCase-Shiller: National House Price Index increased 4.7% year-over-year in July
11. 28 SepToday in Fed Speak
12. 28 SepATA Trucking Index decreased 0.9% in August
13. 28 SepFreddie Mac: Mortgage Serious Delinquency rate declined in August, Lowest since October 2008
14. 28 SepDallas Fed: "Texas Manufacturing Activity Remains Steady" in September
15. 28 SepNAR: Pending Home Sales Index decreased 1.4% in August, up 6% year-over-year
16. 28 SepPersonal Income increased 0.3% in August, Spending increased 0.4%
17. 27 SepMonday: Personal Income and Outlays, Pending Home Sales
18. 27 SepA few comments on Possible Government Shutdown
19. 26 SepSeptember 2015: Unofficial Problem Bank list declines to 276 Institutions, Q3 2015 Transition Matrix
20. 26 SepSchedule for Week of September 27, 2015
21. 26 SepVehicle Sales Forecast for September: Over 17 Million Annual Rate Again
22. 25 SepDOT: Vehicle Miles Driven increased 4.2% year-over-year in July, Rolling 12 Months at All Time High
23. 25 SepBlack Knight's First Look at August: Mortgage "Delinquency Rate Sees Largest 12-Month Decline in Four Years"
24. 25 SepFinal September Consumer Sentiment at 87.2
25. 25 SepQ2 GDP Revised Up to 3.9% Annual Rate
26. 24 SepFriday: Q2 GDP (3rd estimate), Consumer Sentiment
27. 24 SepYellen: Anticipates Raising Fed Funds Rate this Year
28. 24 SepComments on August New Home Sales
29. 24 SepKansas City Fed: Regional Manufacturing Activity Declined Again in September
30. 24 SepNew Home Sales increased to 552,000 Annual Rate in August
31. 24 SepWeekly Initial Unemployment Claims increased to 267,000
32. 23 SepThursday: Yellen Speech, New Home Sales, Unemployment Claims, Durable Goods and More
33. 23 SepPhilly Fed: State Coincident Indexes increased in 41 states in August
34. 23 SepChina: Buiter and Krugman Views
35. 23 SepAIA: Architecture Billings Index indicated slight contraction in August
36. 23 SepMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Applications up 27% YoY
37. 23 Sep"Mortgage Rates Back Into High 3's"
38. 22 SepUsing Nomimal GDP to Mislead: A Bogus Reagan Wikipedia Sentence
39. 22 SepChemical Activity Barometer "Signals Slowdown of Economic Activity"
40. 22 SepRichmond Fed: "Manufacturing Sector Activity Generally Softened" in September
41. 22 SepFHFA House Price Index Up 0.6 Percent in July, Up 5.8 Percent YoY
42. 21 SepLawler on Lennar: Net Home Orders Up by “Decent” Amount Last Quarter, Houston Weak
43. 21 SepLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in August
44. 21 SepLawler on Existing Home Sales
45. 21 SepA Few Random Comments on August Existing Home Sales
46. 21 SepExisting Home Sales in August: 5.31 million SAAR
47. 21 SepMonday: Existing Home Sales
48. 20 SepCoStar: Commercial Real Estate prices "indices post moderate gains" in July, up 12% year-over-year
49. 19 SepFed's Williams and Bullard on Rate Hikes
50. 19 SepSchedule for Week of September 20, 2015
51. 18 SepMortgage Equity Withdrawal Slightly Negative in Q2 2015
52. 18 SepFed's Flow of Funds: Household Net Worth at Record High at end of Q2
53. 18 SepBLS: Twenty-Nine States had Unemployment Rate Decreases in August
54. 18 SepMortgage Rates Decline after FOMC Annoucement
55. 17 SepEarlier: Philly Fed Manufacturing Survey decreased to -6.0 in September
56. 17 SepFOMC Projections and Press Conference
57. 17 SepFOMC Statement: No Rate Hike
58. 17 SepComments on August Housing Starts
59. 17 SepEmployment: Preliminary annual benchmark revision shows downward adjustment of 208,000 jobs
60. 17 SepWeekly Initial Unemployment Claims decreased to 264,000
61. 17 SepHousing Starts decreased to 1.126 Million Annual Rate in August
62. 16 SepThursday: FOMC Announcement, Housing Starts, Unemployment Claims and More
63. 16 SepKey Measures Show Low Inflation in August
64. 16 SepAugust Update: Early Look at Cost-Of-Living Adjustments indicates NO increase in 2016
65. 16 SepNAHB: Builder Confidence at 62 in September, Highest in almost 10 Years
66. 16 SepCPI decreased 0.1% in August
67. 16 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey
68. 16 SepWednesday: CPI, Homebuilder Survey
69. 15 SepLawler: Early Read on Existing Home Sales in August
70. 15 SepWSJ: "For the Fed, Markets May Be Flashing a Wait Sign"
71. 15 SepCoreLogic: "CoreLogic Reports 759,000 US Properties Regained Equity in the Second Quarter of 2015"
72. 15 SepFed: Industrial Production decreased 0.4% in August
73. 15 SepRetail Sales increased 0.2% in August
74. 14 SepTuesday: Retail Sales, Industrial Production, NY Fed Mfg
75. 14 SepThe Consensus is No Rate Hike this Week
76. 14 SepLas Vegas: On Pace for Record Visitor Traffic in 2015
77. 14 SepLA area Port Traffic: Record Inbound Traffic in August
78. 14 SepSunday Night Futures
79. 13 SepFOMC Preview and Review of Projections
80. 12 SepGoldman Sachs FOMC Preview: December
81. 12 SepSchedule for Week of September 13, 2015
82. 11 SepSacramento Housing in August: Sales up 16%, Inventory down 15% YoY
83. 11 SepNomura FOMC Preview: December
84. 11 SepHotels: On Pace for Record Occupancy in 2015
85. 11 SepPreliminary September Consumer Sentiment decreases to 85.7
86. 10 SepFriday: PPI, Consumer Sentiment
87. 10 SepGoldman on Possible Government Shutdown
88. 10 SepFNC: Residential Property Values increased 5.5% year-over-year in July
89. 10 SepWeekly Initial Unemployment Claims decreased to 275,000
90. 9 SepWSJ Articles on the FOMC Meeting next week
91. 9 SepQE Timeline Update
92. 9 SepLas Vegas Real Estate in August: Sales Increased 11% YoY
93. 9 SepBLS: Jobs Openings increased to 5.8 million in July, New Series High
94. 9 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Index up Sharply YoY
95. 9 SepWednesday: Job Openings
96. 8 SepCBO: Fiscal 2015 Federal Deficit through August more than 10% below Last Year
97. 8 SepPhoenix Real Estate in August: Sales up 9%, Inventory down 14%
98. 8 SepBlack Knight July Mortgage Monitor
99. 8 SepNFIB: Small Business Optimism Index increased in August
100. 8 SepMonday Night Futures
101. 7 SepUpdate: Prime Working-Age Population Growing Again
102. 6 SepAugust Employment Revisions
103. 5 SepSchedule for Week of September 6, 2015
104. 4 SepWill the Fed raise rates in September?
105. 4 SepPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
106. 4 SepAugust Employment Report Comments and more Graphs
107. 4 SepAugust Employment Report: 173,000 Jobs, 5.1% Unemployment Rate
108. 4 SepFriday: Jobs, Jobs, Jobs
109. 3 SepGoldman Employment Forecast: 190K Jobs
110. 3 SepPreview: Employment Report for August
111. 3 SepISM Non-Manufacturing Index decreased to 59.0% in August
112. 3 SepTrade Deficit decreased in July to $41.8 Billion
113. 3 SepWeekly Initial Unemployment Claims increased to 282,000
114. 2 SepThursday: Trade Deficit, Unemployment Claims, ISM non-mfg
115. 2 SepFed's Beige Book: Economic Activity Expanded
116. 2 SepFDIC: Fewer Problem banks, Residential REO Declines in Q2
117. 2 SepADP: Private Employment increased 190,000 in August
118. 2 SepMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Index up 25% YoY
119. 2 SepWednesday: ADP Employment, Beige Book
120. 1 SepU.S. Light Vehicle Sales increased to 17.7 million annual rate in August
121. 1 SepCoreLogic: House Prices up 6.9% Year-over-year in July
122. 1 SepConstruction Spending increased 0.7% in July
123. 1 SepISM Manufacturing index decreased to 51.1 in August

August 2015

1. 31 AugTuesday: ISM Mfg Index, Construction Spending, Auto Sales
2. 31 AugFannie Mae: Mortgage Serious Delinquency rate declined in July, Lowest since August 2008
3. 31 AugRestaurant Performance Index increased in July
4. 31 AugDallas Fed: "Texas Manufacturing Activity Holds Steady, but Outlooks Deteriorate"
5. 31 AugChicago PMI decreases slightly in August
6. 31 AugSunday Night Futures
7. 30 AugVehicle Sales Forecast for August: Over 17 Million Annual Rate Again
8. 29 AugAugust 2015: Unofficial Problem Bank list declines to 282 Institutions
9. 29 AugSchedule for Week of August 30, 2015
10. 29 AugFed's Vice Chair Fischer: “When the case is overwhelming, if you wait that long, then you’ve waited too long.”
11. 28 AugFreddie Mac: Mortgage Serious Delinquency rate declined in July, Lowest since October 2008
12. 28 AugVehicle Sales Forecasts for August: Over 17 Million Annual Rate Again
13. 28 AugFinal August Consumer Sentiment at 91.9
14. 28 AugPersonal Income increased 0.4% in July, Spending increased 0.3%
15. 28 AugFriday: July Personal Income and Outlays, Consumer Sentiment
16. 27 AugMBA on Housing Demand from 2014 to 2024
17. 27 AugEarly Look at 2016 Cost-Of-Living Adjustments and Maximum Contribution Base
18. 27 AugNAR: Pending Home Sales Index increased 0.5% in July, up 7% year-over-year
19. 27 AugQ2 GDP Revised up to 3.7%, Weekly Initial Unemployment Claims decreased to 271,000
20. 27 AugThursday: GDP, Unemployment Claims, Penidng Home Sales, Jackson Hole Symposium
21. 26 AugLast Week: Key Measures Show Low Inflation in July
22. 26 AugLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in July
23. 26 AugZillow Forecast: Expect Case-Shiller to show "Uptick in Appreciation" year-over-year change in July
24. 26 AugAIA: Architecture Billings Index indicated expansion in July
25. 26 AugMBA: Mortgage Applications Increase Slightly in Latest Weekly Survey, Purchase Index up 18% YoY
26. 26 AugWednesday: Durable Goods
27. 25 AugReal Prices and Price-to-Rent Ratio in June
28. 25 AugComments on July New Home Sales
29. 25 AugNew Home Sales increased to 507,000 Annual Rate in July
30. 25 AugCase-Shiller: National House Price Index increased 4.5% year-over-year in June
31. 25 AugTuesday: New Home Sales, Case-Shiller House Prices, Richmond Fed Mfg
32. 24 AugCatching Up: Existing Home Sales in July: 5.59 million SAAR, Highest Pace in Eight Years
33. 24 AugCatching Up: Housing Starts increased to 1.206 Million Annual Rate in July
34. 24 AugBlack Knight: House Price Index up 0.9% in June, 5.1% year-over-year
35. 24 AugChicago Fed: Index shows "Economic growth picked up in July"
36. 24 AugBlack Knight's First Look at July: Foreclosure Inventory at Lowest Level Since 2007
37. 24 AugSunday Night Futures
38. 23 AugSchedule for Week of August 23, 2015
39. 22 AugOn Recession Calls
40. 21 Aug2012: Calling the House Price Bottom
41. 20 Aug2009: Calling the Bottom for the Economy
42. 20 AugThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
43. 19 Aug2007: The Trillion Dollar Bear
44. 19 AugWednesday: CPI, FOMC Minutes
45. 18 Aug2007: Tanta Changed the Blogging World
46. 18 AugTuesday: Housing Starts
47. 17 AugFrom 2007 and 2008: The Compleat UberNerd
48. 17 AugMonday: Empire State Mfg, Homebuilder Confidence
49. 16 AugDecember 2006: Tanta joined CR!
50. 15 AugSchedule for Week of August 16, 2015
51. 14 AugCR on Housing in 2005
52. 14 AugFriday: PPI, Industrial Production, Consumer Sentiment
53. 13 AugCR takes a Vacation!
54. 13 AugLawler: Early Read on Existing Home Sales in July
55. 13 AugNY Fed: Household Debt "Flat" in Q2 2015
56. 13 AugMBA: Mortgage Delinquency and Foreclosure Rates Decrease in Q2
57. 13 AugWeekly Initial Unemployment Claims increased to 274,000, 4-Week Average Lowest since 2000
58. 13 AugRetail Sales increased 0.6% in July
59. 12 AugThursday: Retail Sales, Unemployment Claims, NY Fed Q2 Household Debt and Credit Report
60. 12 AugSacramento Housing in July: Sales up 12%, Inventory down 11% YoY
61. 12 AugThe Shrinking Deficit
62. 12 AugBLS: Jobs Openings decreased to 5.2 million in June
63. 12 AugMBA: Mortgage Applications "Flat" in Latest Weekly Survey, Purchase Index up 20% YoY
64. 11 AugWednesday: Job Openings
65. 11 AugU.S. Population Distribution by Age, 1900 through 2060
66. 11 AugU.S. Births increased in 2014
67. 11 AugNFIB: Small Business Optimism Index increased in July
68. 10 AugFannie and Freddie: REO inventory declined in Q2, Down 33% Year-over-year
69. 10 AugMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
70. 10 AugFNC: Residential Property Values increased 5.7% year-over-year in June
71. 10 AugLas Vegas Real Estate in July: Sales Increased 15% YoY
72. 10 AugSunday Night Futures
73. 9 AugUpdate: Framing Lumber Prices down Year-over-year
74. 8 AugSchedule for Week of August 9, 2015
75. 8 AugMortgage News Daily: Mortgage Rates at 4%
76. 7 AugMerrill: Employment Report and a September Fed Rate Hike
77. 7 AugPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
78. 7 AugJuly Employment Report Comments and more Graphs
79. 7 AugJuly Employment Report: 215,000 Jobs, 5.3% Unemployment Rate
80. 6 AugFriday: Jobs, Jobs, Jobs
81. 6 AugPayroll Employment and Seasonal Factors
82. 6 AugPreview: Employment Report for July
83. 6 AugWeekly Initial Unemployment Claims increased to 270,000
84. 6 AugQ2 2015 GDP Details on Residential and Commercial Real Estate
85. 5 AugPhoenix Real Estate in July: Sales Up 17%, Inventory DOWN 15% Year-over-year
86. 5 AugLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in June
87. 5 AugISM Non-Manufacturing Index increased to 60.3% in July
88. 5 AugTrade Deficit increased in June to $43.8 Billion
89. 5 AugADP: Private Employment increased 185,000 in July
90. 5 AugMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Index up 23% YoY
91. 4 AugWednesday: Trade Deficit, ADP Employment, ISM non-Mfg Survey
92. 4 AugLawler: Large Home Builder Results, Q2/2015
93. 4 AugGoldman: "What's Keeping the Kids at Their Parents' Homes?"
94. 4 AugCoreLogic: House Prices up 6.5% Year-over-year in June
95. 3 AugFed Survey: Banks reports stronger demand for Home-purchase loans and CRE Loans
96. 3 AugU.S. Light Vehicle Sales increased to 17.5 million annual rate in July
97. 3 AugConstruction Spending increased 0.1% in June
98. 3 AugISM Manufacturing index decreased to 52.7 in July
99. 3 AugBEA: Personal Income increased 0.4% in June, Core PCE prices up 1.3% year-over-year
100. 3 AugMonday: Auto Sales, ISM Mfg Index, Construction Spending, Personal Income and Outlays
101. 2 AugHotels: Best Week Ever, On Pace for Record Occupancy in 2015
102. 1 AugSchedule for Week of August 2, 2015
103. 1 AugJuly 2015: Unofficial Problem Bank list declines to 290 Institutions

July 2015

1. 31 JulFannie Mae: Mortgage Serious Delinquency rate declined in June, Lowest since August 2008
2. 31 JulRestaurant Performance Index declined in June
3. 31 JulFreddie Mac: Mortgage Serious Delinquency rate declined in June, Lowest since November 2008
4. 31 JulChicago PMI increases, Final July Consumer Sentiment at 93.1
5. 31 JulFriday: Employment Cost Index, Chicago PMI, Consumer Sentiment
6. 30 JulZillow Forecast: Expect Case-Shiller National House Price Index up 4.3% year-over-year change in June
7. 30 JulQ2 GDP: Investment
8. 30 JulWeekly Initial Unemployment Claims increased to 267,000
9. 30 JulBEA: Real GDP increased at 2.3% Annualized Rate in Q2
10. 30 JulThursday: Q2 GDP and Revisions, Unemployment Claims
11. 29 JulDuy on FOMC: "Somewhat more hawkish as the Fed gears up to hike rates later this year"
12. 29 JulFOMC Statement: No Change in Policy, No Clues for September
13. 29 JulHow large will the first Fed Funds Rate increase be?
14. 29 JulNAR: Pending Home Sales Index decreased 1.8% in June, up 8% year-over-year
15. 29 JulMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Index up 18% YoY
16. 28 JulWednesday: FOMC, Pending Home Sales
17. 28 JulReal Prices and Price-to-Rent Ratio in May
18. 28 JulHVS: Q2 2015 Homeownership and Vacancy Rates
19. 28 JulCase-Shiller: National House Price Index increased 4.4% year-over-year in May
20. 28 JulTuesday: Case-Shiller House Prices, Richmond Fed Mfg Survey
21. 27 JulVehicle Sales Forecasts for July: Over 17 Million Annual Rate Again, Best July in a Decade
22. 27 JulATA Trucking Index decreased 0.5% in June
23. 27 JulDallas Fed: "Texas Manufacturing Slump Moderates"
24. 27 JulBlack Knight: House Price Index up 1.1% in May, 5.1% year-over-year
25. 26 JulSunday Night Futures
26. 26 JulWSJ: More Oil Industry Layoffs Coming
27. 25 JulSchedule for Week of July 26, 2015
28. 24 JulPhilly Fed: State Coincident Indexes increased in 40 states in June
29. 24 JulNomura on Q2 GDP and Annual Revision
30. 24 JulComments on New Home Sales
31. 24 JulNew Home Sales decreased to 482,000 Annual Rate in June
32. 24 JulGoldman FOMC Preview
33. 23 JulMerrill on the Annual GDP Revision and Q2 GDP
34. 23 JulBlack Knight's First Look at June: Foreclosure Inventory at Lowest Level Since 2007
35. 23 JulKansas City Fed: Regional Manufacturing Activity Declined Again in July
36. 23 JulChicago Fed: Index shows "Economic Growth Picked Up Slightly in June"
37. 23 JulWeekly Initial Unemployment Claims decreased to 255,000
38. 23 JulThursday: Unemployment Claims
39. 22 JulA Few Random Comments on June Existing Home Sales
40. 22 JulAIA: Architecture Billings Index increased in June, "Multi-family housing design showing signs of slowing"
41. 22 JulExisting Home Sales in June: 5.49 million SAAR, Highest Pace in Eight Years
42. 22 JulMBA: Mortgage Applications Unchanged in Latest Weekly Survey, Purchase Index up 18% YoY
43. 21 JulWednesday: Existing Home Sales, Architecture Billings Index
44. 21 JulExisting Home Sales: Lawler vs. the Consensus
45. 21 JulDOT: Vehicle Miles Driven increased 2.7% year-over-year in May, Rolling 12 Months at All Time High
46. 21 JulBLS: Twenty-One States had Unemployment Rate Decreases in June
47. 20 JulWSJ: "Bidding Wars Return to Home Market"
48. 20 JulA comment on Interest Only Mortgage Loans
49. 20 JulCoreLogic: Southern California June Home Sales up 18% Year-over-year
50. 20 JulLA area Port Traffic: Weakness in June
51. 20 JulSunday Night Futures
52. 19 JulEIA: West Coast Gasoline Prices "likely to remain elevated until later this summer"
53. 18 JulSchedule for Week of July 19, 2015
54. 17 JulMortgage News Daily: Mortgage Rates Near July Lows
55. 17 JulComments on June Housing Starts
56. 17 JulKey Measures Show Low Inflation in June
57. 17 JulPreliminary July Consumer Sentiment decreases to 93.3
58. 17 JulHousing Starts increased to 1.174 Million Annual Rate in June
59. 16 JulFriday: Housing Starts, CPI, Consumer Sentiment
60. 16 JulLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in June
61. 16 JulLawler: Early Read on Existing Home Sales in June
62. 16 JulEarlier: Philly Fed Manufacturing Survey decreased to 5.7 in July
63. 16 JulNAHB: Builder Confidence at 60 in July, Highest Level Since November 2005
64. 16 JulWeekly Initial Unemployment Claims decreased to 281,000
65. 15 JulThursday: Unemployment Claims, Philly Fed Mfg, Homebuilder Survey, Yellen
66. 15 JulCoStar: Commercial Real Estate prices increased in May
67. 15 JulFed's Beige Book: Economic Activity Expanded, Respondents "optimistic about future growth"
68. 15 JulFed: Industrial Production increased 0.3% in June
69. 15 JulYellen: "Prospects are favorable for further improvement in the U.S. labor market and the economy more broadly"
70. 15 JulMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Index up 17% YoY
71. 14 JulWednesday: Yellen, Industrial Production, NY Fed Mfg Survey, Beige Book and more
72. 14 JulUpdate: The California Budget Surplus
73. 14 JulCoreLogic: "Foreclosure Rate of 1.3 Percent is Back to December 2007 Levels"
74. 14 JulNFIB: Small Business Optimism Index decreased in June
75. 14 JulRetail Sales decreased 0.3% in June
76. 13 JulTuesday: Retail Sales
77. 13 JulThe Shrinking Deficit
78. 13 JulZillow Forecast: Expect Case-Shiller National House Price Index up 4.0% year-over-year change in May
79. 13 JulGreek Deal
80. 13 JulSunday Night Futures: Uncertainty in Europe
81. 12 JulGreece Update: No Deal ... Yet
82. 11 JulSchedule for Week of July 12, 2015
83. 10 JulHotels: On Pace for Record Occupancy in 2015
84. 10 JulSacramento Housing in June: Sales up 22%, Inventory down 10% YoY
85. 10 JulFed Chair Yellen: Expect to raise the federal funds rate later this year
86. 10 JulFNC: Residential Property Values increased 5.4% year-over-year in May
87. 10 JulGreece: Agreement seems Possible
88. 9 JulFriday: Yellen Speech on the U.S. Economic Outlook
89. 9 JulFreddie Mac: 30 Year Mortgage Rates decrease to 4.04% in Latest Weekly Survey
90. 9 JulFHFA Paper: "The Marginal Effect of First-Time Homebuyer Status on Mortgage Default and Prepayment"
91. 9 JulWeekly Initial Unemployment Claims increased to 297,000
92. 9 JulGreece Update
93. 8 JulU.S. Heavy Truck Sales in June: Highest since February 2007
94. 8 JulFOMC Minutes: Global Concerns
95. 8 JulLas Vegas Real Estate in June: Sales Increased 12.8% YoY
96. 8 JulMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Index up Sharply YoY
97. 7 JulPhoenix Real Estate in June: Sales Up 20.5%, Inventory DOWN 16% Year-over-year
98. 7 JulReis: Mall Vacancy Rate unchanged in Q2
99. 7 JulCoreLogic: House Prices up 6.3% Year-over-year in May
100. 7 JulBLS: Jobs Openings increased to 5.4 million in May, Highest on Record
101. 7 JulTrade Deficit increased in May to $41.9 Billion
102. 6 JulTuesday: Trade Deficit, Job Openings
103. 6 JulQ2 Review: Ten Economic Questions for 2015
104. 6 JulBlack Knight May Mortgage Monitor
105. 6 JulISM Non-Manufacturing Index increased to 56.0% in June
106. 5 JulSunday Night Futures: Greece says No!
107. 5 JulNo!
108. 5 JulShanghai Cliff Diving
109. 4 JulGreece Sunday: δίλημμα
110. 4 JulUpdate: Prime Working-Age Population Growing Again
111. 3 JulPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
112. 3 JulSchedule for Week of July 5, 2015
113. 3 JulEarlier: Weekly Initial Unemployment Claims increased to 281,000
114. 2 JulHotels: On Pace for Record Occupancy in 2015, RevPAR up almost 50% from 2009
115. 2 JulReis: Apartment Vacancy Rate unchanged in Q2 at 4.2%
116. 2 JulJune Employment Report Comments and Graphs
117. 2 JulJune Employment Report: 223,000 Jobs, 5.3% Unemployment Rate
118. 2 JulThursday: Jobs, Jobs, Jobs
119. 1 JulPreview: Employment Report for June
120. 1 JulU.S. Light Vehicle Sales decreased to 17.1 million annual rate in June
121. 1 JulReis: Office Vacancy Rate unchanged in Q2 to 16.6%
122. 1 JulConstruction Spending increased 0.8% in May
123. 1 JulISM Manufacturing index increased to 53.5 in June
124. 1 JulADP: Private Employment increased 237,000 in June
125. 1 JulMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Index up 14% YoY

June 2015

1. 30 JunWednesday: ISM Mfg, ADP Employment, Auto Sales, Construction Spending
2. 30 JunFannie Mae: Mortgage Serious Delinquency rate declined in May, Lowest since August 2008
3. 30 JunRestaurant Performance Index indicates expansion in May
4. 30 JunReal Prices and Price-to-Rent Ratio in April
5. 30 JunCase-Shiller: National House Price Index increased 4.2% year-over-year in April
6. 29 JunDuy: "Events Continue to Conspire Against the Fed"
7. 29 JunForecast: Auto Sales above 17 Million SAAR in June
8. 29 JunBlack Knight: House Price Index up 1.0% in April, 4.9% year-over-year
9. 29 JunDallas Fed: Texas Manufacturing Activity Still Contracting
10. 29 JunNAR: Pending Home Sales Index increased 0.9% in May, up 10% year-over-year
11. 29 JunSunday Night Futures: Greece and Puerto Rico
12. 28 JunGreece: ECB Freezes Level of Emergency Loans
13. 28 JunJune 2015: Unofficial Problem Bank list declines to 309 Institutions, Q2 2015 Transition Matrix
14. 27 JunSchedule for Week of June 28, 2015
15. 26 JunJune NFP: Merrill and Nomura Forecasts
16. 26 JunVehicle Sales Forecasts for June: Over 17 Million Annual Rate Again, Best June in a Decade
17. 26 JunAre Multi-Family Housing Starts near a peak?
18. 26 JunFinal June Consumer Sentiment increases to 96.1
19. 26 JunDOT: Vehicle Miles Driven increased 3.9% year-over-year in April, Rolling 12 Months at All Time High
20. 25 JunUpdate: "Scariest jobs chart ever"
21. 25 JunFreddie Mac: Mortgage Serious Delinquency rate declined in May
22. 25 JunKansas City Fed: Regional Manufacturing Activity Declined in June
23. 25 JunPersonal Income increased 0.5% in May, Spending increased 0.9%
24. 25 JunWeekly Initial Unemployment Claims increased to 271,000
25. 24 JunLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in May
26. 24 JunATA Trucking Index increased 1.1% in May
27. 24 JunBlack Knight: Mortgage Delinquencies increased in May
28. 24 JunAIA: Architecture Billings Index increased in May
29. 24 JunQ1 GDP Revised Up to -0.2% Annual Rate
30. 24 JunMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Index up 18% YoY
31. 24 JunWednesday: GDP
32. 23 JunSacramento Housing in May: Less than 10% Distressed Sales, Inventory down YoY
33. 23 JunChemical Activity Barometer "Leading Economic Indicator Heats Up"
34. 23 JunComments on New Home Sales and Prices
35. 23 JunNew Home Sales increased to 546,000 Annual Rate in May
36. 23 JunFHFA: House Prices increased 0.3% in April, Up 5.3% Year-over-year
37. 22 JunTuesday: New Home Sales, Durable Goods and More
38. 22 JunPhilly Fed: State Coincident Indexes increased in 35 states in May
39. 22 JunA Few Random Comments on May Existing Home Sales
40. 22 JunExisting Home Sales in May: 5.35 million SAAR, Inventory up 1.8% Year-over-year
41. 22 JunChicago Fed: "Index shows economic growth slightly below average in May"
42. 22 JunMonday: Existing Home Sales
43. 21 JunUpdate: The Inland Empire Bust and Recovery
44. 20 JunSchedule for Week of June 21, 2015
45. 19 JunMortgage News Daily: Mortgage Rates Near June Lows
46. 19 JunSTR on Hotels: "The Best Fundamentals (Maybe in Our Lifetime)"
47. 19 JunBLS: Twenty-Five States had Unemployment Rate Increases in May
48. 19 JunFed: Q1 Household Debt Service Ratio Very Low
49. 19 JunGreece Update
50. 18 JunLooking at Payroll Employment and Unemployment Claims
51. 18 JunKey Measures Show Low Inflation in May
52. 18 JunPhilly Fed Manufacturing Survey increased to 15.2 in June
53. 18 JunCPI increased 0.4% in May, Weekly Initial Unemployment Claims decreased to 267,000
54. 18 JunThursday: Unemployment Claims, CPI, Philly Fed Mfg Survey
55. 17 JunReport: Socal Home Sales up 5% year-over-year
56. 17 JunFOMC Projections and Press Conference
57. 17 JunFOMC Statement: No Change in Policy, Economy Expands Moderately
58. 17 JunLA area Port Traffic: Imports Up, Exports Down in May
59. 17 JunMortgage Equity Withdrawal More Negative in Q1 2015
60. 17 JunMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Index up 15% YoY
61. 17 JunWednesday: FOMC Day
62. 16 JunDuy: FOMC Preview
63. 16 JunComments on May Housing Starts
64. 16 JunCoreLogic: "CoreLogic Reports 254,000 US Properties Regained Equity in the First Quarter of 2015"
65. 16 JunHousing Starts decreased to 1.036 Million Annual Rate in May
66. 16 Jun4% Sustained GDP Growth?
67. 15 JunECRI Admits Incorrect Recession Call
68. 15 JunUpdate: Real Estate Agent Boom and Bust
69. 15 JunNAHB: Builder Confidence increased to 59 in June
70. 15 JunFed: Industrial Production decreased 0.2% in May
71. 15 JunNY Fed: Empire State Manufacturing Survey indicates "conditions worsened slightly" in June
72. 15 JunMonday: Industrial Production, Empire State Mfg Survey, Homebuilder Survey
73. 14 JunReports on Greek Tragedy: Meeting Fails
74. 14 JunUpdate: Predicting the Next Recession
75. 13 JunSchedule for Week of June 14, 2015
76. 13 JunGoldman Sachs: FOMC Preview
77. 12 JunLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in May
78. 12 JunLawler: Early Read on Existing Homes Sales in May: Big Bounce from “Strangely-Low” April
79. 12 JunFOMC Preview: No Rate Hike
80. 12 JunPreliminary June Consumer Sentiment increases to 94.6
81. 11 JunCoStar: Commercial Real Estate prices declined in April, Up Solidly YoY
82. 11 JunLawler on NAR: The “Curious Case” of Existing Home Sales in the South in April
83. 11 JunFed's Q1 Flow of Funds: Household Net Worth at Record High
84. 11 JunWeekly Initial Unemployment Claims increased to 279,000
85. 11 JunRetail Sales increased 1.2% in May
86. 10 JunThursday: Retail Sales, Unemployment Claims, Q1 Flow of Funds
87. 10 JunThe Shrinking Deficit
88. 10 JunQuarterly Services Survey suggests upward revision to Q1 GDP
89. 10 JunFNC: Residential Property Values increased 5.3% year-over-year in April
90. 10 JunMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Index up 15% YoY
91. 9 JunWednesday: Q1 Quarterly Services Report
92. 9 JunCoreLogic: "Number of Loans in Foreclosure Lowest Since 2007"
93. 9 JunLas Vegas Real Estate in May: Sales Decreased 2.5% YoY
94. 9 JunBLS: Jobs Openings increased to 5.4 million in April, Highest on Record
95. 9 JunNFIB: Small Business Optimism Index increased in May
96. 9 JunTuesday: Job Openings
97. 8 JunTenth Anniversary of Greenspan's "Froth" Testimony
98. 8 JunLabor Force Participation Rate: There are few "Missing 41-Year-Olds"
99. 8 JunMerrill and Goldman Expect GDP to Rebound in Q2
100. 8 JunBlack Knight April Mortgage Monitor
101. 8 JunSunday Night Futures
102. 7 JunUpdate: Prime Working-Age Population Growing Again
103. 6 JunPhoenix Real Estate in May: Sales Up 11.4%, Inventory DOWN 15% Year-over-year
104. 6 JunSchedule for Week of June 7, 2015
105. 6 JunCBO: Fiscal 2015 Federal Deficit through May about 10% below Last Year
106. 5 JunPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
107. 5 JunHotels: On Pace for Record Occupancy in 2015, New Construction Increasing
108. 5 JunMay Employment Report Comments and Graphs
109. 5 JunMay Employment Report: 280,000 Jobs, 5.5% Unemployment Rate
110. 5 JunFriday: Jobs, Jobs, Jobs
111. 4 JunLawler: Characteristics Homes Built in 2014; Construction of “Moderately-Sized” SF Homes Remained Low in 2014.
112. 4 JunPublic and Private Employment Data
113. 4 JunNFP: Goldman Sachs, Nomura May Employment Previews
114. 4 JunWeekly Initial Unemployment Claims decreased to 276,000
115. 3 JunMortgage Rates increase to 4.1%
116. 3 JunPreview: Employment Report for May
117. 3 JunFed's Beige Book: Economic Activity Expanded, Respondents "generally optimistic"
118. 3 JunISM Non-Manufacturing Index decreased to 55.7% in May
119. 3 JunTrade Deficit declined in April to $40.9 Billion
120. 3 JunADP: Private Employment increased 201,000 in May
121. 3 JunMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Index up 14% YoY
122. 3 JunWednesday: Trade Deficit, ADP Employment, ISM Non-Mfg Index, Beige Book
123. 2 JunHatzius: September rate hike "sensible in the base case ", "but less than optimal on risk management grounds"
124. 2 JunU.S. Light Vehicle Sales increased to 17.8 million annual rate in May
125. 2 JunPreliminary May Vehicle Sales at 17.7 million SAAR: Best sales rate since 2005, On pace for Best Year since 2001
126. 2 JunCoreLogic: House Prices up 6.8% Year-over-year in April
127. 1 JunFinancial Times: Greek Discussion Ends, Not "Take it or leave it" Deal
128. 1 JunGreece Update: "Take it or leave it" offer?
129. 1 JunConstruction Spending increased 2.2% in April
130. 1 JunISM Manufacturing index increased to 52.8 in May
131. 1 JunPersonal Income increased 0.4% in April, Spending decreased slightly
132. 1 JunMonday: Personal Income and Outlays, ISM Mfg Index, Construction Spending

May 2015

1. 31 MayHotels: Best April Ever
2. 31 MayMay 2015: Unofficial Problem Bank list declines to 324 Institutions
3. 30 MaySchedule for Week of May 31, 2015
4. 29 MayRestaurant Performance Index increased in April
5. 29 MayFannie Mae: Mortgage Serious Delinquency rate declined in April, Lowest since September 2008
6. 29 MayBusiness Executives are NOT experts in Economics
7. 29 MayPhilly Fed: State Coincident Indexes increased in 40 states in April
8. 29 MayFinal May Consumer Sentiment at 90.7, Chicago PMI declines Sharply
9. 29 MayQ1 GDP Revised Down to -0.7% Annual Rate
10. 28 MayFriday: Ugly GDP, Chicago PMI, Consumer Sentiment
11. 28 MayVehicle Sales Forecasts for May: Over 17 Million Annual Rate
12. 28 MayFreddie Mac: Mortgage Serious Delinquency rate declined in April
13. 28 MayNAR: Pending Home Sales Index increased 3.4% in April, up 14% year-over-year
14. 28 MayWeekly Initial Unemployment Claims increased to 282,000
15. 28 MayThursday: Pending Home Sales, Unemployment Claims
16. 27 MayZillow Forecast: Expect Case-Shiller National House Price Index up 4.0% year-over-year change in April
17. 27 MayFDIC: Fewer Problem banks, Residential REO Declines in Q1
18. 27 MayBLS: Twenty-Three States had Unemployment Rate Decreases in April
19. 27 MayMBA: Mortgage Refinance Applications Decrease in Latest Weekly Survey, Purchase Index up 14% YoY
20. 26 MayRegional Fed Manufacturing Surveys for May and the ISM Index
21. 26 MayReal Prices and Price-to-Rent Ratio in March
22. 26 MayComments on New Home Sales
23. 26 MayNew Home Sales increased to 517,000 Annual Rate in April
24. 26 MayCase-Shiller: National House Price Index increased 4.1% year-over-year in March
25. 26 MayTuesday: New Home Sales, Case-Shiller House Prices, Durable Goods and More
26. 25 MayGasoline Prices: Down a Dollar from last year on Memorial Day
27. 25 MayHotels: RevPAR up almost 50% since 2009
28. 24 MayReport: Greece will not make June IMF Payment
29. 23 MaySchedule for Week of May 24, 2015
30. 22 MayATA Trucking Index decreased 3% in April
31. 22 MayYellen: Expect Rate Hike in 2015, Several Years before Fed Funds Rate "back to normal" level
32. 22 MayKey Measures Show Low Inflation in April
33. 22 MayBLS: CPI increased 0.1% in April, Core CPI increased 0.3%
34. 22 MayBlack Knight: Mortgage Delinquencies increased slightly in April
35. 21 MayFriday: CPI, Yellen
36. 21 MayLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in April
37. 21 MayLawler: Existing Home Sales Dipped in April; Sales in South Seem Low
38. 21 MayA Few Comments on April Existing Home Sales
39. 21 MayExisting Home Sales in April: 5.04 million SAAR, Inventory down 0.9% Year-over-year
40. 21 MayWeekly Initial Unemployment Claims increased to 274,000, Lowest 4-Week average in 15 years
41. 20 MayThursday: Existing Home Sales, Unemployment Claims and More
42. 20 MayCoreLogic: Southern California April Home Sales up 8.5% Year-over-year
43. 20 MayFOMC Minutes: June Rate Hike Unlikely
44. 20 MayAIA: Architecture Billings Index declined in April
45. 20 MayMBA: Mortgage Applications Decrease in Latest Weekly Survey
46. 20 MayWednesday: FOMC Minuites, Architecture Billings Index
47. 19 MayQuarterly Housing Starts by Intent
48. 19 MaySacramento Housing in April: Total Sales up 9% Year-over-year
49. 19 MayComments on April Housing Starts
50. 19 MayHousing Starts increased to 1.135 Million Annual Rate in April, Highest since 2007
51. 18 MayTuesday: Housing Starts
52. 18 MayLA area Port Traffic Decreased in April
53. 18 MayApartments: Supply and Demand
54. 18 MayNAHB: Builder Confidence decreased to 54 in May
55. 18 MaySunday Night Futures
56. 17 MayGoldman's Hatzius: "The Employment Gap Is Much Bigger than the FOMC's Current Estimate"
57. 17 MayAn update on oil prices
58. 16 MaySchedule for Week of May 17, 2015
59. 15 MayLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in April
60. 15 MayHotels: On Pace for Record Occupancy in 2015
61. 15 MayLawler: Early Read on Existing Home Sales in April
62. 15 MayPreliminary May Consumer Sentiment declines to 88.6
63. 15 MayFed: Industrial Production decreased 0.3% in April
64. 14 MayFriday: Industrial Production, Empire State Mfg, Consumer Sentiment
65. 14 MayWeekly Initial Unemployment Claims as a Percent of Labor Force
66. 14 MayCoStar: Commercial Real Estate prices increased in March
67. 14 MayResearch: "How Low Can House Prices Go?"
68. 14 MayWeekly Initial Unemployment Claims decreased to 264,000, Lowest 4-Week average in 15 years
69. 13 MayThursday: Unemployment Claims, PPI
70. 13 MayPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
71. 13 MayLas Vegas: Record Visitor Traffic in 2014, Same pace in 2015
72. 13 MayRetail Sales unchanged in April
73. 13 MayMBA: Mortgage Applications Decrease in Latest Weekly Survey
74. 13 MayWednesday: Retail Sales
75. 12 MayMortgage News Daily: Mortgage Rates at 2015 Highs, Average Lender at 4%
76. 12 MayNY Fed: Household Debt increased slightly in Q1 2015
77. 12 MayBLS: Jobs Openings at 5.0 million in March, Up 19% Year-over-year
78. 12 MayNFIB: Small Business Optimism Index increased in April
79. 12 MayTuesday: Job Openings, Q1 Household Debt and Credit Report
80. 11 MayResearch: Natural Rate of Unemployment under 5% and Falling
81. 11 MayDemographics, Unemployment Rate and Inflation
82. 11 MayMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
83. 11 MayFNC: Residential Property Values increased 4.6% year-over-year in March
84. 11 MaySunday Night Futures
85. 10 MayThe Projected Improvement in Life Expectancy
86. 9 MayLawler: Analyzing/Projecting Household Formations: It’s Not Just “Demographics”
87. 9 MaySchedule for Week of May 10, 2015
88. 8 MayBank Failure Friday Returns: 5th Failure in 2015
89. 8 MayLawler: More Builder Results (updated table)
90. 8 MayFannie and Freddie: REO inventory declined in Q1, Down 30% Year-over-year
91. 8 MayEmployment Report Comments and Graphs
92. 8 MayApril Employment Report: 223,000 Jobs, 5.4% Unemployment Rate
93. 7 MayFriday: Jobs, Jobs, Jobs
94. 7 MayPhoenix Real Estate in April: Sales Up 9.3%, Inventory DOWN 13% Year-over-year
95. 7 MayGoldman Sachs April Employment Preview
96. 7 MayPart II: Demographics are Now Improving, Projections
97. 7 MayLas Vegas Real Estate in April: Sales Increased 5.1% YoY
98. 7 MayWeekly Initial Unemployment Claims increased to 265,000, Lowest 4-Week average in 15 years
99. 6 MayDemographics are Now Improving
100. 6 MayMBA: Mortgage Delinquency and Foreclosure Rates Decrease in Q1, Lowest since Q2 2007
101. 6 MayPreview: Employment Report for April
102. 6 MayADP: Private Employment increased 169,000 in April
103. 6 MayMBA: Mortgage Purchase Applications increase, Refinance Applications in Latest Weekly Survey
104. 5 MayMortgage News Daily: Mortgage Rates Near 2015 Highs, Several major Lenders at 4%
105. 5 MayFinal Update: Recovery Measures
106. 5 MayCoreLogic: House Prices up 5.9% Year-over-year in March
107. 5 MayISM Non-Manufacturing Index increased to 57.8% in April
108. 5 MayTrade Deficit increased in March to $51.4 Billion
109. 5 MayTuesday: Trade Deficit, ISM non-Manufacturing Index
110. 4 MayUpdate: Framing Lumber Prices down Year-over-year
111. 4 MayFed Survey: Banks ease Standards for Residential Mortgages, CRE Loans
112. 4 MayNAHB: Builder Confidence improves Year-over-year for the 55+ Housing Market in Q1
113. 4 MayBlack Knight March Mortgage Monitor: "Negative Equity Population Shrinks to Just Over 4 Million"
114. 4 MaySunday Night Futures
115. 3 MayHotels at Record Occupancy Pace in 2015
116. 2 MayLawler on Housing Vacancy Survey: More “Stunning” Results, But Tough to Interpret
117. 2 MaySchedule for Week of May 3, 2015
118. 1 MayRestaurant Performance Index shows Expansion in March
119. 1 MayU.S. Light Vehicle Sales declined to 16.5 million annual rate in April
120. 1 MayConstruction Spending decreased 0.6% in March
121. 1 MayISM Manufacturing index unchanged at 51.5 in April
122. 1 MayZillow Forecast: Expect Case-Shiller National House Price Index up 4.2% year-over-year change in March
123. 1 MayFriday: ISM Manufacturing, Auto Sales, Construction Spending

April 2015

1. 30 AprQ1 2015 GDP Details on Residential and Commercial Real Estate
2. 30 AprLawler: More Builder Results (updated table)
3. 30 AprEarlier from the BEA: Personal Income increased slightly in March, Core PCE prices up 1.3% year-over-year
4. 30 AprEmployment Cost Index increases 0.7% in Q1, Up 2.6% YoY
5. 30 AprWeekly Initial Unemployment Claims decreased to 262,000, Lowest since April 2000
6. 29 AprBrief comments on the FOMC Statement and ECI
7. 29 AprFOMC Statement: Slowdown "in part reflecting transitory factors"
8. 29 AprQ1 GDP: Investment
9. 29 AprNAR: Pending Home Sales Index increased 1.1% in March, up 11% year-over-year
10. 29 AprBEA: Real GDP increased at 0.2% Annualized Rate in Q1
11. 29 AprMBA: Mortgage Applications Decrease in Latest Weekly Survey, Purchase Apps up 21% YoY
12. 29 AprWednesday: GDP, FOMC
13. 28 AprA Comment on House Prices: Real Prices and Price-to-Rent Ratio in February
14. 28 AprHVS: Q1 2015 Homeownership and Vacancy Rates
15. 28 AprRichmond Fed: "Manufacturing Sector Activity Remained Soft"
16. 28 AprCase-Shiller: National House Price Index increased 4.2% year-over-year in February
17. 28 AprTuesday: Case-Shiller House Prices
18. 27 AprFreddie Mac: Mortgage Serious Delinquency rate declined in March
19. 27 AprMerrill Lynch: FOMC Preview
20. 27 AprVehicle Sales Forecasts: Best April in "13 Years"
21. 27 AprDallas Fed: Texas Manufacturing Activity Weakens Again
22. 27 AprBlack Knight: House Price Index up 0.7% in February, 4.6% year-over-year
23. 27 AprSunday Night Futures
24. 26 AprATA Trucking Index increased in March
25. 25 AprSchedule for Week of April 26, 2015
26. 25 AprApril 2015: Unofficial Problem Bank list declines to 342 Institutions
27. 24 AprDOT: Vehicle Miles Driven increased 2.8% year-over-year in February, Rolling 12 Months at All Time High
28. 24 AprNomura Forecast: Q1 GDP at 1.0%
29. 24 AprPhilly Fed: State Coincident Indexes increased in 41 states in March
30. 24 AprBlack Knight: Mortgage Delinquencies Declined in March, First time below 5% since August 2007
31. 24 AprMerrill Lynch forecasting 1.5% GDP in Q1
32. 23 AprFreddie Mac: 30 Year Mortgage Rates decrease to 3.65% in Latest Weekly Survey
33. 23 AprLawler: More Builder Results
34. 23 AprComments on New Home Sales
35. 23 AprNew Home Sales decline to 481,000 Annual Rate in March
36. 23 AprWeekly Initial Unemployment Claims increased to 295,000
37. 22 AprLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in March
38. 22 AprLawler: D.R. Horton: Net Home Orders Up, Prices “Flattish;” Says If Prices are Low Enough, There is “Demand” from First-Time Buyers
39. 22 AprA Few Comments on March Existing Home Sales
40. 22 AprExisting Home Sales in March: 5.19 million SAAR, Inventory up 2.0% Year-over-year
41. 22 AprAIA: Architecture Billings Index increases in March, Multi-Family Negative
42. 22 AprMBA: Mortgage Applications Increase, Purchase Apps up 16% YoY
43. 21 AprWednesday: Existing Home Sales
44. 21 AprChemical Activity Barometer "Leading Economic Indicator Rises for Fourth Consecutive Month"
45. 21 AprLawler: NVR: Home Orders Jump, Prices “Stable” in Latest Quarter
46. 21 AprBLS: Twenty-Three States had Unemployment Rate Decreases in March
47. 21 AprGoldman on Inflation: Pass-Through Disinflation: Not Over Yet
48. 21 AprCoreLogic (formerly DataQuick data): SoCal sales up 5.0% Year-over-year
49. 20 AprMortgage News Daily: Mortgage Rates Slide Sideways Again
50. 20 AprLA area Port Traffic Increased Sharply in March following resolution of Labor Issues
51. 20 AprChicago Fed: "Index shows economic growth slowed in March"
52. 20 AprSunday Night Futures
53. 19 AprExisting Home Sales: Lawler vs. the Consensus
54. 18 AprSchedule for Week of April 19, 2015
55. 17 AprPhilly Fed: State Coincident Indexes increased in 46 states in February
56. 17 AprKey Measures Show Low Inflation in March
57. 17 AprGoldman Sachs: "An Update on Student Loans: A Bigger Headwind but Still Not a Deal Breaker"
58. 17 AprLawler: Texas Employment Declines (Housing Impact)
59. 17 AprPreliminary April Consumer Sentiment increases to 95.9
60. 17 AprBLS: CPI increased 0.2% in March, Core CPI increased 0.2%
61. 17 AprLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in March
62. 16 AprNMHC: Apartment Market Conditions Tighter in April Survey
63. 16 AprComments on March Housing Starts
64. 16 AprPhilly Fed Manufacturing Survey increased to 7.5 in April
65. 16 AprWeekly Initial Unemployment Claims increased to 294,000
66. 16 AprHousing Starts at 926 thousand Annual Rate in March
67. 16 AprThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
68. 15 AprFed's Beige Book: Economic Activity Expanded mostly at Modest to Moderate pace
69. 15 AprSacramento Housing in March: Total Sales up 11% Year-over-year
70. 15 AprNAHB: Builder Confidence increased to 56 in April
71. 15 AprFed: Industrial Production decreased 0.6% in March
72. 15 AprMBA: Mortgage Applications Decrease in Latest Weekly Survey
73. 14 AprLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in March
74. 14 AprLawler: Early Read on Existing Home Sales in March; Look for a Big Jump
75. 14 AprCoreLogic: "Foreclosure inventory declined by 27.3 percent" Year-over-year
76. 14 AprEIA Projects "U.S. energy imports and exports come into balance, First time since the 1950s"
77. 14 AprNFIB: Small Business Optimism Index decreased in March
78. 14 AprRetail Sales increased 0.9% in March
79. 13 AprTuesday: Retail Sales, PPI, Small Business Index
80. 13 AprLehner: "Economic Drags and the Outlook"
81. 13 AprQ1 Report on Commercial Real Estate
82. 13 AprUpdate on Year 4: It Never Rains in California
83. 13 AprSunday Night Futures
84. 12 AprAn update on oil prices
85. 11 AprSchedule for Week of April 12, 2015
86. 11 AprLA Times: Office Vacancy Rate Declines
87. 10 AprLawler: Very Early Read on Existing Home Sales in March, "sizable monthly gain"
88. 10 AprFNC: Residential Property Values increased 4.3% year-over-year in February
89. 10 AprBofA: "Farewell winter blues"
90. 10 AprHotels near Record Occupancy Pace
91. 9 AprFreddie Mac: 30 Year Mortgage Rates decrease to 3.66% in Latest Weekly Survey
92. 9 AprLawler: Good Start to Spring home-selling Season
93. 9 AprWeekly Initial Unemployment Claims increased to 281,000, 4-Week Average Lowest Since 2000
94. 9 AprThursday: Unemployment Claims
95. 8 AprGoldman: "The Effect of Slowing Energy Sector Activity on Non-Energy Payrolls"
96. 8 AprFOMC Minutes: Different Views on Timing
97. 8 AprLas Vegas Real Estate in March: Sales Increased 8.5% YoY
98. 8 AprMBA: Purchase Mortgage Applications Increased, Highest level since July 2013
99. 7 AprPhoenix Real Estate in March: Sales Up 17.5%, Inventory DOWN 12% Year-over-year
100. 7 AprQ1 Review: Ten Economic Questions for 2015
101. 7 AprMortgage Equity Withdrawal Still Negative in Q4 2014
102. 7 AprBLS: Jobs Openings at 5.1 million in February, Up 23% Year-over-year
103. 7 AprCoreLogic: House Prices up 5.6% Year-over-year in February
104. 7 AprTuesday: Job Openings
105. 6 AprUpdate: U.S. Heavy Truck Sales
106. 6 AprZillow: February Case-Shiller House Price Index year-over-year change expected to be about the same as in January
107. 6 AprISM Non-Manufacturing Index decreased to 56.5% in March
108. 6 AprBlack Knight February Mortgage Monitor: Foreclosure Rate still "175 percent above pre-crisis norms"
109. 5 AprMonday: ISM Non-Manufacturing Index
110. 5 AprMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
111. 4 AprUpdate: Framing Lumber Prices down Year-over-year
112. 4 AprSchedule for Week of April 5, 2015
113. 3 AprUpdate: Private Job Creation during Presidential Terms
114. 3 AprReis: Mall Vacancy Rate declined in Q1
115. 3 AprEmployment Report Comments and Graphs
116. 3 AprMarch Employment Report: 126,000 Jobs, 5.5% Unemployment Rate
117. 2 AprFriday: Jobs, Jobs, Jobs
118. 2 AprPreview for March Employment Report
119. 2 AprReis: Apartment Vacancy Rate decreased in Q1 to 4.1%
120. 2 AprTrade Deficit decreased in February to $35.4 Billion
121. 2 AprWeekly Initial Unemployment Claims decreased to 268,000
122. 2 AprThursday: Trade Deficit, Unemployment Claims
123. 1 AprU.S. Light Vehicle Sales increase to 17.05 million annual rate in March
124. 1 AprConstruction Spending decreased 0.1% in February
125. 1 AprISM Manufacturing index declined to 51.5 in March
126. 1 AprReis: Office Vacancy Rate declined in Q1 to 16.6%
127. 1 AprADP: Private Employment increased 189,000 in March
128. 1 AprMBA: Mortgage Applications Increase, Purchase Applications Up 8% YoY

March 2015

1. 31 MarWednesday: Auto Sales, ADP Employment, ISM Mfg, Construction Spending and more
2. 31 MarFannie Mae: Mortgage Serious Delinquency rate declined in February, Lowest since September 2008
3. 31 MarRestaurant Performance Index shows Expansion in February
4. 31 MarA Comment on House Prices: Real Prices and Price-to-Rent Ratio in January
5. 31 MarCase-Shiller: National House Price Index increased 4.5% year-over-year in January
6. 30 MarTuesday: Case-Shiller House Prices, Chicago PMI
7. 30 MarDemographics and GDP: 2% is the new 4%
8. 30 MarNAR: Pending Home Sales Index increased 3.1% in February, up 12% year-over-year
9. 30 MarPersonal Income increased 0.4% in February, Spending increased 0.1%
10. 30 MarMonday: Personal Income and Outlays, Pending Home Sales, Dallas Fed Mfg
11. 29 MarLawler: Possible Upside Surprise for Pending Home Sales Index
12. 29 MarMerrill and Nomura Forecasts for March Employment Report
13. 28 MarSchedule for Week of March 29, 2015
14. 28 MarUnofficial Problem Bank list decline to 349 Institutions in March, Q1 2015 Transition Matrix
15. 27 MarHotels: On Pace for Best Year on Record
16. 27 MarYellen: Normalizing Monetary Policy: Prospects and Perspectives
17. 27 MarBLS: Twenty-Six States had Unemployment Rate Decreases in February
18. 27 MarFinal March Consumer Sentiment at 93.0
19. 27 MarQ4 GDP unrevised at 2.2% Annual Rate
20. 27 MarFriday: Yellen, GDP, Consumer Sentiment
21. 26 MarMortgage News Daily: Mortgage Rates increased Today
22. 26 MarFreddie Mac: 30 Year Mortgage Rates decrease to 3.69% in Latest Weekly Survey
23. 26 MarKansas City Fed: Regional Manufacturing Activity Declined in March
24. 26 MarWeekly Initial Unemployment Claims decreased to 282,000
25. 25 MarThursday: Unemployment Claims, Kansas City Mfg Survey
26. 25 MarVehicle Sales Forecasts: Best March since 2005
27. 25 MarNew Home Prices: More homes priced in the $200K to $300K range
28. 25 MarFreddie Mac: Mortgage Serious Delinquency rate declined in February
29. 25 MarMBA: Mortgage Applications Increase in Latest Weekly Survey
30. 25 MarDOT: Vehicle Miles Driven increased 4.9% year-over-year in January, Rolling 12 Months at All Time High
31. 24 MarATA Trucking Index declined in February
32. 24 MarLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in February
33. 24 MarKey Measures Show Low Inflation in February
34. 24 MarComments on New Home Sales
35. 24 MarNew Home Sales at 539,000 Annual Rate in February
36. 24 MarBLS: CPI increased 0.2% in February, Core CPI increased 0.2%
37. 23 MarTuesday: New Home Sales, CPI, Richmond Fed Mfg
38. 23 MarLawler: Net Home Orders for Three Large Builders in Latest Quarter
39. 23 MarPhilly Fed: State Coincident Indexes increased in 46 states in January
40. 23 MarA Few Comments on February Existing Home Sales
41. 23 MarExisting Home Sales in February: 4.88 million SAAR, Inventory down slightly Year-over-year
42. 23 MarChicago Fed: "Index shows economic growth slightly below average in February"
43. 23 MarBlack Knight: Mortgage Delinquencies Declined in February, Lowest since August 2007
44. 22 MarMonday: Existing Home Sales
45. 22 MarFed: Q4 Household Debt Service Ratio near Record Low
46. 21 MarSchedule for Week of March 22, 2015
47. 21 MarGoldman: "The Path to Exit"
48. 20 Mar30 Year Mortgage Rates decline to March Lows
49. 20 MarZillow: Negative Equity Rate unchanged in Q4 2014
50. 20 MarCampbell Survey: "Strong spring home buying season"
51. 20 MarDataQuick: California Bay Area February Home Sales Decline
52. 19 MarFreddie Mac: 30 Year Mortgage Rates decrease to 3.78% in Latest Weekly Survey
53. 19 MarLawler on Lennar: Orders Up Despite Weather; Margins Down a Bit on Diminished Pricing Power; and Confusion on Houston
54. 19 MarLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in February
55. 19 MarPhilly Fed Manufacturing Survey declines to 5.0 in March
56. 19 MarWeekly Initial Unemployment Claims increased to 291,000
57. 18 MarThursday: Unemployment Claims, Philly Fed Mfg
58. 18 MarLawler: Early Read on Existing Home Sales in February
59. 18 MarFOMC Projections and Press Conference
60. 18 MarFOMC Statement: No "Patient", "Growth has moderated"
61. 18 MarLA area Port Traffic Declined Sharply in February due to Labor Issues
62. 18 MarAIA: Architecture Billings Index increases slightly in February
63. 18 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
64. 18 MarWednesday: Fed Day!
65. 17 MarDataQuick: Southern California February Home Sales down 3% Year-over-year
66. 17 MarComments on February Housing Starts
67. 17 MarBLS: Twenty-four States had Unemployment Rate Decreases in January
68. 17 MarCoreLogic: "1.2 Million US Borrowers Regained Equity in 2014, 5.4 Million Properties Remain in Negative Equity"
69. 17 MarHousing Starts decreased sharply to 897 thousand Annual Rate in February
70. 17 MarSacramento Housing in February: Total Sales up 12% Year-over-year
71. 16 MarTuesday: Housing Starts
72. 16 MarWTI Crude Oil Falls Close to $43 per Barrel
73. 16 MarNAHB: Builder Confidence decreased to 53 in March
74. 16 MarFed: Industrial Production increased 0.1% in February
75. 16 MarMonday: Industrial Production, Empire State Mfg, Homebuilder Confidence
76. 15 MarFOMC Preview: Remove "Patient"
77. 14 MarSchedule for Week of March 15, 2015
78. 13 MarYear 4: It Never Rains in California
79. 13 MarEnergy expenditures as a percentage of consumer spending
80. 13 MarCoStar: Commercial Real Estate prices increased in January
81. 13 MarPreliminary March Consumer Sentiment decreases to 91.2
82. 12 MarFriday: PPI, Consumer Sentiment
83. 12 MarHotels: Solid Start for 2015
84. 12 MarFed's Q4 Flow of Funds: Household Net Worth at Record High
85. 12 MarWeekly Initial Unemployment Claims decreased to 289,000
86. 12 MarRetail Sales decreased 0.6% in February
87. 12 MarThursday: Retail Sales, Flow of Funds, Unemployment Claims
88. 11 MarFed Fails Deutsche Bank and Santander Capital Plans, BofA required to Submit New Plan by Q3
89. 11 MarQuarterly Services Survey suggests upward revision to Q4 GDP to 2.5%
90. 11 MarReal Estate Data Resource for Local Area Sales and Inventory
91. 11 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
92. 10 MarWednesday: Q4 Quarterly Services Report, Banks Comprehensive Capital Analysis
93. 10 MarPhoenix Real Estate in February: Sales Up 9%, Inventory DOWN 8% Year-over-year
94. 10 MarFNC: Residential Property Values increased 4.3% year-over-year in January
95. 10 MarLas Vegas Real Estate in February: Sales Decline 2.6%, Non-contingent Inventory up 16% YoY
96. 10 MarBLS: Jobs Openings at 5.0 million in January, Up 28% Year-over-year
97. 10 MarNFIB: Small Business Optimism Index Increased slightly in February
98. 9 MarTuesday: Job Openings, Small Business Survey
99. 9 MarWhy the Prime Labor Force Participation Rate has Declined
100. 9 MarCBO Projection: Budget Deficit to be lower than previous forecast
101. 9 MarBlack Knight Mortgage Monitor: Foreclosure Starts increase in January
102. 8 MarSunday Night Futures
103. 8 MarUpdate: Prime Working-Age Population Growing Again
104. 8 MarMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
105. 7 MarSchedule for Week of March 8, 2015
106. 6 MarDuy: "Patient" is History
107. 6 MarUpdate: Best Private Sector Job Creation "Ever"?
108. 6 MarTrade Deficit decreased in January to $41.8 Billion
109. 6 MarEmployment Report Comments and Graphs
110. 6 MarFebruary Employment Report: 295,000 Jobs, 5.5% Unemployment Rate
111. 5 MarFriday: Jobs, Trade Deficit
112. 5 MarHints of real Wage Increases
113. 5 MarGoldman February Payrolls Preview
114. 5 MarWeekly Initial Unemployment Claims increased to 320,000
115. 5 MarThursday: Unemployment Claims, Stress Test Results
116. 4 MarPreview for February Employment Report
117. 4 MarFed's Beige Book: Economic Activity Expanded "across most regions", Oil "declined"
118. 4 MarYellen in June 2009: Sluggish Recovery, Low inflation for "few years"
119. 4 MarISM Non-Manufacturing Index increased to 56.9% in February
120. 4 MarADP: Private Employment increased 212,000 in February
121. 4 MarMBA: Mortgage Applications Little Changed in Latest Weekly Survey
122. 4 MarWednesday: ADP Employment, ISM non-Manufacturing, Beige Book
123. 3 MarU.S. Light Vehicle Sales decrease to 16.2 million annual rate in February
124. 3 MarThe Long and Short Views
125. 3 MarCoreLogic: House Prices up 5.7% Year-over-year in January
126. 3 MarTuesday: February Auto Sales
127. 2 MarFannie Mae: Mortgage Serious Delinquency rate declined in January, Lowest since September 2008
128. 2 MarZillow: January Case-Shiller House Price Index year-over-year change expected to be about the same as in December
129. 2 MarConstruction Spending decreased 1.1% in January
130. 2 MarISM Manufacturing index declined to 52.9 in February
131. 2 MarPersonal Income increased 0.3% in January, Spending decreased 0.2%
132. 2 MarMonday: Personal Income and Outlays, ISM Mfg, Construction Spending
133. 1 MarRestaurant Performance Index shows solid Expansion in January

February 2015

1. 28 FebSchedule for Week of March 1, 2015
2. 28 FebFebruary 2015: Unofficial Problem Bank list declines to 357 Institutions
3. 27 FebBank Failure #4 in 2015: Doral Bank, San Juan, Puerto Rico
4. 27 FebLawler on Pending Home Sales: NAR “Fixes’ Bad Data for West Region
5. 27 FebFed's Fischer: "Conducting Monetary Policy with a Large Balance Sheet"
6. 27 FebCatching Up: Final February Consumer Sentiment at 95.4, Chicago PMI declines Sharply
7. 27 FebNAR: Pending Home Sales Index increased 1.7% in January, up 8.4% year-over-year
8. 27 FebQ4 GDP Revised Down to 2.2% Annual Rate
9. 27 FebFriday: GDP, Chicago PMI, Consumer Sentiment, Pending Home Sales
10. 26 FebFreddie Mac: Mortgage Serious Delinquency rate declined slightly in January
11. 26 FebVehicle Sales Forecasts: Best February since 2002
12. 26 FebKey Measures Show Low Inflation in January
13. 26 FebKansas City Fed: Regional Manufacturing Activity Expanded "Slightly" in February, Weaker Energy Sector
14. 26 FebWeekly Initial Unemployment Claims increased to 313,000
15. 26 FebThursday: CPI, Unemployment Claims, Durable Goods
16. 25 FebMBA: Mortgage Delinquency and Foreclosure Rates Decrease in Q4, Lowest since 2007
17. 25 FebComments on New Home Sales
18. 25 FebBlack Knight: Mortgage Delinquencies Declined in January
19. 25 FebNew Home Sales at 481,000 Annual Rate in January, Highest January since 2008
20. 25 FebMBA: Purchase Mortgage Applications Increase, Refinance Applications Decrease in Latest MBA Weekly Survey
21. 25 FebWednesday: New Home Sales, Yellen
22. 24 FebLawler on Toll Brothers and Other Builders: Maybe Points to Strong New Home Sales in January
23. 24 FebFDIC: Fewer Problem banks, Residential REO Declines in Q4
24. 24 FebA Comment on House Prices: Real Prices and Price-to-Rent Ratio in December
25. 24 FebYellen: Semiannual Monetary Policy Report to the Congress
26. 24 FebCase-Shiller: National House Price Index increased 4.6% year-over-year in December
27. 23 FebTuesday: Yellen Testimony, Case-Shiller House Prices
28. 23 FebA Few Comments on January Existing Home Sales
29. 23 FebBlack Knight: House Price Index down slightly in December, Up 4.5% year-over-year
30. 23 FebExisting Home Sales in January: 4.82 million SAAR, Inventory down slightly Year-over-year
31. 23 FebChicago Fed: "Index shows economic growth picked up slightly in January"
32. 23 FebMonday: Existing Home Sales
33. 22 FebLong Beach Port Traffic Declined Sharply in January
34. 21 FebSchedule for Week of February 22, 2015
35. 21 FebUnofficial Problem Bank list declines to 378 Institutions
36. 21 FebWest Coast Port Deal Reached
37. 20 FebA Comment on Greece
38. 20 FebLawler: Homebuilder Summary Table
39. 20 FebGreece: Tentative Deal, 4 Month Extension, Possible 2 PM ET Press Conference
40. 20 FebLawler: Regional Home Price Declines Used to be Quite Common; Just Not All at the Same Time
41. 20 FebFannie and Freddie: REO inventory declined in Q4, Down 25% Year-over-year
42. 20 FebLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in January
43. 19 FebLawler: Early Read on Existing Home Sales in January
44. 19 FebQuarterly Housing Starts by Intent
45. 19 FebPhilly Fed Manufacturing Survey declines to 5.2 in February
46. 19 FebWeekly Initial Unemployment Claims decreased to 283,000
47. 19 FebThursday: Unemployment Claims, Philly Fed Mfg Survey
48. 18 FebPhoenix Real Estate in January: Sales Unchanged, Inventory DOWN 5% Year-over-year
49. 18 FebSacramento Housing in December: Total Sales down 5% Year-over-year
50. 18 FebFOMC Minutes: "Many participants ... inclined toward keeping the federal funds rate at its effective lower bound for a longer time"
51. 18 FebAIA: Architecture Billings Index "softens" in January
52. 18 FebFed: Industrial Production increased 0.2% in January
53. 18 FebHousing Starts decreased to 1.065 Million Annual Rate in January
54. 18 FebMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
55. 18 FebWednesday: Housing Starts, Industrial Production, PPI, FOMC Minutes
56. 17 FebDataQuick: Southern California January Home Sales down 6% Year-over-year
57. 17 FebNY Fed: Household Debt increased in Q4 2014
58. 17 FebNAHB: Builder Confidence decreased to 55 in February
59. 17 FebNY Fed: Empire State Manufacturing Survey indicates "business activity continued to expand at a modest pace" in February
60. 17 FebTuesday: Empire State Mfg, Homebuilder Confidence
61. 16 FebShips, Ships, Everywhere Ships
62. 16 FebReport: "Eurozone's Greek talks collapse early"
63. 16 FebYear 4: It Never Rains in California
64. 16 FebMarch 1st Deadline for Greece Deal
65. 15 FebUpdate: The Inland Empire Bust and Recovery
66. 14 FebSchedule for Week of February 15, 2015
67. 14 FebUnofficial Problem Bank list declines to 386 Institutions
68. 13 FebBank Failure #3 in 2015: Capitol City Bank & Trust Company, Atlanta, Georgia
69. 13 FebBy Request: Repeat U.S. Population by Age and Distribution, 1900 through 2060
70. 13 FebEnergy expenditures as a percentage of consumer spending
71. 13 FebPreliminary February Consumer Sentiment decreases to 93.6
72. 13 FebReport: Foreclosures Increase in January, "Clearing the deck"
73. 12 FebFreddie Mac: 30 Year Mortgage Rates increase to 3.69% in Latest Weekly Survey
74. 12 FebHotels: Solid Start to 2015
75. 12 FebRetail Sales decreased 0.8% in January
76. 12 FebWeekly Initial Unemployment Claims increased to 304,000
77. 11 FebThursday: Retail Sales, Unemployment Claims
78. 11 FebCNBC: EU and Greece Reach "Agreement in Principle"
79. 11 FebEIA: Record Oil Inventories, Gasoline Prices expected to average $2.33/gal in 2015
80. 11 FebOpinion: Did Germany Fulfill their Promises? Did Austerity in Greece Deliver?
81. 11 FebMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
82. 10 FebFNC: Residential Property Values increased 5.0% year-over-year in December
83. 10 FebLas Vegas Real Estate in January: Sales Decline, Non-contingent Inventory up 13% YoY
84. 10 FebTrulia: Asking House Prices up 7.5% year-over-year in January
85. 10 FebBLS: Jobs Openings at 5.0 million in December, Up 28% Year-over-year
86. 10 FebNFIB: Small Business Optimism Index Decreased in January
87. 10 FebTuesday: Job Openings, Small Business Optimism
88. 9 FebWest Coast Port Slowdown Ongoing
89. 9 FebPrime Working-Age Population Growing Again
90. 9 FebMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
91. 9 FebSunday Night Futures
92. 8 FebBest Private Sector Job Creation "Ever"?
93. 7 FebSchedule for Week of February 8, 2015
94. 7 FebUnofficial Problem Bank list declines to 387 Institutions
95. 7 FebDuy on the Fed and Jobs Report
96. 6 FebLawler: Updated Estimates on the Size of the SF Rental Market
97. 6 FebPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
98. 6 FebEmployment Report Comments and Graphs
99. 6 FebJanuary Employment Report: 257,000 Jobs, 5.7% Unemployment Rate
100. 6 FebFriday: Jobs, Jobs, Jobs
101. 5 FebDuy: Fed Updates
102. 5 FebNAHB: Builder Confidence improves Year-over-year for the 55+ Housing Market in Q4
103. 5 FebGoldman Sachs Employment Forecast: 210,000 jobs added, Unemployment Rate decline to 5.5%
104. 5 FebTrade Deficit increases in December to $46.6 Billion
105. 5 FebWeekly Initial Unemployment Claims increased to 278,000
106. 5 FebThursday: Trade Deficit, Unemployment Claims
107. 4 FebGreece and the ECB
108. 4 FebPreview for January Employment Report: Taking the Under
109. 4 FebISM Non-Manufacturing Index increased to 56.7% in January
110. 4 FebADP: Private Employment increased 213,000 in January
111. 4 FebMBA: Mortgage Applications increase, FHA Refinance Applications up 76%
112. 4 FebWednesday: ADP Employment, ISM non-Manufacturing
113. 3 FebLawler: Historical New Housing Put in Place (Completions/Placements)
114. 3 FebU.S. Light Vehicle Sales decrease to 16.6 million annual rate in January
115. 3 FebA few comments on Inflation, the Unemployment Rate and Demographics
116. 3 FebCoreLogic: House Prices up 5.0% Year-over-year in December
117. 3 FebTuesday: Vehicle Sales
118. 2 FebFannie Mae: Mortgage Serious Delinquency rate declined slightly in December, Lowest since October 2008
119. 2 FebQ4 2014 GDP Details on Residential and Commercial Real Estate
120. 2 FebConstruction Spending increased 0.4% in December
121. 2 FebISM Manufacturing index declined to 53.5 in January
122. 2 FebBEA: Personal Income increased 0.3% in December, Core PCE prices up 1.3% year-over-year
123. 2 FebBlack Knight Mortgage Monitor
124. 2 FebMonday: Personal Income and Outlays, ISM Mfg, Construction Spending
125. 1 FebDemographics and GDP: 2% is the new 4%

January 2015

1. 31 JanSchedule for Week of February 1, 2015
2. 31 JanUnofficial Problem Bank list declines to 388 Institutions
3. 30 JanRestaurant Performance Index shows Expansion in December
4. 30 JanFreddie Mac: Mortgage Serious Delinquency rate declined in December
5. 30 JanComment on Q4 GDP and Investment: R-E-L-A-X
6. 30 JanFinal January Consumer Sentiment at 98.1
7. 30 JanBEA: Real GDP increased at 2.6% Annualized Rate in Q4
8. 30 JanFriday: GDP, Chicago PMI, Consumer Sentiment
9. 29 JanZillow: Case-Shiller House Price Index year-over-year change expected to slow further in December
10. 29 JanPhilly Fed: State Coincident Indexes increased in 46 states in December
11. 29 JanHVS: Q4 2014 Homeownership and Vacancy Rates
12. 29 JanNAR: Pending Home Sales Index decreased 3.7% in December, up 6.1% year-over-year
13. 29 JanWeekly Initial Unemployment Claims decreased to 265,000
14. 29 JanThursday: Unemployment Claims, Pending Home Sales
15. 28 JanEIA: Record Oil Inventories, Imports at 7.4 million barrels per day
16. 28 JanFOMC Statement: "Economic activity has been expanding at a solid pace", "Patient" on Policy
17. 28 JanDuy: "While We Wait For Yet Another FOMC Statement..."
18. 28 JanMBA: "Mortgage Applications decrease in Latest MBA Weekly Survey"
19. 28 JanWednesday: FOMC Statement
20. 27 JanBLS: Forty-two States had Unemployment Rate Decreases in December
21. 27 JanHouse Prices: Better Seasonal Adjustment; Real Prices and Price-to-Rent Ratio in November
22. 27 JanComments on New Home Sales
23. 27 JanNew Home Sales at 481,000 Annual Rate in December, Highest December since 2007
24. 27 JanCase-Shiller: National House Price Index increased 4.7% year-over-year in November
25. 27 JanTuesday: New Home Sales, Case-Shiller House Prices, Durable Goods and More
26. 26 JanLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in December
27. 26 JanLawler: D.R. Horton reports Home Sales Soared Last Quarter
28. 26 JanVehicle Sales Forecasts: "Best January in 8 Years"
29. 26 JanDallas Fed: Texas Manufacturing Activity Stalls and Outlook Worsens
30. 26 JanBlack Knight: House Price Index up slightly in November, Up 4.5% year-over-year
31. 26 JanSunday Night Futures: All Greek to me!
32. 25 JanGDP: Annual and Q4-over-Q4
33. 24 JanSchedule for Week of January 25, 2015
34. 24 JanUnofficial Problem Bank list declines to 390 Institutions
35. 24 JanBank Failure #2 in 2015: Highland Community Bank, Chicago, Illinois
36. 23 JanQ4 GDP Forecasts: 3%+
37. 23 JanA Few Comments on December Existing Home Sales
38. 23 JanExisting Home Sales in December: 5.04 million SAAR, Inventory down slightly Year-over-year
39. 23 JanBlack Knight: Mortgage Delinquencies Declined in December
40. 22 JanFriday: Existing Home Sales
41. 22 JanDraghi: "There must be a statute of limitations for those who say there will be inflation"
42. 22 JanKansas City Fed: Regional Manufacturing "Activity Expanded at a Slower Pace" in January, Weaker Energy Sector
43. 22 JanWeekly Initial Unemployment Claims decreased to 307,000
44. 22 JanThursday: Unemployment Claims
45. 21 JanLA area Port Traffic in December
46. 21 JanComments on December Housing Starts
47. 21 JanAIA: Architecture Billings Index increased in December
48. 21 JanHousing Starts increased to 1.089 Million Annual Rate in December
49. 21 JanMBA: "Mortgage Applications Increase in Latest MBA Weekly Survey"
50. 21 JanWednesday: Housing Starts
51. 20 JanDOT: Vehicle Miles Driven increased 1.1% year-over-year in November, Nearing All Time High
52. 20 JanATA Trucking Index unchanged in December, Up Solidly Year-over-year
53. 20 JanNAHB: Builder Confidence decreased to 57 in January
54. 20 JanTuesday: Homebuilder Confidence
55. 19 JanLas Vegas: On Pace for Record Visitor Traffic in 2014, Convention Attendance Slowly Returning
56. 19 JanYear 4: It Never Rains in California
57. 19 JanDuy: "Will The Fed Take a Dovish Turn Next Week?"
58. 18 JanUpdate: Predicting the Next Recession
59. 17 JanLawler on Builder Pricing and Incentives
60. 17 JanSchedule for Week of January 18, 2015
61. 17 JanUnofficial Problem Bank list declines to 392 Institutions
62. 17 Jan1st Bank Failure of 2015: First National Bank of Crestview, Crestview, Florida
63. 16 JanLawler: “Surprise” Warnings on Margins/Effective Prices Whacks Home Builder Stocks
64. 16 JanKey Measures Show Low Inflation in December
65. 16 JanLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in December
66. 16 JanPreliminary January Consumer Sentiment increases to 98.2
67. 16 JanFed: Industrial Production decreased 0.1% in December
68. 16 JanBLS: CPI decreased 0.4% in December, Core CPI Unchanged
69. 16 JanFriday: CPI, Industrial Production, Consumer Sentiment
70. 15 JanNMHC: Apartment Market Conditions Slightly Tighter in January Survey
71. 15 JanLawler: Early Read on Existing Home Sales in December
72. 15 JanDataQuick: California Bay Area "Home buying picked up steam" in December
73. 15 JanCoStar: Commercial Real Estate prices increased in November
74. 15 JanPhilly Fed Manufacturing Survey declines to 6.3 in January
75. 15 JanWeekly Initial Unemployment Claims increased to 316,000
76. 15 JanThursday: Unemployment Claims, PPI, NY and Philly Fed Mfg Surveys
77. 14 JanDataQuick: Southern California December Home Sales up 4% Year-over-year
78. 14 JanFed's Beige Book: Economic Activity Expanded at "modest" or "moderate" Pace
79. 14 JanSacramento Housing in December: Total Sales up 1.5% Year-over-year, First YoY increase since Oct 2012
80. 14 JanCoreLogic: "Foreclosure inventory down 35.5 percent nationally from a year ago"
81. 14 JanRetail Sales decreased 0.9% in December
82. 14 JanMBA: "Mortgage Applications Increase by 49 Percent"
83. 14 JanWednesday: Retail Sales, Beige Book
84. 13 JanFed: Q3 Household Debt Service Ratio near Record Low
85. 13 JanIs Oil "Cheap"?
86. 13 JanBLS: Jobs Openings at 5.0 million in November, Up 21% Year-over-year
87. 13 JanNFIB: Small Business Optimism Index Increased in December, Highest since 2006
88. 13 JanTuesday: Job Openings, Small Business Index
89. 12 JanPhoenix Real Estate in December: Sales UP 9%, Inventory DOWN 2% Year-over-year
90. 12 JanUpdate: The recovery in U.S. Heavy Truck Sales
91. 12 JanFNC: Residential Property Values increased 5.2% year-over-year in November
92. 12 JanBlack Knight Mortgage Monitor: Delinquencies "Spike" in November
93. 12 JanSunday Night Futures
94. 11 JanWSJ: Banks Stress Test for Grexit
95. 10 JanPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
96. 10 JanSchedule for Week of January 11, 2015
97. 10 JanUnofficial Problem Bank list declines to 399 Institutions
98. 9 JanDemographics, Unemployment Rate and Inflation
99. 9 JanUpdate on FHA Mortgage Insurance Premium (MIP) Reduction
100. 9 JanEmployment Report Comments: First come the jobs, then comes the real wage growth
101. 9 JanDecember Employment Report: 252,000 Jobs, 5.6% Unemployment Rate
102. 9 JanFriday: Jobs
103. 8 JanClarification: Current FHA-insured borrowers WILL need to Refinance to obtain lower MIP
104. 8 JanFHA Insured Loans: HUD Corrects wording on lower Mortgage Insurance Premium (MIP)
105. 8 JanTrulia: "What Falling Oil Prices Mean for Home Prices"
106. 8 JanLas Vegas Real Estate in December: Lowest Sales in Years, Non-contingent Inventory up 18% YoY
107. 8 JanCoreLogic: "273,000 Residential Properties Regained Equity in Q3 2014"
108. 8 JanWeekly Initial Unemployment Claims decreased to 294,000
109. 8 JanThursday: Unemployment Claims
110. 7 JanPreview: Employment Report for December
111. 7 JanFOMC Minutes: "Participants would want to be reasonably confident that inflation will move back toward 2 percent over time"
112. 7 JanReis: Strip Mall Vacancy Rate declined in Q4, Regional Mall Vacancy Rate Increased
113. 7 JanTrade Deficit declines in November to $39.0 Billion
114. 7 JanADP: Private Employment increased 241,000 in December
115. 7 JanMBA: Mortgage Applications Decreased Over Two Week Period in Latest MBA Weekly Survey
116. 7 JanWednesday: ADP Employment, Trade Deficit, FOMC Minutes
117. 6 Jan30 Year Mortgage Rates fall to 3.68%, Down almost 100bps year-over-year
118. 6 JanOffice Vacancy Rate and Office Investment
119. 6 JanISM Non-Manufacturing Index decreased to 56.2% in December
120. 6 JanCoreLogic: House Prices up 5.5% Year-over-year in November
121. 6 JanReis: Apartment Vacancy Rate unchanged in Q4 at 4.2%
122. 6 JanTuesday: ISM Non-Manufacturing Index
123. 5 JanU.S. Light Vehicle Sales decrease to 16.8 million annual rate in December
124. 5 JanWTI Crude Oil Falls Close to $50 per Barrel
125. 5 JanReis: Office Vacancy Rate declined in Q4 to 16.7%
126. 5 JanMonday: Vehicle Sales
127. 4 JanUpdate: Framing Lumber Prices down Year-over-year
128. 3 JanSchedule for Week of January 4, 2015
129. 3 JanUnofficial Problem Bank list declines to 400 Institutions
130. 2 JanRosenberg and the "Lunatic Fringe"
131. 2 JanHotels: Strong Finish to 2014, Best Year since 2000
132. 2 JanConstruction Spending decreased 0.3% in November
133. 2 JanISM Manufacturing index declined to 55.5 in December
134. 2 JanFriday: ISM Manufacturing, Construction Spending
135. 1 JanRestaurant Performance Index shows Expansion in November
136. 1 JanQuestion #1 for 2015: How much will the economy grow in 2015?