The Curious Engineer

Calculated Risk

2017

1,380 posts

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2017 1,380

December 2017

  1. Question #5 for 2018: Will the Fed raise rates in 2018, and if so, by how much?
  2. Question #6 for 2018: How much will wages increase in 2018?
  3. Question #7 for 2018: How much will Residential Investment increase?
  4. December 2017: Unofficial Problem Bank list declines to 103 Institutions, Q4 2017 Transition Matrix
  5. Schedule for Week of December 31st
  6. Fannie Mae: Mortgage Serious Delinquency rate increased in November due to Hurricanes
  7. Question #8 for 2018: What will happen with house prices in 2018?
  8. Question #9 for 2018: Will housing inventory increase or decrease in 2018?
  9. Chicago PMI "Rises" in December "to Six-and-a-Half Year High"
  10. Zillow Case-Shiller Forecast: More Solid House Price Gains in November
  11. Freddie Mac: Mortgage Serious Delinquency rate up sharply in November
  12. Question #10 for 2018: Will the New Tax Law impact Home Sales, Inventory, and Price Growth in Certain States?
  13. Reis: Apartment Vacancy Rate increased in Q4 to 4.5%
  14. Weekly Initial Unemployment Claims unchanged at 245,000
  15. Thursday: Unemployment Claims, Apartment Survey
  16. Ten Economic Questions for 2018
  17. Philly Fed: State Coincident Indexes increased in 35 states in November
  18. Q4 Review: Ten Economic Questions for 2017
  19. NAR: Pending Home Sales Index Increased Slightly in November, Up 0.8% Year-over-year
  20. Wednesday: Pending Home Sales
  21. Update: A few comments on the Seasonal Pattern for House Prices
  22. Real House Prices and Price-to-Rent Ratio in October
  23. Richmond and Dallas Fed: Manufacturing Expansion Solid in December
  24. Case-Shiller: National House Price Index increased 6.2% year-over-year in October
  25. Monday Night Futures
  26. Happy Holidays!
  27. Oil Rigs "A modest gain in horizontal oil rigs"
  28. Hotel Occupancy Rate Increased Year-over-Year, 2017 will be Record Occupancy Year
  29. Schedule for Week of December 24th
  30. Vehicle Forecast: Sales Expected to Exceed 17 million SAAR Again in December
  31. BLS: Unemployment Rates Lower in 8 states in November; Alabama, California, Hawaii, Mississippi and Texas at New Series Lows
  32. A few Comments on November New Home Sales
  33. Kansas City Fed: Regional Manufacturing Activity "Growth Continued at a Solid Pace" in December
  34. New Home Sales increase to 733,000 Annual Rate in November
  35. Personal Income increased 0.3% in November, Spending increased 0.6%
  36. Friday: New Home Sales, Personal Income and Outlays, Durable Goods and More
  37. Goldman on "Fiscal Boost"
  38. Black Knight: National Mortgage Delinquency Rate increased in November due to Hurricanes
  39. Earlier: Philly Fed Manufacturing Survey showed "Solid Growth" in December
  40. Q3 GDP Revised down to 3.2% Annual Rate
  41. Weekly Initial Unemployment Claims increase to 245,000
  42. Thursday: GDP, Unemployment Claims, Philly Fed Mfg Survey
  43. Phoenix Real Estate in November: Sales up 4%, Inventory down 11% YoY
  44. A Few Comments on November Existing Home Sales
  45. AIA: Architecture Billings Index Increases in November
  46. NAR: "Existing-Home Sales Soar 5.6 Percent in November"
  47. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  48. Wednesday: Existing Home Sales
  49. Sacramento Housing in November: Sales down 3% YoY, Active Inventory up 8% YoY
  50. Chemical Activity Barometer Increased in December
  51. Comments on November Housing Starts
  52. Housing Starts increased to 1.297 Million Annual Rate in November
  53. Tuesday: Housing Starts
  54. Update from Lawler: Early Read on Existing Home Sales in November
  55. A few comments: Housing and Policy
  56. NAHB: Builder Confidence increased to 74 in December
  57. Sunday Night Futures
  58. Existing Home Sales: Lawler vs. the Consensus
  59. Schedule for Week of December 17th
  60. Lawler: Early Read on Existing Home Sales in November
  61. Oil Rigs "The Calm before the Storm"
  62. Q4 GDP Forecasts
  63. Industrial Production Increased 0.2% in November
  64. NY Fed: Manufacturing Activity grew at a "solid clip" in December
  65. Friday: Industrial Production, NY Fed Mfg Survey
  66. It Never Rains in California
  67. Hotel Occupancy Rate Increased Year-over-Year, 2017 will be Record Occupancy Year
  68. Retail Sales increased 0.8% in November
  69. Weekly Initial Unemployment Claims decrease to 225,000
  70. Thursday: Retail Sales, Unemployment Claims
  71. FOMC Projections and Press Conference Link
  72. FOMC Statement: 25bps Rate Hike
  73. Key Measures Show Inflation Mostly Below Fed's Target
  74. BLS: CPI increased 0.4% in November, Core CPI increased 0.1%
  75. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  76. Wednesday: FOMC Announcement, CPI
  77. LA area Port Traffic Surges in November
  78. Mortgage Equity Withdrawal slightly positive in Q3
  79. Goldman expects "Tax Reform" to be Enacted in the "Next Two Weeks"
  80. NFIB: Small Business Optimism Index "Near All-Time High" in November
  81. Tuesday: Small Business Index, PPI
  82. Prime Working-Age Population nears 2007 Peak
  83. Duy: "Expect the Fed to Stand By Its 2018 Outlook"
  84. FOMC Preview
  85. BLS: Job Openings "Little changed" in October
  86. Sunday Night Futures
  87. Hotel Occupancy Rate Increased Year-over-Year, On Pace for Record Year
  88. Goldman: FOMC Preview
  89. Schedule for Week of Dec 10, 2017
  90. AAR: Rail Carloads decreased, Intermodal Solid in November
  91. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  92. Solid Seasonal Retail Hiring in November
  93. Comment on Employment Report: Some Additional Hurricane Bounce Back
  94. November Employment Report: 228,000 Jobs Added, 4.1% Unemployment Rate
  95. Friday: Employment Report
  96. Leading Index for Commercial Real Estate "Remains Strong" in November
  97. Goldman: November Payrolls Preview
  98. November Employment Preview
  99. Fed's Flow of Funds: Household Net Worth increased in Q3
  100. CoreLogic: "2.5 million Homes still in negative equity" at end of Q3 2017
  101. Weekly Initial Unemployment Claims decrease to 236,000
  102. Thursday: Unemployment Claims, Q3 Flow of Funds
  103. 2018 Housing Forecasts
  104. Las Vegas Real Estate in November: Sales up Slightly YoY, Inventory down 33%
  105. ADP: Private Employment increased 190,000 in November
  106. MBA: Mortgage Applications Increase in Latest Weekly Survey
  107. Wednesday: ADP Employment
  108. November Employment Revisions
  109. ISM Non-Manufacturing Index decreased to 57.4% in November
  110. CoreLogic: House Prices up 7.0% Year-over-year in October
  111. Trade Deficit at $48.7 Billion in October
  112. Tuesday: Trade Deficit, ISM non-Mfg Index
  113. Q4 GDP Forecasts
  114. Update: Framing Lumber Prices Up Sharply Year-over-year
  115. Black Knight Mortgage Monitor: Tax Changes may Reduce Supply of Homes for Sale
  116. Sunday Night Futures
  117. Year-to-Date Performance: Employment, Vehicle Sales, New Home Sales
  118. Schedule for Week of Dec 3, 2017
  119. Oil Rigs "Rigs continue to move ahead"
  120. U.S. Light Vehicle Sales at 17.35 million annual rate in November
  121. Construction Spending increased in October
  122. ISM Manufacturing index decreased to 58.2 in November
  123. Friday: Vehicle Sales, ISM Mfg Index, Construction Spending

November 2017

  1. Fannie Mae: Mortgage Serious Delinquency rate unchanged in October
  2. Earlier: Chicago PMI "Softens" in November
  3. Hotel Occupancy Rate Increased Year-over-Year, On Pace for Record Year
  4. Personal Income increased 0.4% in October, Spending increased 0.3%
  5. Weekly Initial Unemployment Claims decrease to 238,000
  6. Thursday: Unemployment Claims, Personal Income and Outlays, Chicago PMI
  7. Policy Mistakes
  8. Freddie Mac: Mortgage Serious Delinquency rate unchanged in October
  9. NAR: Pending Home Sales Index increase in October, Down 0.6% Year-over-year
  10. Q3 GDP Revised up to 3.3% Annual Rate
  11. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  12. Wednesday: GDP, Pending Home Sales, Fed Chair Yellen
  13. Zillow Case-Shiller Forecast: More Solid House Price Gains in October
  14. A few comments on the Seasonal Pattern for House Prices
  15. Real House Prices and Price-to-Rent Ratio in September
  16. Richmond Fed: "Fifth District Manufacturing Activity Saw Robust Growth in November"
  17. Case-Shiller: National House Price Index increased 6.2% year-over-year in September
  18. Tuesday: Case-Shiller House Prices, Richmond Fed Mfg, Jerome Powell Fed Nomination Hearing
  19. Dallas Fed: "Manufacturing Expansion Slows but Remains Solid" in November
  20. Black Knight: House Price Index up 0.2% in September, Up 6.4% year-over-year
  21. A few Comments on October New Home Sales
  22. New Home Sales increase to 685,000 Annual Rate in October
  23. Monday: New Home Sales
  24. Q4 GDP Forecasts
  25. Schedule for Week of Nov 26, 2017
  26. November 2017: Unofficial Problem Bank list declines to 108 Institutions
  27. Las Vegas: On Pace for Record Convention Attendance in 2017
  28. Hotel Occupancy Rate Increased Year-over-Year, On Pace for Record Year
  29. Five Economic Reasons to be Thankful
  30. FOMC Minutes: Several Participants Worried about "A sharp reversal in asset Prices"
  31. Vehicle Forecast: Sales Expected to Exceed 17 million SAAR Again in November
  32. Philly Fed: State Coincident Indexes increased in 41 states in October
  33. MBA: Mortgage Applications Increase Slightly in Latest Weekly Survey
  34. Weekly Initial Unemployment Claims decrease to 239,000
  35. Wednesday: Durable Goods, Unemployment Claims, FOMC Minutes
  36. Chemical Activity Barometer Increased in November
  37. FDIC: Fewer Problem banks, Residential REO Declined in Q3
  38. A Few Comments on October Existing Home Sales
  39. NAR: "Existing-Home Sales Grow 2.0 Percent in October"
  40. Chicago Fed "Index Points to a Pickup in Economic Growth in October"
  41. Black Knight: National Mortgage Delinquency Rate increased in October due to Hurricanes
  42. Tuesday: Existing Home Sales, Fed Chair Yellen
  43. Update: For Fun, Stock Market as Barometer of Policy Success
  44. Will Mr. Trump have a negative impact on the economy?
  45. Lawler: Selected Operating Statistics, Large Publicly-Traded Home Builders
  46. Comments on October Housing Starts
  47. Sunday Night Futures
  48. Sacramento Housing in October: Sales down 5% YoY, Active Inventory up 2% YoY
  49. Schedule for Week of Nov 19, 2017
  50. Oil Rigs "Rigs counts took a breather this week"
  51. Lawler: Early Read on Existing Home Sales in October
  52. Lawler: Has US Household Growth Slowed, and If So, Why?
  53. MBA: Mortgage Delinquency Rate increases in Q3 mostly due to Hurricanes
  54. BLS: Unemployment Rates Lower in 12 states in October; Alabama, Hawaii and Texas at New Series Lows
  55. Housing Starts increased to 1.290 Million Annual Rate in October
  56. Friday: Housing Starts
  57. Phoenix Real Estate in October: Sales up 4%, Inventory down 10% YoY
  58. Earlier: Philly Fed Manufacturing Survey showed "Activity Continues to Expand" in November
  59. NAHB: Builder Confidence increased to 70 in November
  60. Industrial Production Increased 0.9% in October
  61. Weekly Initial Unemployment Claims increase to 249,000
  62. Thursday: Unemployment Claims, Philly Fed Mfg, Industrial Production, Homebuilder Survey
  63. Can investors use macro analysis?
  64. Seasonal Retail Hiring
  65. Key Measures Show Inflation picks up in October
  66. AIA: Architecture Billings Index "Bounce Back" in October
  67. Retail Sales increased 0.2% in October
  68. MBA: Mortgage Applications Increase in Latest Weekly Survey
  69. NY Fed Q3 Report: "Total Household Debt Increases, Delinquency Rates of Several Debt Types Continue Rising"
  70. Wednesday: Retail Sales, CPI, NY Fed Mfg Survey
  71. LA area Port Traffic: Imports increased YoY, Exports decreased YoY in October
  72. A few random thoughts on Taxes
  73. NFIB: Small Business Optimism Index "inches up" in October
  74. "Mortgage Rates Sideways to Slightly Higher"
  75. A few comments on the Seasonal Pattern for House Prices
  76. U.S. Heavy Truck Sales up Year-over-year in October
  77. Sunday Night Futures
  78. Port of Long Beach: Another Record Month in October
  79. Schedule for Week of Nov 12, 2017
  80. Oil Rigs "A Sharp Rebound in the Rig Count"
  81. Employment: October Diffusion Indexes
  82. Preliminary November Consumer Sentiment declines to 97.8
  83. Prime Working-Age Population nears 2007 Peak
  84. Hotel Occupancy Rate decreases YoY
  85. Is the stock market a bubble?
  86. Weekly Initial Unemployment Claims increase to 239,000
  87. The Future is still Bright!
  88. Leading Index for Commercial Real Estate "Recovers" in October
  89. Las Vegas Real Estate in October: Sales up 13% YoY, Inventory down 32%
  90. MBA: Mortgage Applications "Flat" in Latest Weekly Survey
  91. First Look: 2018 Housing Forecasts
  92. CoreLogic: House Prices up 7.0% Year-over-year in September
  93. BLS: Job Openings Unchanged in September
  94. Black Knight Mortgage Monitor: 2017 Hurricane Impact on Mortgage Performance Worse than Katrina
  95. Tuesday: Job Openings
  96. NAHB: Builder Confidence decreases for the 55+ Housing Market in Q3
  97. Update: Framing Lumber Prices Up Sharply Year-over-year
  98. Hotel Occupancy Rate increases YoY, On Pace for Record Year
  99. Sunday Night Futures
  100. AAR: Rail Carloads decreased Slightly, Intermodal at Record Levels, in October
  101. Schedule for Week of Nov 5, 2017
  102. Oil Rigs "Rigs counts were off this week"
  103. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  104. Earlier: ISM Non-Manufacturing Index increased to 60.1% in October
  105. Trade Deficit at $43.5 Billion in September
  106. Comment on Employment Report: Hurricane Bounce Back, Record Job Streak Still Alive!
  107. October Employment Report: 261,000 Jobs Added, 4.1% Unemployment Rate
  108. Friday: Employment Report, Trade Deficit, ISM non-Mfg
  109. Is a Recession Imminent?
  110. Goldman: October Payrolls Preview
  111. October Employment Preview
  112. Weekly Initial Unemployment Claims decrease to 229,000
  113. Bloomberg: Jerome Powell to be named Next Fed Chair
  114. U.S. Light Vehicle Sales at 18.0 million annual rate in October
  115. Fannie Mae: Mortgage Serious Delinquency rate increased in September
  116. FOMC Statement: No Change to Policy
  117. Construction Spending increased in September
  118. ISM Manufacturing index decreased to 58.7 in October
  119. ADP: Private Employment increased 235,000 in October
  120. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  121. Wednesday: FOMC Annoucement, ADP Employment, Vehicle Sales, ISM Mfg, Construction Spending

October 2017

  1. Zillow Case-Shiller Forecast: More Solid House Price Gains in September
  2. Real House Prices and Price-to-Rent Ratio in August
  3. HVS: Q3 2017 Homeownership and Vacancy Rates
  4. Case-Shiller: National House Price Index increased 6.1% year-over-year in August
  5. Tuesday: Case-Shiller House Prices
  6. Are house prices a new bubble?
  7. Black Knight: House Price Index up 0.2% in August, Up 6.2% year-over-year
  8. Dallas Fed: "Growth in Texas Manufacturing Activity Gains Momentum" in October
  9. Personal Income increased 0.4% in September, Spending increased 1.0%
  10. Sunday Night Futures
  11. October 2017: Unofficial Problem Bank list declines to 111 Institutions
  12. Schedule for Week of Oct 29, 2017
  13. Oil Rigs "Rig counts rebounded modestly this week"
  14. Five Economic Questions I'm Frequently Asked
  15. Hotel Occupancy Rate increases YoY
  16. Q3 GDP: Investment
  17. BEA: Real GDP increased at 3.0% Annualized Rate in Q3
  18. Friday: GDP
  19. Goldman: "On Course for a December Hike"
  20. Kansas City Fed: Regional Manufacturing Activity "Posts Strong Growth" in October
  21. NAR: Pending Home Sales Index unchanged in September, Down 3.5% Year-over-year
  22. Weekly Initial Unemployment Claims increase to 233,000
  23. Thursday: Unemployment Claims, Pending Home Sales
  24. Philly Fed: State Coincident Indexes increased in 38 states in September
  25. A few Comments on September New Home Sales
  26. New Home Sales increase to 667,000 Annual Rate in September
  27. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  28. Wednesday: New Home Sales, Durable Goods
  29. Freddie Mac: Mortgage Serious Delinquency rate increased in September
  30. Vehicle Forecast: Sales Expected to Exceed 17 million SAAR in October
  31. Chemical Activity Barometer "Bounces Back" in October
  32. Richmond Fed: "Manufacturing Activity Remained Positive in October"
  33. "Mortgage Rates Holding Recent Highs to Begin Week"
  34. NMHC: Apartment Market Tightness Index remained negative for Eighth Consecutive Quarter
  35. Duy's FedWatch: In Defense of the conventional Wisdom
  36. Update: For Fun, Stock Market as Barometer of Policy Success
  37. Chicago Fed "Index Points to a Pickup in Economic Growth in September"
  38. Sunday Night Futures
  39. Hotel Occupancy Rate increases YoY, Just behind Record Year
  40. Schedule for Week of Oct 22, 2017
  41. Yellen: "A Challenging Decade and a Question for the Future"
  42. Oil Rigs "The US oil rig count was crushed this week"
  43. Q3 GDP Forecasts
  44. A Few Comments on September Existing Home Sales
  45. BLS: Unemployment Rates Lower in 11 states in September; Tennessee and Idaho at New Series Lows
  46. NAR: "Existing-Home Sales Inch 0.7 Percent Higher in September"
  47. Friday: Existing Home Sales, Yellen Speech
  48. Existing Home Sales: Lawler vs. the Consensus
  49. Earlier: Philly Fed Manufacturing Survey showed "Continued Growth" in October
  50. Black Knight: "Hurricanes Irma and Harvey Drive Surge in Past-Due Mortgages"
  51. Weekly Initial Unemployment Claims decrease to 222,000
  52. Thursday: Unemployment Claims, Philly Fed Mfg
  53. Fed's Beige Book: "Modest to moderate"expansion, Labor markets "Tight"
  54. Comments on September Housing Starts
  55. AIA: Architecture Billings Index "Backslides Slightly" in September
  56. Housing Starts decreased to 1.127 Million Annual Rate in September
  57. MBA: Mortgage Applications Increase in Latest Weekly Survey
  58. Wednesday: Housing Starts, Beige Book
  59. Lawler: Early Read on Existing Home Sales in September
  60. NAHB: Builder Confidence increased to 68 in October
  61. Industrial Production Increased 0.3% in September
  62. Tuesday: Industrial Production, Homebuilder Confidence
  63. Housing Starts and the Unemployment Rate
  64. Phoenix Real Estate in September: Sales up slightly, Inventory down 10% YoY
  65. NY Fed: Manufacturing Activity "grew at a robust pace" in October
  66. Sunday Night Futures
  67. Fed Chair Janet Yellen "The Economy and Monetary Policy"
  68. Schedule for Week of Oct 15, 2017
  69. Oil Rigs "The US oil rig count eased back again"
  70. Sacramento Housing in September: Sales down 5% YoY, Active Inventory down 5% YoY
  71. Key Measures Show Inflation mostly below 2% in September
  72. Cost of Living Adjustment increases 2.0% in 2018, Contribution Base increased to $128,700
  73. Retail Sales increased 1.6% in September
  74. Friday: Retail Sales, CPI and 2018 COLA
  75. LA area Port Traffic: Imports increased, Exports decreased in September
  76. Hotel Occupancy Rate increases YoY, Just behind Record Year
  77. Update: Real Estate Agent Boom and Bust
  78. Weekly Initial Unemployment Claims decrease to 243,000
  79. Port of Long Beach: Record Month, "Looks like retailers are optimistic about the holiday season"
  80. FOMC Minutes: "Many participants thought" December Rate Hike "likely to be warranted"
  81. BLS: Job Openings Decreased Slightly in August
  82. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  83. Wednesday: Job Openings, FOMC Minutes
  84. Q3 Review: Ten Economic Questions for 2017
  85. Off-topic: The Art of Negotiation
  86. CoreLogic: House Prices up 6.9% Year-over-year in August
  87. NFIB: Small Business Optimism Index decreased in September
  88. Duy: "On Track For a December Rate Hike"
  89. Update: Framing Lumber Prices Up 20% Year-over-year
  90. Oil Rigs "Steady as she goes"
  91. Leading Index for Commercial Real Estate Declines in September
  92. Sunday Night Futures
  93. The Record Job Streak: A couple of Comments
  94. Schedule for Week of Oct 8, 2017
  95. AAR: Rail Carloads decreased, Intermodal Increased, in September
  96. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  97. Las Vegas Real Estate in September: Sales up Slightly YoY, Inventory down Sharply
  98. Comment: A Hurricane Impacted Employment Report
  99. September Employment Report: 33,000 Jobs Lost, 4.2% Unemployment Rate
  100. Hotel Occupancy Rate just Behind Record Year
  101. Goldman: September Payrolls Preview
  102. Trade Deficit at $42.4 Billion in August
  103. Weekly Initial Unemployment Claims decrease to 260,000
  104. Thursday: Trade Deficit, Unemployment Claims
  105. September Employment Preview
  106. ISM Non-Manufacturing Index increased to 59.8% in September
  107. ADP: Private Employment increased 135,000 in September
  108. MBA: Mortgage Applications Decrease Slightly in Latest Weekly Survey
  109. Wednesday: ADP Employment, ISM Non-Mfg Index
  110. U.S. Light Vehicle Sales at 18.4 million annual rate in September
  111. Merrill: "The hurricanes and housing"
  112. CoreLogic: House Prices up 6.9% Year-over-year in August
  113. Tuesday: Vehicle Sales
  114. Philly Fed: State Coincident Indexes increased in 27 states in August
  115. Reis: Mall Vacancy Rate increased in Q3 2017
  116. Construction Spending increased in August
  117. ISM Manufacturing index increased to 60.8 in September
  118. Black Knight Mortgage Monitor: "350,000 in Hurricane Irma Disaster Areas Have Negative or Limited Equity"
  119. Monday: ISM Mfg Index, Construction Spending
  120. September 2017: Unofficial Problem Bank list declines to 119 Institutions, Q3 2017 Transition Matrix

September 2017

  1. Schedule for Week of Oct 1, 2017
  2. Fannie Mae: Mortgage Serious Delinquency rate declined in August, Lowest since December 2007
  3. Oil Rigs "Signs of life in the rig count"
  4. Q3 GDP Forecasts: Close to 2%
  5. Reis: Office Vacancy Rate "flat" in Q3 at 16.1%
  6. Personal Income increased 0.2% in August, Spending increased 0.1%
  7. Friday: Personal Income and Outlays, Chicago PMI and More
  8. New Home Prices
  9. Kansas City Fed: Regional Manufacturing Activity "Continued to Expand Solidly" in September
  10. Weekly Initial Unemployment Claims increase to 272,000
  11. Thursday: Unemployment Claims, GDP
  12. A few comments on the Seasonal Pattern for House Prices
  13. Zillow Forecast: "August Case-Shiller Forecast: Annual Home-Price Gains Aiming Higher"
  14. Freddie Mac: Mortgage Serious Delinquency rate declined in August, Lowest since April 2008
  15. NAR: Pending Home Sales Index decreased 2.6% in August, down 2.6% year-over-year
  16. MBA: Mortgage Applications Decrease Slightly in Latest Weekly Survey
  17. Wednesday: Durable Goods, Pending Home Sales
  18. Real House Prices and Price-to-Rent Ratio in July
  19. Yellen: "Inflation, Uncertainty, and Monetary Policy"
  20. A few Comments on August New Home Sales
  21. Reis: Apartment Vacancy Rate increased in Q3 to 4.5%
  22. New Home Sales decrease to 560,000 Annual Rate in August
  23. Case-Shiller: National House Price Index increased 5.9% year-over-year in July
  24. Tuesday: New Home Sales, Case-Shiller House Prices, Yellen Speech and More
  25. Duy: "Has The Fed Abandoned Its Reaction Function?"
  26. Dallas Fed: "Growth in Texas Manufacturing Activity Holds Steady" in September
  27. Black Knight: House Price Index up 0.5% in July, Up 6.2% year-over-year
  28. Chicago Fed "Index points to slower economic growth in August"
  29. Sunday Night Futures
  30. Hotel Occupancy Rate just Behind Record Year
  31. Schedule for Week of Sept 24, 2017
  32. Vehicle Forecast: Sales Expected to Exceed 17 million SAAR in September
  33. Mortgage Equity Withdrawal slightly positive in Q2
  34. Update: For Fun, Stock Market as Barometer of Policy Success
  35. Earlier: Philly Fed Manufacturing Survey "Showed Improvement" in September
  36. Fed's Flow of Funds: Household Net Worth increased in Q2
  37. Black Knight: Mortgage Delinquencies increase in Hurricane Affected Areas
  38. CoreLogic: "2.8 million Homes still in negative equity" at end of Q2 2017
  39. Weekly Initial Unemployment Claims decrease to 259,000
  40. Thursday: Unemployment Claims, Flow of Funds
  41. FOMC Projections and Press Conference Link
  42. FOMC Statement: "In October, the Committee will initiate the balance sheet normalization program"
  43. A Few Comments on August Existing Home Sales
  44. NAR: "Existing-Home Sales Subside 1.7 Percent in August "
  45. AIA: Architecture Billings Index "growth streak" continues in August
  46. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  47. Wednesday: FOMC Announcement, Existing Home Sales
  48. Chemical Activity Barometer "Holds Steady" in September
  49. Comments on August Housing Starts
  50. Housing Starts decreased to 1.180 Million Annual Rate in August
  51. Tuesday: Housing Starts
  52. Lawler: Early Read on Existing Home Sales in August
  53. Hotel Occupancy Rate increases following Hurricanes Harvey and Irma
  54. NAHB: Builder Confidence idecreased to 64 in September
  55. Black Knight: Preliminary Assessment Shows Over 3.1 Million Mortgaged Properties in Hurricane Irma Disaster Areas
  56. Sunday Night Futures
  57. FOMC Preview
  58. Goldman: FOMC Preview
  59. Schedule for Week of Sept 17, 2017
  60. Lawler: ACS-Based Household Growth Slowed Last Year: Homeownership Rate Estimate Up, But Barely
  61. Q3 GDP Forecasts: Moving Down
  62. BLS: Unemployment Rates Unchanged in 41 states in August, Tennessee at New Series Low
  63. Industrial Production Decreased 0.9% in August
  64. Retail Sales decreased 0.2% in August
  65. Friday: Retail Sales, Industrial Production, NY Fed Mfg Survey
  66. Phoenix Real Estate in August: Sales up slightly, Inventory down 7% YoY
  67. Key Measures Show Inflation mostly below 2% in August
  68. Early Look at 2018 Cost-Of-Living Adjustments and Maximum Contribution Base
  69. Weekly Initial Unemployment Claims decrease to 284,000
  70. Thursday: Unemployment Claims, CPI
  71. LA area Port Traffic: Imports increased, Exports decreased in August
  72. Lawler: CPS-Based Household Growth Slowed Significantly in 2017, though Not as Much as Raw Numbers Suggest
  73. Merrill: The Impact of Harvey on August Retail Sales
  74. MBA: Mortgage Applications Increase in Latest Weekly Survey
  75. Wednesday: PPI
  76. House Prices to Median Household Income
  77. BLS: Job Openings Increased Slightly in July
  78. NFIB: Small Business Optimism Index increased slightly in August
  79. Tuesday: Job Openings, Small Business Survey
  80. Leading Index for Commercial Real Estate "Slips" in August
  81. Las Vegas: On Pace for Record Convention Attendance in 2017
  82. Black Knight Mortgage Monitor: "Purchase Lending Hits Highest Level Since 2007"
  83. Sunday Night Futures
  84. Goldman: Hurricane and Economic Data
  85. Schedule for Week of Sept 10, 2017
  86. Oil Rigs "Rig counts continue to ease back"
  87. Q3 GDP Forecasts
  88. Hotel Occupancy and Hurricanes Harvey and Irma
  89. Black Knight: Hurricane Harvey Could Result in 300,000 New Mortgage Delinquencies
  90. Mortgage Rates at 2017 Lows
  91. AAR: Rail Traffic decreased slightly in August
  92. Update: Framing Lumber Prices Up Year-over-year
  93. Goldman: Demographics and Inflation
  94. Weekly Initial Unemployment Claims increase to 298,000
  95. Thursday: Unemployment Claims
  96. Fed's Beige Book: "Modest to moderate"expansion, Labor markets "Tight"
  97. Las Vegas Real Estate in August: Sales up 6% YoY, Inventory down Sharply
  98. Employment: Preliminary annual benchmark revision shows upward adjustment of 95,000 jobs
  99. ISM Non-Manufacturing Index increased to 55.3% in August
  100. Trade Deficit at $43.7 Billion in July
  101. MBA: Mortgage Applications Increase in Latest Weekly Survey
  102. Wednesday: Trade Deficit, ISM non-Mfg Index, Employment Preliminary Benchmark Revision
  103. Prime Working-Age Population near 2007 Peak
  104. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  105. CoreLogic: House Prices up 6.7% Year-over-year in July
  106. Tuesday: CoreLogic House Price Index
  107. August Employment Revisions
  108. Sunday Night Futures
  109. Hotel Occupancy and Hurricane Harvey
  110. Schedule for Week of Sept 3, 2017
  111. Oil Rigs "Horizontal rig counts continue to fall"
  112. U.S. Light Vehicle Sales at 16 million annual rate in August
  113. Comment: A Disappointing Employment Report
  114. Construction Spending decreased in July
  115. ISM Manufacturing index increased to 58.8 in August
  116. August Employment Report: 156,000 Jobs, 4.4% Unemployment Rate
  117. Friday: Employment Report, ISM Mfg Index, Construction Spending, Vehicle Sales

August 2017

  1. Fannie Mae: Mortgage Serious Delinquency rate declined in July, Lowest since December 2007
  2. Goldman: August Payrolls Preview
  3. August Employment Preview
  4. NAR: Pending Home Sales Index decreased 0.8% in July, down 1.3% year-over-year
  5. Personal Income increased 0.4% in July, Spending increased 0.3%
  6. Weekly Initial Unemployment Claims increase to 236,000
  7. Thursday: Unemployment Claims, Personal Income and Outlays, Chicago PMI, Pending Home Sales
  8. A few comments on the Seasonal Pattern for House Prices
  9. Zillow Forecast: "July Case-Shiller Forecast: Slowdown Coming in Home Prices"
  10. Q2 GDP Revised up to 3.0% Annual Rate
  11. ADP: Private Employment increased 237,000 in August
  12. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  13. Wednesday: GDP, ADP Employment
  14. The Impact of Harvey on Unemployment Claims
  15. Real House Prices and Price-to-Rent Ratio in June
  16. Case-Shiller: National House Price Index increased 5.8% year-over-year in June
  17. Tuesday: Case-Shiller House Prices
  18. Hotels: Occupancy Rate up Year-over-Year
  19. Dallas Fed: "Texas Manufacturing Activity Expands Again" in August
  20. Black Knight: House Price Index up 0.9% in June, Up 6.2% year-over-year
  21. Sunday Night Futures
  22. August 2017: Unofficial Problem Bank list declines to 123 Institutions
  23. Schedule for Week of Aug 27, 2017
  24. Oil Rigs "Rig counts rolling off"
  25. Vehicle Sales Forecast: Sixth consecutive month below 17 million SAAR
  26. Freddie Mac: Mortgage Serious Delinquency rate unchanged in July
  27. Yellen: "Financial Stability a Decade after the Onset of the Crisis"
  28. Friday: Durable Goods, Jackson Hole Symposium, Yellen Speech
  29. Black Knight: Foreclosure inventory below 400,000 for the first time since February 2007
  30. A Few Comments on July Existing Home Sales
  31. MBA: Mortgage Delinquency Rate in Q2 at Lowest Level Since 2000
  32. Kansas City Fed: Regional Manufacturing Activity "Expanded Moderately" in August
  33. NAR: "Existing-Home Sales Slide 1.3 Percent in July"
  34. Weekly Initial Unemployment Claims increase to 234,000
  35. Thursday: Existing Home Sales, Unemployment Claims, Jackson Hole Economic Symposium
  36. Philly Fed: State Coincident Indexes increased in 33 states in July
  37. A few Comments on July New Home Sales
  38. AIA: Architecture Billings Index "growth moderates" in July
  39. New Home Sales decrease to 571,000 Annual Rate in July
  40. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  41. Wednesday: New Home Sales
  42. Chemical Activity Barometer Shows Modest Slowing in August
  43. Richmond Fed: "Manufacturing Activity in August Remained Little Changed from July"
  44. "Mortgage Rates Steady at 2017 Lows"
  45. Existing Home Sales: Take the Under on Thursday
  46. Chicago Fed "Index Points to Growth near Historical Trend in July"
  47. Sunday Night Futures
  48. Update: For Fun, Stock Market as Barometer of Policy Success
  49. Schedule for Week of Aug 20, 2017
  50. Oil Rigs "Rigs counts are now off the peak"
  51. Sacramento Housing in July: Sales up Slightly YoY, Active Inventory down 18% YoY
  52. Lawler: Early Read on Existing Home Sales in July
  53. BLS: Unemployment Rates Unchanged in 46 states in July, Two States at New Series Lows
  54. Mortgage Rates Fall below 4%, Lowest since November 2016
  55. Hotels: Occupancy Rate up Year-over-Year
  56. Earlier: Philly Fed Manufacturing Survey "region continued to advance" in August
  57. Industrial Production Increased 0.2% in July
  58. Weekly Initial Unemployment Claims decrease to 232,000
  59. Thursday: Unemployment Claims, Industrial Production, Philly Fed Mfg
  60. NY Fed: "Household Borrowing Grows Modestly; Credit Card Delinquencies Rise"
  61. FOMC Minutes: Balance Sheet Normalization "Relatively soon"
  62. Comments on July Housing Starts
  63. Housing Starts decreased to 1.155 Million Annual Rate in July
  64. MBA: Mortgage Applications Increase Slightly in Latest Weekly Survey
  65. Wednesday: Housing Starts, FOMC Minutes
  66. Earlier for the NY Fed: Manufacturing Activity "grew strongly" in August
  67. NAHB: Builder Confidence increased to 68 in August
  68. Retail Sales increased 0.6% in July
  69. Tuesday: Retail Sales, Empire State Mfg, Homebuilder Survey
  70. LA area Port Traffic increased in July
  71. Phoenix Real Estate in July: Sales up 3%, Inventory down 9% YoY
  72. Sunday Night Futures
  73. The Housing Bottom and Comparing Housing Recoveries
  74. Schedule for Week of Aug 13, 2017
  75. Q3 GDP Forecasts
  76. Key Measures Show Inflation mostly below 2% in July
  77. Early Look at 2018 Cost-Of-Living Adjustments and Maximum Contribution Base
  78. BLS: CPI increased 0.1% in July, Core CPI increased 0.1%
  79. Friday: CPI
  80. Hotels: Occupancy Rate Down Year-over-Year
  81. Fannie and Freddie: REO inventory declined in Q2, Down 30% Year-over-year
  82. Weekly Initial Unemployment Claims increase to 244,000
  83. Thursday: Unemployment Claims, PPI
  84. Update: Framing Lumber Prices Up Year-over-year
  85. Goldman on the "Debt Limit"
  86. MBA: Mortgage Applications Increase in Latest Weekly Survey
  87. Leading Index for Commercial Real Estate "Stumbles" in July
  88. Corelogic: "May 2017 Delinquency Rate Lowest in Nearly a Decade"
  89. BLS: Job Openings Increased in June
  90. Las Vegas Real Estate in July: Sales up 10% YoY, Inventory down Sharply
  91. NFIB: Small Business Optimism Index increased in July
  92. Tuesday: Job Openings, Small Business Survey
  93. Prime Working-Age Population near 2007 Peak
  94. Q2 2017 GDP Details on Residential and Commercial Real Estate
  95. Black Knight Mortgage Monitor: "Low-Down-Payment Purchase Lending at Seven-Year High"
  96. Sunday Night Futures
  97. Hotels: Occupancy Rate Up Slightly Year-over-Year
  98. Schedule for Week of Aug 6, 2017
  99. AAR: Rail Traffic decreased slightly in July
  100. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  101. Trade Deficit at $43.6 Billion in June
  102. Comment: A Solid Employment Report
  103. July Employment Report: 209,000 Jobs, 4.3% Unemployment Rate
  104. Friday: Employment Report, Trade Deficit
  105. Goldman: July Payrolls Preview
  106. July Employment Preview
  107. ISM Non-Manufacturing Index decreased to 53.9% in July
  108. Weekly Initial Unemployment Claims decrease to 240,000
  109. Thursday: Unemployment Claims, ISM non-Mfg Survey
  110. Lawler: Selected Operating Statistics, Large Publicly-Traded Home Builders
  111. A few comments on the Seasonal Pattern for House Prices
  112. ADP: Private Employment increased 178,000 in July
  113. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  114. Wednesday: ADP Employment
  115. U.S. Light Vehicle Sales at 16.76 million annual rate in July
  116. Construction Spending decreased in June
  117. ISM Manufacturing index decreased to 56.3 in July
  118. Personal Income decreased slightly in June, Spending increased less than 0.1%
  119. Tuesday: Personal Income, ISM Mfg, Construction Spending, Vehicle Sales

July 2017

  1. Fannie Mae: Mortgage Serious Delinquency rate declined in June, Lowest since December 2007
  2. Earlier: Chicago PMI decreased in July
  3. Dallas Fed: "Texas Manufacturing Activity Strengthens" in July
  4. NAR: Pending Home Sales Index increased 1.5% in June, up 0.5% year-over-year
  5. Sunday Night Futures
  6. July 2017: Unofficial Problem Bank list declines to 134 Institutions
  7. Schedule for Week of July 30, 2017
  8. Oil Rigs "Back in action"
  9. Freddie Mac: Mortgage Serious Delinquency rate declined in June, Lowest since April 2008
  10. Q2 GDP: Investment
  11. BEA: Real GDP increased at 2.6% Annualized Rate in Q2
  12. Friday: GDP
  13. Vehicle Sales Forecast: Fifth consecutive month below 17 million SAAR
  14. Kansas City Fed: Regional Manufacturing Activity "Expanded Moderately" in July
  15. HVS: Q2 2017 Homeownership and Vacancy Rates
  16. Weekly Initial Unemployment Claims increase to 244,000
  17. Thursday: Unemployment Claims, Durable Goods, Q2 Housing Vacancies and Homeownership
  18. Zillow Forecast: "June Case-Shiller Forecast: Rare Monthly Declines Expected"
  19. FOMC Statement: No Change to Policy, Balance Sheet Change Coming "Relatively Soon"
  20. A few Comments on June New Home Sales
  21. New Home Sales increase to 610,000 Annual Rate in June
  22. MBA: Mortgage Applications Increase in Latest Weekly Survey
  23. Wednesday: FOMC Announcement, New Home Sales
  24. Real House Prices and Price-to-Rent Ratio in May
  25. Chemical Activity Barometer increased slightly in July
  26. Case-Shiller: National House Price Index increased 5.6% year-over-year in May
  27. Tuesday: Case-Shiller House Prices
  28. Funny Real Estate Quote from 10 Years Ago
  29. A Few Comments on June Existing Home Sales
  30. NAR: "Existing-Home Sales Retreat 1.8 Percent in June"
  31. Sunday Night Futures
  32. Hotels: Occupancy Rate Down Slightly Year-over-Year
  33. Schedule for Week of July 23, 2017
  34. Oil Rigs decline slightly
  35. Q2 GDP Forecasts
  36. Goldman: FOMC Preview
  37. BLS: Unemployment Rates Lower in 10 states in June, Two States at New Series Lows
  38. Lawler: Early Read on Existing Home Sales in June
  39. NMHC: Apartment Market Tightness Index remained negative in July Survey
  40. Black Knight: Mortgage Delinquencies mostly unchanged in June
  41. Earlier: Philly Fed Manufacturing Survey "Region continues to grow but at a slower pace" in July
  42. Weekly Initial Unemployment Claims decrease to 233,000
  43. Thursday: Unemployment Claims, Philly Fed Mfg
  44. Comments on June Housing Starts
  45. AIA: Architecture Billings Index positive in June
  46. Housing Starts increased to 1.215 Million Annual Rate in June
  47. MBA: Mortgage Applications Increase in Latest Weekly Survey
  48. Wednesday: Housing Starts
  49. Housing and Policy
  50. NAHB: Builder Confidence decreased to 64 in July
  51. Tuesday: Homebuilder Survey
  52. LA area Port Traffic increased in June
  53. U.S. Heavy Truck Sales increased following Oil Price Related Slump
  54. NY Fed: Manufacturing Activity "grew modestly" in July
  55. Sunday Night Futures
  56. Sacramento Housing in June: Sales up Slightly, Active Inventory down 18% YoY
  57. Schedule for Week of July 16, 2017
  58. Oil Rigs: "Winter is coming"
  59. First Look at 2018 Cost-Of-Living Adjustments and Maximum Contribution Base
  60. Q2 GDP Forecasts: Moving on Down
  61. Key Measures Show Inflation mostly below 2% in June
  62. Industrial Production Increased 0.4% in June
  63. Retail Sales decreased 0.2% in June
  64. Friday: Retail Sales, CPI, Industrial Production
  65. Hotels: Occupancy, RevPAR down Year-over-Year
  66. Leading Index for Commercial Real Estate Increases in June
  67. Weekly Initial Unemployment Claims decrease to 247,000
  68. "Mortgage Rates at 2-Week Lows"
  69. Fed's Beige Book: "Slight to Moderate "expansion, Labor markets "Tightened Further"
  70. Yellen: Semiannual Monetary Policy Report to the Congress
  71. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  72. Wednesday: Yellen Testimony, Beige Book
  73. Phoenix Real Estate in June: Sales up 6%, Inventory down 10% YoY
  74. NFIB: Small Business Optimism Index declined in June
  75. BLS: Job Openings Decreased in May
  76. Tuesday: Job Openings
  77. House Prices to National Average Wage Index
  78. Q2 Review: Ten Economic Questions for 2017
  79. Black Knight Mortgage Monitor: "Underwater Borrower Population Below Two Million for First Time Since 2006"
  80. Sunday Night Futures
  81. AAR: Rail Traffic increased in June
  82. Schedule for Week of July 9, 2017
  83. Oil Rigs: "The party's not over yet"
  84. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  85. Comment: A Solid Employment Report
  86. June Employment Report: 222,000 Jobs, 4.4% Unemployment Rate
  87. Friday: Employment Report
  88. Goldman Employment Preview
  89. June Employment Preview
  90. Las Vegas Real Estate in June: Sales up 10% YoY, Inventory down Sharply
  91. ISM Non-Manufacturing Index increased to 57.4% in June
  92. Trade Deficit at $46.5 Billion in May
  93. Weekly Initial Unemployment Claims increase to 248,000
  94. ADP: Private Employment increased 158,000 in June
  95. MBA: Mortgage Applications Increase in Latest Weekly Survey
  96. Thursday: Unemployment Claims, ADP Employment, Trade Deficit, ISM non-Mfg Survey
  97. FOMC Minutes: Inflation Discussions
  98. Office Vacancy Rate and Office Investment
  99. Update: Framing Lumber Prices Up Year-over-year
  100. Wednesday: FOMC Minutes
  101. Hotels: Hotel Occupancy down Year-over-Year
  102. U.S. Light Vehicle Sales at 16.4 million annual rate in June
  103. Construction Spending unchanged in May
  104. ISM Manufacturing index increased to 57.8 in June
  105. Monday: Auto Sales, ISM Mfg, Construction Spending
  106. June 2016: Unofficial Problem Bank list declines to 137 Institutions, Q2 2017 Transition Matrix
  107. Schedule for Week of July 2, 2017

June 2017

  1. Vehicle Sales Forecast: "Sixth Consecutive Decline in June"
  2. U.S. Births decreased in 2016, Women 30-34 Now have Highest Birth Rate
  3. Chicago PMI Increases in June, Highest in Three Years
  4. Personal Income increased 0.4% in May, Spending increased 0.1%
  5. Friday: Personal Income and Outlays, Chicago PMI
  6. Fannie Mae: Mortgage Serious Delinquency rate declined in May, Lowest since December 2007
  7. Reis: Office Vacancy Rate "flat" in Q2 at 16.0%
  8. Q1 GDP Revised up to 1.4% Annual Rate
  9. Weekly Initial Unemployment Claims increase to 244,000
  10. Thursday: Unemployment Claims, GDP
  11. Zillow Forecast: "May Case-Shiller Forecast: Expect the Cooldown to Continue"
  12. Reis: Mall Vacancy Rate increased in Q2 2017
  13. NAR: Pending Home Sales Index decreased 0.8% in May, down 1.7% year-over-year
  14. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  15. Wednesday: Pending Home Sales
  16. Richmond Fed: "Manufacturers in the Fifth District Improved in June"
  17. Real House Prices and Price-to-Rent Ratio in April
  18. Reis: Apartment Vacancy Rate increased in Q2 to 4.4%
  19. Case-Shiller: National House Price Index increased 5.5% year-over-year in April
  20. Tuesday: Case-Shiller House Prices
  21. Hotels: Hotel Occupancy down slightly Year-over-Year
  22. For Fun: Stock Market as Barometer of Policy Success
  23. Freddie Mac: Mortgage Serious Delinquency rate declined in May, Lowest since May 2008
  24. Dallas Fed: "Texas Manufacturing Continues to Expand but at a Slower Pace" in June
  25. Chicago Fed "Index Points to Slower Economic Growth in May"
  26. Sunday Night Futures
  27. Goldman on the Next Recession
  28. Schedule for Week of June 25, 2017
  29. Oil Rigs: "Not dead yet!"
  30. A few Comments on May New Home Sales
  31. New Home Sales increase to 610,000 Annual Rate in May
  32. Friday: New Home Sales
  33. U.S. Demographics: The Millennials Take Over
  34. Kansas City Fed: Regional Manufacturing Activity "Expanded Further" in June
  35. Black Knight: Mortgage Delinquencies Decreased in May, Foreclosures at 10-Year Lows
  36. Weekly Initial Unemployment Claims increase to 241,000
  37. Thursday: Unemployment Claims
  38. Philly Fed: State Coincident Indexes increased in 36 states in May
  39. A Few Comments on May Existing Home Sales
  40. NAR: "Existing-Home Sales Rise 1.1 Percent in May"
  41. AIA: Architecture Billings Index positive in May
  42. MBA: Mortgage Applications Increase in Latest Weekly Survey
  43. Wednesday: Existing Home Sales
  44. Phoenix Real Estate in May: Sales up 9%, Inventory down 9% YoY
  45. Chemical Activity Barometer "flat" in June
  46. Oil Prices Lower, Down Year-over-year
  47. Lawler: Single-Family Housing Production ‘Shortfall” All In Modestly Sized, Modestly Price Segment
  48. Lawler: Early Read on Existing Home Sales in May
  49. Hotels: Hotel Occupancy down Year-over-Year
  50. Q2 GDP Forecasts being Revised Down
  51. Sunday Night Futures
  52. Schedule for Week of June 18, 2017
  53. Oil Rigs: "Smallest four week add since last year"
  54. Lawler: Reasonable Population Projections Are Important!
  55. Comments on May Housing Starts
  56. BLS: Unemployment Rates Lower in 9 states in May, Four States at New Series Lows
  57. Housing Starts decreased to 1.092 Million Annual Rate in May
  58. Friday: Housing Starts
  59. Sacramento Housing in May: Sales up 7%, Active Inventory down 14% YoY
  60. Earlier: NY and Philly Manufacturing Surveys Suggest Solid Growth in June
  61. NAHB: Builder Confidence decreased to 67 in June
  62. Industrial Production Unchanged in May
  63. Weekly Initial Unemployment Claims decrease to 237,000
  64. Mortgage "Rates Drop to 8-Month Lows"
  65. FOMC Projections and Press Conference Link
  66. FOMC Statement: 25bps Rate Hike
  67. Key Measures Show Inflation mostly below 2% in May
  68. Retail Sales decreased 0.3% in May
  69. MBA: Mortgage Applications Increase in Latest Weekly Survey
  70. Wednesday: FOMC, Retail Sales, CPI
  71. LA area Port Traffic increased in May
  72. Update: Real Estate Agent Boom and Bust
  73. NFIB: Small Business Optimism Index unchanged in May
  74. Tuesday: Small Business Survey, PPI
  75. Q2 GDP Forecasts
  76. Oil: "Smallest number of horizontal oil rigs added since January"
  77. Sunday Night Futures
  78. FOMC Preview
  79. Goldman: FOMC Preview
  80. Schedule for Week of June 11, 2017
  81. Merrill FOMC Preview
  82. Mortgage Equity Withdrawal slightly negative in Q1
  83. Goldman: "Prices and Risks in Commercial Real Estate"
  84. AAR: Rail Traffic increased in May
  85. Leading Index for Commercial Real Estate Increases in May
  86. Fed's Flow of Funds: Household Net Worth increased in Q1
  87. CoreLogic: "3.1 million Homes were still in negative equity" at end of Q1 2017
  88. Weekly Initial Unemployment Claims decrease to 245,000
  89. Thursday: Unemployment Claims, Q1 Flow of Funds Report
  90. Prime Working-Age Population near 2007 Peak
  91. Zillow Forecast: "Zillow’s April Case-Shiller forecast expects growth of 5.6 percent in the national index"
  92. MBA: Mortgage Applications Increase in Latest Weekly Survey
  93. 30 Year Fixed Mortgage Rates Fall Below 4%
  94. Update: Framing Lumber Prices Up Year-over-year
  95. BLS: Job Openings "increased to a series high" in April
  96. CoreLogic: House Prices up 6.9% Year-over-year in April
  97. Las Vegas Real Estate in May: Sales up 28% YoY, Inventory down Sharply
  98. Tuesday: Job Openings
  99. Hotels: Hotel Occupancy up Year-over-Year
  100. Black Knight Mortgage Monitor: "Q1 2017 Originations Fall 34 Percent, Led By 45 Percent Drop in Refinance Lending"
  101. ISM Non-Manufacturing Index decreased to 56.9% in May
  102. Sunday Night Futures
  103. Schedule for Week of June 4, 2017
  104. Oil: "A middling week for rig additions"
  105. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  106. Trade Deficit at $47.6 Billion in April
  107. Comment: A Disappointing Employment Report
  108. May Employment Report: 138,000 Jobs, 4.3% Unemployment Rate
  109. Friday: Employment Report, Trade Deficit
  110. Goldman: May Payrolls Preview
  111. U.S. Light Vehicle Sales at 16.6 million annual rate in May
  112. May Employment Preview
  113. Construction Spending decreased in April
  114. ISM Manufacturing index increased to 54.9 in May
  115. Weekly Initial Unemployment Claims increase to 248,000
  116. ADP: Private Employment increased 253,000 in May

May 2017

  1. Thursday: Unemployment Claims, ADP Employment, ISM Mfg, Construction Spending, Auto Sales
  2. Fannie Mae: Mortgage Serious Delinquency rate declined in April, Lowest since January 2008
  3. Fed's Beige Book: Modest to Moderate expansion, Labor markets "Tighten"
  4. Updated: Chicago PMI Increases in May
  5. NAR: Pending Home Sales Index decreased 1.3% in April, down 3.3% year-over-year
  6. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  7. Wednesday: Chicago PMI, Pending Home Sales, Beige Book
  8. A few comments on the Seasonal Pattern for House Prices
  9. Dallas Fed: "Texas Manufacturing Expansion Picks Up Pace" in May
  10. Real House Prices and Price-to-Rent Ratio in March
  11. Case-Shiller: National House Price Index increased 5.8% year-over-year in March
  12. Personal Income increased 0.4% in April, Spending increased 0.4%
  13. Black Knight: House Price Index up 1.3% in March, Up 5.8% year-over-year
  14. Tuesday: Personal Income and Outlays, Case-Shiller House Prices
  15. Hotels: Hotel Occupancy Rate Flat Year-over-Year
  16. May 2017: Unofficial Problem Bank list declines to 140 Institutions
  17. Schedule for Week of May 28, 2017
  18. Vehicle Sales Forecast: Sales below 17 Million SAAR in May
  19. Freddie Mac: Mortgage Serious Delinquency rate unchanged in April
  20. Q2 GDP Forecasts
  21. Q1 GDP Revised up to 1.2% Annual Rate
  22. Friday: GDP
  23. Philly Fed: State Coincident Indexes increased in 41 states in April
  24. Kansas City Fed: Regional Manufacturing Activity "Expanded Modestly" in May
  25. Weekly Initial Unemployment Claims increase to 234,000
  26. Thursday: Unemployment Claims
  27. Black Knight: Mortgage Delinquencies Increased in April
  28. FOMC Minutes: More details on Balance Sheet Reduction
  29. A Few Comments on April Existing Home Sales
  30. AIA: Architecture Billings Index positive in April
  31. NAR: "Existing-Home Sales Slip 2.3 Percent in April"
  32. MBA: Mortgage Applications Increase in Latest Weekly Survey
  33. Wednesday: Existing Home Sales, FOMC Minutes and More
  34. Chemical Activity Barometer increases in May
  35. Richmond Fed: Regional Manufacturing Activity Mostly Unchanged in May
  36. A few Comments on April New Home Sales
  37. New Home Sales decrease to 569,000 Annual Rate in April
  38. Tuesday: New Home Sales
  39. Merrill: "Revising down our inflation forecasts"
  40. Chicago Fed "Increased Economic Growth in April"
  41. Sunday Night Futures
  42. Existing Home Sales: Take the Under
  43. Schedule for Week of May 21, 2017
  44. Oil: "Another Surge" in Rig Count
  45. Merrill: "Will it be a summer break for the Fed?"
  46. BLS: Unemployment Rates Lower in 10 states in April, Three States at New Series Lows
  47. Sacramento Housing in April: Sales down 3%, Active Inventory down 16% YoY
  48. Philly Fed: "Regional manufacturing activity continued to expand" in May
  49. Weekly Initial Unemployment Claims decrease to 232,000
  50. Mortgage Rates Decline to 4%
  51. Lawler: Early Read on Existing Home Sales in April
  52. NY Fed: "Household Debt Surpasses its Peak Reached During the Recession in 2008"
  53. MBA: "Mortgage Applications Decrease in Latest Weekly Survey"
  54. Wednesday: Q1 2017 Household Debt and Credit Report
  55. Comments on April Housing Starts
  56. MBA: Mortgage Delinquencies Decreased in Q1, Foreclosures Decreased
  57. Industrial Production increased 1.0% in April
  58. Housing Starts decreased to 1.172 Million Annual Rate in April
  59. Tuesday: Housing Starts, Industrial Production
  60. Early Q2 GDP Forecasts
  61. NAHB: Builder Confidence increased to 70 in May
  62. NY Fed: Manufacturing Activity "leveled off" in May
  63. Monday: NY Fed Mfg Survey, Homebuilder Survey
  64. Update: "Scariest jobs chart ever"
  65. Schedule for Week of May 14, 2017
  66. Oil: "Price weakness failed to dent enthusiasm for rig additions this week"
  67. Key Measures Show Inflation close to 2% in April
  68. Retail Sales increased 0.4% in April
  69. Friday: Retail Sales, CPI
  70. LA area Port Traffic increased in April
  71. Hotels: Occupancy Rate Increases Year-over-Year
  72. Weekly Initial Unemployment Claims decrease to 236,000
  73. Thursday: Unemployment Claims, PPI
  74. Three Years Ago: Housing Doom and Gloom
  75. MBA: Mortgage "Mortgage Applications Increase in Latest Weekly Survey"
  76. Lawler: Selected Operating Statistics, Large Publicly-Traded Home Builders
  77. Update: Framing Lumber Prices Up Year-over-year
  78. BLS: Job Openings "little changed" in March
  79. NFIB: Small Business Optimism Index decreased in April
  80. Tuesday: Job Openings, Small Business Optimism
  81. Leading Index for Commercial Real Estate Decreases in April
  82. Phoenix Real Estate in April: Sales up 5%, Inventory down 11% YoY
  83. Las Vegas Real Estate in April: Sales up slightly YoY, Inventory down Sharply
  84. Sunday Night Futures
  85. Hotels: Hotel Occupancy Rate Increases Year-over-Year
  86. Schedule for Week of May 7, 2017
  87. Oil: Slower Growth for Rig Count
  88. AAR: Rail Traffic increased in April
  89. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  90. Comment: A Solid Employment Report
  91. April Employment Report: 211,000 Jobs, 4.4% Unemployment Rate
  92. Friday: Jobs and Wages
  93. Goldman: April Payrolls Preview
  94. April Employment Preview
  95. Trade Deficit declines slightly to $43.7 Billion in March
  96. Weekly Initial Unemployment Claims decrease to 238,000
  97. Thursday: Unemployment Claims, Trade Deficit
  98. FOMC Statement: No Change to Policy, Q1 Weakness "likely to be transitory"
  99. ISM Non-Manufacturing Index increased to 57.5% in April
  100. ADP: Private Employment increased 177,000 in April
  101. MBA: Mortgage "Purchase Apps Up, Refis Down in Latest Weekly Survey"
  102. Wednesday: FOMC Announcement, ADP Employment, ISM non-mfg Survey
  103. U.S. Light Vehicle Sales at 16.8 million annual rate in April
  104. Q1 2017 GDP Details on Residential and Commercial Real Estate
  105. CoreLogic: House Prices up 7.1% Year-over-year in March
  106. Tuesday: Auto Sales
  107. Black Knight on Mortgages "19 Percent of Active HELOCs Are Scheduled to Reset in 2017"
  108. Construction Spending decreased in March
  109. ISM Manufacturing index decreased to 54.8 in April
  110. Personal Income increased 0.2% in March, Spending increased less than 0.1%
  111. Monday: Personal Income and Outlays, ISM Mfg Survey, Construction Spending

April 2017

  1. April 2017: Unofficial Problem Bank list declines to 151 Institutions
  2. Schedule for Week of Apr 30, 2017
  3. Goldman: U.S. Economy "now at full employment"
  4. Fannie Mae: Mortgage Serious Delinquency rate declined in March, Lowest since Feb 2008
  5. Oil: "Yet another strong week" for Rig Count
  6. Chicago PMI increases in April
  7. Q1 GDP: Investment
  8. BEA: Real GDP increased at 0.7% Annualized Rate in Q1
  9. Friday: GDP, Chicago PMI
  10. HVS: Q1 2017 Homeownership and Vacancy Rates
  11. Kansas City Fed: Regional Manufacturing Activity "Expanded at Slow Pace" in April
  12. NAR: Pending Home Sales Index decreased 0.8% in March, up 0.8% year-over-year
  13. Weekly Initial Unemployment Claims increase to 257,000
  14. Thursday: Unemployment Claims, Durable Goods, Pending Home Sales
  15. Freddie Mac: Mortgage Serious Delinquency rate declined in March, Lowest since May 2008
  16. Philly Fed: State Coincident Indexes increased in 45 states in March
  17. New Home Prices
  18. MBA: Mortgage Applications Increase in Latest Weekly Survey
  19. Zillow Forecast: "The national Case-Shiller index is projected to climb 5.9 percent year-over-year in March"
  20. Real House Prices and Price-to-Rent Ratio in February
  21. Chemical Activity Barometer increases in April
  22. A few Comments on March New Home Sales
  23. New Home Sales increase to 621,000 Annual Rate in March
  24. Case-Shiller: National House Price Index increased 5.8% year-over-year in February
  25. Tuesday: New Home Sales, Case-Shiller House Prices, Richmond Fed Mfg
  26. U.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2016
  27. Merrill: "Fed to take a breather"
  28. Dallas Fed: "Texas Manufacturing Expansion Continues" in April
  29. Chicago Fed "Slower Economic Growth in March"
  30. Black Knight: House Price Index up 0.8% in February, Up 5.7% year-over-year
  31. Sunday Night Futures
  32. Vehicle Sales Forecast: Sales close to 17 Million SAAR in April
  33. Schedule for Week of Apr 23, 2017
  34. OIl: Decent increase for Oil Rig Count
  35. BLS: March Unemployment Rates in Arkansas, Colorado, Maine and Oregon at New Series Lows
  36. A Few Comments on March Existing Home Sales
  37. NAR: "Existing-Home Sales Jumped 4.4% in March"
  38. Black Knight: Mortgage Delinquencies Declined in March to 11 Year Low
  39. Friday: Existing Home Sales
  40. Hotels: Hotel Occupancy Rate Decreases Year-over-Year
  41. NMHC: Apartment Market Tightness Index remained negative in April Survey
  42. Philly Fed: Manufacturing "Continued to expand, but at a slower pace" in April
  43. Weekly Initial Unemployment Claims increase to 244,000
  44. Thursday: Unemployment Claims, Philly Fed Mfg Survey
  45. Fed's Beige Book: Modest to Moderate expansion, Tight labor markets
  46. AIA: Architecture Billings Index increased in March
  47. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  48. Wednesday: Beige Book
  49. Philly Fed: State Coincident Indexes increased in 44 states in February
  50. Comments on March Housing Starts
  51. Industrial Production increased 0.5% in March
  52. Housing Starts decreased to 1.215 Million Annual Rate in March
  53. Tuesday: Housing Starts, Industrial Production
  54. Lawler: Early Read on Existing Home Sales in March
  55. Phoenix Real Estate in March: Sales up 9%, Inventory down 10% YoY
  56. NAHB: Builder Confidence decreased to 68 in April
  57. NY Fed: Empire State Manufacturing Index indicates slower expansion in April
  58. Sunday Night Futures
  59. Schedule for Week of Apr 16, 2017
  60. Q1 GDP Forecasts Downgraded Again
  61. Key Measures Show Inflation close to 2% in March
  62. Retail Sales decreased 0.2% in March
  63. Friday: Retail Sales, CPI
  64. OIl: Solid increase for Oil Rig Count
  65. LA area Port Traffic increased in March
  66. Sacramento Housing in March: Sales down 2%, Active Inventory down 23% YoY
  67. Weekly Initial Unemployment Claims decrease to 234,000
  68. Thursday: PPI, Unemployment Claims, Consumer Sentiment
  69. Mortgage Rates below 4% Again?
  70. Q1 Review: Ten Economic Questions for 2017
  71. MBA: Mortgage Applications Increase in Latest Weekly Survey
  72. "Mortgage Rates Hit New 2017 Lows"
  73. Update: Predicting the Next Recession
  74. EIA: Expect Record U.S. Oil Production in 2018, Exceeding 1970 Peak
  75. BLS: Job Openings "little changed" in February
  76. NFIB: Small Business Optimism Index decreased in March
  77. Tuesday: Job Openings
  78. Leading Index for Commercial Real Estate Increases in March
  79. Philly Fed: State Coincident Indexes increased in 38 states in January
  80. Update: Framing Lumber Prices Up Year-over-year
  81. Sunday Night Futures
  82. Hotels: Hotel Occupancy Rate increase Year-over-Year
  83. Schedule for Week of Apr 9, 2017
  84. AAR: Rail Traffic increased in March
  85. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  86. Comment: A Mostly Solid Employment Report
  87. March Employment Report: 98,000 Jobs, 4.5% Unemployment Rate
  88. Friday: Jobs and Wages
  89. Goldman: March Payrolls Preview
  90. March Employment Preview: Mixed Signals
  91. Las Vegas Real Estate in March: Sales up 11.9% YoY, Inventory down Sharply
  92. Weekly Initial Unemployment Claims decrease to 234,000
  93. FOMC Minutes: "A change to the Committee's reinvestment policy would likely be appropriate later this year"
  94. Reis: Office Vacancy Rate "steady" in Q1 at 15.8%
  95. ISM Non-Manufacturing Index decreased to 55.2% in March
  96. ADP: Private Employment increased 263,000 in March
  97. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  98. Wednesday: ADP Employment, ISM non-Mfg Survey, FOMC Minutes
  99. Annual Vehicle Sales: On Pace for First Decline Since 2009
  100. Reis: Mall Vacancy Rate mostly unchanged in Q1 2017
  101. CoreLogic: House Prices up 7.0% Year-over-year in February
  102. Trade Deficit declines to $43.6 Billion in February
  103. Lawler: Updated Population Projections = Slower Growth, Less Robust Housing Recovery
  104. U.S. Light Vehicle Sales at 16.5 million annual rate in March
  105. Construction Spending increased in February
  106. ISM Manufacturing index decreased to 57.2 in March
  107. Black Knight on Mortgages "44 Percent of Q4 Refis Were Cash-Outs, Most Equity Drawn in Eight Years"
  108. Sunday Night Futures
  109. March 2016: Unofficial Problem Bank list declines to 151 Institutions, Q1 2017 Transition Matrix
  110. Schedule for Week of Apr 2, 2017

March 2017

  1. Q1 GDP Forecasts Downgraded
  2. Fannie Mae: Mortgage Serious Delinquency rate declined in February, Lowest since March 2008
  3. Reis: Apartment Vacancy Rate increased in Q1 to 4.3%
  4. Chicago PMI increases in March
  5. Personal Income increased 0.4% in February, Spending increased 0.1%
  6. Friday: Personal Income and Outlays, Chicago PMI
  7. Census: "One-third of the adult population in the United States has a bachelor’s degree or higher"
  8. Hotels: Hotel Occupancy Rate Solid in March
  9. Weekly Initial Unemployment Claims decrease to 258,000
  10. Thursday: GDP, Unemployment Claims
  11. Zillow Forecast: "Case-Shiller national index is forecast to grow 6 percent year-over-year" in February
  12. NAR: Pending Home Sales Index increased 5.5% in February, up 2.6% year-over-year
  13. MBA: Mortgage Applications Decrease Slightly in Latest Weekly Survey
  14. A few comments on the Seasonal Pattern for House Prices
  15. Real House Prices and Price-to-Rent Ratio in January
  16. Richmond Fed: Regional Manufacturing Activity Expanded in March
  17. Case-Shiller: National House Price Index increased 5.9% year-over-year in January
  18. Tuesday: Case-Shiller House Prices
  19. Freddie Mac: Mortgage Serious Delinquency rate declines in February, Lowest since June 2008
  20. Dallas Fed: "Texas Manufacturing Activity Strengthens" in March
  21. Black Knight: House Price Index up 0.1% in January, Up 5.4% year-over-year
  22. Sunday Night Futures
  23. Fed: Q4 Household Debt Service Ratio Very Low
  24. Schedule for Week of Mar 26, 2017
  25. Oil: "Incredible strength in rig additions"
  26. CoreLogic: "Between 2007–2016, Nearly 7.8 Million Homes Lost to Foreclosure"
  27. Vehicle Sales Forecast: Sales Over 17 Million SAAR in March
  28. U.S. Heavy Truck Sales increasing following Oil Price Related Slump
  29. BLS: Unemployment Rates "significantly lower in February in 10 states", Arkansas and Oregon at New Lows
  30. A few Comments on February New Home Sales
  31. Kansas City Fed: Regional Manufacturing Activity "Strengthened Further" in March
  32. New Home Sales increase to 592,000 Annual Rate in February
  33. Weekly Initial Unemployment Claims increase to 258,000
  34. Black Knight: Mortgage Delinquencies Declined in February
  35. Thursday: New Home Sales, Unemployment Claims
  36. A Few Comments on February Existing Home Sales
  37. AIA: Architecture Billings Index increased in February
  38. NAR: "Existing-Home Sales Stumble in February"
  39. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  40. Wednesday: Existing Home Sales
  41. Chemical Activity Barometer increases in March
  42. "Mortgage Rates at 2 Week Lows"
  43. Hotels: Hotel Occupancy Solid in early March
  44. Housing: Upside and Downside Risks
  45. Chicago Fed "Economic Growth Increased in February"
  46. Sunday Night Futures
  47. Existing Home Sales: Take the Under
  48. Goldman on Fed Balance Sheet Runoff
  49. Schedule for Week of Mar 19, 2017
  50. Oil: "Another Big Rig Add"
  51. Q1 GDP Forecasts
  52. Industrial Production unchanged in February
  53. LA area Port Traffic declined in February
  54. Lawler: Early Read on Existing Home Sales in February
  55. Comments on February Housing Starts
  56. Philly Fed: Manufacturing "Expansion Continues" in March
  57. BLS: Job Openings "little changed" in January
  58. Housing Starts increased to 1.288 Million Annual Rate in February
  59. Weekly Initial Unemployment Claims decrease to 241,000
  60. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg, Job Openings
  61. FOMC Projections and Press Conference Link
  62. FOMC Statement: 25bps Rate Hike
  63. Key Measures Show Inflation close to 2% in February
  64. NAHB: Builder Confidence increased to 71 in March, Highest in 12 Years
  65. Retail Sales increased 0.1% in February
  66. MBA: Mortgage Applications Increase in Latest Weekly Survey
  67. Wednesday: FOMC Meeting, Retail Sales, CPI, Homebuilder Survey and More
  68. Duy on FOMC Meeting: Shifting Dots
  69. Mortgage Equity Withdrawal Positive in Q4
  70. NFIB: Small Business Optimism Index decreased slightly in February
  71. "Mortgage Rates Approach 3-Year Highs Ahead of Fed"
  72. Update: Framing Lumber Prices Up Year-over-year
  73. Long Beach: Port Traffic down in February due to Chinese New Year
  74. February Retail Sales and Tax Refunds
  75. BLS: Unemployment Rates Stable in 45 states in January, Arkansas and Oregon at New Lows
  76. Sunday Night Futures
  77. Review of FOMC Projections
  78. Goldman: FOMC Preview
  79. Schedule for Week of Mar 12, 2017
  80. Merrill on the March FOMC Meeting
  81. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama, Trump
  82. Comment: Another Solid Employment Report
  83. February Employment Report: 235,000 Jobs, 4.7% Unemployment Rate
  84. Friday: Jobs and Wages
  85. Goldman: February Employment Preview
  86. Fed's Flow of Funds: Household Net Worth increased in Q4
  87. CoreLogic: "1 million borrowers moved out of negative equity during 2016"
  88. Weekly Initial Unemployment Claims increase to 243,000
  89. Thursday: Unemployment Claims, Q4 Flow of Funds
  90. Leading Index for Commercial Real Estate Increases in February
  91. February Employment Preview
  92. ADP: Private Employment increased 298,000 in February
  93. MBA: Mortgage Applications Increase in Latest Weekly Survey
  94. Phoenix Real Estate in February: Sales up 13%, Inventory down 11% YoY
  95. Las Vegas Real Estate in February: Sales up 5.2% YoY, Inventory down Sharply
  96. CoreLogic: House Prices up 6.9% Year-over-year in January
  97. Trade Deficit at $48.5 Billion in January
  98. Tuesday: Trade Deficit
  99. February NFP Forecasts
  100. Update: It Does Rain in California!
  101. Black Knight: Mortgage "Origination volumes in 2016 highest level seen in nine years"
  102. Sunday Night Futures
  103. Oil: "Another big week for horizontal rigs"
  104. Schedule for Week of Mar 5, 2017
  105. AAR: Rail Traffic increased in February
  106. Yellen: "a further adjustment of the federal funds rate would likely be appropriate" at March Meeting
  107. ISM Non-Manufacturing Index increased to 57.6% in February
  108. Friday: Yellen, ISM Non-Mfg Index
  109. Fannie Mae: Mortgage Serious Delinquency rate unchanged in January
  110. Demographics: Renting vs. Owning
  111. Merrill on Possible March Fed Hike
  112. Weekly Initial Unemployment Claims decrease to 223,000
  113. Duy: On the Fed, Possible March Rate Hike, and Dudley
  114. U.S. Light Vehicle Sales at 17.5 million annual rate in February
  115. Fed's Beige Book: Modest to Moderate expansion, Tight labor markets
  116. Construction Spending decreased in January
  117. ISM Manufacturing index increased to 57.7 in February
  118. Personal Income increased 0.4% in January, Spending increased 0.2%
  119. MBA: Mortgage Applications Increase in Latest Weekly Survey
  120. Wednesday: Personal Income and Outlays, Auto Sales, ISM Mfg Survey, Construction Spending, Beige Book

February 2017

  1. Freddie Mac: Mortgage Serious Delinquency rate falls below 1.0% in January, Lowest since June 2008
  2. FDIC: Fewer Problem banks, Residential REO Declined in Q4
  3. Real House Prices and Price-to-Rent Ratio in December
  4. Richmond Fed: Regional Manufacturing Activity Expanded in February
  5. Case-Shiller: National House Price Index increased 5.8% year-over-year in December
  6. Q4 GDP Unrevised at 1.9% Annual Rate
  7. Tuesday: GDP, Case-Shiller House Prices, Chicago PMI
  8. Merrill: "The undocumented economy"
  9. Dallas Fed: "Growth in Texas Manufacturing Activity Continues" in February
  10. NAR: Pending Home Sales Index decreased 2.8% in January, up 0.4% year-over-year
  11. Black Knight: House Price Index up 0.1% in December, Up 5.7% year-over-year
  12. Vehicle Sales Forecast: Sales Over 17 Million SAAR in February
  13. Hotels: Hotel Occupancy Softens in February
  14. Schedule for Week of Feb 26, 2017
  15. February 2017: Unofficial Problem Bank list declines to 155 Institutions
  16. A few Comments on January New Home Sales
  17. Earlier: February Consumer Sentiment at 96.3
  18. New Home Sales increase to 555,000 Annual Rate in January
  19. Friday: New Home Sales
  20. Update on lack of Chinese Residential Real Estate Buyers
  21. Kansas City Fed: Regional Manufacturing Activity "Expanded Further" in February
  22. Weekly Initial Unemployment Claims increase to 244,000, 4-Week Average Lowest Since 1973
  23. Black Knight: Mortgage Delinquencies Declined in January
  24. Thursday: Unemployment Claims
  25. A Few Comments on January Existing Home Sales
  26. FOMC Minutes: "Might be appropriate to raise the federal funds rate again fairly soon"
  27. AIA: Architecture Billings Index decreased in January
  28. NAR: "Existing-Home Sales Jump in January"
  29. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  30. Wednesday: Existing Home Sales, FOMC Minutes
  31. Chemical Activity Barometer increases in February
  32. Peak Renter
  33. Mortgage Debt as Percent of GDP
  34. Monday Night Futures
  35. Post from 2005: Mortgage Debt and the "Recovery"
  36. Fannie and Freddie: REO inventory declined in Q4, Down 33% Year-over-year
  37. Don't like the data? Change it!
  38. Demographics and GDP
  39. Schedule for Week of Feb 19, 2017
  40. Lawler: Early Read on Existing Home Sales in January
  41. AAR: Rail Traffic increased in January
  42. Quarterly Housing Starts by Intent
  43. Phoenix Real Estate in January: Sales up 16%, Inventory down 8%
  44. Comments on January Housing Starts
  45. NY Fed: Household Debt Increases Substantially, Approaching Previous Peak
  46. Philly Fed: Manufacturing Conditions Continued to Improve in February
  47. Weekly Initial Unemployment Claims increase to 239,000
  48. Housing Starts at 1.246 Million Annual Rate in January
  49. Thursday: Housing Starts, Philly Fed Mfg, Q4 Household Debt and Credit
  50. MBA: Mortgage Delinquencies Increased in Q4, Foreclosures Decreased
  51. Key Measures Show Inflation close to 2% in January
  52. NAHB: Builder Confidence decreased to 65 in February
  53. Industrial Production decreased 0.3% in January
  54. Retail Sales increased 0.4% in January
  55. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  56. Wednesday: Yellen, Retail Sales, CPI, Industrial Production, Homebuilder Confidence, Empire State Mfg
  57. LA area Port Traffic "Surges" in January
  58. Yellen: Semiannual Monetary Policy Report to the Congress
  59. NFIB: Small Business Optimism Index increased slightly in January
  60. Tuesday: Yellen, PPI
  61. Lawler: Some Data on Institutional Holdings of Single-Family Properties
  62. Lawler: Selected Operating Statistics, Large Publicly-Traded Home Builders
  63. Gary Cohn and the Participation Rate
  64. Hotels: Solid Start to 2017
  65. Sunday Night Futures
  66. Update: "Scariest jobs chart ever"
  67. Schedule for Week of Feb 12, 2017
  68. Sacramento Housing in January: Sales up 14%, Active Inventory down 20% YoY
  69. Update: The Inland Empire Bust and Recovery
  70. Preliminary February Consumer Sentiment declines to 95.7
  71. Merrill Lynch: Market Participants "underestimating the risk of an uncertainty shock to the economy"
  72. Prime Working-Age Population near 2007 Peak
  73. EIA: "U.S. energy trade with Mexico: U.S. export value more than twice import value in 2016"
  74. Weekly Initial Unemployment Claims decrease to 234,000
  75. Mortgage rates decline for the third straight day
  76. Update: Framing Lumber Prices Up Year-over-year
  77. Lawler on Household Projections
  78. MBA: Mortgage Applications Increase in Latest Weekly Survey
  79. Las Vegas Real Estate in January: Sales up 13.9% YoY, Inventory down Sharply
  80. BLS: Job Openings "little changed" in December
  81. CoreLogic: House Prices up 7.2% Year-over-year in December
  82. Trade Deficit at $44.3 Billion in December
  83. Tuesday: Trade Deficit, Job Openings
  84. U.S. Courts: Bankruptcy Filings Drop 6 Percent in 2016, Lowest since 2006
  85. More Rain in California!
  86. Black Knight: "7.4 million homes lost to foreclosure sale since 2007"
  87. Sunday Night Futures
  88. Goldman on the Trump Agenda
  89. Oil: "Another huge week" for total US oil rigs, Pressure on OPEC deal
  90. Schedule for Week of Feb 5, 2017
  91. Earlier: ISM Non-Manufacturing Index at 56.5% in January
  92. Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
  93. Comments: Another Solid Employment Report
  94. January Employment Report: 227,000 Jobs, 4.8% Unemployment Rate (Graphs included)
  95. January Employment Report: 227,000 Jobs, 4.8% Unemployment Rate
  96. Friday: Jobs and Wages
  97. Some Random Concerns and Observations ...
  98. Goldman: January Employment Preview
  99. January Employment Preview
  100. Lawler: The Household Conundrum, Part II: The American Community Survey (ACS) Data
  101. Weekly Initial Unemployment Claims decrease to 246,000
  102. Thursday: Unemployment Claims
  103. U.S. Light Vehicle Sales decrease to 17.5 million annual rate in January
  104. FOMC Statement: No Change to Policy
  105. Construction Spending decreased in December
  106. ISM Manufacturing index increased to 56.0 in January
  107. ADP: Private Employment increased 246,000 in January
  108. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  109. Wednesday: FOMC, Auto Sales, ISM Mfg, ADP Employment, Construction Spending

January 2017

  1. Lawler: Table of Distressed Sales and All Cash Sales for Selected Cities in December
  2. Real Prices and Price-to-Rent Ratio in November
  3. HVS: Q4 2016 Homeownership and Vacancy Rates
  4. Case-Shiller: National House Price Index increased 5.6% year-over-year in November
  5. Tuesday: Case-Shiller House Prices, Chicago PMI
  6. Fannie Mae: Mortgage Serious Delinquency rate decreased in December, Lowest since March 2008
  7. Dallas Fed: Regional Manufacturing Activity "Continues to Expand" in January
  8. Duy: FOMC Preview
  9. NAR: Pending Home Sales Index increased 1.6% in December, up 0.3% year-over-year
  10. Personal Income increased 0.3% in December, Spending increased 0.5%
  11. Sunday Night Futures
  12. January 2017: Unofficial Problem Bank list unchanged at 163 Institutions
  13. These are Not Normal Times
  14. Schedule for Week of Jan 29, 2017
  15. Oil: "Another huge week for total US oil rigs"
  16. Freddie Mac: Mortgage Serious Delinquency rate falls to 1.0% in December, Lowest since June 2008
  17. Philly Fed: State Coincident Indexes increased in 41 states in December
  18. Q4 GDP: Investment
  19. BEA: Real GDP increased at 1.9% Annualized Rate in Q4
  20. Friday: GDP
  21. A few Comments on December New Home Sales
  22. Kansas City Fed: Regional Manufacturing Activity "Continued to Expand Moderately" in January
  23. New Home Sales decrease to 536,000 Annual Rate in December
  24. Weekly Initial Unemployment Claims increase to 259,000
  25. Thursday: New Home Sales, Unemployment Claims
  26. Vehicle Sales Forecast: Sales Around 17 Million SAAR in January
  27. Goldman Sachs FOMC Preview
  28. MBA: Mortgage Applications Increase in Latest Weekly Survey
  29. Chemical Activity Barometer "Starts New Year with Strong Gain"
  30. BLS: Unemployment Rates Lower in 10 states, Stable in 39 states in December
  31. A Few Comments on December Existing Home Sales
  32. NAR: "Existing-Home Sales Slide in December; 2016 Sales Best Since 2006"
  33. Tuesday: Existing Home Sales
  34. Trump Economic Goals for Jobs and GDP
  35. NMHC: Apartment Market Tightness Index remained negative in January Survey
  36. Black Knight: Mortgage Delinquencies Declined in December
  37. Sunday Night Futures
  38. Hotels: Concerns about Fewer Foreign Visitors in 2017
  39. Schedule for Week of Jan 22nd
  40. Lawler: The Household Conundrum, Part I Continued: The CPS/ASEC Data for 18-29 Year Olds
  41. Then and Now
  42. Lawler: The Household Conundrum, Part I: The CPS/ASEC Data
  43. Yellen: The Economic Outlook and the Conduct of Monetary Policy
  44. Comments on December Housing Starts
  45. Philly Fed: Manufacturing Activity Continued to Improve in January
  46. Weekly Initial Unemployment Claims decrease to 234,000
  47. Housing Starts increased to 1.226 Million Annual Rate in December
  48. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg Survey, Dr. Yellen
  49. Lawler: Early Read on Existing Home Sales in December
  50. Fed's Beige Book: Modest expansion, Tight labor markets
  51. Key Measures Show Inflation close to 2% in December
  52. AIA: Architecture Billings Index increased in December
  53. NAHB: Builder Confidence decreased to 67 in January
  54. Industrial Production increased 0.8% in December
  55. MBA: Mortgage Applications Increase in Latest Weekly Survey
  56. Wednesday: CPI, Industrial Production, Homebuilder Survey, Beige Book, Yellen Speech
  57. LA area Port Traffic increases Year-over-year in December
  58. NY Fed: Manufacturing Activity Continues to Expand in New York Region
  59. Monday Night Futures
  60. Bank Failures by Year
  61. Krugman: "Infrastructure Delusions"
  62. Schedule for Week of Jan 15th
  63. Sacramento Housing in December: Sales down 2%, Active Inventory down 17% YoY
  64. Question #1 for 2017: What about fiscal and regulatory policy in 2017?
  65. Preliminary January Consumer Sentiment at 98.1
  66. Retail Sales increased 0.6% in December
  67. Friday: Retail Sales, PPI, Consumer Sentiment
  68. Question #2 for 2017: How much will the economy grow in 2017?
  69. Lawler: New “Household” Numbers, Same Old Conundrum
  70. Weekly Initial Unemployment Claims increase to 247,000
  71. CNBC's Liesman: Trump's colossal error on jobs during his press conference
  72. Phoenix Real Estate in December: Sales up 6%, Inventory down 3%
  73. Question #3 for 2017: Will job creation slow further in 2017?
  74. MBA: Mortgage Applications Increase in Latest Weekly Survey
  75. Thoma: "Here's what really caused the housing crisis"
  76. Question #4 for 2017: What will the unemployment rate be in December 2017?
  77. NFIB: Small Business Optimism Index increases in December
  78. BLS: Job Openings "little changed" in November
  79. Tuesday: Job Openings, Small Business Survey
  80. It DOES Rains in California!
  81. Question #5 for 2017: Will the core inflation rate rise in 2017? Will too much inflation be a concern in 2017?
  82. Black Knight November Mortgage Monitor
  83. Sunday Night Futures
  84. Question #6 for 2017: Will the Fed raise rates in 2017, and if so, by how much?
  85. Schedule for Week of Jan 8th
  86. Las Vegas Real Estate in December: Sales up 3.4% YoY, Inventory down Sharply
  87. Reis: Regional Mall Vacancy Rate decreased in Q3 2016, Strip Mall Vacancy Rate increased
  88. Trade Deficit at $45.2 Billion in November
  89. Comments: Solid December Employment Report, Pickup in Wage Growth
  90. December Employment Report: 156,000 Jobs, 4.7% Unemployment Rate
  91. Goldman's December NFP Preview
  92. December Employment Preview
  93. Reis: Apartment Vacancy Rate declined in Q4 to 4.1%
  94. ISM Non-Manufacturing Index at 57.2% in December
  95. Weekly Initial Unemployment Claims decrease to 235,000
  96. ADP: Private Employment increased 153,000 in December
  97. Thursday: ADP Employment, Unemployment Claims, ISM Non-Mfg, Apartment Survey
  98. U.S. Light Vehicle Sales increase to 18.3 million annual rate in December, Record Year
  99. Reis: Office Vacancy Rate declined in Q4 to 15.7%
  100. MBA: Mortgage Applications Decreased Over Two Week Period
  101. Wednesday: Auto Sales, Office Vacancy Survey, FOMC Minutes
  102. Construction Spending increased in November
  103. CoreLogic: House Prices up 7.1% Year-over-year in November
  104. ISM Manufacturing index increased to 54.7 in December
  105. Tuesday: ISM Manufacturing, Construction Spending
  106. Question #7 for 2017: How much will wages increase in 2017?
  107. December 2016: Unofficial Problem Bank list declines to 169 Institutions, Q4 2016 Transition Matrix

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