2019

2019 1,427

December 2019

1. 31 DecLawler: US Population Growth Slowed Again in 2019
2. 31 DecUpdate: A few comments on the Seasonal Pattern for House Prices
3. 31 DecFannie Mae: Mortgage Serious Delinquency Rate decreased slightly in November
4. 31 DecCase-Shiller: National House Price Index increased 3.3% year-over-year in October
5. 30 DecTuesday: Case-Shiller House Prices
6. 30 DecQuestion #4 for 2020: Will the overall participation rate start declining in 2020, or will it move more sideways (or slightly up) in 2020?
7. 30 DecChicago PMI "Rose to 48.9 in December"
8. 30 DecQuestion #5 for 2020: How much will wages increase in 2020?
9. 30 DecDallas Fed: "Texas Manufacturing Activity Expands Modestly"
10. 30 DecNAR: "Pending Home Sales Expand 1.2% in November"
11. 29 DecMonday: Pending Home Sales, Dallas Fed Mfg
12. 29 DecDecember 2019: Unofficial Problem Bank list increased to 67 Institutions, Q4 2019 Transition Matrix
13. 28 DecSchedule for Week of December 29, 2019
14. 27 DecHotels: Occupancy Rate Increased Year-over-year
15. 27 DecPhilly Fed: State Coincident Indexes increased in 39 states in November
16. 27 DecQuestion #6 for 2020: Will the core inflation rate rise in 2020? Will too much inflation be a concern in 2020?
17. 27 DecQuestion #7 for 2020: Will the Fed cut or raise rates in 2020, and if so, by how much?
18. 26 DecQuestion #8 for 2020: How much will RI increase in 2020? How about housing starts and new home sales in 2020?
19. 26 DecBy Request, and Just For Fun: Stock Market as Barometer of Policy Success
20. 26 DecQuestion #9 for 2020: What will happen with house prices in 2020?
21. 26 DecWeekly Initial Unemployment Claims decreased to 222,000
22. 26 DecMBA: Mortgage Applications Decreased in Latest Weekly Survey
23. 25 DecMerry Christmas and Happy Holidays!
24. 24 DecQuestion #10 for 2020: Will housing inventory increase or decrease in 2020?
25. 24 Dec"Chemical Activity Barometer Is Stable In December"
26. 24 DecRichmond Fed: Manufacturing Activity Slowed in December
27. 23 DecFreddie Mac: Mortgage Serious Delinquency Rate increased slightly in November
28. 23 DecTen Economic Questions for 2020
29. 23 DecA few Comments on November New Home Sales
30. 23 DecNew Home Sales at 719,000 Annual Rate in November
31. 23 DecChicago Fed "Index points to a rebound in economic growth in November"
32. 23 DecMonday: New Home Sales, Durable Goods
33. 22 DecReview: Ten Economic Questions for 2019
34. 21 DecSchedule for Week of December 22, 2019
35. 20 DecBLS: November Unemployment rates at New Series Lows in Alabama, Alaska, Georgia, Illinois, Oregon and South Carolina
36. 20 DecQ4 GDP Forecasts: 1.3% to 2.1%
37. 20 DecKansas City Fed: "Tenth District Manufacturing Activity Decreased Further in December"
38. 20 DecPersonal Income increased 0.5% in November, Spending increased 0.4%
39. 20 DecQ3 GDP at 2.1% Annual Rate
40. 19 DecFriday: Q3 GDP, Nov Personal Income and Outlays and More
41. 19 DecComments on November Existing Home Sales
42. 19 DecNAR: Existing-Home Sales Decreased to 5.35 million in November
43. 19 DecPhilly Fed Manufacturing Suggests Activity "Flat" in December
44. 19 DecWeekly Initial Unemployment Claims decreased to 234,000
45. 18 DecThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
46. 18 DecPhoenix Real Estate in November: Sales up 7.0% YoY, Active Inventory Down 20.7% YoY
47. 18 DecLawler: Early Read on Existing Home Sales in November
48. 18 DecAIA: "Architecture Billings Index continues to show modest growth"
49. 18 DecMBA: Mortgage Applications Decreased in Latest Weekly Survey
50. 18 DecWednesday: MBA Mortgage Index, Architecture Billings Index
51. 17 DecCAR on California November Housing: Sales up 5.6% YoY, Inventory down 22.5%
52. 17 DecComments on November Housing Starts
53. 17 DecBLS: Job Openings "Edged up" to 7.3 Million in October
54. 17 DecIndustrial Production Increased in November
55. 17 DecHousing Starts increased to 1.365 Million Annual Rate in November
56. 17 DecTuesday: Housing Starts, Industrial Production, Job Openings
57. 16 DecSacramento Housing in November: Sales Down 4.8% YoY, Active Inventory down 33.6% YoY
58. 16 DecNAHB: Builder Confidence Increased to 76 in December, Highest since 1999
59. 16 DecNY Fed: Manufacturing "Business activity was little changed in New York State"
60. 16 DecMonday: Home Builder Survey, NY Fed Mfg
61. 15 DecMortgage Equity Withdrawal Positive in Q3
62. 14 DecSchedule for Week of December 15, 2019
63. 13 DecHotels: Occupancy Rate Decreased Slightly Year-over-year
64. 13 DecQ4 GDP Forecasts: 0.7% to 2.0%
65. 13 DecRetail Sales increased 0.2% in November
66. 13 DecFriday: Retail sales
67. 12 DecLA area Port Traffic Down Year-over-year in November
68. 12 DecFed's Flow of Funds: Household Net Worth Increased in Q3
69. 12 DecCoreLogic: 2 Million Homes with Negative Equity in Q3 2019
70. 12 DecWeekly Initial Unemployment Claims increased sharply to 252,000
71. 12 DecThursday: Unemployment Claims, Flow of Funds
72. 11 DecHouston Real Estate in November: Sales up 2% YoY, Inventory Up 5%
73. 11 DecFOMC Projections and Press Conference
74. 11 DecFOMC Statement: No Change to Policy
75. 11 DecCleveland Fed: Key Measures Show Inflation Above 2% YoY in November, Core PCE below 2%
76. 11 DecBLS: CPI increased 0.3% in November, Core CPI increased 0.2%
77. 11 DecMBA: Mortgage Applications Increased in Latest Weekly Survey
78. 11 DecWednesday: FOMC Announcement, CPI
79. 10 DecSeattle Real Estate in November: Sales up 21.7% YoY, Inventory down 21.1% YoY
80. 10 DecPublic and Private Sector Payroll Jobs During Presidential Terms
81. 10 DecSmall Business Optimism Index Increased in November
82. 10 Dec"Mortgage Rates Snap Back to Lower Levels"
83. 9 DecRemembering Paul Volcker: 2005 Speech at Stanford
84. 9 DecFOMC Preview
85. 9 DecBlack Knight Mortgage Monitor for October; Cash-Out Refinances Increase
86. 9 DecSunday Night Futures
87. 8 DecHotels: Occupancy Rate Decreased Sharply Year-over-year due to Timing of Thanksgiving
88. 7 DecSchedule for Week of December 8, 2019
89. 6 DecAAR: November Rail Carloads down 7.5% YoY, Intermodal Down 7.4% YoY
90. 6 DecLas Vegas Real Estate in November: Sales up 3% YoY, Inventory down 4% YoY
91. 6 DecQ4 GDP Forecasts: 0.6% to 2.0%
92. 6 DecComments on November Employment Report
93. 6 DecNovember Employment Report: 266,000 Jobs Added, 3.5% Unemployment Rate
94. 6 DecFriday: Employment Report
95. 5 DecGoldman: November Payrolls Preview
96. 5 DecNovember Employment Preview
97. 5 DecTrade Deficit decreased to $47.2 Billion in October
98. 5 DecWeekly Initial Unemployment Claims decrease to 203,000
99. 5 DecThursday: Trade Deficit, Unemployment Claims
100. 4 DecBlack Knight: House Price Index up 0.3% in October, Up 4.3% year-over-year
101. 4 DecISM Non-Manufacturing Index decreased to 53.9% in November
102. 4 DecBEA: November Vehicles Sales increased to 17.1 Million SAAR
103. 4 DecADP: Private Employment increased 67,000 in November
104. 4 DecMBA: Mortgage Applications Decreased in Latest Weekly Survey
105. 4 DecWednesday: ADP Employment, ISM Non-Mfg
106. 3 DecIs the Future still Bright?
107. 3 DecCoreLogic: House Prices up 3.5% Year-over-year in October
108. 3 Dec30 Year Mortgage Rates at 3.75% Top Tier Scenarios
109. 2 DecUpdate: Framing Lumber Prices Up Year-over-year
110. 2 DecConstruction Spending Decreased in October
111. 2 DecISM Manufacturing index Decreased to 48.1 in November
112. 1 DecMonday: ISM Manufacturing, Construction Spending
113. 1 DecHotels: Occupancy Rate Increased Sharply Year-over-year due to Timing of Thanksgiving

November 2019

1. 30 NovSchedule for Week of December 1, 2019
2. 29 NovNovember 2019: Unofficial Problem Bank list Decreased to 65 Institutions
3. 29 NovQ4 GDP Forecasts: 0.8% to 2.0%
4. 29 NovSTR: Hotel RevPAR "Upcycle Over"
5. 28 NovFive Economic Reasons to be Thankful
6. 27 NovFannie Mae: Mortgage Serious Delinquency Rate decreased slightly in October
7. 27 NovZillow Case-Shiller Forecast: Similar YoY Price Gains in October compared to September
8. 27 NovPersonal Income increased Slightly in October, Spending increased 0.3%, Core PCE increase 0.1%
9. 27 NovNAR: "Pending Home Sales Decline 1.7% in October"
10. 27 NovWeekly Initial Unemployment Claims decrease to 213,000
11. 27 NovQ3 GDP Revised Up to 2.1% Annual Rate
12. 27 NovMBA: Mortgage Applications Increased in Latest Weekly Survey
13. 27 NovWednesday: GDP, Unemployment Claims, Durable Goods, Personal Income & Outlays, Pending Home Sales, Beige Book
14. 26 NovFreddie Mac: Mortgage Serious Delinquency Rate unchanged in October
15. 26 NovRichmond Fed: Manufacturing Activity Softened in November
16. 26 NovA few Comments on October New Home Sales
17. 26 NovNew Home Sales at 733,000 Annual Rate in October, New Cycle High in September
18. 26 NovCase-Shiller: National House Price Index increased 3.2% year-over-year in September
19. 26 NovTuesday: Case-Shiller, New Home Sales, Richmond Fed Mfg
20. 26 NovFed Chair Powell: "Building on the Gains from the Long Expansion"
21. 25 NovMortgage Rates at 3.75% Fixed (Top Tier Scenarios)
22. 25 NovDallas Fed: "Texas Manufacturing Activity Weakens Slightly"
23. 25 NovBlack Knight's First Look: National Mortgage Delinquency Rate Decreased in October
24. 25 NovChicago Fed "Index Suggests Economic Growth Slowed Further in October"
25. 24 NovSunday Night Futures
26. 24 NovHotels: Occupancy Rate Decreased Year-over-year
27. 23 NovSchedule for Week of November 24, 2019
28. 22 NovPhilly Fed: State Coincident Indexes increased in 33 states in October
29. 22 NovQ4 GDP Forecasts: 0.4% to 1.9%
30. 22 NovKansas City Fed: "Tenth District Manufacturing Activity Continued to Decline Modestly in November"
31. 22 NovOne Year Ago: "Is a Recession Coming?"
32. 22 Nov"Mortgage Rates Steady Despite Bond Market Weakness"
33. 21 NovVideo: "2020 Economic Forecast featuring the UCI Paul Merage School of Business"
34. 21 NovComments on October Existing Home Sales
35. 21 NovNAR: Existing-Home Sales Increased to 5.46 million in October
36. 21 NovPhilly Fed Manufacturing shows "Overall Growth in November"
37. 21 NovWeekly Initial Unemployment Claims at 227,000
38. 21 NovThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
39. 20 NovCAR on California October Housing: Sales up 1.9% YoY, Inventory down 18%
40. 20 NovFOMC Minutes: "Most participants judged that the stance of policy, after a 25 basis point reduction at this meeting, would be well calibrated"
41. 20 NovAIA: "Architecture Billings Index Rebounds After Two Down Months"
42. 20 NovMBA: Mortgage Applications Decreased in Latest Weekly Survey
43. 19 NovWednesday: FOMC Minutes
44. 19 NovPhoenix Real Estate in October: Sales up 9.3% YoY, Active Inventory Down 20.7% YoY
45. 19 NovSacramento Housing in October: Sales Up 7.1% YoY, Active Inventory DOWN 25% YoY
46. 19 NovBLS: October Unemployment rates at New Series Lows in Alabama, California, Maine and South Carolina
47. 19 NovComments on October Housing Starts
48. 19 NovHousing Starts increased to 1.314 Million Annual Rate in October
49. 18 NovTuesday: Housing Starts
50. 18 NovLawler: Early Read on Existing Home Sales in October
51. 18 NovMortgage Rates and Ten Year Yield
52. 18 NovNAHB: "Builder Confidence Holds Firm in November"
53. 18 NovSunday Night Futures
54. 17 NovHotels: Occupancy Rate Increased Slightly Year-over-year
55. 16 NovSchedule for Week of November 17, 2019
56. 15 NovQ4 GDP Forecasts: 0.3% to 1.5%
57. 15 NovNY Fed: Manufacturing "Business activity was little changed in New York State"
58. 15 NovIndustrial Production Decreased in October
59. 15 NovRetail Sales increased 0.3% in October
60. 14 NovFriday: Retail Sales, NY Fed Mfg, Industrial Production
61. 14 NovLooking back: "The Cupboard is Full"
62. 14 NovMBA: "Mortgage Delinquencies Fall to Lowest Level in Nearly 25 Years"
63. 14 NovWeekly Initial Unemployment Claims increased to 225,000
64. 13 NovThursday: PPI, Unemployment Claims, Fed Chair Powell Testimony
65. 13 NovCleveland Fed: Key Measures Show Inflation Above 2% YoY in October, Core PCE below 2%
66. 13 NovNY Fed Q3 Report: "Household Debt Continues to Climb in Third Quarter as Mortgage and Auto Loan Originations Grow"
67. 13 NovFed Chair Powell: The Economic Outlook
68. 13 NovHouston Real Estate in October: Sales up 6% YoY, Inventory Up 7%
69. 13 NovBLS: CPI increased 0.4% in October, Core CPI increased 0.2%
70. 13 NovMBA: Mortgage Applications Increased in Latest Weekly Survey
71. 13 NovWednesday: CPI, Fed Chair Powell Testimony, Q3 Quarterly Report on Household Debt and Credit
72. 12 NovLeading Index for Commercial Real Estate Increased in October
73. 12 NovSmall Business Optimism Index Increased Slightly in October
74. 11 NovLas Vegas: Convention Attendance and Visitor Traffic up Slightly in 2019 Through September
75. 11 NovU.S. Heavy Truck Sales up 3% Year-over-year in October
76. 11 NovLA area Port Traffic Down Year-over-year in October
77. 10 NovSunday Night Futures
78. 10 NovUpdate on Yield Curve
79. 9 NovSchedule for Week of November 10, 2019
80. 8 NovAAR: October Rail Carloads down 8.4% YoY, Intermodal Down 7.8% YoY
81. 8 NovEarly Q4 GDP Forecasts: 0.7% to 2.1%
82. 8 NovHotels: Occupancy Rate Decreased Year-over-year
83. 7 NovSeattle Real Estate in October: Sales up 7.6% YoY, Inventory down 9.3% YoY
84. 7 NovMBA 2020 Economic and Morgage Forecast: Forecasting 0.9% GDP Growth in 2020
85. 7 NovWeekly Initial Unemployment Claims decreased to 211,000
86. 7 NovThursday: Unemployment Claims
87. 6 NovFirst Look: 2020 Housing Forecasts
88. 6 NovLas Vegas Real Estate in October: Sales up 7% YoY, Inventory up 6% YoY
89. 6 NovMBA: Mortgage Applications Decreased in Latest Weekly Survey
90. 5 NovISM Non-Manufacturing Index increased to 54.7% in October
91. 5 NovBLS: Job Openings "Edged down" to 7.0 Million in September
92. 5 NovCoreLogic: House Prices up 3.5% Year-over-year in September
93. 5 NovTrade Deficit decreased to $52.5 Billion in September
94. 5 NovTuesday: Trade Deficit, Job Openings, ISM Non-Mfg
95. 4 NovBEA: October Vehicles Sales decreased to 16.6 Million SAAR
96. 4 NovZillow Case-Shiller Forecast: Similar YoY Price Gains in September compared to August
97. 4 NovUpdate: Framing Lumber Prices Up Year-over-year
98. 4 NovBlack Knight Mortgage Monitor for September: "Early-Stage Delinquencies Continue to Rise Among Purchase Loans"
99. 4 NovSunday Night Futures
100. 3 NovHotels: Occupancy Rate Decreased Year-over-year, RevPAR upcycle Near End
101. 2 NovSchedule for Week of November 3, 2019
102. 1 NovComments on October Employment Report
103. 1 NovConstruction Spending Increased in October, Down 2.0% YoY
104. 1 NovISM Manufacturing index at 48.3 in October
105. 1 NovOctober Employment Report: 148,000 Jobs Added ex-Census, 3.6% Unemployment Rate

October 2019

1. 31 OctFriday: Employment Report, ISM Manufacturing, Construction Spending
2. 31 OctFannie Mae: Mortgage Serious Delinquency Rate increased slightly in September
3. 31 OctOctober Employment Preview: Take the Under
4. 31 OctQ3 2019 GDP Details on Residential and Commercial Real Estate
5. 31 OctPersonal Income increased 0.3% in September, Spending increased 0.2%
6. 31 OctWeekly Initial Unemployment Claims increased to 218,000
7. 30 OctThursday: Personal Income & Outlays, Unemployment Claims
8. 30 OctFOMC Statement: 25bp Decrease
9. 30 OctQ3 GDP: Investment
10. 30 OctBEA: Real GDP increased at 1.9% Annualized Rate in Q3
11. 30 OctADP: Private Employment increased 125,000 in October
12. 30 OctMBA: Mortgage Applications Increased in Latest Weekly Survey
13. 30 OctWednesday: GDP, FOMC Announcement, ADP Employment
14. 29 OctUpdate: A few comments on the Seasonal Pattern for House Prices
15. 29 OctHVS: Q3 2019 Homeownership and Vacancy Rates
16. 29 OctNAR: "Pending Home Sales Rise 1.5% in September"
17. 29 OctCase-Shiller: National House Price Index increased 3.2% year-over-year in August
18. 28 OctTuesday: Case-Shiller House Prices, Pending Home Sales
19. 28 OctFOMC Preview
20. 28 OctDallas Fed: "Pace of Texas Manufacturing Expansion Slows"
21. 28 OctChicago Fed "Index Points to Slower Economic Growth in September"
22. 27 OctSunday Night Futures
23. 27 OctOctober 2019: Unofficial Problem Bank list Decreased to 71 Institutions
24. 26 OctSchedule for Week of October 27, 2019
25. 25 OctMy Slide Deck: "2020 Economic Forecast featuring the UCI Paul Merage School of Business"
26. 25 OctQ3 GDP Forecasts: Under 2.0%
27. 25 OctHotels: Occupancy Rate Decreased Year-over-year
28. 24 OctFreddie Mac: Mortgage Serious Delinquency Rate unchanged in September
29. 24 OctBlack Knight's First Look: National Mortgage Delinquency Rate Increased Seasonally in September, Foreclosure Inventory Lowest Since 2005
30. 24 OctA few Comments on September New Home Sales
31. 24 OctKansas City Fed: "Tenth District Manufacturing Eased Slightly in October"
32. 24 OctNew Home Sales decreased to 701,000 Annual Rate in September
33. 24 OctWeekly Initial Unemployment Claims decreased to 212,000
34. 24 OctThursday: New Home Sales, Unemployment Claims
35. 23 OctPhilly Fed: State Coincident Indexes increased in 39 states in September
36. 23 OctAIA: "Architecture Billings Index downturn moderates as challenging conditions continue"
37. 23 OctFHFA House Price Index Up 0.2 Percent in August; Up 4.6 Percent from Last Year
38. 23 OctMBA: Mortgage Applications Decreased in Latest Weekly Survey
39. 23 OctWednesday: FHFA House Prices, Architecture Billings Index
40. 22 OctNMHC: Apartment Market Tightness Index indicates tighter conditions in October
41. 22 OctRichmond Fed: "Manufacturing Activity Strengthened in October"
42. 22 OctComments on September Existing Home Sales
43. 22 OctNAR: Existing-Home Sales Decreased to 5.38 million in September
44. 22 OctTuesday: Existing Home Sales, Richmond Fed Mfg
45. 21 OctPhoenix Real Estate in September: Sales up 13.8% YoY, Active Inventory Down 16.3% YoY
46. 21 OctReal GDP Annual and Quarterly
47. 21 OctQuarterly Housing Starts by Intent
48. 21 OctThe Impact of the GM Strike on October Employment
49. 21 OctSunday Night Futures
50. 20 OctHotels: Occupancy Rate Decreased Year-over-year
51. 19 OctSchedule for Week of October 20, 2019
52. 18 OctQ3 GDP Forecasts: Under 2%
53. 18 OctBLS: September Unemployment rates at New Series Lows in Alabama, California, Illinois, New Jersey and South Carolina
54. 18 OctLawler: Early Read on Existing Home Sales in September
55. 17 OctLA area Port Traffic Down Year-over-year in September
56. 17 OctComments on September Housing Starts
57. 17 OctPhilly Fed Manufacturing shows slow Growth in October
58. 17 OctIndustrial Production Decreased in September
59. 17 OctHousing Starts decreased to 1.256 Million Annual Rate in September
60. 17 OctWeekly Initial Unemployment Claims increased to 214,000
61. 16 OctThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg, Industrial Production
62. 16 OctCAR on California Housing: Low Rates "Bolster" Sales in September
63. 16 OctNAHB: "Builder Confidence Hits 20-Month High"
64. 16 OctRetail Sales decreased 0.3% in September
65. 16 OctMBA: Mortgage Applications Increased in Latest Weekly Survey
66. 16 OctWednesday: Retail Sales, Homebuilder Survey
67. 15 OctHousing and Recessions
68. 15 OctNY Fed: Manufacturing "Business activity grew slightly in New York State"
69. 15 OctTuesday: NY Fed Mfg
70. 14 OctUpdate: Real Estate Agent Boom and Bust
71. 14 OctOil Prices
72. 14 OctSunday Night Futures
73. 13 OctU.S. Heavy Truck Sales down 5% Year-over-year in September
74. 12 OctSchedule for Week of October 13, 2019
75. 11 OctSacramento Housing in September: Sales Up 5.7% YoY, Active Inventory DOWN 24% YoY
76. 11 OctQ3 GDP Forecast: Just Under 2%
77. 11 OctLeading Index for Commercial Real Estate Increased in September
78. 11 OctHotels: Occupancy Rate Decreased Year-over-year
79. 10 OctHouse Prices to National Average Wage Index
80. 10 OctHouston Real Estate in September: Sales up 9.5% YoY, Inventory Up 7%
81. 10 OctCleveland Fed: Key Measures Show Inflation Above 2% YoY in September, Core PCE below 2%
82. 10 OctCost of Living Adjustment increases 1.6% in 2020, Contribution Base increased to $137,700
83. 10 OctWeekly Initial Unemployment Claims decreased to 210,000
84. 10 OctBLS: CPI unchanged in September, Core CPI increased 0.1%
85. 10 OctThursday: CPI, Unemployment Claims
86. 9 OctFOMC Minutes: "More concerned about risks associated with trade tensions and adverse geopolitical developments"
87. 9 OctBLS: Job Openings "Little Changed" at 7.1 Million in August
88. 9 OctMBA: Mortgage Applications Increased in Latest Weekly Survey
89. 9 OctWednesday: Job Openings, FOMC Minutes
90. 8 OctSeattle Real Estate in September: Sales up 12.3% YoY, Inventory down Slightly YoY
91. 8 OctFed Chair Powell: "Data-Dependent Monetary Policy in an Evolving Economy"
92. 8 Oct2020 Economic Forecast featuring the UCI Paul Merage School of Business
93. 8 OctLas Vegas Real Estate in September: Sales up 14% YoY, Inventory up 22% YoY
94. 8 OctSmall Business Optimism Index Decreased in September
95. 8 OctTuesday: Small Business Optimism, PPI, Fed Chair Powell Speaks
96. 7 OctA few comments on WaPo story: "Federal government has dramatically expanded exposure to risky mortgages"
97. 7 OctUpdate: Framing Lumber Prices Mostly Unchanged Year-over-year
98. 7 OctBlack Knight Mortgage Monitor for August: National Delinquency Rate near Series Low
99. 7 OctSunday Night Futures
100. 6 OctHotels: Occupancy Rate "Dipped" Year-over-year
101. 5 OctSchedule for Week of October 6, 2019
102. 4 OctAAR: September Rail Carloads down 7.0% YoY, Intermodal Down 4.6% YoY
103. 4 OctPublic and Private Sector Payroll Jobs During Presidential Terms
104. 4 OctQ3 GDP Forecasts: Just Under 2%
105. 4 OctTrade Deficit increased to $54.9 Billion in August
106. 4 OctComments on September Employment Report
107. 4 OctSeptember Employment Report: 136,000 Jobs Added, 3.5% Unemployment Rate
108. 3 OctFriday: Employment Report, Trade Deficit
109. 3 OctGoldman: September Payrolls Preview
110. 3 OctReis: Mall Vacancy Rate Mixed in Q3 2019
111. 3 OctSeptember Employment Preview
112. 3 OctISM Non-Manufacturing Index decreased to 52.6% in September
113. 3 OctWeekly Initial Unemployment Claims increased to 219,000
114. 3 OctThursday: Unemployment Claims, ISM non-Mfg
115. 2 OctReminder on Temporary Decennial Census Hiring; Expect about 15,000 Temp Jobs in September Report
116. 2 OctLawler: “Off-Calendar” Census Population Projection Update Coming; To Include Alternative Migration Scenarios
117. 2 OctBEA: September Vehicles Sales increased to 17.2 Million SAAR
118. 2 OctADP: Private Employment increased 135,000 in September
119. 2 OctMBA: Mortgage Applications Increased in Latest Weekly Survey
120. 1 OctWednesday: ADP Employment, Vehicle Sales
121. 1 OctReis: Office Vacancy Rate unchanged in Q3 at 16.8%
122. 1 OctConstruction Spending Increased Slightly in August, Down 1.9% YoY
123. 1 OctISM Manufacturing index Decreased to 47.8 in September
124. 1 OctCoreLogic: House Prices up 3.6% Year-over-year in August
125. 1 OctTuesday: ISM Mfg, Construction Spending

September 2019

1. 30 SepFannie Mae: Mortgage Serious Delinquency Rate Unchanged in August
2. 30 SepChicago PMI "Drifts to 47.1 in September", Lowest Quarter since 2009
3. 30 SepDallas Fed: "Texas Manufacturing Expansion Continues"
4. 30 SepSeptember Vehicle Sales Forecast: 16.8 Million SAAR
5. 30 SepSunday Night Futures
6. 29 SepSept 2019: Unofficial Problem Bank list decreased to 74 Institutions, Q3 2019 Transition Matrix
7. 28 SepSchedule for Week of September 29, 2019
8. 27 SepReis: Apartment Vacancy Rate unchanged in Q3 at 4.7%
9. 27 SepQ3 GDP Forecasts: Around 2.0%
10. 27 SepPhilly Fed: State Coincident Indexes increased in 40 states in August
11. 27 SepPersonal Income increased 0.4% in August, Spending increased 0.1%
12. 27 SepFriday: Personal Income and Outlays, Durable Goods
13. 26 SepFreddie Mac: Mortgage Serious Delinquency Rate unchanged in August
14. 26 SepMerrill on September Employment
15. 26 SepKansas City Fed: "Tenth District Manufacturing Edged Down in September"
16. 26 SepNAR: "Pending Home Sales Grow 1.6% in August"
17. 26 SepWeekly Initial Unemployment Claims increased to 213,000
18. 26 SepQ2 GDP Third Estimate: 2.0% Annual Rate
19. 25 SepThursday: GDP, Unemployment Claims, Pending Home Sales
20. 25 Sep"Chemical Activity Barometer Rises in September"
21. 25 SepZillow Case-Shiller Forecast: Slower YoY Price Gains in August compared to July
22. 25 SepA few Comments on August New Home Sales
23. 25 SepNew Home Sales increased to 713,000 Annual Rate in August
24. 25 SepMBA: Mortgage Applications Decreased in Latest Weekly Survey
25. 24 SepWednesday: New Home Sales
26. 24 SepFHFA House Price Index Up 5.0% Year-over-year
27. 24 SepUpdate: A few comments on the Seasonal Pattern for House Prices
28. 24 SepReal House Prices and Price-to-Rent Ratio in July
29. 24 SepRichmond Fed: "Manufacturing Activity Softened in September"
30. 24 SepCase-Shiller: National House Price Index increased 3.2% year-over-year in July
31. 23 SepTuesday: Case-Shiller House Prices, Richmond Fed Mfg Survey
32. 23 SepNAHB: "55+ Housing Market Remains Solid in Second Quarter"
33. 23 SepBlack Knight's First Look: National Mortgage Delinquency Rate Decreased in August, Foreclosure Inventory Lowest Since 2005
34. 23 SepChicago Fed "Index Points to a Pickup in Economic Growth in August"
35. 23 SepSunday Night Futures
36. 22 SepHotels: Occupancy Rate Unchanged Year-over-year
37. 21 SepSchedule for Week of September 22, 2019
38. 20 SepMortgage Equity Withdrawal Positive in Q2
39. 20 SepFed's Flow of Funds: Household Net Worth Increased in Q2
40. 20 SepQ3 GDP Forecasts: Around 2.0%
41. 20 SepBLS: August Unemployment rates at New Series Lows in Alabama, Alaska, Illinois, Maine and New Jersey
42. 20 SepCoreLogic: 2 Million Homes with Negative Equity in Q2 2019
43. 19 SepFriday: Q2 Flow of Funds
44. 19 SepRevisiting: Has Housing Market Activity Peaked?
45. 19 SepComments on August Existing Home Sales
46. 19 SepNAR: Existing-Home Sales Increased to 5.49 million in August
47. 19 SepPhilly Fed Manufacturing shows Continued Expansion in September, At Slower Pace
48. 19 SepWeekly Initial Unemployment Claims increased to 208,000
49. 18 SepThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
50. 18 SepFOMC Projections and Press Conference
51. 18 SepFOMC Statement: 25bp Decrease
52. 18 SepAIA: "Substantial Decline in Architecture Billings"
53. 18 SepComments on August Housing Starts
54. 18 SepHousing Starts increase to 1.364 Million Annual Rate in August, Highest in 12 Years
55. 18 SepMBA: Mortgage Applications "Flat" in Latest Weekly Survey
56. 17 SepWednesday: FOMC Announcement, Housing Starts
57. 17 SepLawler: Early Read on Existing Home Sales in August
58. 17 SepCAR on California: "Low interest rates boost California housing market"
59. 17 SepNAHB: "Builder Confidence Hits Yearly High in September "
60. 17 SepIndustrial Production Increased in August
61. 16 SepTuesday: Industrial Production, Homebuilder Survey
62. 16 SepPhoenix Real Estate in August: Sales up 8.6% YoY, Active Inventory Down 16.6% YoY
63. 16 SepUpdate: Predicting the Next Recession
64. 16 SepHotels: Some Analyis of Short Term Rentals; Occupancy Rate Decreased Year-over-year
65. 16 SepNY Fed: Manufacturing "Business activity was little changed in New York State"
66. 15 SepSunday Night Futures
67. 15 SepFOMC Preview
68. 14 SepSchedule for Week of September 15, 2019
69. 13 Sep"Mortgage Rates' Week Goes From Bad to Worse"
70. 13 SepQ3 GDP Forecasts: Around 1.5% to 2.0%
71. 13 SepSacramento Housing in August: Sales Down 6.5% YoY, Active Inventory DOWN 22% YoY
72. 13 SepRetail Sales increased 0.4% in August
73. 13 SepFriday: Retail Sales
74. 12 SepLA area Port Traffic Down Year-over-year in August
75. 12 SepEarly Look at 2020 Cost-Of-Living Adjustments and Maximum Contribution Base
76. 12 SepCleveland Fed: Key Measures Show Inflation Above 2% YoY in August, Core PCE below 2%
77. 12 SepBLS: CPI increased 0.1% in August, Core CPI increased 0.3%
78. 12 SepWeekly Initial Unemployment Claims decreased to 204,000
79. 11 SepThursday: CPI, Unemployment Claims
80. 11 SepMerrill on Retail "Consumer demand pulled back in August"
81. 11 SepHouston Real Estate in August: Sales up 4% YoY, Inventory Up 8%
82. 11 SepEmployment: August Diffusion Indexes
83. 11 SepMBA: Mortgage Applications Increased in Latest Weekly Survey
84. 10 SepWednesday: PPI
85. 10 SepPort of Los Angeles: Imports increased, Exports decreased in August
86. 10 SepSeattle Real Estate in August: Sales up 5.1% YoY, Inventory up 25% YoY from Low Levels
87. 10 SepBLS: Job Openings "Little Changed" at 7.2 Million in July
88. 10 SepSmall Business Optimism Index Decreased in August
89. 9 SepTuesday: Job Openings
90. 9 SepLas Vegas: Convention Attendance and Visitor Traffic up Slightly in 2019 Through July
91. 9 SepUpdate on Decennial Census Hiring
92. 9 SepAAR: August Rail Carloads down 4.6% YoY, Intermodal Down 5.4% YoY
93. 9 SepBlack Knight Mortgage Monitor for July: National Delinquency Rate near Series Low
94. 9 SepSunday Night Futures
95. 8 SepHotels: Occupancy Rate Decreased Year-over-year
96. 7 SepSchedule for Week of September 8, 2019
97. 6 SepPublic and Private Sector Payroll Jobs During Presidential Terms
98. 6 SepLas Vegas Real Estate in August: Sales up 1.4% YoY, Inventory up 37% YoY
99. 6 SepQ3 GDP Forecasts: Mid-to-high 1%
100. 6 SepComments on August Employment Report
101. 6 SepAugust Employment Report: 105,000 Jobs Added Ex-Census, 3.7% Unemployment Rate
102. 5 SepFriday: Employment Report, Fed Chair Powell Speaks
103. 5 SepGoldman: August Payrolls Preview
104. 5 SepAugust Employment Preview
105. 5 SepBEA: August Vehicles Sales increased to 17.0 Million SAAR
106. 5 SepISM Non-Manufacturing Index increased to 56.4% in August
107. 5 SepWeekly Initial Unemployment Claims increased to 217,000
108. 5 SepADP: Private Employment increased 195,000 in August
109. 4 SepThursday: ADP Employment, Unemployment Claims, ISM Non-Mfg Index
110. 4 SepFed's Beige Book: Economic Growth "Modest", Labor Market "Tight"
111. 4 SepBLS: Employment Projections: 2018-2028
112. 4 SepTrade Deficit decreased to $54.0 Billion in July
113. 4 SepMBA: Mortgage Applications Decreased in Latest Weekly Survey
114. 3 Sep"Mortgage Rates Set Another Long-Term Low"
115. 3 SepUpdate: Framing Lumber Prices Down 20% Year-over-year
116. 3 SepConstruction Spending Increased Slightly in July, Down 2.7% YoY
117. 3 SepISM Manufacturing index Decreased to 49.1 in August
118. 3 SepCoreLogic: House Prices up 3.6% Year-over-year in July
119. 2 SepTuesday: ISM Manufacturing, Construction Spending
120. 2 SepLooking Ahead August NFP: Decennial Census Hiring and August Employment Revisions
121. 1 SepAugust 2019: Unofficial Problem Bank list increased to 76 Institutions

August 2019

1. 31 AugSchedule for Week of September 1, 2019
2. 30 AugFannie Mae: Mortgage Serious Delinquency Rate Declined in July, Lowest Since June 2007
3. 30 AugHurricanes and Economic Data
4. 30 AugQ3 GDP Forecasts: Around 2%
5. 30 AugPersonal Income increased 0.1% in July, Spending increased 0.6%
6. 29 AugFriday: Personal Income and Outlays
7. 29 AugBy Request, and Just For Fun: Stock Market as Barometer of Policy Success
8. 29 AugHotels: Occupancy Rate Increased Year-over-year
9. 29 AugNAR: "Pending Home Sales Decline 2.5% in July"
10. 29 AugWeekly Initial Unemployment Claims increased to 215,000
11. 29 AugQ2 GDP Revised Down to 2.0% Annual Rate
12. 28 AugThursday: GDP, Unemployment Claims, Pending Home Sales
13. 28 AugBlack Knight on "Tappable Equity"
14. 28 AugZillow Case-Shiller Forecast: Lower YoY Price Gains in July compared to June
15. 28 AugReal House Prices and Price-to-Rent Ratio in June
16. 28 AugMBA: Mortgage Applications Decreased in Latest Weekly Survey
17. 28 Aug2020 Economic Forecast featuring the UCI Paul Merage School of Business
18. 27 Aug"Chemical Activity Barometer Down in August"
19. 27 AugUpdate: A few comments on the Seasonal Pattern for House Prices
20. 27 AugRichmond Fed: "Manufacturing Activity Was Moderate in August"
21. 27 AugCase-Shiller: National House Price Index increased 3.1% year-over-year in June
22. 26 AugTuesday: Case-Shiller House Prices, Richmond Fed Mfg
23. 26 AugFreddie Mac: Mortgage Serious Delinquency Rate declined in July
24. 26 AugMerrill and Goldman on Housing
25. 26 AugDallas Fed: "Texas Manufacturing Expansion Picks Up Pace"
26. 26 AugChicago Fed "Index points to slower economic growth in July"
27. 26 AugSunday Night Futures
28. 25 AugHotels: Occupancy Rate Decreased Year-over-year
29. 24 AugSchedule for Week of August 25, 2019
30. 23 AugLawler: Updated “Demographic” Outlook Using Recent Population Estimates by Age
31. 23 AugA few Comments on July New Home Sales
32. 23 AugQ3 GDP Forecasts: Around 2%
33. 23 AugFed Chair Powell: "Challenges for Monetary Policy"
34. 23 AugNew Home Sales decreased to 635,000 Annual Rate in July, Sales in June revised up to New Cycle High
35. 22 AugFriday: New Home Sales, Fed Chair Powell
36. 22 AugPhilly Fed: State Coincident Indexes increased in 37 states in July
37. 22 AugKansas City Fed: "Tenth District Manufacturing Declined in August"
38. 22 AugBlack Knight: "Mortgage Delinquencies See Strong Recovery from June Spike"
39. 22 AugWeekly Initial Unemployment Claims decreased to 209,000
40. 21 AugThursday: Unemployment Claims
41. 21 AugFOMC Minutes: A Wide Range of Views
42. 21 AugAIA: "Architecture Billings Index Continues Its Streak of Soft Readings"
43. 21 AugComments on July Existing Home Sales
44. 21 AugEmployment: Preliminary annual benchmark revision shows downward adjustment of 501,000 jobs
45. 21 AugNAR: Existing-Home Sales Increased to 5.42 million in July
46. 21 AugMBA: Mortgage Applications Decreased in Latest Weekly Survey
47. 20 AugWednesday: Existing Home Sales, FOMC Minutes, BLS Preliminary Benchmark Revision and More
48. 20 Aug"ATA Truck Tonnage Index Surged 6.6% in July"
49. 20 AugUpdate: The Failed Promises of the 2017 Tax Cuts and Jobs Act (TCJA)
50. 20 AugExisting Home Sales: Lawler vs. the Consensus
51. 20 Aug30 Year Fixed Mortgage: 3.5% to 3.625%
52. 19 AugHousing Inventory Tracking
53. 19 AugLos Angeles Area Home Sales Unchanged YoY in July, Inventory Down 1% YoY
54. 19 AugThe Failed Promises of the 2017 Tax Cuts and Jobs Act (TCJA)
55. 19 AugPhoenix Real Estate in July: Sales up 10% YoY, Active Inventory Down 14% YoY
56. 19 AugSunday Night Futures
57. 18 AugHotels: Occupancy Rate Decreased Year-over-year
58. 17 AugSchedule for Week of August 18, 2019
59. 16 AugLawler: Early Read on Existing Home Sales in July
60. 16 AugSacramento Housing in July: Sales Up 6% YoY, Active Inventory DOWN 16% YoY
61. 16 AugQ3 GDP Forecasts: Around 2%
62. 16 AugBLS: July Unemployment rates at New Series Lows in Alabama, Arkansas, Maine and New Jersey
63. 16 AugComments on July Housing Starts
64. 16 AugHousing Starts decline to 1.191 Million Annual Rate in July
65. 15 AugFriday: Housing Starts
66. 15 AugEarlier: NY and Philly Fed Mfg Surveys
67. 15 AugCAR on California: "California home sales perk up in July"
68. 15 AugNAHB: "Builder Confidence Trending Higher as Interest Rates Move Lower"
69. 15 AugIndustrial Production Decreased in July
70. 15 AugRetail Sales increased 0.7% in July
71. 15 AugWeekly Initial Unemployment Claims increased to 220,000
72. 14 AugThursday: Retail Sales, Unemployment Claims, Industrial Production, NY and Philly Fed Mfg Surveys, Homebuilder Confidence
73. 14 AugDon't Freak Out about the Yield Curve
74. 14 AugHouston Real Estate in July: All Time Record One-Month Sales, Sales up 11% YoY, Inventory Up 10%
75. 14 AugMBA: Mortgage Applications Increased Sharply in Latest Weekly Survey
76. 13 AugEarly Look at 2020 Cost-Of-Living Adjustments and Maximum Contribution Base
77. 13 AugCleveland Fed: Key Measures Show Inflation Above 2% YoY in July, Core PCE below 2%
78. 13 AugNY Fed Q2 Report: "Total Household Debt Climbs for 20th Straight Quarter as Mortgage Debt and Originations Rise"
79. 13 AugMBA: "Mortgage Delinquencies Rise in the Second Quarter of 2019"
80. 13 AugSmall Business Optimism Index Increased in July
81. 13 AugBLS: CPI increased 0.3% in July, Core CPI increased 0.3%
82. 12 AugTuesday: CPI, Q2 Quarterly Report on Household Debt and Credit
83. 12 AugCensus Bureau to Hire "about 40,000" Temp Workers Now
84. 12 AugLA area Port Traffic Down Year-over-year in July
85. 12 AugAAR: July Rail Carloads down 4.8% YoY, Intermodal Down 6.1% YoY
86. 11 AugGoldman: "A Bigger Growth Hit from the Trade War"
87. 10 AugSchedule for Week of August 11, 2019
88. 9 AugVehicle Sales: Fleet Turnover Ratio
89. 9 AugBEA: July Vehicles Sales decreased to 16.8 Million SAAR
90. 9 AugQ3 GDP Forecasts: 1.6% to 1.9%
91. 9 AugMerrill: "We are worried, Recession risks are rising"
92. 8 Aug"No, Mortgage Rates Are No Longer "Sharply Lower" This Week!"
93. 8 AugFannie and Freddie: Combined REO inventory declined in Q2, Down 18% Year-over-year
94. 8 AugHotels: Occupancy Rate Decreased Year-over-year
95. 8 AugSeattle Real Estate in July: Sales up 1.3% YoY, Inventory up 45% YoY from Low Levels
96. 8 AugWeekly Initial Unemployment Claims decreased to 209,000
97. 8 AugThursday: Unemployment Claims
98. 7 AugReal House Prices and Price-to-Rent Ratio in May
99. 7 AugMortgage Rates and Ten Year Yield
100. 7 AugLas Vegas Real Estate in July: Sales down 2% YoY, Inventory up 71% YoY
101. 7 AugMBA: Mortgage Applications Increased in Latest Weekly Survey
102. 6 AugSummer Teen Employment
103. 6 AugBLS: Job Openings "Little Changed" at 7.3 Million in June
104. 6 AugCoreLogic: House Prices up 3.4% Year-over-year in June
105. 6 AugTuesday: Job Openings
106. 5 AugMortgage Rates Fall Sharply, 3.5% 30 Year Fixed
107. 5 AugUpdate: Framing Lumber Prices Down 20% Year-over-year
108. 5 AugCalculatedRisk Speaks! "2020 Economic Forecast featuring the UCI Paul Merage School of Business"
109. 5 AugISM Non-Manufacturing Index decreased to 53.7% in July
110. 5 AugBlack Knight Mortgage Monitor for June: Increase in Delinquencies due to Timing and Seasonal Factors
111. 4 AugSunday Night Futures
112. 4 AugOnly Voters can Stop Gun Violence
113. 3 AugSchedule for Week of August 4, 2019
114. 2 AugQ3 GDP Forecasts: 1.6% to 1.9%
115. 2 AugPublic and Private Sector Payroll Jobs During Presidential Terms
116. 2 AugTrade Deficit decreased to $55.2 Billion in June
117. 2 AugComments on July Employment Report
118. 2 AugJuly Employment Report: 164,000 Jobs Added, 3.7% Unemployment Rate
119. 1 AugFriday: Employment Report, Trade Deficit
120. 1 AugHotels: Occupancy Rate Decreased Year-over-year, "Hotels’ rocket is losing fuel"
121. 1 AugGoldman: July Payrolls Preview
122. 1 AugJuly Employment Preview
123. 1 AugISM Manufacturing index Decreased to 51.2 in July
124. 1 AugConstruction Spending Declined in June
125. 1 AugWeekly Initial Unemployment Claims increased to 215,000
126. 1 AugThursday: Unemployment Claims, ISM Mfg Index, Construction Spending

July 2019

1. 31 JulFannie Mae: Mortgage Serious Delinquency Rate Unchanged in June
2. 31 JulFOMC Statement: 25bp Decrease
3. 31 JulZillow Case-Shiller Forecast: Mostly Lower YoY Price Gains in June compared to May
4. 31 JulChicago PMI "Softens to 44.4 in July"
5. 31 JulADP: Private Employment increased 156,000 in July
6. 31 JulMBA: Mortgage Applications Decreased in Latest Weekly Survey
7. 31 JulWednesday: FOMC Announcement, ADP Employment, Chicago PMI
8. 30 JulEnergy expenditures as a percentage of PCE
9. 30 JulUpdate: A few comments on the Seasonal Pattern for House Prices
10. 30 JulNAR: "Pending Home Sales Climb 2.8% in June"
11. 30 JulCase-Shiller: National House Price Index increased 3.4% year-over-year in May
12. 30 JulPersonal Income increased 0.4% in June, Spending increased 0.3%
13. 29 JulTuesday: Personal Income & Outlays, Case-Shiller House Prices, Pending Home Sales
14. 29 JulFreddie Mac: Mortgage Serious Delinquency Rate unchanged in June
15. 29 JulFOMC Preview
16. 29 JulDallas Fed: "Texas Manufacturing Continues Moderate Expansion"
17. 29 JulQ2 2019 GDP Details on Residential and Commercial Real Estate
18. 28 JulSunday Night Futures
19. 28 JulJuly 2019: Unofficial Problem Bank list decreased to 75 Institutions
20. 27 JulSchedule for Week of July 28, 2019
21. 26 JulHotels: Occupancy Rate Decreased Year-over-year
22. 26 JulReal GDP Annual and Quarterly
23. 26 JulQ2 GDP: Investment
24. 26 JulBEA: Real GDP increased at 2.1% Annualized Rate in Q2
25. 25 JulFriday: Q2 GDP
26. 25 JulNew Home Prices
27. 25 JulKansas City Fed: "Tenth District Manufacturing Largely Unchanged Again in July"
28. 25 JulHVS: Q2 2019 Homeownership and Vacancy Rates
29. 25 JulWeekly Initial Unemployment Claims decreased to 206,000
30. 24 JulThursday: Unemployment Claims, Durable Goods, Q2 Homeownership, Kansas City Fed Mfg
31. 24 JulNew Home Sales and Recessions
32. 24 JulPhilly Fed: State Coincident Indexes increased in 46 states in June
33. 24 JulA few Comments on June New Home Sales
34. 24 JulNew Home Sales increased to 646,000 Annual Rate in June
35. 24 JulMBA: Mortgage Applications Decreased in Latest Weekly Survey
36. 23 JulWednesday: New Home Sales
37. 23 Jul"Chemical Activity Barometer Fell in July"
38. 23 JulRichmond Fed: "Fifth District Manufacturing Activity Weakened in July"
39. 23 JulComments on June Existing Home Sales
40. 23 JulNAR: Existing-Home Sales Decreased to 5.27 million in June
41. 22 JulTuesday: Existing Home Sales, Richmond Fed Mfg Survey
42. 22 JulTop Twenty Five GDP Quarters since 2000
43. 22 JulHotels: Occupancy Rate Decreased Year-over-year
44. 22 JulChicago Fed "Index Points to Economic Growth near Historical Trend in June"
45. 21 JulSunday Night Futures
46. 21 JulBy Request, and Just For Fun: Stock Market as Barometer of Policy Success
47. 20 JulSchedule for Week of July 21, 2019
48. 19 JulLawler: Early Read on Existing Home Sales in June
49. 19 JulQ2 GDP Forecasts: 1.4% to 2.3%
50. 19 JulBLS: June Unemployment rates at New Series Lows in Alabama, Arkansas, New Jersey, and Texas
51. 18 JulCalifornia Bay Area Home Sales Decline 4.7% YoY in Q2, Inventory up 11% YoY
52. 18 JulNMHC: Apartment Market Tightness Index Increased in July
53. 18 JulSacramento Housing in June: Sales Down 13.6% YoY, Active Inventory DOWN 11% YoY
54. 18 JulPhilly Fed Mfg "Current Manufacturing Indicators Suggest Continued Growth in July"
55. 18 JulWeekly Initial Unemployment Claims increased to 216,000
56. 17 JulThursday: Unemployment Claims, Philly Fed Mfg Survey
57. 17 JulEarlier Fed's Beige Book: Economic Growth "Modest", Labor Market "Tight"
58. 17 JulCAR on California: "California home sales retreat in June"
59. 17 JulAIA: "Design services demand stalled in June, Project inquiry gains hit a 10-year low"
60. 17 JulComments on June Housing Starts
61. 17 JulHousing Starts at 1.253 Million Annual Rate in June
62. 17 JulMBA: Mortgage Applications Decreased in Latest Weekly Survey
63. 16 JulWednesday: Housing Starts, Beige Book
64. 16 JulPhoenix Real Estate in June: Sales up 2.6% YoY, Active Inventory Down 4% YoY
65. 16 JulFed Chair Powell: "Monetary Policy in the Post-Crisis Era"
66. 16 JulNAHB: "Builder Confidence Holds Firm in July"
67. 16 JulIndustrial Production Unchanged in June
68. 16 JulRetail Sales increased 0.4% in June
69. 15 JulTuesday: Retail Sales, Industrial Production, Homebuilder Survey, Fed Chair Powell
70. 15 JulHouse Prices and Median Household Income
71. 15 JulTen Years Ago: The Sluggish Recovery Began
72. 15 JulNY Fed: Manufacturing "Business activity rebounded modestly in New York State"
73. 14 JulSunday Night Futures
74. 14 Jul30 Year Mortgage Rates increase to 4.0%
75. 13 JulSchedule for Week of July 14, 2019
76. 12 JulQ2 Review: Ten Economic Questions for 2019
77. 12 JulQ2 GDP Forecasts: Around 1.5%
78. 12 JulHotels: Occupancy Rate Increased Year-over-year
79. 11 JulLA area Port Traffic Down Year-over-year in June
80. 11 JulCleveland Fed: Key Measures Show Inflation Close to 2% YoY in June, Core PCE below 2%
81. 11 JulFirst Look at 2020 Cost-Of-Living Adjustments and Maximum Contribution Base
82. 11 JulBLS: CPI increased 0.1% in June, Core CPI increased 0.3%
83. 11 JulWeekly Initial Unemployment Claims decreased to 209,000
84. 11 JulThursday: CPI, Unemployment Claims, Fed Chair Powell Testimony
85. 10 JulFOMC Minutes: "the case for somewhat more accommodative policy had strengthened"
86. 10 JulHouston Real Estate in June: Sales down 5% YoY, Inventory Up 11%
87. 10 JulMerrill: "The Fed cut is on for July"
88. 10 JulFed Chair Powell: "Semiannual Monetary Policy Report to the Congress"
89. 10 JulMBA: Mortgage Applications Decreased in Latest Weekly Survey
90. 9 JulWednesday: Fed Chair Powell Testimony, FOMC Minutes
91. 9 JulLas Vegas Real Estate in June: Sales down 11% YoY, Inventory up 89% YoY
92. 9 JulBLS: Job Openings "Mostly Unchanged" at 7.3 Million in May
93. 9 JulSmall Business Optimism Index Decreased in June
94. 9 JulTuesday: Job Openings
95. 8 JulSeattle Real Estate in June: Sales down 3.5% YoY, Inventory up 69% YoY from Low Levels
96. 8 JulHouse Prices to National Average Wage Index
97. 8 JulU.S. Heavy Truck Sales up 12% Year-over-year in June, Near All Time High
98. 8 JulMerrill: "Data cools call for July cuts"
99. 7 JulSunday Night Futures
100. 7 JulPublic and Private Sector Payroll Jobs During Presidential Terms
101. 6 JulSchedule for Week of July 7, 2019
102. 5 JulAAR: June Rail Carloads down 5.3% YoY, Intermodal Down 7.2% YoY
103. 5 JulQ2 GDP Forecasts: Around 1.5%
104. 5 JulComments on June Employment Report
105. 5 JulJune Employment Report: 224,000 Jobs Added, 3.7% Unemployment Rate
106. 5 JulFriday: Employment Report
107. 3 JulReis: Mall Vacancy Rate Mostly Unchanged in Q2 2019
108. 3 JulGoldman: June Payrolls Preview
109. 3 JulBEA: June Vehicles Sales decrease to 17.3 Million SAAR
110. 3 JulJune Employment Preview
111. 3 JulISM Non-Manufacturing Index decreased to 55.1% in June
112. 3 JulTrade Deficit increased to $55.5 Billion in May
113. 3 JulWeekly Initial Unemployment Claims decreased to 221,000
114. 3 JulADP: Private Employment increased 102,000 in June
115. 3 JulMBA: Mortgage Applications Decreased Slightly in Latest Weekly Survey
116. 2 JulWednesday: Trade Deficit, ADP Employment, Unemployment Claims, ISM Non-Mfg Index
117. 2 JulReis: Office Vacancy Rate increased in Q2 to 16.8%
118. 2 JulThe Longest Expansions in U.S. History
119. 2 JulCoreLogic: House Prices up 3.6% Year-over-year in May
120. 1 Jul30 Year Mortgage Rates at 3.875%
121. 1 JulUpdate: Framing Lumber Prices Down 35% Year-over-year
122. 1 JulConstruction Spending Declined in May
123. 1 JulISM Manufacturing index Decreased to 51.7 in June
124. 1 JulBlack Knight Mortgage Monitor for May: Record Low National Delinquency Rate, Early Delinquency Rate Increasing
125. 1 JulMonday: ISM Mfg, Construction Spending

June 2019

1. 30 JunJune 2019: Unofficial Problem Bank list increased to 76 Institutions, Q2 2019 Transition Matrix
2. 29 JunSchedule for Week of June 30, 2019
3. 28 JunFannie Mae: Mortgage Serious Delinquency Rate Decreased in May, Lowest Since July 2007
4. 28 JunEarlier: Chicago PMI "First sub-50 reading since January 2017"
5. 28 JunQ2 GDP Forecasts: Around 1.5%
6. 28 JunPhilly Fed: State Coincident Indexes increased in 41 states in May
7. 28 JunPersonal Income increased 0.5% in May, Spending increased 0.4%
8. 27 JunFriday: Personal Income & Outlays, Chicago PMI
9. 27 JunReis: Apartment Vacancy Rate unchanged in Q2 at 4.7%
10. 27 JunKansas City Fed: "Tenth District Manufacturing Activity Flat"
11. 27 JunNAR: "Pending Home Sales Bounce Back 1.1% in May"
12. 27 JunWeekly Initial Unemployment Claims increased to 227,000
13. 26 JunThursday: GDP, Unemployment Claims, Pending Home Sales
14. 26 JunZillow Case-Shiller Forecast: Same YoY Price Gains in May as in April
15. 26 JunChemical Activity Barometer "Flat" in June
16. 26 JunReal House Prices and Price-to-Rent Ratio in April
17. 26 JunMBA: Mortgage Applications Increased in Latest Weekly Survey
18. 25 JunFreddie Mac: Mortgage Serious Delinquency Rate Decreased in May
19. 25 JunUpdate: A few comments on the Seasonal Pattern for House Prices
20. 25 Jun"A Conversation with Jerome H. Powell"
21. 25 JunA few Comments on May New Home Sales
22. 25 JunNew Home Sales decreased to 626,000 Annual Rate in May
23. 25 JunCase-Shiller: National House Price Index increased 3.5% year-over-year in April
24. 24 JunTuesday: New Home Sales, Case-Shiller House Prices, Fed Chair Powell Speech
25. 24 JunHousing Inventory Tracking
26. 24 JunDallas Fed: "Texas Manufacturing Expansion Continues but Pace Slows"
27. 24 JunChicago Fed "Index points to a pickup in economic growth in May"
28. 24 JunSunday Night Futures
29. 23 JunBy Request, and Just For Fun: Stock Market as Barometer of Policy Success
30. 22 JunSchedule for Week of June 23, 2019
31. 21 JunBLS: Unemployment Rates in May at New Series Lows in Texas and Vermont
32. 21 JunHotels: Occupancy Rate Decreased Year-over-year
33. 21 JunQ2 GDP Forecasts: Around 2%
34. 21 JunComments on May Existing Home Sales
35. 21 JunNAR: Existing-Home Sales Increased to 5.34 million in May
36. 20 JunFriday: Existing Home Sales
37. 20 JunKey Data Releases Before Next FOMC Meeting
38. 20 JunBlack Knight: Another Record Low for Mortgage Delinquencies in May
39. 20 JunPhilly Fed Mfg "Manufacturing conditions in the region weakened" in June
40. 20 JunWeekly Initial Unemployment Claims decreased to 216,000
41. 20 JunThursday: Unemployment Claims, Philly Fed Mfg Survey
42. 19 JunFOMC Projections and Press Conference
43. 19 JunFOMC Statement: No Change to Policy, "Patient" Removed
44. 19 JunLawler: Early Read on Existing Home Sales in May
45. 19 JunAIA: "Architecture billings remain flat" in May
46. 19 JunMBA: Mortgage Applications Decreased in Latest Weekly Survey
47. 19 JunWednesday: FOMC Announcement
48. 18 JunPhoenix Real Estate in May: Sales up 4% YoY, Active Inventory up 3% YoY
49. 18 JunComments on May Housing Starts
50. 18 JunHousing Starts at 1.269 Million Annual Rate in May
51. 17 JunTuesday: Housing Starts
52. 17 JunCAR on California: "Lower interest rates perk up May home sales"
53. 17 JunFOMC Preview
54. 17 JunNAHB: "Builder Confidence Solid in June Amidst Growing Economic Uncertainty"
55. 17 JunNY Fed: Manufacturing "Business activity took a sharp turn downward in New York State"
56. 16 JunSunday Night Futures
57. 16 JunSacramento Housing in May: Sales Down 6% YoY, Active Inventory DOWN 8% YoY
58. 15 JunSchedule for Week of June 16, 2019
59. 15 JunCalifornia Bay Area Home Sales Decline 2% YoY in May, Inventory up 15% YoY
60. 14 Jun"Mortgage Rates Just Had Another Awesome Week"
61. 14 JunQ2 GDP Forecasts: Around 2%
62. 14 JunIndustrial Production Increased 0.4% in May
63. 14 JunRetail Sales increased 0.5% in May
64. 13 JunFriday: Retail Sales, Industrial Production
65. 13 JunHow I Use the Weekly Unemployment Claims report
66. 13 JunHotels: Occupancy Rate Decreased Year-over-year
67. 13 JunWeekly Initial Unemployment Claims increased to 222,000
68. 12 JunCoreLogic: 2.2 Million Homes with Negative Equity in Q1 2019
69. 12 JunHouston Real Estate in May: Sales up 3% YoY, Inventory Up 10%
70. 12 JunCleveland Fed: Key Measures Show Inflation Close to 2% YoY in May, Core PCE below 2%
71. 12 JunBLS: CPI increased 0.1% in May, Core CPI increased 0.1%
72. 12 JunMBA: Mortgage Applications Increased Sharply in Latest Weekly Survey
73. 12 JunWednesday: CPI
74. 11 JunLA area Port Traffic Down Year-over-year in May
75. 11 JunU.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2018
76. 11 JunSmall Business Optimism Index increased in May
77. 10 JunTuesday: PPI, Small Business Index
78. 10 JunSeattle Real Estate in May: Sales up 5.6% YoY, Inventory up 124% YoY from Low Levels
79. 10 JunThe Record Job Streak: A couple of Comments
80. 10 JunBLS: Job Openings "Mostly Unchanged" at 7.4 Million in April
81. 10 JunAAR: May Rail Carloads down 2.1% YoY, Intermodal Down 5.9% YoY
82. 10 JunMonday: Job Openings
83. 9 JunLeading Index for Commercial Real Estate Declines in May
84. 8 JunSchedule for Week of June 9, 2019
85. 7 JunMortgage Equity Withdrawal Negative in Q1
86. 7 JunPublic and Private Sector Payroll Jobs During Presidential Terms
87. 7 JunQ2 GDP Forecasts: 1% to 2% range
88. 7 JunComments on May Employment Report
89. 7 JunMay Employment Report: 75,000 Jobs Added, 3.6% Unemployment Rate
90. 7 JunFriday: Employment Report
91. 6 JunGoldman: May Payrolls Preview
92. 6 JunMay Employment Preview
93. 6 JunFed's Flow of Funds: Household Net Worth Increased in Q1
94. 6 JunLas Vegas Real Estate in May: Sales Up 4% YoY, Inventory up 98% YoY
95. 6 JunTrade Deficit Decreased to $50.8 Billion in April
96. 6 JunWeekly Initial Unemployment Claims at 218,000
97. 5 JunThursday: Unemployment Claims, Trade Deficit, Q1 Flow of Funds
98. 5 JunQuick comparison of ADP, ISM Non-Mfg Employment Index and BLS Report for the Month of May
99. 5 JunFed's Beige Book: Economic Growth "Modest", Labor Market "Tight"
100. 5 JunISM Non-Manufacturing Index increased to 56.9% in May
101. 5 JunADP: Private Employment increased 27,000 in May
102. 5 JunMBA: Mortgage Applications Increased in Latest Weekly Survey
103. 4 JunWednesday: ADP Employment, ISM non-Mfg Index, Beige Book
104. 4 JunUpdate: Real Estate Agent Boom and Bust
105. 4 JunBEA: May Vehicles Sales increase to 17.3 Million SAAR
106. 4 JunFed Chair Powell: Closely monitoring trade negotiations, Will act "as appropriate"
107. 4 JunCoreLogic: House Prices up 3.6% Year-over-year in April
108. 3 JunTuesday: Auto Sales, Fed Chair Powell Opening Remarks
109. 3 JunUpdate: Framing Lumber Prices Down Almost 50% Year-over-year
110. 3 JunConstruction Spending Mostly Unchanged in April
111. 3 JunISM Manufacturing index Decreased to 52.1 in May
112. 3 JunBlack Knight Mortgage Monitor for March: Record Low National Delinquency Rate
113. 2 JunMonday: ISM Manufacturing, Construction Spending
114. 2 JunMay 2019: Unofficial Problem Bank list unchanged at 73 Institutions
115. 1 JunSchedule for Week of June 2, 2019

May 2019

1. 31 May"Mortgage Rates Drop Well Into the High 3's"
2. 31 MayFannie Mae: Mortgage Serious Delinquency Rate Decreased in April, Lowest Since August 2007
3. 31 MayStill Not on Recession Watch
4. 31 MayHotels: Occupancy Rate Increased Year-over-year
5. 31 MayQ2 GDP Forecasts: mid-1% Range
6. 31 MayPersonal Income Increased 0.5% in April, Real PCE declined slightly
7. 30 MayFriday: Personal Income and Outlays, Chicago PMI
8. 30 MayMay Vehicle Sales Forecast: "Sales Slow, Discounts Rise"
9. 30 MayMerrill on May NFP: "A modest slowing in employment activity"
10. 30 MayNAR: "Pending Home Sales Trail Off 1.5% in April"
11. 30 MayWeekly Initial Unemployment Claims Increase to 215,000
12. 30 MayQ1 GDP Revised Down to 3.1% Annual Rate
13. 30 MayThursday: GDP, Unemployment Claims, Pending Home Sales
14. 29 MayZillow Case-Shiller Forecast: Slower YoY Price Gains in April
15. 29 MayFreddie Mac: Mortgage Serious Delinquency Rate Decreased in April
16. 29 MayRichmond Fed: "Fifth District Manufacturing Was Moderate in May"
17. 29 MayMBA: Mortgage Applications Decreased in Latest Weekly Survey
18. 29 MayWednesday: Richmond Fed Mfg Survey
19. 28 MayReal House Prices and Price-to-Rent Ratio in March
20. 28 MayUpdate: A few comments on the Seasonal Pattern for House Prices
21. 28 MayDallas Fed: "Texas Manufacturing Expansion Continues but Pace Slows"
22. 28 MayCase-Shiller: National House Price Index increased 3.7% year-over-year in March
23. 28 MayTuesday: Case-Shiller House Prices
24. 27 MayThe War on Data Continues
25. 26 MayHotels: Occupancy Rate Increased Year-over-year
26. 25 MaySchedule for Week of May 26, 2019
27. 24 MayOil Prices Down Year-over-year
28. 24 MayQ2 GDP Forecasts: Mid 1% Range
29. 24 MayHousing and Recessions
30. 24 MayMerrill on the "Softening" Auto Sector
31. 23 May"Mortgage Rates Drop Quickly as Market Panic Sets In"
32. 23 MayA few Comments on April New Home Sales
33. 23 MayKansas City Fed: "Growth in Tenth District Manufacturing Activity Continued at a Modest Pace"
34. 23 MayNew Home Sales decreased to 673,000 Annual Rate in April, March Revised up to New Cycle High
35. 23 MayWeekly Initial Unemployment Claims Decrease to 211,000
36. 22 MayThursday: New Home Sales, Unemployment Claims
37. 22 MayFOMC Minutes: "A patient approach ... would likely remain appropriate for some time"
38. 22 MayPhilly Fed: State Coincident Indexes increased in 44 states in April
39. 22 MayAIA: "Slight rebound for architecture billings in April"
40. 22 MayMBA: Mortgage Applications Increased in Latest Weekly Survey
41. 22 MayWednesday: FOMC Minutes
42. 21 MayChemical Activity Barometer Increased Slightly in May
43. 21 MayComments on April Existing Home Sales
44. 21 MayNAR: Existing-Home Sales Decreased to 5.19 million in April
45. 21 MayBlack Knight: National Mortgage Delinquency Rate Decreased to Record Low in April
46. 20 MayTuesday: Existing Home Sales
47. 20 MayThe Changing Mix of Light Vehicle Sales
48. 20 MayQuarterly Housing Starts by Intent
49. 20 MayChicago Fed "Index Points to Slower Economic Growth in April"
50. 20 MaySunday Night Futures
51. 19 MayHotels: Occupancy Rate Decreased Slightly Year-over-year
52. 18 MaySchedule for Week of May 19, 2019
53. 17 MayLawler: Early Read on Existing Home Sales in April
54. 17 MaySacramento Housing in April: Sales Down 6% YoY, Active Inventory up slightly YoY
55. 17 MayQ2 GDP Forecasts: 1% to 2%
56. 17 MayBLS: Unemployment Rates in April at New Series Lows in Pennsylvania, Vermont, and Wisconsin
57. 17 MayPhoenix Real Estate in April: Sales up 6% YoY, Active Inventory up 7% YoY
58. 16 MayComments on April Housing Starts
59. 16 MayCAR: "California home sales stumble into spring home buying season"
60. 16 MayPhilly Fed Mfg "Current Indicators Suggest Continued Growth" in May
61. 16 MayHousing Starts Increased to 1.235 Million Annual Rate in April
62. 16 MayWeekly Initial Unemployment Claims Decrease to 212,000
63. 16 MayThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
64. 15 MayLeading Index for Commercial Real Estate Declines in April
65. 15 MayRetail Sales decreased 0.2% in April
66. 15 MayU.S. Births decreased in 2018, "Lowest number of births in 32 years"
67. 15 MayNAHB: "Builder Confidence Posts Solid Gain in May"
68. 15 MayIndustrial Production Decreased 0.5% in April
69. 15 MayNY Fed: Manufacturing "Business activity picked up significantly in New York State"
70. 15 MayMBA: Mortgage Applications Decreased in Latest Weekly Survey
71. 15 MayWednesday: Retail Sales, Industrial Production, Homebuilder Survey, NY Fed Mfg
72. 14 MayLos Angeles Area Home Sales Increased 1% YoY in April, Inventory up 10% YoY
73. 14 MayMBA: "Foreclosure inventory rate still at lowest level since 1995"
74. 14 MayNY Fed Q1 Report: "Total Household Debt Rises for 19th Straight Quarter, Now Nearly $1 Trillion Above Previous Peak"
75. 14 MaySmall Business Optimism Index increased in April
76. 14 MayTuesday: NY Fed Quarterly Report on Household Debt and Credit, Small Business Index
77. 13 May"Lowest Mortgage Rates in More Than a Month"
78. 13 MayTrends in Educational Attainment in the U.S. Labor Force
79. 13 MayLA area Port Traffic Down Year-over-year in April
80. 13 MaySunday Night Futures
81. 12 MayQ2 GDP Forecasts: Around 2%
82. 11 MaySchedule for Week of May 12, 2019
83. 10 MayMortgage Rates and Ten Year Yield
84. 10 MayCleveland Fed: Key Measures Show Inflation Close to 2% in April
85. 10 MayBLS: CPI increase 0.3% in April, Core CPI increased 0.1%
86. 9 MayFriday: CPI
87. 9 MayCalifornia Bay Area Home Sales Decline 4% YoY in April, Inventory up 18% YoY
88. 9 MayHotels: Occupancy Rate Increased Year-over-year
89. 9 MayTrade Deficit Increased to $50.0 Billion in March
90. 9 MayWeekly Initial Unemployment Claims Decrease to 228,000
91. 9 MayThursday: Unemployment Claims, Trade Deficit, PPI
92. 8 MayNAHB: Builder Confidence Increased to Record High for the 55+ Housing Market in Q1
93. 8 MayHouston Real Estate in April: Sales up 8% YoY, Inventory Up 14%
94. 8 MayLas Vegas Real Estate in April: Sales Up 2% YoY, Inventory up 101% YoY
95. 8 MayMBA: Mortgage Applications Increased in Latest Weekly Survey
96. 7 MayLas Vegas: Convention Attendance and Visitor Traffic up Slightly in Q1 2019
97. 7 MaySeattle Real Estate in April: Sales unchanged YoY, Inventory up 124% YoY from Low Levels
98. 7 MayBLS: Job Openings Increased to 7.5 Million in March
99. 7 MayCoreLogic: House Prices up 3.7% Year-over-year in March
100. 6 MayTuesday: Job Openings
101. 6 MayUpdate: Framing Lumber Prices Down 35% Year-over-year
102. 6 MayWhen will I make another "Big" economic call?
103. 6 MayHow to Report the Monthly Employment Number excluding Temporary Census Hiring
104. 6 MayBlack Knight Mortgage Monitor for March: National Delinquency Rate Nearing Record Low
105. 6 MaySunday Night Futures
106. 5 MayPublic and Private Sector Payroll Jobs During Presidential Terms
107. 4 MaySchedule for Week of May 5, 2019
108. 3 MayAAR: April Rail Carloads down 0.9% YoY, Intermodal Down 3.9% YoY
109. 3 MayComments on April Employment Report
110. 3 MayISM Non-Manufacturing Index decreased to 55.5% in April
111. 3 MayApril Employment Report: 263,000 Jobs Added, 3.6% Unemployment Rate
112. 2 MayFriday: Employment Report
113. 2 MayHotels: Occupancy Rate Decreased Year-over-year
114. 2 MayGoldman: April Payrolls Preview
115. 2 MayApril Employment Preview
116. 2 MayBEA: April Vehicles Sales decline to 16.4 Million SAAR
117. 2 MayWeekly Initial Unemployment Claims at 230,000
118. 1 MayZillow Case-Shiller Forecast: National YoY House Price Gains in March similar to February
119. 1 MayFOMC Statement: No Change to Policy
120. 1 MayConstruction Spending decreased 0.9% in March
121. 1 MayISM Manufacturing index Decreased to 52.8 in April
122. 1 MayADP: Private Employment increased 275,000 in April
123. 1 MayMBA: Mortgage Applications Decreased in Latest Weekly Survey
124. 1 MayWednesday: ADP Employment, ISM Mfg Survey, Construction Spending, FOMC Announcement

April 2019

1. 30 AprFannie Mae: Mortgage Serious Delinquency Rate Decreased in March
2. 30 AprUpdate: A few comments on the Seasonal Pattern for House Prices
3. 30 AprReal House Prices and Price-to-Rent Ratio in February
4. 30 AprNAR: Pending Home Sales Index Increased 3.8% in March
5. 30 AprCase-Shiller: National House Price Index increased 4.0% year-over-year in February
6. 29 AprTuesday: Case-Shiller House Prices, Chicago PMI, Pending Home Sales
7. 29 AprEnergy expenditures as a percentage of PCE
8. 29 AprQ1 2019 GDP Details on Residential and Commercial Real Estate
9. 29 AprDallas Fed: "Growth in Texas Manufacturing Activity Picks Up Slightly"
10. 29 AprPersonal Income increased 0.1% in March, Spending increased 0.9%
11. 28 AprSunday Night Futures
12. 28 AprApril 2019: Unofficial Problem Bank list increased slightly to 73 Institutions
13. 27 AprSchedule for Week of April 28, 2019
14. 26 AprFor Fun: Jim the Realtor in 2009
15. 26 AprFreddie Mac: Mortgage Serious Delinquency Rate Decreased in March
16. 26 AprQ1 Review: Ten Economic Questions for 2019
17. 26 AprQ1 GDP: Investment
18. 26 AprBEA: Real GDP increased at 3.2% Annualized Rate in Q1
19. 26 AprFriday: Q1 GDP
20. 25 AprMerrill April Employment Report Forecast: 250K, 3.7%
21. 25 AprKansas City Fed: "Tenth District Manufacturing Activity Grew More Modestly"
22. 25 AprHVS: Q1 2019 Homeownership and Vacancy Rates
23. 25 AprWeekly Initial Unemployment Claims Increased to 230,000
24. 24 AprThursday: Unemployment Claims, Durable Goods, Q1 Housing Vacancies and Homeownership
25. 24 AprChemical Activity Barometer Increases in April
26. 24 AprPhilly Fed: State Coincident Indexes increased in 37 states in March
27. 24 AprNew Home Prices
28. 24 AprMBA: Mortgage Applications Decreased in Latest Weekly Survey
29. 23 AprEarlier Richmond Fed: "Fifth District Manufacturing Activity Moderated in April"
30. 23 AprA few Comments on March New Home Sales
31. 23 AprNew Home Sales increased to 692,000 Annual Rate in March
32. 23 AprBlack Knight: National Mortgage Delinquency Rate Decreased in March
33. 22 AprTuesday: New Home Sales, Richmond Fed Mfg
34. 22 AprHousing Inventory Tracking
35. 22 AprComments on March Existing Home Sales
36. 22 AprNAR: Existing-Home Sales Decreased to 5.21 million in March
37. 22 AprChicago Fed "Index Points to a Pickup in Economic Growth in March"
38. 22 AprMonday: Existing Home Sales
39. 21 AprHotels: Occupancy Rate Increased Year-over-year
40. 20 AprSchedule for Week of April 21, 2019
41. 19 AprQ1 GDP Forecasts: Around 2%
42. 19 AprComments on February Housing Starts
43. 19 AprBLS: Unemployment Rates at New Series Lows in North Dakota, Kentucky, Pennsylvania and Vermont
44. 19 AprHousing Starts Decreased to 1.139 Million Annual Rate in March
45. 19 AprFriday: Housing Starts
46. 18 AprNMHC: Apartment Market Tightness Index Increased in April
47. 18 AprPhilly Fed Mfg "Continued to Grow" in April
48. 18 AprRetail Sales increased 1.6% in March
49. 18 AprWeekly Initial Unemployment Claims decreased to 192,000
50. 18 AprThursday: Retail Sales, Unemployment Claims, Philly Fed Mfg
51. 17 AprLawler: Early Read on Existing Home Sales in March
52. 17 AprFed's Beige Book: Economic Growth "Slight to moderate", Labor Market "Tight"
53. 17 AprAIA: "Architecture Billings Index backslides in March"
54. 17 AprTrade Deficit Decreased to $49.4 Billion in February
55. 17 AprMBA: Mortgage Applications Decreased in Latest Weekly Survey
56. 17 AprWednesday: Trade Deficit, Beige Book
57. 16 AprCAR: "California home sales moderate in March"
58. 16 AprNAHB: "Builder Confidence Edges Higher in April"
59. 16 AprIndustrial Production Decreased 0.1% in March
60. 15 AprTuesday: Industrial Production, Homebuilder Survey
61. 15 AprPhoenix Real Estate in March: Sales down 11% YoY, Active Inventory up 9% YoY
62. 15 AprOil: Rig Counts increased Slightly
63. 15 AprLooking Back: What is a Depression?
64. 15 AprNY Fed: Manufacturing "Business activity grew modestly in New York State"
65. 15 AprSunday Night Futures
66. 14 AprLA area Port Traffic Down Year-over-year in March
67. 13 AprSchedule for Week of April 14, 2019
68. 12 AprThe Longest Expansions in U.S. History
69. 12 AprQ1 GDP Forecasts: Around 2%
70. 12 AprHousing and Recessions
71. 11 AprHotels: Occupancy Rate Increased Year-over-year
72. 11 AprHousing Inventory Tracking
73. 11 AprSacramento Housing in March: Sales Down 5% YoY, Active Inventory up 4% YoY
74. 11 AprWeekly Initial Unemployment Claims decreased to 196,000
75. 11 AprThursday: Unemployment Claims, PPI
76. 10 AprHouston Real Estate in March: Sales up 4% YoY, Inventory Up 18%
77. 10 AprFOMC Minutes: "Patient approach", "Likely ... the target range unchanged for the remainder of the year"
78. 10 AprKey Measures Show Inflation about the same in March as in February on a YoY basis
79. 10 AprBLS: CPI increase 0.4% in March, Core CPI increased 0.1%
80. 10 AprMBA: Mortgage Purchase Applications up 13% YoY
81. 9 AprWednesday: CPI, FOMC Minutes
82. 9 AprSeattle Real Estate in March: Sales down 7.8% YoY, Inventory up 136% YoY from Low Levels
83. 9 AprPhilly Fed: State Coincident Indexes increased in 42 states in February
84. 9 AprBLS: Job Openings Decreased to 7.1 Million in February
85. 9 AprSmall Business Optimism Index increased slightly in March
86. 8 AprTuesday: Job Openings
87. 8 AprUpdate: Framing Lumber Prices Down 30% Year-over-year
88. 8 AprAAR: March Rail Carloads down 8.9% YoY, Intermodal Down 1.5% YoY
89. 8 AprLas Vegas Real Estate in March: Sales Down 16% YoY, Inventory up 92% YoY
90. 8 AprSunday Night Futures
91. 7 AprOil: "A big jump" in Rig Counts
92. 6 AprSchedule for Week of April 7, 2019
93. 5 AprBEA: March Vehicles Sales at 17.5 Million SAAR
94. 5 AprPublic and Private Sector Payroll Jobs During Presidential Terms
95. 5 AprQ1 GDP Forecasts: 1.5% to 2.0% Range
96. 5 AprComments on March Employment Report
97. 5 AprMarch Employment Report: 196,000 Jobs Added, 3.8% Unemployment Rate
98. 4 AprFriday: Employment Report
99. 4 AprGoldman: March Payrolls Preview
100. 4 AprHotels: Occupancy Rate Increased Year-over-year
101. 4 AprMarch Employment Preview
102. 4 AprWeekly Initial Unemployment Claims decreased to 202,000
103. 3 Apr"Low Mortgage Rates Had a Big Impact, But Now They're Moving Back Up"
104. 3 AprMerrill: March Employment Report Forecast
105. 3 AprISM Non-Manufacturing Index decreased to 56.1% in March
106. 3 AprADP: Private Employment increased 129,000 in March
107. 3 AprMBA: Mortgage Applications Increased Sharply in Latest Weekly Survey
108. 3 AprWednesday: ADP Employment, ISM non-Mfg Survey
109. 2 AprPhilly Fed: State Coincident Indexes increased in 38 states in January
110. 2 AprReis: Regional Mall Vacancy Rate increased Sharply in Q1 2019
111. 2 AprCoreLogic: House Prices up 4.0% Year-over-year in February
112. 1 AprTuesday: Vehicle Sales, Durable Goods and More
113. 1 AprFannie Mae: Mortgage Serious Delinquency Rate unchanged in February
114. 1 AprReis: Office Vacancy Rate decreased in Q1 to 16.6%
115. 1 AprConstruction Spending increased 1.0% in February
116. 1 AprISM Manufacturing index Increased to 55.3 in March
117. 1 AprRetail Sales decreased 0.2% in February
118. 1 AprMonday: Retail Sales, ISM Mfg Survey, Construction Spending

March 2019

1. 31 MarMarch 2019: Unofficial Problem Bank list declined to 72 Institutions, Q1 2019 Transition Matrix
2. 30 MarSchedule for Week of March 31, 2019
3. 29 MarReis: Apartment Vacancy Rate unchanged in Q1 at 4.8%
4. 29 MarQ1 GDP Forecasts: Mid 1% Range
5. 29 MarA few Comments on February New Home Sales
6. 29 MarNew Home Sales increased to 667,000 Annual Rate in February
7. 29 MarPersonal Income Increased 0.2% in February
8. 28 MarFriday: New Home Sales, Personal Income and Outlays
9. 28 MarChemical Activity Barometer "Up Slightly" in March
10. 28 MarKansas City Fed: "Tenth District Manufacturing Activity Accelerated Moderately"
11. 28 MarNAR: Pending Home Sales Index Decreased 1.0% in February
12. 28 MarQ4 GDP Revised Down to 2.2% Annual Rate
13. 28 MarWeekly Initial Unemployment Claims decreased to 211,000
14. 27 MarThursday: GDP, Unemployment Claims, Pending Home Sales
15. 27 MarZillow Case-Shiller Forecast: Smaller YoY House Price Gains in February
16. 27 MarMarch Vehicle Sales Forecast: 16.9 Million SAAR
17. 27 MarTrade Deficit decreased to $51.1 Billion in January
18. 27 MarMBA: Mortgage Applications Increased in Latest Weekly Survey
19. 26 MarWednesday: Trade Deficit
20. 26 MarReal House Prices and Price-to-Rent Ratio in January
21. 26 MarUpdate: A few comments on the Seasonal Pattern for House Prices
22. 26 MarComments on February Housing Starts
23. 26 MarCase-Shiller: National House Price Index increased 4.3% year-over-year in January
24. 26 MarHousing Starts Decreased to 1.162 Million Annual Rate in February
25. 25 MarTuesday: Housing Starts, Case-Shiller House Prices, and More
26. 25 MarFreddie Mac: Mortgage Serious Delinquency Rate Decreased Slightly in February
27. 25 MarHousing Inventory Tracking
28. 25 MarDallas Fed: "Texas Manufacturing Activity Continues to Grow"
29. 25 MarChicago Fed "Index points to little change in economic growth in February"
30. 25 MarSunday Night Futures
31. 24 MarHotels: Occupancy Rate Decreased Year-over-year
32. 23 MarSchedule for Week of March 24, 2019
33. 22 MarQ1 GDP Forecasts: Around 1%
34. 22 MarBLS: Unemployment Rates at New Series Lows in Alabama, North Dakota, Tennesse and Vermont
35. 22 MarComments on February Existing Home Sales
36. 22 MarNAR: Existing-Home Sales Increased to 5.51 million in February
37. 22 MarFriday: Existing Home Sales
38. 21 MarBlack Knight: National Mortgage Delinquency Rate Increased in February
39. 21 MarExisting Home Sales for February: Upside Surprise (Surprise for others)
40. 21 MarPhilly Fed Mfg "Improved" in March
41. 21 MarWeekly Initial Unemployment Claims decreased to 221,000
42. 21 MarThursday: Unemployment Claims, Philly Fed Mfg Survey
43. 20 MarPhoenix Real Estate in February: Sales down 7% YoY, Active Inventory up 10% YoY
44. 20 MarFOMC Projections and Press Conference
45. 20 MarFOMC Statement: No Change to Policy, Balance Sheet Runoff Ends September, No Hikes in 2019
46. 20 MarAIA: "Billings Moderate in February Following Robust New Year"
47. 20 MarMBA: Mortgage Applications Increased in Latest Weekly Survey
48. 20 MarWednesday: FOMC Announcement
49. 19 MarLawler: Early Read on Existing Home Sales in February
50. 19 MarCAR: "California home sales rebound in February"
51. 19 MarHousing Inventory Tracking
52. 19 MarHotels: Occupancy Rate Decreased Year-over-year
53. 18 Mar"Mortgage Rates Hold 14-Month Lows"
54. 18 MarGoldman: FOMC Preview
55. 18 MarSacramento Housing in February: Sales Down 10% YoY, Active Inventory up 16% YoY
56. 18 MarNAHB: Builder Confidence "Steady" in March
57. 18 MarSunday Night Futures
58. 17 MarFOMC Preview
59. 16 MarSchedule for Week of March 17, 2019
60. 15 MarLA area Port Traffic Down Year-over-year in February
61. 15 MarQ1 GDP Forecasts: Slightly Positive
62. 15 MarBLS: Job Openings Increased to 7.6 Million in January
63. 15 MarIndustrial Production Increased 0.1% in February
64. 15 MarNY Fed: Manufacturing "Business activity grew only slightly in New York State"
65. 14 MarFriday: Industrial Production, Job Openings, NY Fed Mfg Survey
66. 14 MarA few Comments on January New Home Sales
67. 14 MarNew Home Sales decreased to 607,000 Annual Rate in January
68. 14 MarWeekly Initial Unemployment Claims increased to 229,000
69. 13 MarThursday: New Home Sales, Unemployment Claims
70. 13 MarHouston Real Estate in February: Sales up Slightly YoY, Inventory Up 17%
71. 13 MarMortgage Rates and Ten Year Yield
72. 13 MarConstruction Spending increased in January
73. 13 MarMBA: Mortgage Applications Increased in Latest Weekly Survey
74. 12 MarWednesday: Durable Goods, PPI, Construction Spending
75. 12 MarGoldman: "The Housing Rebound"
76. 12 MarKey Measures Show Inflation about the same in February as in January on a YoY basis
77. 12 MarSmall Business Optimism Index increased slightly in February
78. 12 MarBLS: CPI increase 0.2% in February, Core CPI increased 0.1%
79. 12 MarTuesday: CPI
80. 11 MarSeattle Real Estate in February: Sales Up 12.1% YoY, Inventory up 164% YoY from Low Levels
81. 11 MarMortgage Equity Withdrawal slightly positive in Q4
82. 11 MarBLS: Unemployment Rates Higher in 3 states in January; Lower in 3 States
83. 11 MarRetail Sales increased 0.2% in January
84. 10 MarSunday Night Futures
85. 10 MarPublic and Private Sector Payroll Jobs During Presidential Terms
86. 9 MarSchedule for Week of March 10, 2019
87. 9 MarFed Chair Powell: Monetary Policy: Normalization and the Road Ahead
88. 8 MarAAR: February Rail Carloads down 2.7% YoY, Intermodal Down 0.9% YoY
89. 8 MarComments on January Housing Starts
90. 8 MarComments on February Employment Report
91. 8 MarHousing Starts Increased to 1.230 Million Annual Rate in January
92. 8 MarFebruary Employment Report: 20,000 Jobs Added, 3.8% Unemployment Rate
93. 8 MarFriday: Employment Report, Housing Starts, Speech Fed Chair Powell
94. 7 MarGoldman: February Payrolls Preview
95. 7 MarFebruary Employment Preview
96. 7 MarFed's Flow of Funds: Household Net Worth decreased in Q4
97. 7 MarBlack Knight Mortgage Monitor for January
98. 7 MarCoreLogic: Homeowners with Negative Equity Increased by 35,000 in Q4 2018
99. 7 MarWeekly Initial Unemployment Claims decreased to 223,000
100. 6 MarThursday: Unemployment Claims, Q4 Flow of Funds
101. 6 MarFed's Beige Book: Economic Growth "Slight to moderate", Labor Market "Tight"
102. 6 MarLas Vegas Real Estate in February: Sales Down 7% YoY, Inventory up 105% YoY
103. 6 MarTrade Deficit increased to $59.8 Billion in December
104. 6 MarADP: Private Employment increased 183,000 in February
105. 6 MarMBA: Mortgage Applications Decreased in Latest Weekly Survey
106. 6 MarWednesday: ADP Employment, Trade Deficit, Beige Book
107. 5 MarA few Comments on December New Home Sales
108. 5 MarBEA: February Vehicles Sales at 16.6 Million SAAR
109. 5 MarISM Non-Manufacturing Index increased to 59.7% in February
110. 5 MarNew Home Sales increased to 621,000 Annual Rate in December
111. 5 MarCoreLogic: House Prices up 4.4% Year-over-year in January
112. 5 MarTuesday: New Home Sales, ISM Non-Mfg Index
113. 4 MarUpdate: Framing Lumber Prices Down 25% Year-over-year
114. 4 MarQ4 2018 GDP Details on Residential and Commercial Real Estate
115. 4 MarConstruction Spending decreased in December
116. 4 MarSunday Night Futures
117. 3 MarHotels: Occupancy Rate Decreased Year-over-year
118. 2 MarSchedule for Week of March 3, 2019
119. 1 MarDemographics: Renting vs. Owning
120. 1 MarQ1 GDP Forecasts: Starting Low
121. 1 MarISM Manufacturing index Decreased to 54.2 in February
122. 1 MarPersonal Income decreased 0.1% in January, increased 1.0% in December
123. 1 MarFriday: Personal Income and Outlays, ISM Manufacturing

February 2019

1. 28 FebFannie Mae: Mortgage Serious Delinquency Rate unchanged in January
2. 28 FebQ4 GDP: Investment
3. 28 FebKansas City Fed: "Tenth District Manufacturing Activity Up Only Slightly"
4. 28 FebHVS: Q4 2018 Homeownership and Vacancy Rates
5. 28 FebWeekly Initial Unemployment Claims increased to 225,000
6. 28 FebBEA: Real GDP increased at 2.6% Annualized Rate in Q4
7. 28 FebThursday: Q4 GDP, Unemployment Claims and More
8. 27 FebChemical Activity Barometer "Flat" in February
9. 27 FebZillow Case-Shiller Forecast: Smaller YoY House Price Gains in January
10. 27 FebNAR: Pending Home Sales Index Increased 4.6% in January
11. 27 FebMBA: Mortgage Applications Increased in Latest Weekly Survey
12. 27 FebWednesday: Pending Home Sales, Fed Chair Powell
13. 26 FebReal House Prices and Price-to-Rent Ratio in December
14. 26 FebUpdate: A few comments on the Seasonal Pattern for House Prices
15. 26 FebComments on December Housing Starts
16. 26 FebFed Chair Powell: Semiannual Monetary Policy Report to the Congress
17. 26 FebCase-Shiller: National House Price Index increased 4.7% year-over-year in December
18. 26 FebHousing Starts Decreased to 1.078 Million Annual Rate in December
19. 26 FebTuesday: Housing Starts, Case-Shiller House Prices, Fed Chair Powell Testimony, Richmond Fed Mfg
20. 25 FebFreddie Mac: Mortgage Serious Delinquency Rate Increased Slightly in January
21. 25 FebFebruary Vehicle Sales Forecast: 16.6 Million SAAR
22. 25 FebDallas Fed: "Texas Manufacturing Expansion Continues"
23. 25 FebBlack Knight: National Mortgage Delinquency Rate Decreased in January
24. 25 FebChicago Fed "Index Points to Slower Economic Growth in January"
25. 25 FebSunday Night Futures
26. 24 FebFebruary 2019: Unofficial Problem Bank list decreased to 76 Institutions
27. 23 FebSchedule for Week of February 24, 2019
28. 22 FebQ4 GDP Forecasts: High-1s, Low-2s, 2018 Annual GDP around 2.8%
29. 22 FebFannie and Freddie: Combined REO inventory declined in Q4, Down 21% Year-over-year
30. 22 FebMBA: The Unemployment Rate and Mortgage Delinquency Rate
31. 21 FebHotels: Occupancy Rate Increased Year-over-year
32. 21 FebComments on January Existing Home Sales
33. 21 FebNAR: Existing-Home Sales Decreased to 4.94 million in January
34. 21 FebPhilly Fed Mfg "Weakened" in February
35. 21 FebWeekly Initial Unemployment Claims decreased to 216,000
36. 21 FebThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg, Durable Goods
37. 20 FebExisting Home Sales for January: Take the Under
38. 20 FebCalifornia Existing Homes in January: "Home sales fall to lowest level in more than 10 years"
39. 20 FebFOMC Minutes: "A variety of considerations that supported a patient approach to monetary policy"
40. 20 FebPhoenix Real Estate in January: Sales down 12% YoY, Active Inventory up 10% YoY
41. 20 FebAIA: "Strong start to 2019 for architecture billings"
42. 20 FebMBA: Mortgage Applications Increased in Latest Weekly Survey
43. 20 FebWednesday: FOMC Minutes
44. 19 FebSacramento Housing in January: Sales Down 21% YoY, Active Inventory up 25% YoY
45. 19 FebLawler: Early Read on Existing Home Sales in January
46. 19 FebLas Vegas: Convention Attendance and Visitor Traffic Declined Slightly in 2018
47. 19 FebNAHB: Builder Confidence Increases in February
48. 19 FebTuesday: NAHB homebuilder survey
49. 18 FebThe Housing Bubble, Mortgage Debt as Percent of GDP
50. 18 FebOil: Rig Counts Rose Again
51. 17 FebHotels: Occupancy Rate Increased Slightly Year-over-year
52. 16 FebSchedule for Week of February 17, 2019
53. 15 FebQ4 GDP Forecasts: High-1s, Low-2s, 2018 Annual GDP around 2.8%
54. 15 FebMBA: "Mortgage Delinquencies Dropped to 18-Year Low in the Fourth Quarter of 2018"
55. 15 FebIndustrial Production Decreased 0.6% in January
56. 15 FebNY Fed: Manufacturing "Business activity grew modestly in New York State"
57. 15 FebFriday: Industrial Production, NY Fed Mfg Survey
58. 14 FebQ4 GDP Estimates Revised Down Sharply
59. 14 FebLA area Port Traffic in January; Imports Up YoY, Exports Down
60. 14 FebRetail Sales decreased 1.2% in December
61. 14 FebWeekly Initial Unemployment Claims increased to 239,000
62. 13 FebThursday: Unemployment Claims, Retail Sales, PPI
63. 13 FebHouston Real Estate in January: Sales declined 8% YoY, Inventory Up 17%
64. 13 FebKey Measures Show Inflation lower in January than in December on a YoY basis
65. 13 FebBLS: CPI unchanged in January, Core CPI increased 0.2%
66. 13 FebMBA: Mortgage Applications Decrease in Latest Weekly Survey
67. 12 FebWednesday: CPI
68. 12 FebNY Fed Q4 Report: "Total Household Debt Rises as 2018 Marks the Ninth Year of Annual Growth in New Auto Loans"
69. 12 FebBLS: Job Openings Increased to Series High 7.3 Million in December
70. 12 FebSmall Business Optimism Index decreased in January
71. 11 FebTuesday: Job Openings, Q4 Quarterly Report on Household Debt and Credit
72. 11 Feb"As more older Americans 'age in place,' millennials struggle to find homes"
73. 11 FebGoldman: When Will Inflation Rise Above 2%?
74. 11 FebOil: Rig Counts Rebounded
75. 11 FebSunday Night Futures
76. 10 FebHotels: Occupancy Rate Increased Slightly Year-over-year
77. 9 FebSchedule for Week of February 10, 2019
78. 8 FebQ4 GDP Forecasts: Mid-2s
79. 8 FebAAR: January Rail Carloads up 1.7% YoY, Intermodal Up 0.5% YoY
80. 8 FebSeattle Real Estate in January: Sales Unchanged YoY, Inventory up 168% YoY from Low Levels
81. 7 FebEmployment: January Diffusion Indexes
82. 7 FebA few Tips on Business Cycle Forecasting
83. 7 FebWeekly Initial Unemployment Claims decreased to 234,000
84. 7 FebThursday: Unemployment Claims
85. 6 FebBEA: Q4 GDP to be Released Feb 28th, And Census Update
86. 6 FebLas Vegas Real Estate in January: Sales Down 18% YoY, Inventory up 106% YoY
87. 6 FebTrade Deficit decreased to $49.3 Billion in November
88. 6 FebMBA: Mortgage Applications Decrease in Latest Weekly Survey
89. 5 FebWednesday: Trade Deficit
90. 5 FebBEA: January Vehicles Sales at 16.6 Million SAAR, 2018 Annual Sales slightly higher than 2017
91. 5 FebUpdate: The Endless Parade of Recession Calls
92. 5 FebISM Non-Manufacturing Index decreased to 56.7% in January
93. 5 FebCoreLogic: House Prices up 4.7% Year-over-year in December
94. 4 FebTuesday: ISM non-Mfg Index
95. 4 FebPublic and Private Sector Payroll Jobs During Presidential Terms
96. 4 FebUpdate: Framing Lumber Prices Down Year-over-year
97. 4 FebBlack Knight Mortgage Monitor for December
98. 4 FebSunday Night Futures
99. 3 FebLawler: Selected Operating Results from Large Publicly-Traded Home Builders
100. 2 FebSchedule for Week of February 3, 2019
101. 1 FebOil: Another large drop in rig counts
102. 1 FebQ4 GDP Forecasts: Mid 2s
103. 1 FebComments on January Employment Report
104. 1 FebConstruction Spending increased in November
105. 1 FebISM Manufacturing index Increased to 56.6 in January
106. 1 FebJanuary Employment Report: 304,000 Jobs Added, 4.0% Unemployment Rate (Graphs added)
107. 1 FebJanuary Employment Report: 304,000 Jobs Added, 4.0% Unemployment Rate
108. 1 FebFriday: Employment Report, ISM Manufacturing, Construction Spending, Auto Sales

January 2019

1. 31 JanFannie Mae: Mortgage Serious Delinquency Rate unchanged in December
2. 31 JanGoldman: January Payrolls Preview
3. 31 JanJanuary Employment Preview
4. 31 JanA few Comments on November New Home Sales
5. 31 JanNew Home Sales increased to 657,000 Annual Rate in November
6. 31 JanWeekly Initial Unemployment Claims increased to 253,000
7. 31 JanThursday: New Home Sales (Yes!), Unemployment Claims, Chicago PMI
8. 30 JanFreddie Mac: Mortgage Serious Delinquency Rate Decreased in December, Lowest since 2007
9. 30 JanFOMC Statement: No Change to Policy
10. 30 JanZillow Case-Shiller Forecast: Smaller House Price Gains in December YoY
11. 30 JanNAR: Pending Home Sales Index Decreased 2.2% in December
12. 30 JanADP: Private Employment increased 213,000 in January
13. 30 JanMBA: Mortgage Applications Decrease in Latest Weekly Survey
14. 30 JanWednesday: FOMC Announcement, ADP Employment, Pending Home Sales, GDP (Postponed)
15. 29 JanReal House Prices and Price-to-Rent Ratio in November
16. 29 JanUpdate: A few comments on the Seasonal Pattern for House Prices
17. 29 JanCase-Shiller: National House Price Index increased 5.2% year-over-year in November
18. 28 JanTuesday: Case-Shiller House Prices
19. 28 JanMerrill on NFP
20. 28 JanDallas Fed: "Growth in Texas Manufacturing Activity Accelerates"
21. 28 JanChicago Fed "Index Points to a Slight Increase in Economic Growth in December"
22. 28 JanSunday Night Futures
23. 27 JanJanuary 2019: Unofficial Problem Bank list increased to 78 Institutions
24. 26 JanSchedule for Week of January 27th
25. 25 JanNMHC: Apartment Market Tightness Index remained negative for 13th Consecutive Quarter
26. 25 JanQ4 GDP Forecasts: Mid-to-High 2s
27. 25 JanFlying Blind: Data Held Hostage
28. 25 JanFriday: Durable Goods, New Home Sales (Postponed)
29. 24 JanHotels: Occupancy Rate Increased Year-over-year
30. 24 JanLA area Port Traffic in December; Imports Up YoY, Exports Down
31. 24 JanKansas City Fed: Regional Manufacturing Activity "Continued to Grow Modestly" in January, Negative Impact from Shutdown
32. 24 JanWeekly Initial Unemployment Claims decreased to 199,000, Lowest since 1969
33. 24 JanThursday: Unemployment Claims, Kansas City Fed Mfg Survey
34. 23 JanChemical Activity Barometer Declines in January
35. 23 JanAIA: "Architecture billings slow, but close 2018 with growing demand"
36. 23 JanRichmond Fed: "Fifth District Manufacturing Activity Was Soft in January"
37. 23 JanBlack Knight: National Mortgage Delinquency Rate Increased Seasonally in December, Lowest Year-End this Century
38. 23 JanMBA: Mortgage Applications Decrease in Latest Weekly Survey
39. 23 JanWednesday: Richmond Fed, Architecture Billings Index
40. 22 JanHousing Inventory Tracking
41. 22 JanComments on December Existing Home Sales
42. 22 JanNAR: Existing-Home Sales Decreased to 4.99 million in December
43. 21 JanTuesday: Existing Home Sales
44. 21 JanExisting Home Sales for December: Take the Under
45. 20 JanOil: A huge drop in rig counts
46. 19 JanSchedule for Week of January 20th
47. 18 JanPhoenix Real Estate in December: Sales down 9% YoY, Active Inventory up 6% YoY
48. 18 JanQ4 GDP Forecasts: Mid-to-High 2s
49. 18 JanConsumer Sentiment Declined in January, Lowest since 2006
50. 18 JanBLS: Unemployment Rates Higher in 4 states in December; Lower in 3 States
51. 18 JanIndustrial Production Increased 0.3% in December
52. 18 JanFriday: Industrial Production
53. 17 JanCalifornia Existing Homes in December: Sales Down 12% YoY, Inventory Up 31%
54. 17 JanEconomic Comic Relief
55. 17 JanPhilly Fed Mfg "Continued to Grow" in January
56. 17 JanWeekly Initial Unemployment Claims decreased to 213,000
57. 17 JanThursday: Housing Starts (Postponed), Unemployment Claims, Philly Fed Mfg Survey
58. 16 JanLawler; Early Read on Existing Home Sales in December: Big Drop
59. 16 JanFed's Beige Book: Economic Growth "modest to moderate", Labor Market "Tight"
60. 16 JanSacramento Housing in December: Sales Down 22% YoY, Active Inventory up 36% YoY
61. 16 JanNAHB: Builder Confidence Increases in January
62. 16 JanMBA: Mortgage Applications Increase in Latest Weekly Survey, Purchase Activity Index Highest Since 2010
63. 15 JanWednesday: Retail Sales (Postponed), Homebuilder Survey, Beige Book
64. 15 JanNAHB: Builder Confidence decreases for the 55+ Housing Market in Q3
65. 15 JanUpdate: The Inland Empire Bust and Recovery
66. 15 JanNY Fed: Manufacturing "Business activity grew slightly in New York State"
67. 14 JanMortgages Rates: 30 Year Fixed at 4.5%
68. 14 JanFed: Q3 2018 Household Debt Service Ratio at Series Low
69. 14 JanHousing Inventory Tracking
70. 13 JanSunday Night Futures
71. 13 JanUpdate: "Scariest jobs chart ever"
72. 12 JanSchedule for Week of January 13th
73. 11 JanLawler: VERY Early Read on Existing Home Sales in December
74. 11 JanUpdate on Shutdown impact on January Employment Report; Congress Approves Back Pay for Furloughed Employees
75. 11 JanQ4 GDP Forecasts: Mid-to-High 2s, Estimate of Shutdown Impact on GDP
76. 11 JanKey Measures Show Inflation about the same in December as in November on YoY Basis
77. 11 JanBLS: CPI declined 0.1% in December, Core CPI increased 0.2%
78. 11 JanFriday: CPI
79. 10 JanBLS: "Does the partial government shutdown impact BLS data or release dates?"
80. 10 JanFannie Mae and Freddie Mac: Mortgage Serious Delinquency Rate Declined in November
81. 10 JanUpdate: The Impact of the Government Shutdown on the January Employment Report
82. 10 JanWeekly Initial Unemployment Claims decreased to 216,000
83. 10 JanThursday: Unemployment Claims, PPI, Fed Chair Powell
84. 9 JanHouston Real Estate in December: Sales declined 4.1% YoY, Inventory Up 13%
85. 9 JanFOMC Minutes: "Committee could afford to be patient about further policy firming"
86. 9 JanNo Bank Failures in 2018; First Time since 2006
87. 9 JanBlack Knight Mortgage Monitor for November
88. 9 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
89. 9 JanWednesday: FOMC Minutes
90. 8 JanLawler: Some Early Realtor/MLS Based Reports on Home Sales and Active Listings for December
91. 8 JanSeattle Area Real Estate in December: Sales Down 20% YoY, Inventory up 169% YoY
92. 8 JanLas Vegas Real Estate in December: Sales Down 17% YoY, Inventory up 82% YoY
93. 8 JanBLS: Job Openings decrease to 6.9 Million in November
94. 8 JanSmall Business Optimism Index decreased in December
95. 8 JanTuesday: Job Openings, Trade Deficit (Postponed)
96. 7 JanOil Rigs Declined, More Expected
97. 7 JanQuestion #1 for 2019: Will Mr. Trump negatively impact the economy in 2019?
98. 7 JanUpdate: Framing Lumber Prices Down Year-over-year
99. 7 JanISM Non-Manufacturing Index decreased to 57.6% in December
100. 7 JanSunday Night Futures
101. 6 JanThe Impact of the Government Shutdown on the January Employment Report
102. 5 JanSchedule for Week of January 6th
103. 4 JanAAR: December Rail Carloads up 2.9% YoY, Intermodal Up 5.0% YoY
104. 4 JanPublic and Private Sector Payroll Jobs During Presidential Terms
105. 4 JanHow can the unemployment rate increase if the economy is adding so many jobs?
106. 4 JanQ4 GDP Forecasts: Mid 2s
107. 4 JanComments on December Employment Report
108. 4 JanDecember Employment Report: 312,000 Jobs Added, 3.9% Unemployment Rate
109. 4 JanFriday: Employment Report
110. 3 JanGoldman: December Payrolls Preview
111. 3 JanDecember Employment Preview
112. 3 JanReis: Office Vacancy Rate unchanged in Q4 at 16.7%
113. 3 JanISM Manufacturing index Decreased Sharply to 54.1 in December
114. 3 JanWeekly Initial Unemployment Claims increased to 231,000
115. 3 JanADP: Private Employment increased 271,000 in December
116. 3 JanMBA: "Mortgage Applications Decrease Over Two Week Period in Latest MBA Weekly Survey"
117. 3 JanThursday: ADP Employment, Unemployment Claims, ISM Mfg Survey, Auto Sales, and More
118. 2 JanQuestion #2 for 2019: How much will the economy grow in 2019?
119. 2 JanQuestion #3 for 2019: Will job creation in 2019 be as strong as in 2018?
120. 2 JanQuestion #4 for 2019: What will the unemployment rate be in December 2019?
121. 2 JanU.S. Light Vehicle Sales increase to 17.5 million annual rate in December
122. 2 JanCoreLogic: House Prices up 5.1% Year-over-year in November
123. 1 JanQuestion #5 for 2019: Will the core inflation rate rise in 2019? Will too much inflation be a concern in 2019?
124. 1 JanQuestion #6 for 2019: Will the Fed raise rates in 2019, and if so, by how much?