The Curious Engineer

Calculated Risk

2020

1,843 posts

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2020 1,843

December 2020

  1. December 31 COVID-19 Test Results; Record Hospitalizations
  2. Question #4 for 2021: Will the overall participation rate increase to pre-pandemic levels (63.4% in February 2020) , or will it will only partially recover in 2021?
  3. Question #5 for 2021: Will the core inflation rate increase in 2021? Will too much inflation be a concern in 2021?
  4. Hotels: Occupancy Rate Declined 33.0% Year-over-year, 2020 Worst Year on Record
  5. Weekly Initial Unemployment Claims decreased to 787,000
  6. December 30 COVID-19 Test Results; Record Hospitalizations
  7. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in November
  8. Question #6 for 2021: Will the Fed raise rates in 2021? What about the asset purchase program?
  9. Question #7 for 2021: How much will RI increase in 2021? How about housing starts and new home sales in 2021?
  10. NAR: Pending Home Sales Decrease 2.6% in November
  11. Wednesday: Pending Home Sales
  12. December 29 COVID-19 Test Results; Record Hospitalizations
  13. Zillow Case-Shiller House Price Forecast: "Nothing Short of Remarkable", 9.5% YoY in November
  14. Real House Prices and Price-to-Rent Ratio in October
  15. Question #8 for 2021: What will happen with house prices in 2021?
  16. Case-Shiller: National House Price Index increased 8.4% year-over-year in October
  17. Tuesday: Case-Shiller House Prices
  18. December 28 COVID-19 Test Results; Record Hospitalizations
  19. Question #9 for 2021: Will inventory increase as the pandemic subsides, or will inventory decrease further in 2021?
  20. Dallas Fed: "Texas Manufacturing Activity Expands at a Faster Pace" in December
  21. Seven High Frequency Indicators for the Economy
  22. Sunday Night Futures
  23. December 27 COVID-19 Test Results; Expected dip in the data over the holidays
  24. Question #10 for 2021: How much damage did the pandemic do to certain sectors?
  25. December 26 COVID-19 Test Results; Be Careful with Holidays Numbers
  26. Schedule for Week of December 27, 2020
  27. December 25 COVID-19 Test Results; Holiday Decline in Numbers
  28. Ten Economic Questions for 2021
  29. A Christmas Present for UberNerds
  30. December 24 COVID-19 Test Results; Record Hospitalizations
  31. Hotels: Occupancy Rate Declined 26.4% Year-over-year
  32. Review: Ten Economic Questions for 2020
  33. December 23 COVID-19 Test Results; Record Hospitalizations, December Now Deadliest Month
  34. A few Comments on November New Home Sales
  35. New Home Sales decrease to 841,000 Annual Rate in November
  36. Personal Income decreased 1.1% in November, Spending decreased 0.4%
  37. Weekly Initial Unemployment Claims decreased to 803,000
  38. MBA: Mortgage Applications Increase in Latest Weekly Survey
  39. Wednesday: New Home Sales, Unemployment Claims, Personal Income & Outlays and more
  40. December 22 COVID-19 Test Results; Record Hospitalizations, Record 7-Day Deaths
  41. Freddie Mac: Mortgage Serious Delinquency Rate decreased in November
  42. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 3.4% YoY
  43. Comments on November Existing Home Sales
  44. NAR: Existing-Home Sales Decreased to 6.69 million in November
  45. Q3 GDP Growth Revised up slightly to 33.4% Annual Rate
  46. Tuesday: Existing Home Sales, Q3 GDP
  47. December 21 COVID-19 Test Results; Record Hospitalizations, Record 7-Day Deaths
  48. December Vehicle Sales Forecast: "Rise Slightly from November"; Annual Sales Down 16% from 2019
  49. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 5.49%"
  50. Chicago Fed National Activity "Index Suggests Slower, but Still Slightly Above-Average Growth in November"
  51. Black Knight: National Mortgage Delinquency Rate Decreased in November
  52. Seven High Frequency Indicators for the Economy
  53. Sunday Night Futures
  54. December 20 COVID-19 Test Results; Record 7-Day Deaths
  55. Some thoughts on Housing Inventory
  56. December 19 COVID-19 Test Results; Record 7-Day Deaths
  57. Schedule for Week of December 20, 2020
  58. December 18 COVID-19 Test Results; Record 7-Day Deaths, Record Hospitalizations
  59. Lawler: Early Read on Existing Home Sales in November
  60. Update: 2021 Housing Forecasts
  61. Q4 GDP Forecasts
  62. BLS: November Unemployment rates down in 25 States, Higher in 7 States
  63. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  64. December 17 COVID-19 Test Results; Record 7-Day Cases and Deaths, Record Hospitalizations
  65. Comments on November Housing Starts
  66. CAR on California November Housing: Sales up 26% YoY, Active Listings down 47% YoY
  67. Hotels: Occupancy Rate Declined 37.4% Year-over-year
  68. Philly Fed Manufacturing "growth was less widespread" in December, Kansas City Fed "Activity Expanded Further"
  69. Weekly Initial Unemployment Claims increased to 885,000
  70. Housing Starts increased to 1.547 Million Annual Rate in November
  71. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
  72. December 16 COVID-19 Test Results; Record 7-Day Deaths, Hospitalizations
  73. FOMC Projections and Press Conference
  74. FOMC Statement: No Change
  75. AIA: "Architecture billings lose ground in November"
  76. NAHB: Builder Confidence Decreased to 86 in December
  77. Retail Sales decreased 1.1% in November
  78. MBA: Mortgage Applications Increase in Latest Weekly Survey
  79. Wednesday: Retail Sales, Homebuilder Confidence, FOMC Statement
  80. December 15 COVID-19 Test Results; Record 7-Day Deaths, Hospitalizations
  81. LA Area Port Traffic: Strong Imports, Weak Exports in November
  82. Denver Real Estate in November: Sales Up 18% YoY, Active Inventory Down 63%
  83. Industrial Production Increased 0.4 Percent in November; 5% Below Pre-Crisis Level
  84. NY Fed: Manufacturing: Business activity "edged slightly higher" in New York State in December
  85. Tuesday: Industrial Production, NY Fed Mfg
  86. December 14 COVID-19 Test Results; Record 7-Day Cases and Deaths, Record Hospitalizations
  87. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.48%", More Borrowers Seeking Relief
  88. Phoenix Real Estate in November: Sales Up 27.4% YoY, Active Inventory Down 45% YoY
  89. The Employment Situation is Worse than the Headline Unemployment Rate Suggests
  90. Seven High Frequency Indicators for the Economy
  91. Sunday Night Futures
  92. December 13 COVID-19 Test Results; Record 7-Day Cases and Deaths, Record Hospitalizations
  93. FOMC Preview
  94. December 12 COVID-19 Test Results; Record 7-Day Cases, Record Hospitalizations
  95. Schedule for Week of December 13, 2020
  96. December 11 COVID-19 Test Results; Record 7-Day Cases and Deaths, Record Hospitalizations
  97. Sacramento Housing in November: Sales increase 22% YoY, Active Inventory down 47% YoY
  98. Houston Real Estate in November: Sales Up 28% YoY, Inventory Down 27% YoY
  99. Q4 GDP Forecasts
  100. Mortgage Equity Withdrawal Increased in Q3
  101. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Slightly, New Starts Increased
  102. December 10 COVID-19 Test Results; Record 7-Day Cases, Hospitalizations, Deaths
  103. Fed's Flow of Funds: Household Net Worth Increased $3.8 Trillion in Q3
  104. Hotels: Occupancy Rate Declined 37.9% Year-over-year
  105. Cleveland Fed: Key Measures Show Inflation Softened in November
  106. CoreLogic: 1.6 Million Homes with Negative Equity in Q3 2020
  107. Weekly Initial Unemployment Claims increased sharply to 853,000
  108. BLS: CPI increased 0.2% in November, Core CPI Increased 0.2%
  109. Thursday: CPI, Unemployment Claims, Q3 Flow of Funds
  110. December 9 COVID-19 Test Results; Record 7-Day Cases, Hospitalizations, Over 3,000 Deaths
  111. By Request: Public and Private Sector Payroll Jobs During Presidential Terms
  112. BLS: Job Openings "Little Changed" at 6.7 Million in October
  113. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  114. Wednesday: Job Openings
  115. December 8 COVID-19 Test Results; Record 7-Day Cases, Deaths, Hospitalizations
  116. Seattle Real Estate in November: Sales up 22% YoY, Inventory UP 27% YoY
  117. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 7.8% YoY in Early December
  118. Las Vegas Real Estate in November: Sales up 28% YoY, Inventory down 54% YoY
  119. December 7 COVID-19 Test Results; Record 7-Day Deaths, Record Hospitalizations
  120. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 5.54%"
  121. Leading Index for Commercial Real Estate Decreased in November
  122. Employment: November Diffusion Indexes
  123. Black Knight Mortgage Monitor for October: "2020 On Pace to See More than 9 Million Refinance Transactions"
  124. Seven High Frequency Indicators for the Economy
  125. Sunday Night Futures
  126. December 6 COVID-19 Test Results; Record 7-Day Deaths, Record Hospitalizations
  127. Q4 GDP Forecasts: Uncertainty
  128. December 5 COVID-19 Test Results; Record 7-Day Deaths
  129. Schedule for Week of December 6, 2020
  130. December 4 COVID-19 Test Results; Record Cases, Hospitalizations
  131. AAR: November Rail Carloads down 5.8% YoY, Intermodal Up 11.5% YoY
  132. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Slightly
  133. Trade Deficit Increased to $63.1 Billion in October
  134. Comments on November Employment Report
  135. November Employment Report: 245 Thousand Jobs Added, 6.7% Unemployment Rate
  136. Friday: Employment Report, Trade Deficit
  137. December 3 COVID-19 Test Results; Record Cases, Hospitalizations
  138. Goldman November Payrolls Preview
  139. November Employment Preview
  140. Hotels: Occupancy Rate Declined 28.5% Year-over-year
  141. ISM Services Index Decreased to 55.9% in November
  142. Weekly Initial Unemployment Claims decreased to 712,000
  143. Thursday: Unemployment Claims, ISM Services
  144. December 2 COVID-19 Test Results; Over 100,000 Hospitalizations
  145. Fed's Beige Book: "modest or moderate" Growth in Economic Activity, Some Districts see "No growth"
  146. November Vehicles Sales decreased to 15.55 Million SAAR
  147. ADP: Private Employment increased 307,000 in November
  148. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  149. Wednesday: ADP Employment, Beige Book
  150. December 1 COVID-19 Test Results; Record Hospitalizations
  151. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 5.54%"
  152. Update: Framing Lumber Prices Up 50% Year-over-year
  153. Construction Spending Increased 1.3% in October
  154. ISM Manufacturing index Decreased to 57.5 in November
  155. CoreLogic: House Prices up 7.3% Year-over-year in October
  156. Tuesday: ISM Manufacturing, Construction Spending, Fed Chair Powell Testimony
  157. November 30 COVID-19 Test Results; Record Hospitalizations

November 2020

  1. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in October
  2. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 49% YoY in October
  3. Dallas Fed: "Texas Manufacturing Expansion Moderates" in November
  4. NAR: Pending Home Sales Decrease 1.1% in October
  5. Seven High Frequency Indicators for the Economy
  6. Sunday Night Futures
  7. November 29 COVID-19 Test Results; Record Hospitalizations
  8. Zillow Case-Shiller House Price Forecast: "Taking Off in Earnest"
  9. November 28 COVID-19 Test Results; Record Hospitalizations
  10. Schedule for Week of November 29, 2020
  11. November 27 COVID-19 Test Results
  12. Hotels: Occupancy Rate Declined 32.6% Year-over-year
  13. Q4 GDP Forecasts: Some Upward Revisions
  14. Lawler: The Dismal Demographics of 2020
  15. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  16. November 26 COVID-19 Test Results; Record Hospitalizations
  17. Five Economic Reasons to be Thankful
  18. November 25 COVID-19 Test Results; Record Hospitalizations, Deaths Increasing
  19. FOMC Minutes: "Concerned about the possibility of a further resurgence of the virus that could undermine the recovery"
  20. A few Comments on October New Home Sales
  21. Personal Income decreased 0.7% in October, Spending increased 0.5%
  22. New Home Sales at 999,000 Annual Rate in October
  23. Q3 GDP Growth Unchanged at 33.1% Annual Rate
  24. Weekly Initial Unemployment Claims increased to 778,000
  25. MBA: Mortgage Applications Increase in Latest Weekly Survey
  26. Wednesday: New Home Sales, GDP, Unemployment Claims, Personal Income & Outlays, FOMC Minutes and More
  27. November 24 COVID-19 Test Results; Record Hospitalizations, Deaths Increasing
  28. Freddie Mac: Mortgage Serious Delinquency Rate decreased in October
  29. Real House Prices and Price-to-Rent Ratio in September
  30. Note: November Employment Report Will Show a Decrease of 93,000 Temporary Census Workers
  31. Case-Shiller: National House Price Index increased 7.0% year-over-year in September
  32. Tuesday: Case-Shiller House Prices
  33. November 23 COVID-19 Test Results; Record Hospitalizations
  34. November Vehicle Sales Forecast: "Second Straight Month-to-Month Decline"
  35. MBA Survey: "Share of Mortgage Loans in Forbearance Increases Slightly to 5.48%"
  36. Chicago Fed National Activity "Index Suggests Economic Growth Increased in October"
  37. Black Knight: National Mortgage Delinquency Rate Decreased in October
  38. Seven High Frequency Indicators for the Economy
  39. Sunday Night Futures
  40. November 22 COVID-19 Test Results; Record Hospitalizations
  41. Two Key Economic Dates in December
  42. November 21 COVID-19 Test Results; Record Hospitalizations
  43. Schedule for Week of November 22, 2020
  44. November 20 COVID-19 Test Results; Record Cases, Hospitalizations
  45. Quarterly Starts by Purpose and Design
  46. Q4 GDP Forecasts
  47. BLS: October Unemployment rates down in 37 States, Higher in 8 States
  48. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  49. November 19 COVID-19 Test Results; Record Hospitalizations
  50. Comments on October Existing Home Sales
  51. Hotels: Occupancy Rate Declined 32.7% Year-over-year
  52. NAR: Existing-Home Sales Increased to 6.85 million in October
  53. Philly Fed Manufacturing "Continued to Grow" in November
  54. Weekly Initial Unemployment Claims increased to 742,000
  55. Thursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
  56. November 18 COVID-19 Test Results; Record Hospitalizations
  57. CAR on California October Housing: Sales up 20% YoY, Active Listings down 40%+ YoY
  58. LA Area Port Traffic: Strong Imports, Weak Exports in October
  59. AIA: "Architecture billings remained stalled in October"
  60. Comments on October Housing Starts
  61. Housing Starts increased to 1.530 Million Annual Rate in October
  62. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  63. Wednesday: Housing Starts
  64. November 17 COVID-19 Test Results; Record Hospitalizations
  65. Lawler: Early Read on Existing Home Sales in October
  66. Phoenix Real Estate in October: Sales Up 23.5% YoY, Active Inventory Down 42% YoY
  67. NY Fed Q3 Report: "Total Household Debt Increased in Q3 2020, Led by Surge in New Credit Extensions"
  68. NAHB: Builder Confidence Increased to 90 in November, Record High
  69. Industrial Production Increased 1.1 Percent in October; 5.6% Below Pre-Crisis Level
  70. Retail Sales increased 0.3% in October
  71. Tuesday: Retail Sales, Industrial Production, Homebuilder Confidence
  72. November 16 COVID-19 Test Results; Record Hospitalizations
  73. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.47%"
  74. Note: The Employment Situation is Worse than the Headline Unemployment Rate Suggests
  75. NY Fed: Manufacturing: Business activity "expanded slightly" in New York State in November
  76. Eight High Frequency Indicators for the Economy
  77. Sunday Night Futures
  78. November 15 COVID-19 Test Results
  79. Mortgage Rates and Ten Year Yield
  80. November 14 COVID-19 Test Results; Record Hospitalizations
  81. Schedule for Week of November 15, 2020
  82. November 13 COVID-19 Test Results; Record Cases, Record Hospitalizations
  83. DOT: Vehicle Miles Driven decreased 9.7% year-over-year in September
  84. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  85. A comment on Q4 GDP
  86. Hotels: Occupancy Rate Declined 35.9% Year-over-year
  87. November 12 COVID-19 Test Results; Record Cases, Record Hospitalizations
  88. Lawler: Recent Slowdown in US Population Growth Accelerated in 2020
  89. Many Millions could lose unemployment benefits at the End of 2020
  90. Cleveland Fed: Key Measures Show Inflation Eased Year-over-year in October
  91. Weekly Initial Unemployment Claims decreased to 709,000
  92. BLS: CPI unchanged in October, Core CPI unchanged
  93. Thursday: CPI, Unemployment Claims
  94. November 11 COVID-19 Test Results; Record Cases, Record Hospitalizations
  95. Houston Real Estate in October: Sales Up 31.5% YoY, Inventory Down 26% YoY
  96. First Look: 2021 Housing Forecasts
  97. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  98. November 10 COVID-19 Test Results; Record Cases, Record Hospitalizations
  99. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 1.1% YoY in November
  100. MBA: "Mortgage Delinquencies Decrease in the Third Quarter of 2020"
  101. BLS: Job Openings "Little Changed" at 6.4 Million in September
  102. Small Business Optimism Unchanged in October
  103. Tuesday: Job Openings
  104. November 9 COVID-19 Test Results; Hospitalizations almost 60,000
  105. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.67%"
  106. Leading Index for Commercial Real Estate Decreased in October
  107. The Projected Improvement in Life Expectancy
  108. Seven High Frequency Indicators for the Economy
  109. November 8 COVID-19 Test Results; Hospitalizations almost 57,000
  110. Sunday Night Futures
  111. GDP and Employment drag from State and Local Governments
  112. November 7 COVID-19 Test Results; Record Cases; Hospitalizations almost 56,000
  113. Hotels: Occupancy Rate Declined 29% Year-over-year
  114. Schedule for Week of November 8, 2020
  115. November 6 COVID-19 Test Results; Record Cases; Hospitalizations almost 55,000
  116. Seattle Real Estate in October: Sales up 40% YoY, Inventory UP 16% YoY
  117. AAR: October Rail Carloads down 6.6% YoY, Intermodal Up 10.0% YoY
  118. Las Vegas Real Estate in October: Sales up 11% YoY, Inventory down 34% YoY
  119. Comments on October Employment Report
  120. October Employment Report: 638 Thousand Jobs Added, 6.9% Unemployment Rate
  121. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  122. Friday: Employment Report
  123. November 5 COVID-19 Test Results; Record Cases; Hospitalizations over 53,000
  124. Goldman October Payrolls Preview
  125. FOMC Statement: No Change
  126. October Employment Preview
  127. Weekly Initial Unemployment Claims at 751,000
  128. Thursday: FOMC Announcement, Unemployment Claims
  129. November 4 COVID-19 Test Results; Over 100,000 Cases Reported Today
  130. October Vehicles Sales decreased to 16.2 Million SAAR
  131. ISM Services Index Decreased to 56.6% in October
  132. Trade Deficit Decreased to $63.9 Billion in September
  133. ADP: Private Employment increased 365,000 in October
  134. MBA: Mortgage Applications Increase in Latest Weekly Survey
  135. Wednesday: ADP Employment, Trade Deficit, ISM Services
  136. November 3 COVID-19 Test Results
  137. Early Q4 GDP Forecasts
  138. Update: Framing Lumber Prices Up 23% Year-over-year
  139. CoreLogic: House Prices up 6.7% Year-over-year in September
  140. November 2 COVID-19 Test Results
  141. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.83%"
  142. The Election and 2021 Economic Forecast
  143. Black Knight Mortgage Monitor for September: "2020 Originations Will Surpass $4 Trillion for First Time Ever"
  144. Construction Spending Increased 0.3% in September
  145. ISM Manufacturing index Increased to 59.3 in October
  146. Eight High Frequency Indicators for the Economy
  147. Monday: ISM Mfg, Construction Spending, Vehicle Sales
  148. November 1 COVID-19 Test Results
  149. FOMC Preview
  150. Unofficial Problem Bank list Decreased to 64 Institutions

October 2020

  1. October 31 COVID-19 Test Results
  2. Schedule for Week of November 1, 2020
  3. October 30 COVID-19 Test Results; Record 97,000 Cases
  4. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in September
  5. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 51% YoY in September
  6. Q3 2020 GDP Details on Residential and Commercial Real Estate
  7. Real Personal Income less Transfer Payments
  8. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  9. Personal Income increased 0.9% in September, Spending increased 1.4%
  10. Friday: Personal Income and Outlays
  11. October 29 COVID-19 Test Results
  12. Q3 GDP: Investment
  13. Hotels: Occupancy Rate Declined 31.7% Year-over-year
  14. NAR: Pending Home Sales Decrease 2.2% in September
  15. Weekly Initial Unemployment Claims decrease to 751,000
  16. BEA: Real GDP Increased at 33.1% Annualized Rate in Q3
  17. Thursday: Q3 GDP, Unemployment Claims, Pending Home Sales
  18. October 28 COVID-19 Test Results
  19. Freddie Mac: Mortgage Serious Delinquency Rate decreased in September
  20. October Vehicle Sales Forecast: Unchanged Year-over-year
  21. Zillow Case-Shiller House Price Forecast: "Annual growth in September as reported by Case-Shiller is expected to accelerate"
  22. MBA: Mortgage Applications Increase in Latest Weekly Survey
  23. October 27 COVID-19 Test Results
  24. Richmond Fed: "Fifth District manufacturing activity strengthened in October"
  25. Note: October Employment Report Will Show a Decrease of 147,000 Temporary Census Workers
  26. HVS: Q3 2020 Homeownership and Vacancy Rates
  27. Case-Shiller: National House Price Index increased 5.7% year-over-year in August
  28. Tuesday: Durable Goods, Case-Shiller House Prices
  29. October 26 COVID-19 Test Results; New US Record 7-Day Average Cases
  30. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases Slightly to 5.90%"
  31. Dallas Fed: "Texas Manufacturing Expands for Fifth Straight Month" in October
  32. A few Comments on September New Home Sales
  33. New Home Sales decreased to 959,000 Annual Rate in September
  34. Eight High Frequency Indicators for the Economy
  35. Monday: New Home Sales
  36. October 25 COVID-19 Test Results; New US Record 7-Day Average Cases
  37. Hotels: Occupancy Rate Declined 30.7% Year-over-year
  38. October 24 COVID-19 Test Results
  39. Schedule for Week of October 25, 2020
  40. October 23 COVID-19 Test Results
  41. Q3 GDP Forecasts
  42. NMHC: "October Apartment Market Conditions Showed Some Rebound from COVID-19 Impacts"
  43. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declined Slightly
  44. October 22 COVID-19 Test Results
  45. Black Knight: National Mortgage Delinquency Rate Decreased in September
  46. NMHC: Rent Payment Tracker Shows Households Paying Rent Declined in October
  47. Comments on September Existing Home Sales
  48. NAR: Existing-Home Sales Increased to 6.54 million in September
  49. Weekly Initial Unemployment Claims decrease to 787,000
  50. Thursday: Existing Home Sales, Unemployment Claims
  51. October 21 COVID-19 Test Results
  52. Fed's Beige Book: "Slight to modest" Growth in Economic Activity
  53. LA Area Port Traffic: Strong Imports, Weak Exports in September
  54. AIA: "Architectural billings slowdown moderated in September"
  55. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  56. Wednesday: Beige Book, Architecture Billings Index
  57. October 20 COVID-19 Test Results
  58. Lehner: "COVID’s Impact on State and Local Governments"
  59. Phoenix Real Estate in September: Sales Up 18.5% YoY, Active Inventory Down 40% YoY
  60. CAR on California September Housing: Sales up 21% YoY, Active Listings down 48% YoY
  61. BLS: September Unemployment rates down in 30 States, Higher in 8 States
  62. Comments on September Housing Starts
  63. Housing Starts at 1.415 Million Annual Rate in September
  64. Free Webinar Tuesday: UCI Professor Chris Schwarz 2021 Economic and Financial Forecast at 2:00 PM ET
  65. Tuesday: Housing Starts
  66. October 19 COVID-19 Test Results
  67. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 5.92%"
  68. Lawler: Early Read on Existing Home Sales in September
  69. DOT: Vehicle Miles Driven decreased 12.3% year-over-year in August
  70. NAHB: Builder Confidence Increased to 85 in October, Record High
  71. Seven High Frequency Indicators for the Economy
  72. Sunday Night Futures
  73. October 18 COVID-19 Test Results
  74. Trends in Educational Attainment in the U.S. Labor Force
  75. October 17 COVID-19 Test Results
  76. Schedule for Week of October 18, 2020
  77. Sacramento Housing in September: Sales increase 22% YoY, Active Inventory down 49% YoY
  78. October 16 COVID-19 Test Results
  79. Q3 GDP Forecasts
  80. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly Following Large Decline Last Week
  81. Industrial Production Decreased 0.6 Percent in September; 7.1% Below Pre-Crisis Level
  82. Retail Sales increased 1.9% in September
  83. Friday: Retail Sales, Industrial Production
  84. October 15 COVID-19 Test Results
  85. Hotels: Occupancy Rate Declined 29.2% Year-over-year
  86. NMHC: Rent Payment Tracker Shows Households Paying Rent Declined in October
  87. Philly Fed Manufacturing "Picked Up"; NY Fed Manufacturing "Increased Modestly" in October
  88. Weekly Initial Unemployment Claims increase to 898,000
  89. Thursday: Unemployment Claims, NY and Philly Fed Mfg
  90. October 14 COVID-19 Test Results
  91. Houston Real Estate in September: Sales Up 32% YoY, Inventory Down 25% YoY
  92. House Prices to National Average Wage Index
  93. House Prices and Inventory
  94. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  95. October 13 COVID-19 Test Results
  96. Technical Note: October Employment Report Will Show a Significant Decrease in Temporary Census Workers
  97. Cleveland Fed: Key Measures Show Inflation Eased Year-over-year in September
  98. Cost of Living Adjustment increases 1.3% in 2021, Contribution Base increased to $142,800
  99. BLS: CPI increased 0.2% in September, Core CPI increased 0.2%
  100. Tuesday: CPI
  101. October 12 COVID-19 Test Results
  102. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 6.32%"
  103. Update: Real Estate Agent Boom and Bust
  104. Demographics: Renting vs. Owning
  105. Seven High Frequency Indicators for the Economy
  106. Sunday Night Futures
  107. October 11 COVID-19 Test Results
  108. U.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2019
  109. October 10 COVID-19 Test Results
  110. Schedule for Week of October 11, 2020
  111. October 9 COVID-19 Test Results; Most Cases in Over 2 Months
  112. U.S. Heavy Truck Sales down 26% Year-over-year in September
  113. Q3 GDP Forecasts
  114. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declined Sharply
  115. October 8 COVID-19 Test Results
  116. AAR: September Rail Carloads down 9.7% YoY, Intermodal Up 7.1% YoY
  117. Seattle Real Estate in September: Sales up 59% YoY, Inventory UP 8% YoY
  118. Hotels: Occupancy Rate Declined 29.6% Year-over-year
  119. NMHC: Rent Payment Tracker Shows Households Paying Rent Unchanged in October
  120. Weekly Initial Unemployment Claims at 840,000
  121. Thursday: Unemployment Claims
  122. October 7 COVID-19 Test Results
  123. FOMC Minutes: "most forecasters were assuming that an additional pandemic-related fiscal package would be approved this year"
  124. By Request: Public and Private Sector Payroll Jobs During Presidential Terms
  125. Update: Framing Lumber Prices Up 65% Year-over-year
  126. MBA: Mortgage Applications Increase in Latest Weekly Survey
  127. Wednesday: FOMC Minutes
  128. October 6 COVID-19 Test Results
  129. Reis: Office, Mall and Apartment Vacancy Rates Increased in Q3
  130. Las Vegas Real Estate in September: Sales up 16% YoY, Inventory down 31% YoY
  131. CoreLogic: House Prices up 5.9% Year-over-year in August
  132. Fed Chair Powell: Recent Economic Developments and the Challenges Ahead
  133. BLS: Job Openings Decreased to 6.5 Million in August
  134. Trade Deficit Increased to $67.1 Billion in August
  135. Tuesday: Job Openings, Trade Deficit, Fed Chair Powell Speaks
  136. October 5 COVID-19 Test Results
  137. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 6.81%"
  138. Black Knight Mortgage Monitor for August: "At Current Rate of Improvement, Delinquencies Will Remain Above Pre-Pandemic Levels Until 2022"
  139. ISM Services Index Increased to 57.8% in September
  140. Seven High Frequency Indicators for the Economy
  141. Sunday Night Futures
  142. October 4 COVID-19 Test Results
  143. Unofficial Problem Bank list Decreased to 65 Institutions
  144. October 3 COVID-19 Test Results
  145. Schedule for Week of October 4, 2020
  146. September Vehicles Sales increased to 16.3 Million SAAR
  147. October 2 COVID-19 Test Results
  148. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  149. Q3 GDP Forecasts
  150. Comments on September Employment Report
  151. September Employment Report: 661 Thousand Jobs Added, 7.9% Unemployment Rate
  152. September Employment Preview
  153. October 1 COVID-19 Test Results
  154. Goldman September Payrolls Preview
  155. Zillow Case-Shiller Forecast: Year-over-year House Price Growth to Increase Significantly in August
  156. Hotels: Occupancy Rate Declined 31.5% Year-over-year
  157. ISM Manufacturing index Decreased to 55.4 in September
  158. Construction Spending Increased 1.4% in August
  159. Personal Income decreased 2.7% in August, Spending increased 1.0%
  160. Weekly Initial Unemployment Claims decreased to 837,000
  161. Thursday: Unemployment Claims, Personal Income and Outlays, ISM Mfg, Construction Spending, Vehicle Sales

September 2020

  1. September 30 COVID-19 Test Results
  2. Fannie Mae: Mortgage Serious Delinquency Rate Increased in August
  3. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 57% YoY in August
  4. NAR: Pending Home Sales Increase 8.8% in August
  5. Q2 GDP Revised up to -31.4% Annual Rate
  6. ADP: Private Employment increased 749,000 in September
  7. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  8. Wednesday: ADP Employment, Q2 GDP, Chicago PMI, Pending Home Sales
  9. September 29 COVID-19 Test Results
  10. Real House Prices and Price-to-Rent Ratio in July
  11. "Chemical Activity Barometer Rises in September"
  12. Case-Shiller: National House Price Index increased 4.8% year-over-year in July
  13. Tuesday: Case-Shiller House Prices
  14. September 28 COVID-19 Test Results
  15. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 6.87%"
  16. New Home Prices
  17. Dallas Fed: "Texas Manufacturing Recovery Picks Up Steam" in September
  18. Seven High Frequency Indicators for the Economy
  19. Sunday Night Futures
  20. September 27 COVID-19 Test Results
  21. Commercial Real Estate Scarring
  22. September 26 COVID-19 Test Results
  23. Schedule for Week of September 27, 2020
  24. Freddie Mac: Mortgage Serious Delinquency Rate increased in August, Highest Since January 2013
  25. September 25 COVID-19 Test Results
  26. September Vehicle Sales Forecast: 5% Year-over-year Decline
  27. Q3 GDP Forecasts
  28. Lawler: Serious Delinquency Rate on FHA-Insured SF Loans Up Again in August
  29. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  30. September 24 COVID-19 Test Results
  31. Black Knight: National Mortgage Delinquency Rate Decreased in August, Serious Delinquencies Rise
  32. Hotels: Occupancy Rate Declined 32% Year-over-year
  33. Kansas City Fed: "Tenth District Manufacturing Activity Increased at a Slower Pace" in September
  34. A few Comments on August New Home Sales
  35. New Home Sales increased to 1,011,000 Annual Rate in August
  36. Weekly Initial Unemployment Claims increased to 870,000
  37. Thursday: New Home Sales, Unemployment Claims
  38. September 23 COVID-19 Test Results
  39. NMHC: Rent Payment Tracker Shows Decline in Households Paying Rent in September
  40. AIA: "Architectural billings in August still show little sign of improvement"
  41. FHFA: House Prices up 6.5% YoY in July
  42. MBA: Mortgage Applications Increase in Latest Weekly Survey
  43. Wednesday: MBA Purchase Index, Fed Chair Powell
  44. September 22 COVID-19 Test Results
  45. September Employment Report Will Show a Decrease of 41,403 Temporary Census Workers
  46. Richmond Fed: "Manufacturing Activity Improved in September"
  47. Comments on August Existing Home Sales
  48. Fed Chair Powell Testimony: "Coronavirus Aid, Relief, and Economic Security Act" at 10:30 AM ET
  49. NAR: Existing-Home Sales Increased to 6.00 million in August
  50. Tuesday: Existing Home Sales, Fed Chair Powell Testimony
  51. September 21 COVID-19 Test Results
  52. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 6.93%"
  53. Mortgage Equity Withdrawal Increased in Q2
  54. Fed's Flow of Funds: Household Net Worth Increased $6.2 Trillion in Q2
  55. CoreLogic: 1.7 Million Homes with Negative Equity in Q2 2020
  56. Seven High Frequency Indicators for the Economy
  57. Sunday Night Futures
  58. September 20 COVID-19 Test Results
  59. Hotels: Occupancy Rate Declined 30% Year-over-year
  60. Sacramento Housing in August: Sales decline Slightly YoY, Active Inventory down 50% YoY
  61. September 19 COVID-19 Test Results
  62. Schedule for Week of September 20, 2020
  63. September 18 COVID-19 Test Results
  64. Lawler: Early Read on Existing Home Sales in August
  65. Q3 GDP Forecasts
  66. BLS: August Unemployment rates down in 41 states
  67. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  68. September 17 COVID-19 Test Results
  69. Philly Fed Manufacturing "continued to expand" in September
  70. CAR on California August Housing: Sales up 15% YoY, Active Listings down 50% YoY, Sales-to-date Down 7% Compared to 2019
  71. Comments on August Housing Starts
  72. Weekly Initial Unemployment Claims decreased to 860,000
  73. Housing Starts decreased to 1.416 Million Annual Rate in August
  74. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
  75. September 16 COVID-19 Test Results
  76. FOMC Projections and Press Conference
  77. FOMC Statement: "The Committee will aim to achieve inflation moderately above 2 percent for some time"
  78. Phoenix Real Estate in August: Sales Up 1.7% YoY, Active Inventory Down 38% YoY
  79. NMHC: Rent Payment Tracker Shows Decline in Households Paying Rent in September
  80. NAHB: Builder Confidence Increased to 83 in September, Record High
  81. Retail Sales increased 0.6% in August
  82. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  83. Wednesday: Retail Sales, FOMC Meeting, Homebuilder Confidence
  84. September 15 COVID-19 Test Results
  85. LA Area Port Inbound Traffic up to New Record High, Outbound Traffic Down Year-over-year in August
  86. Technical Note: September Employment Report Will Probably Show a Decrease in Temporary Census Workers
  87. "Income, Poverty and Health Insurance Coverage in the United States: 2019"
  88. Industrial Production Increased 0.4 Percent in August; Still 7.2% Below Pre-Crisis Level
  89. NY Fed: Manufacturing "Business activity expanded at a solid clip in New York State" in September
  90. Tuesday: Industrial Production, NY Fed Mfg
  91. September 14 COVID-19 Test Results
  92. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 7.01%", Forbearance Requests Increase
  93. Recession Measures and NBER
  94. Seven High Frequency Indicators for the Economy
  95. Sunday Night Futures
  96. September 13 COVID-19 Test Results
  97. FOMC Preview
  98. September 12 COVID-19 Test Results
  99. Schedule for Week of September 13, 2020
  100. September 11 COVID-19 Test Results
  101. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  102. Q3 GDP Forecasts
  103. Cleveland Fed: Key Measures Show Inflation increased Year-over-year in August
  104. Early Look at 2021 Cost-Of-Living Adjustments and Maximum Contribution Base
  105. BLS: CPI increased 0.4% in August, Core CPI increased 0.4%
  106. Friday: CPI
  107. September 10 COVID-19 Test Results
  108. Hotels: Occupancy Rate Declined 19% Year-over-year; Boosted by Hurricane and Fires
  109. Houston Real Estate in August: Sales Up 7% YoY, Inventory Down 23% YoY
  110. Comments on Weekly Unemployment Claims
  111. Weekly Initial Unemployment Claims unchanged at 884,000
  112. Thursday: Unemployment Claims, PPI
  113. September 9 COVID-19 Test Results
  114. Las Vegas Real Estate in August: Sales down 9% YoY, Inventory down 36% YoY
  115. NMHC: Rent Payment Tracker Shows Decline in Households Paying Rent in September
  116. BLS: Job Openings increased to 6.6 Million in July
  117. MBA: Mortgage Applications Increase in Latest Weekly Survey
  118. Wednesday: Job Openings
  119. September 8 COVID-19 Test Results
  120. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 7.16%"
  121. Seattle Real Estate in August: Sales up 15% YoY, Inventory UP 8% YoY
  122. Black Knight Mortgage Monitor for July: "Record-Low Rates, Largest Quarterly Volume on Record"
  123. Seven High Frequency Indicators for the Economy
  124. Monday Night Futures
  125. September 7 COVID-19 Test Results
  126. A Pandemic Employment Model
  127. September 6 COVID-19 Test Results
  128. September 5 COVID-19 Test Results
  129. Schedule for Week of September 6, 2020
  130. September 4 COVID-19 Test Results
  131. AAR: August Rail Carloads down 14.9% YoY, Intermodal Up 3.0% YoY
  132. Q3 GDP Forecasts
  133. Comments on August Employment Report
  134. August Employment Report: 1.4 Million Jobs Added, 8.4% Unemployment Rate
  135. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  136. Friday: Employment Report
  137. September 3 COVID-19 Test Results
  138. Goldman August Payrolls Preview
  139. August Employment Preview
  140. Hotels: Occupancy Rate Declined 27.7% Year-over-year
  141. Comments on Weekly Unemployment Claims
  142. ISM Services Index decreased to 56.9% in August
  143. Trade Deficit Increased Sharply to $63.6 Billion in July
  144. Weekly Initial Unemployment Claims increase to 833,352 NSA
  145. Thursday: Unemployment Claims, Trade Deficit, ISM Services
  146. September 2 COVID-19 Test Results
  147. Technical Note on Weekly Unemployment Claims
  148. U.S. Heavy Truck Sales down 26% Year-over-year in August
  149. ADP: Private Employment increased 428,000 in August
  150. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  151. Wednesday: ADP Employment
  152. September 1 COVID-19 Test Results
  153. August Vehicles Sales increased to 15.2 Million SAAR
  154. Update: Framing Lumber Prices Up 150% Year-over-year
  155. Construction Spending Increased Slightly in July
  156. ISM Manufacturing index Increased to 56.0 in August
  157. CoreLogic: House Prices up 5.5% Year-over-year in July
  158. Tuesday: ISM Mfg, Construction Spending, Vehicle Sales

August 2020

  1. August 31 COVID-19 Test Results
  2. Fannie Mae: Mortgage Serious Delinquency Rate Increased in July
  3. MBA Survey: "Share of Mortgage Loans in Forbearance Remains Flat at 7.20%"
  4. Dallas Fed: "Recovery Continues in Texas Manufacturing" in August
  5. Seven High Frequency Indicators for the Economy
  6. Sunday Night Futures
  7. August 30 COVID-19 Test Results
  8. August Employment Report: Comments on Temporary Decennial Census Hiring and Education
  9. August 29 COVID-19 Test Results
  10. August 2020: Unofficial Problem Bank list Increased to 66 Institutions
  11. Schedule for Week of August 30, 2020
  12. August 28 COVID-19 Test Results
  13. Lawler: July Residential Home Sales/Inventories in Selected Counties with Beach/Mountain Resort Areas
  14. Q3 GDP Forecasts
  15. Real Personal Income less Transfer Payments
  16. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans "Improve Slightly"
  17. Personal Income increased 0.4% in July, Spending increased 1.9%, Core PCE increased 0.3%
  18. Friday: Personal Income and Outlays, Chicago PMI
  19. August 27 COVID-19 Test Results
  20. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 61% YoY in July
  21. Comments on Weekly Unemployment Claims
  22. Hotels: Occupancy Rate Declined 30.3% Year-over-year, "Fell to a three-week low"
  23. NAR: Pending Home Sales Increase 5.9% in July
  24. Fed Chair Jerome Powell: Monetary Policy Framework Review
  25. Weekly Initial Unemployment Claims decrease to 1,006,000
  26. Q2 GDP Revised up to -31.7% Annual Rate
  27. Thursday: GDP, Unemployment Claims, Fed Chair Powell Speech, Pending Home Sales
  28. August 26 COVID-19 Test Results
  29. Zillow Case-Shiller Forecast: Year-over-year House Price Growth to Increase Slightly in July
  30. New Home Prices
  31. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  32. August 25 COVID-19 Test Results
  33. Freddie Mac: Mortgage Serious Delinquency Rate increased in July, Highest Since Feb 2013
  34. August Vehicle Sales Forecast: 11% Year-over-year Decline
  35. Real House Prices and Price-to-Rent Ratio in June
  36. A few Comments on July New Home Sales
  37. August Employment Report Will Show an Increase of 237,800 Temporary Census Workers
  38. New Home Sales increased to 901,000 Annual Rate in July
  39. Case-Shiller: National House Price Index increased 4.3% year-over-year in June
  40. Tuesday: New Home Sales, Case-Shiller House Prices
  41. August 24 COVID-19 Test Results
  42. MBA Survey: "Share of Mortgage Loans in Forbearance Declines Slightly to 7.20%"
  43. NMHC: Rent Payment Tracker Shows Decline in Households Paying Rent
  44. Chicago Fed National Activity "Index Suggests Slower, but Still Well-Above-Average Growth in July"
  45. Eight High Frequency Indicators for the Economy
  46. Sunday Night Futures
  47. August 23 COVID-19 Test Results
  48. The Failed Promises of the 2017 Tax Cuts and Jobs Act (TCJA)
  49. August 22 COVID-19 Test Results
  50. Q3 GDP Forecasts
  51. Schedule for Week of August 23, 2020
  52. August 21 COVID-19 Test Results
  53. DOT: Vehicle Miles Driven decreased 14.5% year-over-year in June
  54. BLS: July Unemployment rates down in 30 states; 3 States at New Series Highs
  55. Black Knight: National Mortgage Delinquency Rate Decreased in July, "Serious Delinquencies Climb"
  56. Comments on July Existing Home Sales
  57. NAR: Existing-Home Sales Increased to 5.86 million in July
  58. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans "Remains Flat"
  59. Friday: Existing Home Sales
  60. August 20 COVID-19 Test Results
  61. Hotels: Occupancy Rate Declined 30% Year-over-year
  62. Comments on Weekly Unemployment Claims
  63. Philly Fed Manufacturing "continued to expand" in August
  64. Weekly Initial Unemployment Claims increase to 1,106,000
  65. Thursday: Unemployment Claims, Philly Fed Mfg
  66. August 19 COVID-19 Test Results
  67. FOMC Minutes: "Uncertainty surrounding the economic outlook remained very elevated"
  68. AIA: "July architectural billings remained stalled"
  69. Employment: Preliminary annual benchmark revision shows downward adjustment of 173,000 jobs
  70. Phoenix Real Estate in July: Sales up 12% YoY, Active Inventory Down 42% YoY
  71. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  72. Wednesday: Preliminary Employment Benchmark, FOMC Minutes
  73. August 18 COVID-19 Test Results
  74. Lawler: Early Read on Existing Home Sales in July
  75. August Employment Report Will Show an Increase of Several Hundred Thousand Temporary Census Workers
  76. Comments on July Housing Starts
  77. Housing Starts increased to 1.496 Million Annual Rate in July
  78. Tuesday: Housing Starts
  79. August 17 COVID-19 Test Results
  80. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases for the Ninth Straight Week to 7.21%"
  81. CAR on California July Housing: Sales up 6% YoY, Active Listings down 48% YoY
  82. NMHC: Rent Payment Tracker Finds Decline in People Paying Rent in August
  83. MBA: "Mortgage Delinquencies Spike in the Second Quarter of 2020"
  84. Eight High Frequency Indicators for the Economy
  85. NY Fed: Manufacturing "Business activity edged slightly higher in New York State" in August
  86. NAHB: Builder Confidence Increased to 78 in August, Ties Record High
  87. Monday: Empire State Mfg, Homebuilder Survey
  88. August 16 COVID-19 Test Results
  89. Earlier Fed Survey: Banks reported Tighter Standards, Weaker Demand for Loans except Residential Real Estate
  90. August 15 COVID-19 Test Results
  91. Schedule for Week of August 16, 2020
  92. LA Area Port Inbound Traffic up Year-over-year in July
  93. August 14 COVID-19 Test Results
  94. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  95. Q3 Preview: Real GDP as a Percent of Previous Peak
  96. Q3 GDP Forecasts
  97. Industrial Production Increased 3.0 Percent in July; Still 8.4% Below Pre-Crisis Level
  98. Retail Sales increased 1.2% in July
  99. Friday: Retail Sales, Industrial Production
  100. August 13 COVID-19 Test Results
  101. Hotels: Occupancy Rate Declined 33% Year-over-year
  102. Comments on Weekly Unemployment Claims
  103. Weekly Initial Unemployment Claims decrease to 963,000
  104. Thursday: Unemployment Claims
  105. August 12 COVID-19 Test Results
  106. Houston Real Estate in July: Sales Up 25% YoY, Inventory Down 19% YoY
  107. Cleveland Fed: Key Measures Show Inflation increased Year-over-year in July
  108. Early Look at 2021 Cost-Of-Living Adjustments and Maximum Contribution Base
  109. BLS: CPI increased 0.6% in July, Core CPI increased 0.6%
  110. MBA: Mortgage Applications Increase in Latest Weekly Survey
  111. Wednesday: CPI
  112. August 11 COVID-19 Test Results
  113. August Employment Report: Temporary Census Hiring will be Significant
  114. CoreLogic: "Overall Mortgage Delinquency Rates Beginning to Climb"
  115. Tuesday: PPI, Delinquency Survey
  116. August 10 COVID-19 Test Results
  117. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 7.44%" of Portfolio Volume
  118. Fannie and Freddie: REO inventory declined sharply in Q2, Down 35% Year-over-year
  119. Seattle Real Estate in July: Sales up 10% YoY, Inventory down 15% YoY
  120. BLS: Job Openings increased to 5.9 Million in June
  121. NMHC: Rent Payment Tracker Finds Decline in People Paying Rent in August
  122. High Frequency Indicators for the Economy
  123. Monday: Job Openings
  124. August 9 COVID-19 Test Results
  125. August 8 COVID-19 Test Results
  126. State and Local Education Employment in August
  127. Schedule for Week of August 9, 2020
  128. August 7 COVID-19 Test Results
  129. AAR: July Rail Carloads down 17.6% YoY, Intermodal Down 1.4% YoY
  130. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 70% YoY in June
  131. Hotels: Occupancy Rate Declined 35% Year-over-year
  132. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Due to Expirations
  133. Comments on July Employment Report
  134. July Employment Report: 1.8 Million Jobs Added, 10.2% Unemployment Rate
  135. Friday: Employment Report
  136. August 6 COVID-19 Test Results
  137. Goldman July Payrolls Preview
  138. July Employment Preview
  139. NY Fed Q2 Report: "Total Household Debt Decreased in Q2 2020, Marking First Decline Since 2014"
  140. Las Vegas Real Estate in July: Sales up 4% YoY, Inventory down 35% YoY
  141. Weekly Initial Unemployment Claims decrease to 1,186,000
  142. Thursday: Unemployment Claims, NY Fed Q2 Quarterly Report on Household Debt and Credit
  143. August 5 COVID-19 Test Results
  144. The Changing Mix of Light Vehicle Sales
  145. ISM Services Index increased to 58.1% in July, Employment Index Declined
  146. Trade Deficit decreased to $50.7 Billion in June
  147. ADP: Private Employment increased 167,000 in July
  148. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  149. Wednesday: ADP Employment, Trade Deficit, ISM non-Mfg
  150. August 4 COVID-19 Test Results
  151. July 2020: Unofficial Problem Bank list Increased to 65 Institutions
  152. Update: Framing Lumber Prices Up 81% Year-over-year
  153. BEA: July Vehicles Sales increased to 14.5 Million SAAR
  154. CoreLogic: House Prices up 4.9% Year-over-year in June
  155. Tuesday: BEA Light Vehicle Sales
  156. August 3 COVID-19 Test Results
  157. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 7.67%" of Portfolio Volume
  158. Three Months Until the Election
  159. Construction Spending Decreased in June
  160. ISM Manufacturing index Increased to 54.2 in July
  161. High Frequency Indicators for the Economy
  162. Black Knight Mortgage Monitor for June
  163. Monday: ISM Mfg, Construction Spending
  164. August 2 COVID-19 Test Results
  165. State and Local Government Education Employment will Increase Sharply in July, Seasonally Adjusted
  166. August 1 COVID-19 Test Results
  167. Forecasts for the July Employment Report: A Stall, but Watch State and Local Hiring
  168. Schedule for Week of August 2, 2020

July 2020

  1. July 31 COVID-19 Test Results
  2. Fannie Mae: Mortgage Serious Delinquency Rate Increased Sharply in June
  3. Comparing US, EU and China GDP
  4. Early Q3 GDP Forecasts
  5. Real Personal Income less Transfer Payments
  6. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Slightly as of July 28th
  7. Personal Income decreased 1.1% in June, Spending increased 5.6%
  8. Friday: Personal Income and Outlays
  9. July 30 COVID-19 Test Results
  10. Year-over-year and Quarterly Change in Real GDP
  11. Hotels: Occupancy Rate Declined 38% Year-over-year
  12. Comments on Weekly Unemployment Claims
  13. Q2 GDP: Investment
  14. Weekly Initial Unemployment Claims increase to 1,434,000
  15. BEA: Real GDP Decreased at 32.9% Annualized Rate in Q2
  16. Thursday: Q2 GDP, Unemployment Claims
  17. July 29 COVID-19 Test Results
  18. FOMC Statement: "The path of the economy will depend significantly on the course of the virus"
  19. Census: Household Pulse Survey shows 26.5% Missed or Expect to Miss Rent or Mortgage Payment
  20. NAR: Pending Home Sales Increase 16.6% in June
  21. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  22. Wednesday: FOMC Meeting, Pending Home Sales
  23. Zillow Case-Shiller Forecast: Year-over-year House Price Growth to Slow Slightly in June
  24. July 28 COVID-19 Test Results
  25. Update: A few comments on the Seasonal Pattern for House Prices
  26. Free Webinar Today: UCI Professor Chris Schwarz Economic and Market Update at 2:30 PM ET
  27. HVS: Q2 2020 Homeownership and Vacancy Rates
  28. Richmond Fed: "Manufacturing in the Fifth District showed signs of recovery in July"
  29. Case-Shiller: National House Price Index increased 4.5% year-over-year in May
  30. Tuesday: Case-Shiller House Prices, Richmond Fed Mfg
  31. July 27 COVID-19 Test Results
  32. Freddie Mac: Mortgage Serious Delinquency Rate increased sharply in June, Highest in 7 Years
  33. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases for Sixth Straight Week to 7.74%" of Portfolio Volume
  34. Where to Look for Initial Economic Damage if Disaster Relief is Inadequate
  35. Dallas Fed: "Texas Manufacturing Recovery Continues" in July
  36. High Frequency Indicators for the Economy
  37. Sunday Night Futures
  38. July 26 COVID-19 Test Results
  39. FOMC Preview
  40. July 25 COVID-19 Test Results
  41. Free Webinar: UCI Professor Chris Schwarz Economic and Market Update on Tuesday, July 28th
  42. Schedule for Week of July 26, 2020
  43. July 24 COVID-19 Test Results
  44. July Vehicle Sales Forecast: 16% Year-over-year Decline
  45. Q2 GDP Forecasts: Probably Around 35% Annual Rate Decline
  46. A few Comments on June New Home Sales
  47. New Home Sales increased to 776,000 Annual Rate in June
  48. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  49. Friday: New Home Sales
  50. July 23 COVID-19 Test Results
  51. NMHC: "July Apartment Market Conditions Showed Continued Impact of COVID-19 Outbreak"
  52. Kansas City Fed: "Tenth District Manufacturing Activity Continued to Grow Slightly" in July
  53. Hotels: Occupancy Rate Declined 39% Year-over-year
  54. Comments on Weekly Unemployment Claims
  55. Weekly Initial Unemployment Claims increase to 1,416,000
  56. Thursday: Unemployment Claims
  57. July 22 COVID-19 Test Results
  58. NMHC: Rent Payment Tracker Finds Decline in People Paying Rent as of July 20th
  59. AIA: "Architecture billings remain in negative territory, begin to stabilize"
  60. Comments on June Existing Home Sales
  61. Census: Household Pulse Survey shows 26.4% Missed or Expect to Miss Rent or Mortgage Payment
  62. NAR: Existing-Home Sales Increased to 4.72 million in June
  63. Black Knight: National Mortgage Delinquency Rate Decreased in June, "Serious Delinquencies Surge to 9-Year High"
  64. MBA: Mortgage Applications Increase in Latest Weekly Survey
  65. Wednesday: Existing Home Sales
  66. July 21 COVID-19 Test Results
  67. New York City Subway Usage
  68. Thoughts on CARES II: Additional Disaster Relief
  69. Chicago Fed National Activity "Index Suggests Economic Growth Increased Further in June"
  70. July 20 COVID-19 Test Results
  71. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases for Fifth Straight Week to 7.80%" of Portfolio Volume
  72. Lawler: Serious Delinquency Rate on FHA-Insured SF Loans Surged in June
  73. Sacramento Housing in June: Sales decline 1% YoY, Active Inventory down 37% YoY
  74. Comments on BLS Reference Week
  75. Six High Frequency Indicators for the Economy
  76. Sunday Night Futures
  77. July 19 COVID-19 Test Results
  78. Existing Home Sales: Lawler vs. the Consensus
  79. Phoenix Real Estate in June: Sales up 2% YoY, Active Inventory Down 23% YoY
  80. July 18 COVID-19 Test Results
  81. Schedule for Week of July 19, 2020
  82. July 17 COVID-19 Test Results; Record 77,233 Positive Cases
  83. Lawler: Early Read on Existing Home Sales in June
  84. CAR on California June Housing: Sales down 13% YoY, Listing down 25% YoY
  85. Comments on June Housing Starts
  86. LA area Port Traffic Down Year-over-year in June
  87. Q2 GDP Forecasts: Probably Around 35% Annual Rate Decline
  88. BLS: June Unemployment rates down in 42 states; 3 States at New Record Highs
  89. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decline, Lowest Since May
  90. Housing Starts increased to 1.186 Million Annual Rate in June
  91. Friday: Housing Starts
  92. July 16 COVID-19 Test Results, Record Positive Tests
  93. Comments on Weekly Unemployment Claims
  94. Philly Fed Manufacturing "continued to expand" in July
  95. Hotels: Occupancy Rate Declined 38% Year-over-year
  96. NAHB: Builder Confidence Increased to 72 in July
  97. Retail Sales increased 7.5% in June
  98. Weekly Initial Unemployment Claims decrease to 1,300,000
  99. Thursday: Unemployment Claims, Retail Sales, Philly Fed Mfg, Homebuilder Survey
  100. July 15 COVID-19 Test Results
  101. Fed's Beige Book: "Economic activity increased in almost all Districts, but remained well below where it was prior to the COVID-19 pandemic."
  102. Census: Household Pulse Survey shows 34.9% of Households Expect Loss in Income
  103. NMHC: Rent Payment Tracker Finds Decline in People Paying Rent in July
  104. Industrial Production Increased 5.4 Percent in June; Still 10.8% Below Pre-Crisis Level
  105. NY Fed: Manufacturing "Business activity increased in New York State" in July
  106. MBA: Mortgage Applications Increase in Latest Weekly Survey
  107. Wednesday: Industrial Production, NY Fed Mfg, Beige Book
  108. July 14 COVID-19 Test Results
  109. Leading Index for Commercial Real Estate Decreased Further in June
  110. First Look at 2021 Cost-Of-Living Adjustments and Maximum Contribution Base
  111. Cleveland Fed: Key Measures Show Inflation Soft Year-over-year in June
  112. BLS: CPI increased 0.6% in June, Core CPI increased 0.2%
  113. Tuesday: CPI
  114. July 13 COVID-19 Test Results
  115. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases for Fourth Straight Week to 8.18%" of Portfolio Volume
  116. "Cargo Declines at Port of Long Beach in June"
  117. Six High Frequency Indicators for a Recovery
  118. Sunday Night Futures
  119. July 12 COVID-19 Test Results
  120. July 11 COVID-19 Test Results; Highest Percent Positive Since Early May
  121. Hotels: Occupancy Rate Declined 30.2% Year-over-year
  122. Schedule for Week of July 12, 2020
  123. July 10 COVID-19 Test Results; Record Tests, Record Positive Tests
  124. Q2 GDP Forecasts: Probably Around 36% Annual Rate Decline
  125. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Fall by 435K
  126. July 9 COVID-19 Test Results
  127. DOT: Vehicle Miles Driven decreased 26% year-over-year in May
  128. Reis on Q2 Office, Mall and Apartment Vacancy Rates
  129. Comments on Weekly Unemployment Claims
  130. Weekly Initial Unemployment Claims decrease to 1,314,000
  131. Thursday: Unemployment Claims
  132. July 8 COVID-19 Test Results, Record Positive, Highest Percent Positive since Early May
  133. Houston Real Estate in June: Sales Up 18.3% YoY, Inventory Down 17.5% YoY, Concerns going forward
  134. NMHC: Rent Payment Tracker Finds Decline in People Paying Rent in July
  135. Census: Household Pulse Survey shows 34.9% of Households Expect Loss in Income; 25.9% Concerned about Housing
  136. U.S. Heavy Truck Sales down 42% Year-over-year in June
  137. MBA: Mortgage Applications Increase in Latest Weekly Survey
  138. July 7 COVID-19 Test Results
  139. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases for Third Straight Week to 8.39%" of Portfolio Volume
  140. Seattle Real Estate in June: Sales down 8% YoY, Inventory down 32% YoY
  141. Las Vegas Real Estate in June: Sales down 19% YoY, Inventory down 31% YoY
  142. BLS: Job Openings increased to 5.4 Million in May
  143. CoreLogic: House Prices up 4.8% Year-over-year in May
  144. Tuesday: Job Openings
  145. July 6 COVID-19 Test Results
  146. AAR: June Rail Carloads down 22.4% YoY, Intermodal Down 6.6% YoY
  147. By Request: Percent Permanent Job Losers by Recession
  148. Black Knight Mortgage Monitor for May, Cash-Out Refinance Activity Declined
  149. ISM Non-Manufacturing Index increased to 57.1% in June
  150. Six High Frequency Indicators for a Recovery
  151. Sunday Night Futures
  152. July 5 COVID-19 Test Results
  153. Census: Household Pulse Survey shows 32% of Households Expect Loss in Income; 24.5% Concerned about Housing
  154. July 4 COVID-19 Test Results
  155. Schedule for Week of July 5, 2020
  156. July 3 COVID-19 Test Results, Record Tests, Record Number Positive
  157. Comments on Weekly Unemployment Claims
  158. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declined
  159. July 2 COVID-19 Test Results
  160. Hotels: Occupancy Rate Declined 38.7% Year-over-year
  161. Trade Deficit increased to $54.6 Billion in May
  162. BEA: June Vehicles Sales increased to 13.0 Million SAAR
  163. Comments on June Employment Report
  164. Weekly Initial Unemployment Claims decrease to 1,427,000
  165. June Employment Report: 4.8 Million Jobs Added, 11.1% Unemployment Rate
  166. Thursday: Employment Report, Initial Unemployment Claims, Trade Deficit
  167. July 1 COVID-19 Test Results, Highest Percent Positive Since Early May, Over 50,000 Positive
  168. FOMC Minutes: Pandemic "Posed considerable downside risks to the economic outlook over the medium term"
  169. June Employment Preview
  170. Construction Spending Decreased in May
  171. ISM Manufacturing index Increased to 52.6 in June
  172. ADP: Private Employment increased 2,369,000 in June
  173. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  174. Wednesday: ADP Employment, ISM Mfg Index, Construction Spending, FOMC Minutes

June 2020

  1. June 30 COVID-19 Test Results
  2. Fannie Mae: Mortgage Serious Delinquency Rate Increased in May
  3. Las Vegas Visitor Authority: "No Convention Attendance, Hotel Occupancy 2.8%" in May
  4. Fed Chair Powell: "Coronavirus and CARES Act" at 12:30 PM ET
  5. "Chemical Activity Barometer Falls Slightly In June"
  6. Case-Shiller: National House Price Index increased 4.7% year-over-year in April
  7. Tuesday: Case-Shiller House Prices, Fed Chair Powell Testimony
  8. June 29 COVID-19 Test Results
  9. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases Slightly to 8.47%" of Portfolio Volume
  10. Update: Framing Lumber Future Prices Up Year-over-year
  11. Dallas Fed: "Manufacturing Regains Footing After Epic Decline"
  12. NAR: Pending Home Sales Increase 44.3% in May
  13. Six High Frequency Indicators for a Recovery
  14. Monday: Pending Home Sales
  15. June 28 COVID-19 Test Results, Highest Percent Positive Since Early May
  16. June 2020: Unofficial Problem Bank list Decreased to 64 Institutions
  17. Additional Disaster Relief
  18. June 27 COVID-19 Test Results
  19. June Vehicle Sales Forecast: 29% Year-over-year Decline
  20. Schedule for Week of June 28, 2020
  21. June 26 COVID-19 Test Results, Highest Daily Positive Cases Ever - Again
  22. Freddie Mac: Mortgage Serious Delinquency Rate increased in May, Highest in 2 Years
  23. Q2 GDP Forecasts: Probably Around 33% Annual Rate Decline
  24. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  25. Real Personal Income less Transfer Payments
  26. Personal Income decreased 4.2% in May, Spending increased 8.2%
  27. Friday: Personal Income & Outlays
  28. June 25 COVID-19 Test Results, Highest Daily Positive Cases Ever
  29. Economic Outlook: The Gathering Storm
  30. Kansas City Fed: "Tenth District Manufacturing Activity Grew Slightly " in June
  31. Hotels: Occupancy Rate Declined 41.8% Year-over-year
  32. Weekly Initial Unemployment Claims decrease to 1,480,000
  33. Thursday: Unemployment Claims, GDP, Durable Goods
  34. June 24 COVID-19 Test Results, Highest Daily Positive Cases Ever
  35. DOT: Vehicle Miles Driven decreased 40% year-over-year in April
  36. Census: Household Pulse Survey shows 31% of Households Expect Loss in Income over Next 4 Weeks
  37. AIA: "Architecture billings downward trajectory moderates"
  38. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  39. Wednesday: Mortgage Purchase Applications, Architecture Billings Index
  40. June 23 COVID-19 Test Results, Highest Percent Positive since Mid-May
  41. NMHC: Rent Payment Tracker Finds 92 Percent Paid Rent as of June 20th, Same Pace as in June 2019
  42. A few Comments on May New Home Sales
  43. New Home Sales increased to 676,000 Annual Rate in May
  44. Tuesday: New Home Sales
  45. June 22 COVID-19 Test Results, Highest Percent Positive since Late May
  46. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases for First Time in Series to 8.48%" of Portfolio Volume
  47. Comments on May Existing Home Sales
  48. Black Knight: National Mortgage Delinquency Rate Increased Sharply in May, Highest Rate since 2011
  49. NAR: Existing-Home Sales Decreased to 3.91 million in May, Rebound Expected in Coming Months
  50. Six High Frequency Indicators for a Recovery
  51. Chicago Fed National Activity "Suggests Economic Growth Increased Substantially in May"
  52. Monday: Existing Home Sales
  53. June 21 COVID-19 Test Results
  54. June 20 COVID-19 Test Results; Most Positive Results Since May 1st
  55. Existing Home Sales: Lawler vs. the Consensus
  56. Schedule for Week of June 21, 2020
  57. June 19 COVID-19 Test Results; Most Positive Results Since May 1st
  58. Sacramento Housing in May: Sales decline 37% YoY, Active Inventory down 23% YoY
  59. Q2 GDP Forecasts: Probably Around 33% Annual Rate Decline
  60. BLS: May Unemployment rates down in 38 states; 4 States at New Record Highs
  61. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declines Slightly for the third consecutive week
  62. June 18 COVID-19 Test Results; Most Positive Results Since Early May
  63. Lawler: Early Read on Existing Home Sales in May
  64. Hotels: Occupancy Rate Declined 43.4% Year-over-year
  65. Comments on Weekly Unemployment Claims
  66. Philly Fed Manufacturing firms reported "signs of improvement" in June
  67. Weekly Initial Unemployment Claims decrease to 1,508,000
  68. Thursday: Unemployment Claims, Philly Fed Mfg Survey
  69. June 17 COVID-19 Test Results
  70. Quarterly Starts by Purpose and Design
  71. Phoenix Real Estate in May: Sales down 34% YoY, Active Inventory Down 30% YoY
  72. Comments on May Housing Starts
  73. Housing Starts increased to 974 Thousand Annual Rate in May
  74. MBA: Mortgage Applications Increase in Latest Weekly Survey
  75. Wednesday: Housing Starts, Fed Chair Powell Testimony
  76. June 16 COVID-19 Test Results
  77. Me on NPR The Indicator from Planet Money about High Frequency Indicators
  78. NMHC: Rent Payment Tracker Finds 89 Percent Paid Rent as of June 13th, Same Pace as last year!
  79. NAHB: Builder Confidence Increased to 58 in June
  80. Industrial Production Increased 1.4 Percent in May
  81. Retail Sales increased 17.7% in May
  82. Tuesday: Retail Sales, Industrial Production, Homebuilder Survey, Fed Chair Powell Testimony
  83. June 15 COVID-19 Test Results
  84. MBA Survey: "Share of Mortgage Loans in Forbearance Increases Slightly to 8.55%" of Portfolio Volume
  85. LA area Port Traffic Down Sharply Year-over-year in May
  86. Six High Frequency Indicators for a Recovery
  87. NY Fed: Manufacturing "Business activity steadied in New York State" in June
  88. Sunday Night Futures
  89. June 14 COVID-19 Test Results
  90. Recession Measures and NBER
  91. June 13 COVID-19 Test Results
  92. Schedule for Week of June 14, 2020
  93. Seattle Real Estate in May: Sales down 41% YoY, Inventory down 37% YoY
  94. June 12 COVID-19 Test Results
  95. Seat Belts and Face Masks
  96. Q2 GDP Forecasts: Probably Around 40% Annual Rate Decline
  97. Mortgage Equity Withdrawal Flat in Q1
  98. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declines Slightly for the second consecutive week
  99. June 11 COVID-19 Test Results
  100. Houston Real Estate in May: Sales Down 20.7% YoY, Inventory Down 8.3% YoY
  101. Fed's Flow of Funds: Household Net Worth Decreased $7.4 Trillion in Q1
  102. Hotels: Occupancy Rate Declined 45.3% Year-over-year, Eighth Consecutive Week of Slightly Higher Demand
  103. CoreLogic: 1.8 Million Homes with Negative Equity in Q1 2020
  104. Weekly Initial Unemployment Claims decrease to 1,542,000
  105. Thursday: Unemployment Claims, PPI, Q1 Flow of Funds
  106. June 10 COVID-19 Test Results:
  107. Census: Household Pulse Survey shows 48.3% of Households lost Income
  108. FOMC Projections and Press Conference
  109. FOMC Statement: "The coronavirus outbreak is causing tremendous human and economic hardship"
  110. Cleveland Fed: Key Measures Show Inflation Soft in May
  111. BLS: CPI decreased 0.1% in May, Core CPI decreased 0.1%
  112. MBA: Mortgage Applications Increase in Latest Weekly Survey
  113. Wednesday: CPI, FOMC Announcement
  114. Video: June 2020 Economic and Financial Update
  115. June 9 COVID-19 Test Results: Disappointing Local News
  116. NMHC: Rent Payment Tracker Finds Most People Paying Rent in June
  117. BLS: Job Openings decreased to 5.0 Million in April
  118. Small Business Optimism Increased in May, "Bad news for job creation"
  119. Tuesday: Job Openings
  120. June 8 COVID-19 Test Results
  121. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 8.53%" of Portfolio Volume
  122. Tomorrow June 9th: June 2020 Market & Economic Update FREE!
  123. NBER: February 2020 was Peak in US Economic Activity
  124. Black Knight Mortgage Monitor for April
  125. Las Vegas Real Estate in May: Sales down 49% YoY, Inventory down 22% YoY
  126. Six High Frequency Indicators for the Eventual Recovery
  127. Sunday Night Futures
  128. June 7 COVID-19 Test Results
  129. FOMC Preview
  130. June 6 COVID-19 Test Results, Over 500,000 Tests
  131. By Request: Public and Private Sector Payroll Jobs During Presidential Terms
  132. Schedule for Week of June 7, 2020
  133. June 5 COVID-19 Test Results, Over 500,000 Tests, Most Positive in Over a Month
  134. Will State and Local Governments Hire 1 Million Teachers in June and July? No, but ...
  135. AAR: May Rail Carloads down 27.7% YoY, Intermodal Down 13.0% YoY
  136. Tuesday June 9th: June 2020 Market & Economic Update
  137. Comments on May Employment Report
  138. May Employment Report: 2,500,000 Jobs Added, 13.3% Unemployment Rate
  139. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declines Slightly
  140. Friday: Employment Report
  141. Goldman May Payrolls Preview
  142. June 4 COVID-19 Test Results, Eighth Consecutive Day with Over 400,000 Tests
  143. Hotels: Occupancy Rate Declined 43.2% Year-over-year, Seventh Consecutive Week of Higher Demand
  144. May Employment Preview
  145. Trade Deficit increased to $49.4 Billion in April
  146. Weekly Initial Unemployment Claims decrease to 1,877,000
  147. Thursday: Unemployment Claims, Trade Deficit
  148. June 3 COVID-19 Test Results
  149. Census: Household Pulse Survey shows 48.1% of Households lost Income
  150. BEA: May Vehicles Sales increased to 12.2 Million SAAR
  151. DOT: Vehicle Miles Driven decreased 18.6% year-over-year in March
  152. ISM Non-Manufacturing Index increased to 45.4% in May
  153. ADP: Private Employment decreased 2,760,000 in May
  154. MBA: Mortgage Applications Decreased, Purchase Applications up 18% Year over Year
  155. Wednesday: ADP Employment, ISM non-Mfg
  156. June 2 COVID-19 Test Results
  157. Energy expenditures as a percentage of PCE at All Time Low
  158. Update: Real Estate Agent Boom and Bust
  159. Next Tuesday: June 2020 Market & Economic Update
  160. Update: Framing Lumber Future Prices Up Year-over-year
  161. CoreLogic: House Prices up 5.4% Year-over-year in April
  162. Tuesday: Vehicle Sales, CoreLogic House Prices
  163. June 1 COVID-19 Test Results: Progress on Percent Positive
  164. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 8.46%" of Portfolio Volume
  165. Zillow Case-Shiller April Forecast: Still Showing Increasing YoY Price Gains
  166. Construction Spending Decreased in April
  167. ISM Manufacturing index Increased to 43.1 in May
  168. Six High Frequency Indicators for the Eventual Recovery

May 2020

  1. Monday: ISM Mfg, Construction Spending
  2. May 31 COVID-19 Test Results
  3. May 2020: Unofficial Problem Bank list Increased to 65 Institutions
  4. May 30 COVID-19 Test Results
  5. Las Vegas Visitor Authority: "No Convention Attendance, Hotel Occupancy 1.7%" in April
  6. Schedule for Week of May 31, 2020
  7. May 29 COVID-19 Test Results: Progress
  8. Fannie Mae: Mortgage Serious Delinquency Rate Increased in April
  9. Q2 GDP Forecasts: Probably Around 40% Annual Rate Decline
  10. Real Personal Income less Transfer Payments
  11. Black Knight: Mortgage Forbearance Volumes Flatten, Total Roughly Steady at 4.76M
  12. Personal Income increased 10.5% in April, Spending decreased 13.6%, Core PCE decreased 0.4%
  13. Friday: Personal Income & Outlays, Chicago PMI, Fed Chair Jerome Powell
  14. May 28 COVID-19 Test Results: Progress
  15. Hotels: Occupancy Rate Declined 50.2% Year-over-year, Slight Increase Week-over-week
  16. Freddie Mac: Mortgage Serious Delinquency Rate increased in April
  17. Kansas City Fed: "Tenth District Manufacturing Activity Continued to Decline" in May
  18. NAR: Pending Home Sales Decrease 21.8% in April
  19. Q1 GDP Revised Down to -5.0% Annual Rate
  20. Weekly Initial Unemployment Claims decrease to 2,123,000
  21. Thursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales
  22. May 27 COVID-19 Test Results: Going Backwards
  23. New Home Prices
  24. Fed's Beige Book: "Economic activity declined in all Districts – falling sharply in most"
  25. Philly Fed: State Coincident Indexes Decreased in All States in April
  26. Census: Household Pulse Survey shows 48.5% of Households lost Income
  27. Richmond Fed: "Fifth District manufacturing remained soft in May"
  28. MBA: Mortgage Applications Increased, Purchase Applications up 9% Year over Year
  29. Wednesday: Beige Book, Richmond Fed Mfg
  30. May 26 COVID-19 Test Results
  31. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 8.36%" of Portfolio Volume
  32. A few Comments on April New Home Sales
  33. Dallas Fed: "Contraction Continues in Texas Manufacturing Sector"
  34. New Home Sales at 623,000 Annual Rate in April
  35. Case-Shiller: National House Price Index increased 4.4% year-over-year in March
  36. "Chicago Fed National Activity Index suggests economic growth fell substantially in April"
  37. Tuesday: New Home Sales, Case-Shiller House Prices
  38. May 25 COVID-19 Test Results: Progress
  39. Six High Frequency Indicators for the Eventual Recovery
  40. May 24 COVID-19 Test Results
  41. Economic Outlook: Not Sanguine
  42. May 23 COVID-19 Test Results
  43. Schedule for Week of May 24, 2020
  44. May 22 COVID-19 Test Results
  45. Seasonal Adjustment Weirdness: Will State and Local Governments Hire 700,000 Teachers in June and July?
  46. Q2 GDP Forecasts: Probably Around 40% Annual Rate Decline
  47. NMHC: Rent Payment Tracker Finds 90.8 Percent Paid Rent as of May 20th
  48. BLS: April jobless rates up in all 50 states; 43 States at New Record Highs
  49. Black Knight: 4.75 Million Homeowners Now in COVID-19-Related Forbearance Plans; Nearly Half Made April Mortgage Payments
  50. May 21 COVID-19 Test Results
  51. Comments on April Existing Home Sales
  52. Hotels: Occupancy Rate Declined 54.1% Year-over-year, Slight Increase Week-over-week
  53. NAR: Existing-Home Sales Decreased to 4.33 million in April
  54. Philly Fed Manufacturing firms reported "continued weakness" in May
  55. Weekly Initial Unemployment Claims decrease to 2,438,000
  56. Black Knight: National Mortgage Delinquency Rate Increased Sharply in April, "Largest Single-Month Increase Ever Recorded"
  57. Thursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
  58. Phoenix Real Estate in April: Sales down 27% YoY, Active Inventory Down 22% YoY
  59. May 20 COVID-19 Test Results, AND Great News on the Next Step
  60. FOMC Minutes: "Considerable risks to the economic outlook over the medium term"
  61. Census: Household Pulse Survey shows 47.5% of Households lost Income
  62. U.S. Births decreased in 2019, "Lowest number of births since 1985"
  63. AIA: Architecture Billings Index Decreased in April to Record Low
  64. MBA: Mortgage Applications Decreased, Purchase Applications up 6% Week over Week
  65. Wednesday: MBA Mortgage Applications, FOMC Minutes
  66. May 19 Update: US COVID-19 Test Results
  67. Merrill: "Most of the slowdown occurred due to voluntary social distancing rather than lockdown policies"
  68. Sacramento Housing in April: Sales decline 32% YoY, Active Inventory down 15% YoY
  69. Comments on April Housing Starts
  70. Testimony by Chair Powell on the Federal Reserve's response to the coronavirus and the CARES Act
  71. Housing Starts decreased to 891 Thousand Annual Rate in April
  72. Tuesday: Housing Starts, Fed Chair Powell Testimony
  73. May 18 Update: US COVID-19 Test Results
  74. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 8.16%" of Portfolio Volume
  75. CAR on California April Housing: Sales down 30% YoY, Listing down 25% YoY
  76. Mortgage Rates and Ten Year Yield
  77. NAHB: Builder Confidence Increased to 37 in May
  78. Six High Frequency Indicators for the Eventual Recovery
  79. Monday: Builder Confidence
  80. May 17 Update: US COVID-19 Test Results: Test-and-Trace Success for Smallpox
  81. May 16 Update: US COVID-19 Test Results
  82. Schedule for Week of May 17, 2020
  83. May 15 Update: US COVID-19 Test Results
  84. Lawler: Early Read on Existing Home Sales in April
  85. NMHC: Rent Payment Tracker Finds 87.7 Percent Paid Rent as of May 13th
  86. Q2 GDP Forecasts: Probably Around 30% Annual Rate Decline
  87. NY Fed: Manufacturing "Business activity continued to deteriorate significantly in New York State"
  88. Black Knight: 4.7 Million Homeowners Now in COVID-19-Related Forbearance Plans, 8.8% of Mortgages
  89. BLS: Job Openings decreased to 6.2 Million in March
  90. Industrial Production Decreased 11.2 Percent in April, Capacity utilization at Record Low
  91. Retail Sales decreased 16.4% in April
  92. Friday: Retail Sales, Industrial Production, Job Openings
  93. May 14 Update: US COVID-19 Test Results: Virginia Separates Out Antibody Tests
  94. The Changing Mix of Light Vehicle Sales
  95. UCI Professor Chris Schwarz on the Economy at 1 PM ET
  96. Hotels: Occupancy Rate Declined 55.9% Year-over-year, Slight Increase Week-over-week
  97. Weekly Initial Unemployment Claims decrease to 2,981,000
  98. Thursday: Unemployment Claims
  99. May 13 Update: US COVID-19 Test Results: Possible Errors Cloud Data
  100. Fannie and Freddie: REO inventory declined in Q1, Down 20% Year-over-year
  101. Houston Real Estate in April: Sales Down 21.6% YoY, Inventory Unchanged YoY
  102. Fed Chair Powell: Current Economic Issues "May require additional policy measures"
  103. MBA: Mortgage Applications Increased Slightly, Purchase Applications up 11% Week over Week
  104. May 12 Update: US COVID-19 Test Results: Step Backwards
  105. LA area Port Traffic Down Sharply Year-over-year in April
  106. Bloomberg Interview on Housing and COVID-19
  107. Cleveland Fed: Key Measures Show Inflation Slowed in April
  108. MBA: "Mortgage Delinquencies Rise in First Quarter of 2020"
  109. Small Business Optimism Decreased Sharply in April
  110. BLS: CPI decreased 0.8% in April, Core CPI decreased 0.4%
  111. Tuesday: CPI
  112. May 11 Update: US COVID-19 Test Results: Progress!
  113. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 7.91%" of Portfolio Volume
  114. Education and Unemployment
  115. Last Week: NY Fed Q1 Report: "Pre-COVID-19 Data Shows Total Household Debt Increased in Q1 2020"
  116. Four High Frequency Indicators for the Eventual Recovery
  117. Sunday Night Futures
  118. May 10 Update: US COVID-19 Test Results
  119. Employment: April Diffusion Indexes Decline to Record Lows
  120. May 9 Update: US COVID-19 Test Results: Third Consecutive Day Over 300K
  121. Recession Measures and NBER
  122. Schedule for Week of May 10, 2020
  123. Q2 GDP Forecasts: Probably Around 30% Annual Rate Decline
  124. May 8 Update: US COVID-19 Test Results: States Ramping Up Tracing
  125. AAR: April Rail Carloads down 25.2% YoY, Intermodal Down 17.2% YoY
  126. NMHC: Rent Payment Tracker Finds 80.2 Percent of Apartment Households Paid Rent as of May 6
  127. Comments on April Employment Report
  128. April Employment Report: 20,500,000 Jobs Lost, 14.7% Unemployment Rate
  129. Black Knight: Nearly 4.1 Million Homeowners Now in COVID-19-Related Forbearance Plans, 7.7% of Mortgages
  130. Friday: Employment Report
  131. Goldman April Payrolls Review
  132. May 7 Update: US COVID-19 Test Results: Progress, More Needed
  133. April Employment Preview
  134. Hotels: Occupancy Rate Declined 58.5% Year-over-year, Slight Increase Week-over-week
  135. Seattle Real Estate in April: Sales down 25% YoY, Inventory down 31% YoY
  136. Weekly Initial Unemployment Claims decrease to 3,169,000
  137. Thursday: Unemployment Claims
  138. May 6 Update: US COVID-19 Test Results: One Step Back
  139. DOT: Vehicle Miles Driven increased 2.2% year-over-year in February, Pre-COVID
  140. Las Vegas Real Estate in April: Sales down 33% YoY, Inventory down 16% YoY
  141. ADP: Private Employment decreased 20,236,000 in April
  142. MBA: Mortgage Applications Increased Slightly, Purchase Applications up 6% Week over Week
  143. Wednesday: ADP Employment
  144. May 5 Update: US COVID-19 Test Results: Progress on Percent Positive
  145. Las Vegas: "Effectively empty for the second half of March"
  146. ISM Non-Manufacturing Index decreased to 41.8% in April
  147. CoreLogic: House Prices up 4.5% Year-over-year in March
  148. Trade Deficit increased to $44.4 Billion in March
  149. Tuesday: Trade Deficit, ISM non-Mfg Index
  150. May 4 Update: US COVID-19 Test Results
  151. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 7.54%" of Portfolio Volume
  152. U.S. Heavy Truck Sales down 54% Year-over-year in April
  153. Update: Framing Lumber Future Prices Mostly Unchanged Year-over-year
  154. BEA: April Vehicles Sales decreased to 8.6 Million SAAR, Lowest in 50 Years
  155. Black Knight Mortgage Monitor for March; Discussion of Forbearance Plans
  156. Sunday Night Futures
  157. May 3 Update: US COVID-19 Test Results
  158. May 2 Update: US COVID-19 Test Results
  159. Four High Frequency Indicators for the Eventual Recovery
  160. Schedule for Week of May 3, 2020
  161. May 1 Update: US COVID-19 Test Results: Progress
  162. Q2 GDP Forecasts: Probably Around 30% Annual Rate Decline
  163. Construction Spending Increased in March
  164. ISM Manufacturing index Decreased to 41.5 in April
  165. Black Knight: More than 3.8 Million Homeowners Now in COVID-19-Related Forbearance Plans

April 2020

  1. Friday: ISM Mfg Survey, Construction Spending
  2. April 30 Update: US COVID-19 Test Results
  3. Fannie Mae: Mortgage Serious Delinquency Rate Increased Slightly in March
  4. Hotels: Occupancy Rate Declined 62.2% Year-over-year
  5. Zillow Case-Shiller March Forecast: Still Showing Increasing YoY Price Gains, Mostly Pre-Crisis
  6. Q1 2020 GDP Details on Residential and Commercial Real Estate
  7. Personal Income decreased 2.0% in March, Spending decreased 7.5%
  8. Weekly Initial Unemployment Claims decrease to 3,839,000
  9. Thursday: Unemployment Claims, Personal Income and Outlays, Chicago PMI
  10. April 29 Update: US COVID-19 Test Results
  11. FOMC Statement: "committed to using its full range of tools to support the U.S. economy in this challenging time"
  12. Q1 GDP: Investment
  13. NAR: Pending Home Sales Decrease 20.8% in March
  14. BEA: Real GDP decreased at 4.8% Annualized Rate in Q1
  15. MBA: Mortgage Applications Decreased, Purchase Applications up 12% Week over Week
  16. Wednesday: GDP, FOMC Announcement, Pending Home Sales
  17. April 28 Update: US COVID-19 Test Results: Anonymous Exposure Notification coming Friday!
  18. Lawler: D.R. Horton: Order Decline Not as Bad as Feared So Far in April
  19. Real House Prices and Price-to-Rent Ratio in February
  20. HVS: Q1 2020 Homeownership and Vacancy Rates
  21. Richmond Fed: "Fifth District Manufacturing Activity Declined Sharply in April", Lowest Reading on Record
  22. Case-Shiller: National House Price Index increased 4.2% year-over-year in February
  23. Tuesday: Case-Shiller House Prices, Richmond Fed Mfg
  24. April 27 Update: US COVID-19 Test Results: Disappointing
  25. Freddie Mac: Mortgage Serious Delinquency Rate Unchanged in March
  26. MBA Survey: "Share of Mortgage Loans in Forbearance Increases to 6.99%" of Portfolio Volume
  27. Dallas Fed: "Contraction in Texas Manufacturing Sector Worsens", Record Low Activity Index
  28. TSA checkpoint travel numbers
  29. Sunday Night Futures
  30. April 26 Update: US COVID-19 Test Results: Fauci Expects Testing to Double
  31. April 2020: Unofficial Problem Bank list Decreased to 64 Institutions
  32. April 25 Update: US COVID-19 Test Results: Making Progress!
  33. Hotels: Occupancy Rate Declined 64.4% Year-over-year; 4-Week Average at All Time Record Low
  34. Schedule for Week of April 26, 2020
  35. April 24 Update: US COVID-19 Test Results
  36. Q1 GDP Forecasts: Around -7% SAAR
  37. Lawler: Zillow on Trends in Pending Sales
  38. Lawler: Excerpts from PulteGroup’s Conference Call
  39. University of Michigan: Consumer Sentiment at 71.8, Down from 89.1 in March
  40. Black Knight: More than 3.4 Million Homeowners Now in COVID-19-Related Forbearance Plans
  41. Friday: Durable Goods, Consumer Sentiment
  42. April 23 Update: US COVID-19 Test Results
  43. Black Knight: National Mortgage Delinquency Rate Increased in March, First Increase in March Ever
  44. A few Comments on March New Home Sales
  45. Kansas City Fed: "Tenth District Manufacturing Activity Decreased Further" in April, Lowest Reading on Record
  46. New Home Sales Decrease to 627,000 Annual Rate in March
  47. Weekly Initial Unemployment Claims decrease to 4,427,000
  48. Thursday: Unemployment Claims, New Home Sales
  49. April 22 Update: US COVID-19 Test Results
  50. NMHC: "April Apartment Market Conditions Showed Weakness Amid COVID-19 Outbreak"
  51. Philly Fed: State Coincident Indexes Decreased in 34 states in March
  52. FHFA: House Prices up 5.7% YoY in February
  53. AIA: Architecture Billings Index Decreased Sharply in March
  54. MBA: Mortgage Applications Decreased, Purchase Applications down 31% YoY
  55. Wednesday: Mortgage Purchase Index, Architecture Billings
  56. April 21 Update: US COVID-19 Test Results
  57. A few Comments on Weekly and Continued Unemployment Claims
  58. Lawler: Las Vegas Home Sales Plunged in First Half of April
  59. Comments on March Existing Home Sales
  60. NAR: Existing-Home Sales Decreased to 5.27 million in March
  61. Tuesday: Existing Home Sales
  62. April 20 Update: US COVID-19 Test Results
  63. TSA checkpoint travel numbers
  64. Hotels: Occupancy Rate Declined 69.8% Year-over-year to All Time Record Low
  65. "Chicago Fed National Activity Index Suggests Economic Growth Decreased Substantially in March"
  66. Sunday Night Futures
  67. April 19 Update: US COVID-19 Test Results
  68. Economic Outlook: Reasons for Optimism and Pessimism
  69. April 18 Update: US COVID-19 Test Results
  70. Schedule for Week of April 19, 2020
  71. April 17 Update: US COVID-19 Test Results
  72. Lawler: Early Read on Existing Home Sales in March
  73. Q1 GDP Forecasts: Around -7% SAAR
  74. Seattle Real Estate in March: Sales up 17.6% YoY, Inventory down 30.1% YoY
  75. BLS: March Unemployment rates increased in 29 States
  76. Phoenix Real Estate in March: Sales up 3.4% YoY, Active Inventory Down 22% YoY
  77. April 16 Update: US COVID-19 Test Results
  78. CAR on California March Housing: Sales down 6.1% YoY
  79. Lawler: Redfin Selected Housing Market Data
  80. Comments on March Housing Starts
  81. Philly Fed "Manufacturing firms reported continued weakening" in April
  82. Housing Starts decreased to 1.216 Million Annual Rate in March
  83. Weekly Initial Unemployment Claims decrease to 5,245,000
  84. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
  85. April 15 Update: US COVID-19 Test Results: More Needed
  86. Fed's Beige Book: "Economic activity contracted sharply and abruptly"
  87. NMHC: Rent Payment Tracker Finds Rent Payment Rate at 93 Percent of Prior Month
  88. NAHB: Builder Confidence "Plunged" to 30 in April
  89. Industrial Production Decreased in March
  90. NY Fed: Manufacturing "Business activity plunged in New York State", Record Low Index
  91. Retail Sales decreased 8.7% in March
  92. MBA: Mortgage Applications Increased, Purchase Applications down 35% YoY
  93. Wednesday: Retail Sales, Industrial Production, NY Fed Mfg, Homebuilder Survey, Beige Book
  94. April 14 Update: US COVID-19 Test Results
  95. The Sharp Decline in Housing Activity
  96. Employment: March Diffusion Indexes
  97. The Top Ten Job Streaks
  98. Small Business Optimism Decreased Sharply in March
  99. April 13 Update: US COVID-19 Test Results
  100. MBA Survey: Total Number of Mortgage Loans in Forbearance Jumped from 2.73% to 3.74%
  101. What is a Recession? What is a Depression?
  102. Black Knight Mortgage Monitor for Febuary; "Unemployment Spike Triggering Surge in Mortgage Forbearance Requests"
  103. Sunday Night Futures
  104. April 12 Update: US COVID-19 Test Results
  105. Four High Frequency Indicators for the Eventual Recovery
  106. April 11 Update: US COVID-19 Test Results: Still Struggling to Test
  107. Schedule for Week of April 12, 2020
  108. April 10 Update: US COVID-19 Test Results
  109. Reopening: Milestones, Not Dates
  110. Q1 GDP Forecasts: Around -7% SAAR
  111. CDC: Seasonal Flu Activity Very Low
  112. Cleveland Fed: Key Measures Show Inflation Near 2% YoY in March
  113. Sacramento Housing in March: Sales decline 11.4% YoY, Active Inventory down 11.9% YoY
  114. BLS: CPI decreased 0.4% in March, Core CPI decreased 0.1%
  115. Friday: CPI, Markets Closed for Good Friday
  116. April 9 Update: US COVID-19 Test Results
  117. University of Michigan: Largest Decline on Record for Consumer Sentiment
  118. Hotels: Occupancy Rate Declined 68.5% Year-over-year to All Time Record Low
  119. Weekly Initial Unemployment Claims decrease to 6,606,000
  120. Thursday: Unemployment Claims, PPI
  121. April 8 Update: US COVID-19 Test Results
  122. LA area Port Traffic Down Year-over-year in March
  123. FOMC Minutes: Zero Rates until "weathered recent events"
  124. Houston Real Estate in March: Sales up 6.9% YoY, Inventory Up 2.6% YoY
  125. Weather Adjusted Employment Losses in March
  126. MBA: Mortgage Applications Decreased, Purchase Applications down 33% YoY
  127. Wednesday: FOMC Minutes, MBA Mortgage Purchase Applications
  128. April 7 Update: US COVID-19 Test Results
  129. The "Square Root Recovery"
  130. Phase 4 Disaster Relief
  131. BLS: Job Openings decreased to 6.9 Million in February
  132. CoreLogic: House Prices up 4.1% Year-over-year in February
  133. Las Vegas Real Estate in March: Sales up 6.5% YoY, Inventory down 17% YoY
  134. Tuesday: Job Openings
  135. April 6 Update: US COVID-19 Test Results
  136. U.S. Heavy Truck Sales down 43% Year-over-year in March
  137. TSA checkpoint travel numbers
  138. Update: Framing Lumber Future Prices Down 25% Year-over-year
  139. Sunday Night Futures
  140. April 5 Update: US COVID-19 Test Results
  141. April 4 Update: US COVID-19 Test Results Increase; California to Increase Testing Fivefold
  142. Schedule for Week of April 5, 2020
  143. April 3 Update: US COVID-19 Test Results per Day; More Testing Needed
  144. AAR: March Rail Carloads down 6.0% YoY, Intermodal Down 12.2% YoY
  145. CDC: Seasonal Flu Activity Decreased Sharply, Now "Low"
  146. Comments on March Employment Report
  147. ISM Non-Manufacturing Index decreased to 52.5% in March
  148. March Employment Report: 701,000 Jobs Lost (718,000 Lost ex-Census), 4.4% Unemployment Rate
  149. Friday: Employment Report
  150. April 2 Update: US COVID-19 Test Results per Day; More Testing Needed
  151. Goldman: March Payrolls Preview
  152. March Employment Preview
  153. Hotels: Occupancy Rate Declined 67% Year-over-year to All Time Record Low
  154. BEA: March Vehicles Sales decreased to 11.4 Million SAAR
  155. Trade Deficit decreased to $39.9 Billion in February
  156. Weekly Initial Unemployment Claims Increase to 6,648,000
  157. Thursday: Unemployment Claims, Trade Deficit
  158. April 1 Update: US COVID-19 Tests per Day; More Testing Needed
  159. Zillow Case-Shiller February Forecast: "Ancient History"
  160. Fannie Mae: Mortgage Serious Delinquency Rate Declined in February, Lowest Since 2007
  161. Construction Spending Decreased in February
  162. ISM Manufacturing index Decreased to 49.1 in March
  163. ADP: Private Employment decreased 27,000 in March
  164. MBA: Mortgage Refinance Applications Increased, Purchase Applications down 24% YoY

March 2020

  1. Wednesday: ADP Employment, ISM Mfg, Construction Spending, Vehicle Sales
  2. March 31 Update: US COVID-19 Tests per Day #TestAndTrace
  3. The Economic Outlook
  4. Update: A few comments on the Seasonal Pattern for House Prices
  5. Case-Shiller: National House Price Index increased 3.9% year-over-year in January
  6. Tuesday: Case-Shiller House Prices
  7. March 30 Update: US COVID-19 Tests per Day #TestAndTrace
  8. TSA checkpoint travel numbers
  9. Movie Box Office
  10. Dallas Fed: "Texas Manufacturing Activity Contracts Suddenly, Outlook Worsens", Record Low Activity Index
  11. NAR: "Pending Home Sales Increase 2.4% in February"
  12. Sunday Night Futures: Oil Prices Lowest Since Feb 2002
  13. March 29 Update: US COVID-19 Tests per Day #TestAndTrace
  14. March 2020: Unofficial Problem Bank list Increased to 65 Institutions
  15. March 28 Update: US COVID-19 Tests per Day #TestAndTrace
  16. Schedule for Week of March 29, 2020
  17. March 27 Update: US COVID-19 Tests per Day #TestAndTrace
  18. CDC: Seasonal Flu Activity Slowing
  19. Kansas City Fed: "Tenth District Services Activity Decreased Significantly"
  20. BLS: February Unemployment rates at New Series Lows in Six States
  21. Personal Income increased 0.6% in February, Spending increased 0.2%, Core PCE increase 0.2%
  22. Friday: Personal Income & Outlays
  23. March 26 Update: US COVID-19 Tests per Day #TestAndTrace
  24. Freddie Mac: Mortgage Serious Delinquency Rate Unchanged in February
  25. Hotels: Occupancy Rate Declined 56% Year-over-year to All Time Record Low
  26. Kansas City Fed: "Tenth District Manufacturing Activity Declined Sharply" in March
  27. Third Estimate Q4 GDP: Remains at 2.1% Annual Rate
  28. Weekly Initial Unemployment Claims Increase to 3,283,000
  29. Thursday: Initial Unemployment Claims, Q4 GDP
  30. March 25 Update: US COVID-19 Tests per Day #TestAndTrace
  31. A 40-Day Plan to Start Recovery
  32. March Vehicle Sales Forecast: 35% Year-over-year Decline
  33. FHFA: House Prices up 5.2% YoY in January
  34. MBA: Mortgage Applications Decreased in Latest Weekly Survey
  35. Wednesday: MBA Mortgage Applications, Durable Goods
  36. March 24 Update: US COVID-19 Tests per Day #TestAndTrace
  37. A few Comments on February New Home Sales
  38. Richmond Fed: "Fifth District manufacturing activity remained fairly flat in March"
  39. New Home Sales at 765,000 Annual Rate in February
  40. Philly Fed: "Nonmanufacturing firms reported a significant weakening in activity this month"
  41. Tuesday: New Home Sale, Richmond Fed Mfg
  42. March 23 Update: US COVID-19 Tests per Day #TestAndTrace
  43. Black Knight's First Look: National Mortgage Delinquency Rate Increased slightly in February
  44. Fed: Whatever it Takes Announcement
  45. "Chicago Fed National Activity Index Index Suggests Economic Growth Picked Up in February"
  46. Sunday Night Futures: Limit Down
  47. March 22 Update: US COVID-19 Tests per Day #TestAndTrace
  48. A few Comments on Weekly and Continued Unemployment Claims
  49. March 21 Update: US COVID-19 Tests per Day
  50. Schedule for Week of March 22, 2020
  51. March 20 Update: US COVID-19 Tests per Day
  52. The Next Phase of Testing
  53. Comments on February Existing Home Sales
  54. CDC: Seasonal Flu Activity Slowing
  55. NAR: Existing-Home Sales Increased to 5.77 million in February
  56. Friday: Existing Home Sales
  57. March 19 Update: US COVID-19 Tests per Day
  58. Update: Decline in Restaurant Traffic
  59. Sacramento Housing in February: Sales Unchanged YoY, Active Inventory down 28.7% YoY
  60. Hotels: Occupancy Rate Declined 24.4% Year-over-year
  61. Philly Fed "Current Manufacturing Indicators Show a Weakening in Activity in March"
  62. Weekly Initial Unemployment Claims Increase to 281,000
  63. Thursday: Unemployment Claims, Philly Fed Mfg
  64. Update: COVID-19 Tests per Day
  65. Update: Decline in Restaurant Traffic
  66. Lawler: Early Read on Existing Home Sales in February; Lawler "I doubt anyone really cares"
  67. Phoenix Real Estate in February: Sales up 13.6% YoY, Active Inventory Down 43.5% YoY
  68. AIA: Architecture Billings Index increased in February, Expected to decline rapidly
  69. Comments on February Housing Starts
  70. Housing Starts decreased to 1.599 Million Annual Rate in February
  71. MBA: Mortgage Applications Decreased in Latest Weekly Survey
  72. Wednesday: Housing Starts
  73. COVID-19 Tests per Day
  74. BLS: Job Openings increased to 7.0 Million in January
  75. NAHB: Builder Confidence Decreased to 72 in March
  76. Industrial Production Increased in February
  77. Retail Sales decreased 0.5% in February
  78. Tuesday: Retail Sales, Industrial Production, Homebuilder Survey, Job Openings
  79. Thanks to All the Heroes!
  80. Update: Decline in Restaurant Traffic
  81. BLS: January Unemployment rates at New Series Lows in Six States
  82. NY Fed: Manufacturing "Business activity declined in New York State", Headline Fell Sharply
  83. Sunday Night Futures: Limit Down, Recession Call
  84. Fed Cuts Rate to Zero in Emergency Meeting
  85. FOMC Preview
  86. Dramatic Decline in Restaurant Traffic
  87. Schedule for Week of March 15, 2020
  88. The Sudden Economic Stop
  89. High Frequency Data: Movie Box Office
  90. From Merrill: Flirting with Recession
  91. Preliminary March Consumer Sentiment Declines to 95.9 from 101.0
  92. Mortgage Equity Withdrawal Positive in Q4
  93. Fed's Flow of Funds: Household Net Worth Increased in Q4
  94. Hotels: Occupancy Rate Decreased Sharply Year-over-year
  95. Weekly Initial Unemployment Claims Decrease to 211,000
  96. Thursday: Unemployment Claims, PPI, Flow of Funds
  97. Houston Real Estate in February: Sales up 14.9% YoY, Inventory Up 3.8% YoY
  98. Cleveland Fed: Key Measures Show Inflation Above 2% YoY in February, Core PCE below 2%
  99. LA area Port Traffic Down Year-over-year in February
  100. BLS: CPI increased 0.1% in February, Core CPI increased 0.2%
  101. MBA: Mortgage Applications Increased Sharply in Latest Weekly Survey
  102. Me on NPR The Indicator from Planet Money with Cardiff Garcia
  103. Employment: February Diffusion Indexes
  104. Trends in Educational Attainment in the U.S. Labor Force
  105. On COVID-19 Seasonality
  106. Small Business Optimism Increased Slightly in February
  107. Seattle Real Estate in February: Sales up 5.2% YoY, Inventory down 32.5% YoY
  108. Black Knight Mortgage Monitor for January; "Cash-out lending hit a more than 10-year high at the end of 2019"
  109. Going on Recession Watch
  110. Oil Prices
  111. Weather Adjusted Employment Gains in February
  112. Sunday Night Futures; Oil Prices Collapse
  113. Fiscal Policies to Address COVID-19
  114. Schedule for Week of March 8, 2020
  115. High Frequency Data: Movie Box Office
  116. Q1 GDP Forecasts: 0.7% to 3.1%
  117. AAR: February Rail Carloads down 7.3% YoY, Intermodal Down 8.9% YoY
  118. Comments on February Employment Report
  119. Las Vegas Real Estate in February: Sales up 23% YoY, Inventory down 39% YoY
  120. Trade Deficit decreased to $45.3 Billion in January
  121. February Employment Report: 273,000 Jobs Added (266,000 ex-Census), 3.5% Unemployment Rate
  122. Friday: Employment Report, Trade Deficit
  123. Goldman: February Payrolls Preview
  124. February Employment Preview
  125. Hotels: Occupancy Rate Decreased Year-over-year
  126. Weekly Initial Unemployment Claims Decrease to 216,000
  127. Fed's Beige Book: Economic Actvity Expanded "modest to moderate rate", Coronavirus Impacting Travel
  128. ISM Non-Manufacturing Index increased to 57.3% in February
  129. BEA: February Vehicles Sales decreased to 16.8 Million SAAR
  130. ADP: Private Employment increased 183,000 in February
  131. MBA: Mortgage Applications Increased Sharply in Latest Weekly Survey
  132. Wednesday: ADP Employment, ISM non-Mfg, Beige Book
  133. 30 Year Mortgage Rates at 3.0%
  134. Policy Proposal: Enhanced Automatic Stabilizer
  135. Pandemic: A Slowdown or a Recession?
  136. Federal Reserve Cuts Rate 1/2 percentage point
  137. CoreLogic: House Prices up 4.0% Year-over-year in January
  138. Tuesday: Vehicle Sales, Corelogic House Prices
  139. A Few Comments on COVID-19 Non-Medical Policies
  140. Update: Framing Lumber Prices Up Year-over-year
  141. Construction Spending Increased in January
  142. ISM Manufacturing index Decreased to 50.1 in February
  143. Monday: ISM Manufacturing, Construction Spending
  144. February 2020: Unofficial Problem Bank list Decreased to 63 Institutions

February 2020

  1. Schedule for Week of March 1, 2020
  2. Fannie Mae: Mortgage Serious Delinquency Rate unchanged in January
  3. The Economic Impact of the COVID-19
  4. Q1 GDP Forecasts: 1.1% to 2.6%
  5. Hotels: Occupancy Rate Decreases Year-over-year
  6. Personal Income increased 0.6% in January, Spending increased 0.2%, Core PCE increase 0.1%
  7. Friday: Personal Income & Outlays, Chicago PMI
  8. Freddie Mac: Mortgage Serious Delinquency Rate Decreased in January, Lowest since 2007
  9. NAR: "Pending Home Sales Ascend 5.2% in January"
  10. Kansas City Fed: "Tenth District Manufacturing Activity Increased Modestly" in February
  11. Q4 GDP Unchanged at 2.1% Annual Rate
  12. Weekly Initial Unemployment Claims Increase to 219,000
  13. Thursday: GDP, Unemployment Claims
  14. Zillow Case-Shiller Forecast: House Price Gains "Back on the Gas"
  15. New Home Prices
  16. A few Comments on January New Home Sales
  17. New Home Sales increase to 764,000 Annual Rate in January
  18. MBA: Mortgage Applications Increased in Latest Weekly Survey
  19. Wednesday: New Home Sales
  20. Real House Prices and Price-to-Rent Ratio in December
  21. FDIC: Fewer Problem banks, Residential REO Declined in Q4
  22. Update: A few comments on the Seasonal Pattern for House Prices
  23. Richmond Fed: Manufacturing Activity Softened in February
  24. Case-Shiller: National House Price Index increased 3.8% year-over-year in December
  25. Tuesday: Case-Shiller House Prices
  26. House Prices and Inventory
  27. Dallas Fed: "Texas Manufacturing Expansion Continues"
  28. "Chicago Fed National Activity Index Points to an Uptick in Economic Growth in January"
  29. Sunday Night Futures
  30. Quarterly Starts by Purpose and Design
  31. Schedule for Week of February 23, 2020
  32. Hotels: Occupancy Rate Increases Year-over-year
  33. Comments on January Existing Home Sales
  34. Q1 GDP Forecasts: 0.7% to 2.6%
  35. NAR: Existing-Home Sales Decreased to 5.46 million in January
  36. Friday: Existing Home Sales
  37. Phoenix Real Estate in January: Sales up 18.1% YoY, Active Inventory Down 38.9% YoY
  38. Black Knight's First Look: National Mortgage Delinquency Rate Decreased in January, Lowest Level on Record
  39. Philly Fed Manufacturing Suggests Activity Increased in February
  40. Weekly Initial Unemployment Claims Increase to 210,000
  41. Thursday: Unemployment Claims, Philly Fed Mfg Survey
  42. CAR on California January Housing: Sales up 10.3% YoY, Inventory down 26.9%
  43. FOMC Minutes: Policy on Hold
  44. AIA: "Architecture billings continue growth into 2020"
  45. Lawler: Early Read on Existing Home Sales in January
  46. Comments on January Housing Starts
  47. Housing Starts decreased to 1.567 Million Annual Rate in January
  48. MBA: Mortgage Applications Decreased in Latest Weekly Survey
  49. Wednesday: Housing Starts, PPI, FOMC Minutes
  50. Mortgage Rates and Ten Year Yield
  51. NAHB: Builder Confidence Decreased to 74 in February
  52. NY Fed: Manufacturing "Business activity picked up in New York State"
  53. Tuesday: Empire State Mfg Survey, Homebuilder Survey
  54. Update: Real Estate Agent Boom and Bust
  55. The Housing Bubble, Mortgage Debt as Percent of GDP
  56. Fannie and Freddie: REO inventory declined in Q4, Down 17% Year-over-year
  57. Schedule for Week of February 16, 2020
  58. Census: A Changing Nation: Population Projections Under Alternative Immigration Scenarios
  59. Sacramento Housing in January: Sales Up 5.6% YoY, Active Inventory down 32.7% YoY
  60. Q1 GDP Forecasts: 0.7% to 2.4%
  61. Industrial Production Decreased in January
  62. Retail Sales increased 0.3% in January
  63. Friday: Retail Sales, Industrial Production
  64. Hotels: Occupancy Rate Decreases Year-over-year
  65. Cleveland Fed: Key Measures Show Inflation Above 2% YoY in January, Core PCE below 2%
  66. Weekly Initial Unemployment Claims Increase to 205,000
  67. BLS: CPI increased 0.1% in January, Core CPI increased 0.2%
  68. Thursday: CPI, Unemployment Claims
  69. LA area Port Traffic Down Year-over-year in January
  70. Houston Real Estate in January: Sales up 15.2% YoY, Inventory Up 3.7% YoY
  71. Energy expenditures as a percentage of PCE
  72. MBA: Mortgage Applications Increased in Latest Weekly Survey
  73. Wednesday: Fed Chair Powell Testimony
  74. MBA: "Mortgage Delinquencies Decrease in Fourth Quarter of 2019"
  75. NY Fed Q4 Report: "Household Debt Tops $14 Trillion as Mortgage Originations Reach Highest Volume since 2005"
  76. BLS: Job Openings "Fell" to 6.4 Million in December
  77. Fed Chair Powell: Semiannual Monetary Policy Report to the Congress
  78. Small Business Optimism Increased in January
  79. Tuesday: Job Openings, Fed Chair Powell Testimony, NY Fed Household Debt and Credit
  80. Payroll Employment and Seasonal Factors
  81. Las Vegas: Record Convention Traffic in 2019, Visitor Traffic Increases
  82. Seattle Real Estate in January: Sales up 17.2% YoY, Inventory down 32.9% YoY
  83. Sunday Night Futures
  84. Hotels: Occupancy Rate Increases Year-over-year, Concerns about 2019-nCoV
  85. Weather Adjusted Employment Gains in January
  86. Schedule for Week of February 9, 2020
  87. The Headline Job Streak Survives, The ex-Census Job Streak Ended in 2019
  88. AAR: January Rail Carloads down 5.9% YoY, Intermodal Down 5.4% YoY
  89. Q1 GDP Forecasts: 1.0% to 2.7%
  90. Comments on January Employment Report
  91. January Employment Report: 225,000 Jobs Added, 3.6% Unemployment Rate
  92. Friday: Employment Report
  93. Goldman: January Payrolls Preview
  94. January Employment Preview
  95. Las Vegas Real Estate in January: Sales up 25% YoY, Inventory down 29% YoY
  96. Weekly Initial Unemployment Claims Decrease to 202,000
  97. Revisiting Demographics and GDP
  98. Off-Topic: Iraq War and Impeachment
  99. ISM Non-Manufacturing Index increased to 55.5% in January
  100. Trade Deficit increased to $48.9 Billion in December
  101. ADP: Private Employment increased 291,000 in January
  102. MBA: Mortgage Applications Increased in Latest Weekly Survey
  103. Wednesday: Trade Deficit, ADP Employment, ISM non-Mfg
  104. U.S. Courts: Bankruptcy Filings Increased Slightly in 2019
  105. U.S. Heavy Truck Sales down 11% Year-over-year in January
  106. BEA: January Vehicles Sales increased to 16.8 Million SAAR
  107. CoreLogic: House Prices up 4.0% Year-over-year in December
  108. Tuesday: BEA Vehicle Sales
  109. NMHC: Apartment Market Tightness Index Decreased in January
  110. Update: Framing Lumber Prices Up Year-over-year
  111. Construction Spending Decreased in December
  112. ISM Manufacturing index Increased to 50.9 in January
  113. Black Knight Mortgage Monitor for December; "Home-price-growth rate gained steam"
  114. Monday: ISM Mfg, Construction Spending
  115. January 2020: Unofficial Problem Bank list Decreased to 64 Institutions
  116. Schedule for Week of February 2, 2020

January 2020

  1. Fannie Mae: Mortgage Serious Delinquency Rate unchanged in December
  2. Q1 GDP Forecasts: 1.0% to 2.7%
  3. Q4 2019 GDP Details on Residential and Commercial Real Estate
  4. Personal Income increased 0.2% in December, Spending increased 0.3%
  5. Friday: Personal Income and Outlays
  6. "Mortgage Rates Basically at Best Levels Since 2016"
  7. Q4 GDP: Investment
  8. HVS: Q4 2019 Homeownership and Vacancy Rates
  9. Weekly Initial Unemployment Claims Decrease to 216,000
  10. BEA: Real GDP increased at 2.1% Annualized Rate in Q4
  11. Thursday: GDP, Unemployment Claims
  12. Zillow Case-Shiller Forecast: House Price Gains "Primed for an Upswing"
  13. FOMC Statement: No Change to Policy
  14. Philly Fed: State Coincident Indexes increased in 37 states in December
  15. NAR: "Pending Home Sales Skid 4.9% in December"
  16. MBA: Mortgage Applications Increased in Latest Weekly Survey
  17. Wednesday: FOMC Statement and Press Conference, Pending Home Sales
  18. CBO Projection: Annual Budget Deficit to be above 4% GDP for the Next Decade
  19. Update: A few comments on the Seasonal Pattern for House Prices
  20. Richmond Fed: Manufacturing Activity Rebounded in January
  21. Case-Shiller: National House Price Index increased 3.5% year-over-year in November
  22. Tuesday: Case-Shiller House Prices
  23. Freddie Mac: Mortgage Serious Delinquency Rate increased slightly in December
  24. New Home Prices
  25. A few Comments on December New Home Sales
  26. Dallas Fed: "Growth in Texas Manufacturing Activity Picks Up"
  27. New Home Sales at 694,000 Annual Rate in December
  28. Monday: New Home Sales
  29. FOMC Preview
  30. Schedule for Week of January 26, 2020
  31. Q4 GDP Forecasts: 1.2% to 2.2%
  32. BLS: December Unemployment rates at New Series Lows in Eight States
  33. Sacramento Housing in December: Sales Up 12.7% YoY, Active Inventory down 38.8% YoY
  34. Hotels: Occupancy Rate Increases Year-over-year
  35. LA area Port Traffic Down Year-over-year in December
  36. Kansas City Fed: "Tenth District Manufacturing Activity Nearly Flat in January"
  37. Weekly Initial Unemployment Claims Increase to 211,000
  38. Thursday: Unemployment Claims
  39. AIA: "Architecture Billings Index Ends Year on Positive Note"
  40. Black Knight's First Look: National Mortgage Delinquency Rate Decreased in December
  41. Comments on December Existing Home Sales
  42. NAR: Existing-Home Sales Increased to 5.54 million in December
  43. Chicago Fed "Index Points to Slower Economic Growth in December"
  44. MBA: Mortgage Applications Decreased in Latest Weekly Survey
  45. Wednesday: Existing Home Sales
  46. "Chemical Activity Barometer Rose in January"
  47. Revisiting: Has Housing Market Activity Peaked?
  48. Retired Workers and the Overall Labor Force Participation Rate
  49. Monday Night Futures
  50. Existing Home Sales: Lawler vs. the Consensus
  51. Phoenix Real Estate in December: Sales up 18.5% YoY, Active Inventory Down 31.2% YoY
  52. Schedule for Week of January 19, 2020
  53. Lawler: Early Read on Existing Home Sales in December
  54. CAR on California December Housing: Sales up 7.4% YoY, Inventory down 26.5%, Lowest Inventory in "nearly seven years"
  55. Q4 GDP Forecasts: 1.2% to 2.0%
  56. Comments on December Housing Starts
  57. BLS: Job Openings "Fell" to 6.8 Million in November
  58. Industrial Production Decreased in December
  59. Housing Starts increased to 1.608 Million Annual Rate in December
  60. Friday: Housing Starts, Industrial Production, Job Openings
  61. Hotels: Occupancy Rate Decreases Year-over-year
  62. NAHB: Builder Confidence Decreased to 75 in January
  63. Philly Fed Manufacturing Suggests Activity Increased in January
  64. Retail Sales increased 0.3% in December
  65. Weekly Initial Unemployment Claims Decrease to 204,000
  66. Thursday: Retail Sales, Unemployment Claims, Philly Fed Mfg, Builder Survey
  67. Fed's Beige Book: Economic Actvity Expanded "Modestly", Labor Market "Tight"
  68. Small Business Optimism Index "Dips" in December
  69. NY Fed: Manufacturing "Business activity grew to a small degree in New York State"
  70. MBA: Mortgage Applications Increased in Latest Weekly Survey
  71. Wednesday: PPI, NY Fed Mfg Survey, Beige Book
  72. Cleveland Fed: Key Measures Show Inflation Above 2% YoY in December, Core PCE below 2%
  73. Leading Index for Commercial Real Estate Increased in December
  74. BLS: CPI increased 0.2% in December, Core CPI increased 0.1%
  75. Tuesday: CPI
  76. Chicago Fed: Summary of 2019 Results and 2020 Forecasts
  77. Paul Volcker on the "Existential test" facing America
  78. Employment: December Diffusion Indexes
  79. Sunday Night Futures
  80. The Record Job Streak: A few Comments
  81. Schedule for Week of January 12, 2020
  82. AAR: December Rail Carloads down 9.2% YoY, Intermodal Down 9.6% YoY
  83. Q4 GDP Forecasts: 1.1% to 2.3%
  84. Comments on December Employment Report
  85. December Employment Report: 145,000 Jobs Added, 3.5% Unemployment Rate
  86. Friday: Employment Report
  87. Goldman: December Payrolls Preview
  88. Update: The Inland Empire Bust and Recovery
  89. December Employment Preview
  90. Weekly Initial Unemployment Claims Decrease to 214,000
  91. Four Bank Failures in 2019
  92. Houston Real Estate in December: Sales up 14.7% YoY, Inventory Up 3.6%, Record Sales Year
  93. Seattle Real Estate in December: Sales up 18.7% YoY, Inventory down 24.6% YoY
  94. ADP: Private Employment increased 202,000 in December
  95. MBA: Mortgage Applications Decreased Over Last Two Weeks in Latest Weekly Survey
  96. Wednesday: ADP Employment
  97. Las Vegas Real Estate in December: Sales up 21% YoY, Inventory down 13% YoY
  98. CoreLogic: House Prices up 3.7% Year-over-year in November
  99. Reis: Mall Vacancy Rate Increased in Q4 2019
  100. ISM Non-Manufacturing Index increased to 55.0% in December
  101. Trade Deficit decreased to $43.1 Billion in November
  102. Tuesday: Trade Deficit, ISM non-Mfg
  103. Update: The Changing Mix of Light Vehicle Sales
  104. BEA: December Vehicles Sales decreased to 16.7 Million SAAR
  105. Update: Framing Lumber Prices Up Year-over-year
  106. Reis: Office Vacancy Rate unchanged in Q4 at 16.8%
  107. Sunday Night Futures
  108. Hotels: A Solid Year for Occupancy Rate in 2019, STR Projects further small Occupancy Decline in Q1 2020
  109. Schedule for Week of January 5, 2020
  110. Q4 GDP Forecasts: 1.1% to 2.3%
  111. Construction Spending Increased in November
  112. Reis: Apartment Vacancy Rate increased in Q4 to 4.7%
  113. ISM Manufacturing index Decreased to 47.2 in December, Fifth Consecutive Month of Contraction
  114. Friday: ISM Mfg, Construction Spending, Auto Sales
  115. Question #1 for 2020: How much will the economy grow in 2020?
  116. Question #2 for 2020: Will job creation in 2020 be as strong as in 2019?
  117. Weekly Initial Unemployment Claims at 222,000
  118. Question #3 for 2020: What will the unemployment rate be in December 2020?

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