The Curious Engineer

Calculated Risk

2021

1,948 posts

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2021 1,948

December 2021

  1. "Highest Mortgage Rates in a Month, But Just Barely"
  2. Question #7 for 2022: How about housing starts and new home sales in 2022?
  3. Lawler: More on the CoreLogic Home Investor Activity Report
  4. COVID December 30, 2021: Record Cases; Focus on Hospitalizations and Deaths
  5. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in November
  6. Question #8 for 2022: Housing Credit: Will we see easier mortgage lending in 2022?
  7. Question #9 for 2022: What will happen with house prices in 2022?
  8. Weekly Initial Unemployment Claims Decrease to 198,000
  9. Thursday: Unemployment Claims, Chicago PMI
  10. Las Vegas Visitor Authority for November: Visitor Traffic Down 11.3% Compared to 2019
  11. Real House Prices, Price-to-Rent Ratio and Price-to-Median Income in October
  12. NAR: Pending Home Sales Decreased 2.2% in November
  13. Wednesday: Pending Home Sales
  14. A few comments on the Seasonal Pattern for House Prices
  15. Comments on Case-Shiller and FHFA House Price Increases
  16. Case-Shiller: National House Price Index increased 19.1% year-over-year in October
  17. Tuesday: Case-Shiller and FHFA House Prices, Richmond Fed Mfg
  18. Final Look at Local Housing Markets in November
  19. Housing Inventory December 27th Update: Inventory Down 4.8% Week-over-week; Near Record Low
  20. Seven High Frequency Indicators for the Economy
  21. Sunday Night Futures
  22. Question #10 for 2022: Will inventory increase as the pandemic subsides, or will inventory decrease further in 2022?
  23. Real Estate Newsletter Articles this Week
  24. Schedule for Week of December 26, 2021
  25. Lawler: More on Investor Purchases of Residential Homes: Pretium
  26. Ten Economic Questions for 2022
  27. Black Knight: National Mortgage Delinquency Rate Decreased in November; Foreclosures at Record Low
  28. COVID December 23, 2021: Average Cases Exceeds Delta Peak
  29. Freddie Mac: Mortgage Serious Delinquency Rate decreased in November
  30. Hotels: Occupancy Rate Up 8% Compared to Same Week in 2019
  31. New Home Sales: Record 110 thousand homes have not been started
  32. New Home Sales at 744,000 Annual Rate in November
  33. Personal Income increased 0.4% in November; Spending increased 0.6%
  34. Weekly Initial Unemployment Claims Unchanged at 205,000
  35. Thursday: Unemployment Claims, Durable Goods, Personal Income and Outlays, New Home Sales
  36. December Vehicle Sales Forecast: Decrease to 12.7 million SAAR
  37. MBA Updated Economic and Mortgage Forecasts
  38. More Analysis on November Existing Home Sales
  39. NAR: Existing-Home Sales Increased to 6.46 million in November
  40. Q3 GDP Growth Revised up to 2.3% Annual Rate
  41. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  42. Wednesday: GDP, Existing Home Sales
  43. Housing Wire: "Move over Fannie, the non-QM loan is in the fast lane"
  44. 5th Look at Local Housing Markets in November
  45. Cleveland Fed: "What’s Holding Back Employment"
  46. "Mortgage Rates Moderately Higher"
  47. LA Area Port Traffic: Disappointing Traffic in November
  48. Supply Chain Disruptions and Housing Inventory
  49. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 1.67%"
  50. Review: Ten Economic Questions for 2021
  51. Housing Inventory December 20th Update: Inventory Down 3.9% Week-over-week
  52. Seven High Frequency Indicators for the Economy
  53. Sunday Night Futures
  54. Real Estate Newsletter Articles this Week
  55. Schedule for Week of December 19, 2021
  56. December 17th COVID-19: Cases, Hospitalizations and Deaths Increasing
  57. Lawler: Early Read on Existing Home Sales in November
  58. Q4 GDP Forecasts: Up to 7%
  59. 4th Look at Local Housing Markets in November
  60. December 16th COVID-19: Hospitalizations and Deaths Increasing
  61. Hotels: Occupancy Rate Down 5% Compared to Same Week in 2019
  62. AIA: "Demand for design services continues to grow" in November
  63. November Housing Starts: Most Housing Units Under Construction Since 1973
  64. Industrial Production Increased 0.5 Percent in November
  65. Weekly Initial Unemployment Claims Increase to 206,000
  66. Housing Starts Increased to 1.679 million Annual Rate in November
  67. Thursday: Housing Starts, Unemployment Claims, Industrial Production and more
  68. FOMC Projections and Press Conference
  69. FOMC Statement: Accelerate Taper
  70. The Household Mystery
  71. NAHB: Builder Confidence Increased to 84 in December
  72. Retail Sales Increased 0.3% in November
  73. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  74. Wednesday: Retail Sales, FOMC Announcement, Homebuilder Survey, NY Fed Mfg
  75. Employment: November Diffusion Indexes
  76. Missing Workers by Age Group
  77. Tuesday: PPI
  78. 3rd Look at Local Housing Markets in November
  79. A Few Comments on Inflation
  80. Housing Inventory December 13th Update: Inventory Down 3.3% Week-over-week
  81. Seven High Frequency Indicators for the Economy
  82. Sunday Night Futures
  83. FOMC Preview: Accelerated Taper Announcement Expected
  84. Real Estate Newsletter Articles this Week
  85. Schedule for Week of December 12, 2021
  86. Black Knight: Number of Mortgages in Forbearance Declines "Significantly"
  87. 2nd Look at Local Housing Markets in November
  88. Q4 GDP Forecasts: Moving Up
  89. Cleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.5% in November
  90. BLS: CPI increased 0.8% in November; Core CPI increased 0.5%
  91. Friday: CPI
  92. The Home ATM, aka Mortgage Equity Withdrawal (MEW)
  93. Hotels: Occupancy Rate Down 9% Compared to Same Week in 2019
  94. Fed's Flow of Funds: Household Net Worth Increased $2.4 Trillion in Q3
  95. CoreLogic: 470 thousand Homes with Negative Equity in Q3 2021
  96. Weekly Initial Unemployment Claims Decrease to 184,000
  97. Thursday: Unemployment Claims, Q3 Flow of Funds
  98. Lawler: Updates on Key Drivers of US Population Growth
  99. NMHC: Rent Payment Tracker Shows Households Paying Rent Increased YoY in Early December
  100. BLS: Job Openings Increased to 11.0 million in October
  101. MBA: Mortgage Applications Increase in Latest Weekly Survey
  102. Wednesday: Job Openings
  103. Leading Index for Commercial Real Estate "Declines in November"; Up Sharply Year-over-year
  104. 1st Look at Local Housing Markets in November
  105. Trade Deficit Decreased to $67.1 Billion in October
  106. CoreLogic: House Prices up 18% YoY in October
  107. Tuesday: Trade Deficit, Corelogic House Prices
  108. December 6th COVID-19: 60% of US Population Fully Vaccinated
  109. As Forbearance Ends
  110. Black Knight Mortgage Monitor for September: "More than 750K borrowers left forbearance plans over the past 45 days"
  111. Housing Inventory December 6th Update: Inventory Down 6.5% Week-over-week
  112. Seven High Frequency Indicators for the Economy
  113. Sunday Night Futures
  114. A few comments on the Seasonal Pattern for House Prices
  115. Real Estate Newsletter Articles this Week
  116. Schedule for Week of December 5, 2021
  117. December 3rd COVID-19: Cases, Hospitalizations and Deaths Increasing
  118. Black Knight: Number of Mortgages in Forbearance "Drops Below the Million Mark"
  119. AAR: November Rail Carloads Down Compared to 2019; Intermodal Up Slightly
  120. Comments on November Employment Report
  121. November Employment Report: 210 thousand Jobs, 4.2% Unemployment Rate
  122. Friday: Employment Report
  123. December 2nd COVID-19: Hospitalizations Increasing
  124. Goldman November Payrolls Preview
  125. Rents Still Increasing Sharply
  126. November Employment Preview
  127. Hotels: Occupancy Rate Up 5% Compared to Same Week in 2019; Record Thanksgiving Week Occupancy
  128. Weekly Initial Unemployment Claims Increase to 222,000
  129. November Vehicles Sales decreased to 12.9 million SAAR
  130. December 1st COVID-19: Holiday Impacted Data
  131. Fed's Beige Book: "Economic activity grew at a modest to moderate pace"
  132. Real House Prices, Price-to-Rent Ratio and Affordability in September
  133. Construction Spending Increased 0.2% in October
  134. ISM® Manufacturing index increased to 61.1% in November
  135. ADP: Private Employment increased 534,000 in November
  136. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  137. Wednesday: ADP Employment, ISM Manufacturing, Construction Spending, Beige Book, Vehicle Sales
  138. November 30th COVID-19: Holiday Impacted Data

November 2021

  1. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in October
  2. Las Vegas Visitor Authority for October: Visitor Traffic Down 7.6% Compared to 2019
  3. FDIC: Problem Banks Declined, Residential REO Declined in Q3
  4. More on Case-Shiller and FHFA House Price Increases
  5. Case-Shiller: National House Price Index increased 19.5% year-over-year in September
  6. Tuesday: Case-Shiller House Prices, FHFA Conforming Loan Limits, Fed Chair Powell Testimony and More
  7. November 29th COVID-19: Holiday Impacted Data
  8. 2022 Housing Forecasts
  9. Fed Chair Powell: "Factors pushing inflation upward will linger well into next year"
  10. Black Knight: Number of Mortgages in Forbearance Increased Slightly
  11. Housing Inventory Nov 29th Update: Inventory Down 2.6% Week-over-week
  12. NAR: Pending Home Sales Increased 7.5% in October
  13. Seven High Frequency Indicators for the Economy
  14. Monday: Pending Home Sales
  15. Philly Fed: State Coincident Indexes Increased in 48 States in October
  16. Real Estate Newsletter Articles this Week
  17. Schedule for Week of November 28, 2021
  18. Energy expenditures as a percentage of PCE
  19. Four House Price Topics
  20. Q4 GDP Forecasts: Moving Up
  21. Five Economic Reasons to be Thankful
  22. November Vehicle Sales Forecast: Increase to 13.6 million SAAR
  23. November 24th COVID-19: New Cases and Hospitalizations Increasing
  24. FOMC Minutes: "Participants expected significant inflation pressures to last for longer than they previously expected"
  25. New Home Sales: Record 109 thousand homes have not been started
  26. Personal Income increased 0.5% in October; Spending increased 1.3%
  27. New Home Sales at 745,000 Annual Rate in October
  28. Weekly Initial Unemployment Claims Decrease to 199,000
  29. Q3 GDP Growth Revised up to 2.1% Annual Rate
  30. MBA: Mortgage Applications Increase in Latest Weekly Survey
  31. Wednesday: New Home Sales, GDP, Unemployment Claims, Personal Income & Outlays and More
  32. Freddie Mac: Mortgage Serious Delinquency Rate decreased in October
  33. November 23rd COVID-19: New Cases and Hospitalizations Increasing
  34. Final Look: Local Housing Markets in October
  35. Update: The Coming Deceleration in House Price Growth
  36. "Mortgage Rates Under Pressure After Powell Nomination and Bond Auctions"
  37. November 22nd COVID-19: New Cases and Hospitalizations Increasing
  38. More Analysis on Existing Home Sales
  39. NAR: Existing-Home Sales Increased to 6.34 million in October
  40. Housing Inventory Nov 22nd Update: Inventory Down 2.3% Week-over-week
  41. Seven High Frequency Indicators for the Economy
  42. Monday: Existing Home Sales
  43. Recession Measures and NBER
  44. Real Estate Newsletter Articles this Week
  45. Schedule for Week of November 21, 2021
  46. The "Household Conundrum"
  47. November 19th COVID-19: New Cases Increasing Rapidly
  48. Lawler: Early Read on Existing Home Sales in October
  49. 5th Look at Local Housing Markets in October
  50. Q4 GDP Forecasts: Around 5% to 6%
  51. Black Knight: Number of Mortgages in Forbearance Increases Slightly
  52. November 18th COVID-19: One Week to Thanksgiving with Disappointing Numbers
  53. LA Area Port Traffic: Solid Imports, Weak Exports in October
  54. Lawler: Investors, Second Homes, and AMH, oh my!
  55. Housing Predictions: Guesses and the Data
  56. Hotels: Occupancy Rate Down 4% Compared to Same Week in 2019
  57. Weekly Initial Unemployment Claims at 268,000
  58. Thursday: Unemployment Claims, Philly Fed Mfg
  59. November 17th COVID-19: New Cases and Hospitalizations Increasing
  60. AIA: "Demand for design services moderates but remains strong" in October
  61. Most Housing Units Under Construction Since 1974
  62. Housing Starts Decreased to 1.520 Million Annual Rate in October
  63. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  64. Wednesday: Housing Starts, Architecture Billings Index
  65. November 16th COVID-19: New Cases Increasing, Above 83K per Day
  66. October California Home Sales
  67. NAHB: Builder Confidence Increased to 83 in November
  68. Industrial Production Increased 1.6 Percent in October; Back to Pre-pandemic Levels
  69. Retail Sales Increased 1.7% in October
  70. Tuesday: Retail Sales, Industrial Production, Homebuilder Survey
  71. HUD: FHA'S 2021 Annual Report Shows Increase in Capital Reserves; DTI Remains Elevated
  72. November 15th COVID-19: New Cases Increasing, Above 80K per Day
  73. 4th Look at Local Housing Markets in October
  74. Housing Inventory Nov 15th Update: Inventory Down 1.7% Week-over-week
  75. Seven High Frequency Indicators for the Economy
  76. Sunday Night Futures
  77. The Labor Force Participation Rate
  78. Real Estate Newsletter Articles this Week
  79. Schedule for Week of November 14, 2021
  80. Mortgage Rates Increased This Week
  81. November 12th COVID-19: New Cases Stuck Above 70,000 per Day
  82. Q4 GDP Forecasts: Around 5% to 6%
  83. BLS: Job Openings "Little Changed" at 10.4 Million in September
  84. Black Knight: Number of Mortgages in Forbearance Declines
  85. Friday: Job Openings
  86. 3rd Look at Local Housing Markets in October
  87. Hotels: Occupancy Rate Down 13% Compared to Same Week in 2019
  88. "The deal of the Century ..."
  89. November 10th COVID-19: New Cases Increasing
  90. Housing: Inventory will Tell the Tale
  91. Cleveland Fed: Median CPI increased 0.6% and Trimmed-mean CPI increased 0.7% in October
  92. MBA: "Mortgage Delinquencies Decrease in the Third Quarter of 2021"
  93. Weekly Initial Unemployment Claims Decrease to 267,000
  94. BLS: CPI increased 0.9% in October, Core CPI increased 0.6%
  95. MBA: Mortgage Applications Increase in Latest Weekly Survey
  96. Wednesday: CPI, Unemployment Claims
  97. November 9th COVID-19: 16 Days till Thanksgiving and New Cases Stuck at 70,000+ per Day
  98. 2nd Look at Local Housing Markets in October: Memphis, Nashville, New Hampshire, North Texas (Dallas) and San Diego.
  99. NY Fed Q3 Report: Total Household Debt Climbs to Over $15 trillion
  100. Second Home Market: South Lake Tahoe in October
  101. Tuesday: PPI, Quarterly Report on Household Debt and Credit
  102. November 8th COVID-19: New Cases Stuck at 70,000+ per Day
  103. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.06%"
  104. Homebuilder Comments in October: “Builders are lifting sales caps"
  105. Fed Survey: Banks reported Eased Standards, Weaker Demand for Residential Real Estate Loans
  106. Housing Inventory Nov 8th Update: Inventory Down 3.1% Week-over-week
  107. Fed Governor Bowman: The U.S. Housing and Mortgage Market: Risks and Resilience
  108. Seven High Frequency Indicators for the Economy
  109. Sunday Night Futures
  110. A Zillow Flip that Flopped
  111. Real Estate Newsletter Articles this Week
  112. Schedule for Week of November 7, 2021
  113. Black Knight: Number of Mortgages in Forbearance Declines
  114. November 5th COVID-19: "Path of the economy continues to depend on the course of the virus"
  115. AAR: October Rail Carloads Down Compared to 2019
  116. 1st Look at Local Housing Markets in October
  117. Comments on October Employment Report
  118. October Employment Report: 531 Thousand Jobs, 4.6% Unemployment Rate
  119. Friday: Employment Report
  120. Goldman October Payrolls Preview
  121. November 4th COVID-19: Over 70,000 New Cases per Day
  122. October Employment Preview
  123. Hotels: Occupancy Rate Down 6% Compared to Same Week in 2019
  124. Trade Deficit Increased to $80.9 Billion in September
  125. Weekly Initial Unemployment Claims Decrease to 269,000
  126. Thursday: Unemployment Claims, Trade Deficit
  127. Vehicle Sales, Sales Mix and Heavy Trucks
  128. November 3rd COVID-19: Over 70,000 New Cases per Day
  129. FOMC Statement: Taper!
  130. The Market Impact of the Closure of Zillow Offers
  131. ISM® Services Index Increased to 66.7% in October
  132. ADP: Private Employment increased 571,000 in October
  133. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  134. Wednesday: FOMC Announcement, ADP Employment, ISM Services
  135. October Vehicles Sales Increased to 13.0 Million SAAR
  136. Q3 2021 GDP Details on Residential and Commercial Real Estate
  137. November 2nd COVID-19: 23 Days till Thanksgiving and Red Flags Flying
  138. Update: Framing Lumber Prices Up Year-over-year
  139. HVS: Q3 2021 Homeownership and Vacancy Rates
  140. CoreLogic: House Prices up 18% YoY in September
  141. Tuesday: CoreLogic House Prices, Housing Vacancies and Homeownership, Vehicle Sales
  142. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.15%"
  143. November 1st COVID-19: New Cases per Day Increasing
  144. The Rapid Increase in Rents Continues
  145. Housing Inventory Nov 1st Update: Inventory Down 2.2% Week-over-week
  146. Construction Spending Decreased in September
  147. ISM® Manufacturing index decreased to 60.8% in October
  148. Seven High Frequency Indicators for the Economy

October 2021

  1. Monday: ISM Mfg, Construction Spending
  2. 2022 Housing Forecasts: First Look
  3. FOMC Preview: Taper Announcement Expected
  4. Real Estate Newsletter Articles this Week
  5. Schedule for Week of October 31, 2021
  6. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in September
  7. October 29th COVID-19: Still Close to 70,000 Cases per Day
  8. Early Q4 GDP Forecasts: Around 5% to 6%
  9. Real Personal Income: Transfer Payments
  10. Black Knight: Number of Mortgages in Forbearance Declines Slightly
  11. Personal Income Decreased 1.0% in September, Spending Increased 0.6%
  12. Friday: Personal Income and Outlays, Chicago PMI
  13. Las Vegas Visitor Authority for September: Convention Attendance N/A, Visitor Traffic Down 16% Compared to 2019
  14. October 28th COVID-19: Slow Progress
  15. Hotels: Occupancy Rate Down 9% Compared to Same Week in 2019
  16. A Few Comments on Q3 GDP and Investment
  17. NAR: Pending Home Sales Decreased 2.3% in September
  18. Weekly Initial Unemployment Claims Decrease to 281,000
  19. BEA: Real GDP increased at 2.0% Annualized Rate in Q3
  20. Thursday: GDP, Unemployment Claims, Pending Home Sales
  21. "No one seems worried about a housing bubble"
  22. October 27th COVID-19: Slow Progress
  23. NMHC: October Apartment Market Tightness Index Very High
  24. Real House Prices, Price-to-Rent Ratio and Price-to-Median Income in August
  25. MBA: Mortgage Applications Increase in Latest Weekly Survey
  26. Zillow Case-Shiller House Price Forecast: September Price Growth Will Remain Strong
  27. Case-Shiller National Index up Record 19.8% Year-over-year in August; The Deceleration is coming
  28. October 26th COVID-19: 30 Days till Thanksgiving; Need to Get Daily Cases Down Before Holidays
  29. New Home Sales: Record 106 thousand homes have not been started
  30. New Home Sales Increase to 800,000 Annual Rate in September
  31. Case-Shiller: National House Price Index increased 19.8% year-over-year in August
  32. Tuesday: Case-Shiller House Prices, New Home Sales
  33. October Vehicle Sales Forecast: "First Month-to-Month Improvement Since April"
  34. Freddie Mac: Mortgage Serious Delinquency Rate decreased in September
  35. October 25th COVID-19: Data Released On Monday is Always Low and Revised Up
  36. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.21%"
  37. Housing and Recessions
  38. Housing Inventory Oct 25th Update: Inventory Down Slightly Week-over-week
  39. Seven High Frequency Indicators for the Economy
  40. Sunday Night Futures
  41. Final Look: Local Housing Markets in September
  42. Real Estate Newsletter Articles this Week
  43. Schedule for Week of October 24, 2021
  44. 30 Year Mortgage Rates "Highest Since April" at 3.27%
  45. October 22nd COVID-19: Still Over 70,000 New Cases per Day
  46. The Coming Deceleration in House Price Growth
  47. Black Knight: "Forbearance Declines Hit Mid-Month Lull"
  48. Q3 GDP Forecasts: Around 2.5%
  49. Black Knight: National Mortgage Delinquency Rate Decreased in September
  50. October 21st COVID-19: Progress
  51. Hotels: Occupancy Rate Down 10% Compared to Same Week in 2019
  52. LA Area Port Traffic: Solid Imports, Weak Exports in September
  53. Median House Price Growth Decelerated for Fourth Consecutive Month
  54. NAR: Existing-Home Sales Increased to 6.29 million in September
  55. Weekly Initial Unemployment Claims Decrease to 290,000
  56. Thursday: Unemployment Claims, Phily Fed Mfg, Existing Home Sales
  57. 'Some prospective buyers took a break'
  58. October 20th COVID-19: 3 States Now at or Above 70% of Total Population Vaccinated
  59. Fed's Beige Book: "Residential real estate activity was unchanged or slowed slightly"
  60. AIA: "Demand for design services continues to increase" in September
  61. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  62. Wednesday: Beige Book, Architecture Billings Index
  63. October 19th COVID-19: 37 Days till Thanksgiving; Need to Get Daily Cases Down Before Holidays
  64. Lawler: Early Read on Existing Home Sales in September
  65. Most Housing Units Under Construction Since 1974
  66. Housing Starts Decreased to 1.555 Million Annual Rate in September
  67. Tuesday: Housing Starts
  68. 4th Look at Local Housing Markets in September; Adding Austin, California, Des Moines, Houston and Maryland
  69. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.28%"
  70. October 18th COVID-19: Data Released On Monday is Always Low and Revised Up
  71. Housing Inventory Oct 18th Update: Inventory Down Slightly Week-over-week
  72. NAHB: Builder Confidence Increased to 80 in October
  73. Industrial Production Decreased 1.3 Percent in September
  74. Seven High Frequency Indicators for the Economy
  75. Sunday Night Futures
  76. Will 4% Mortgage Rates "Halt the Housing Market"? Some comments on an interview with Ivy Zelman
  77. Newsletter Articles this Week
  78. Schedule for Week of October 17, 2021
  79. October 15th COVID-19: Slow Progress
  80. Q3 GDP Forecasts: Around 2%
  81. Black Knight: "Significant" Decline in Number of Homeowners in COVID-19-Related Forbearance Plans
  82. Retail Sales Increased 0.7% in September
  83. Friday: Retail Sales, NY Fed Mfg
  84. October 14th COVID-19: 42 Days till Thanksgiving; Need to Get Daily Cases Down Before Holidays
  85. House Prices to National Average Wage Index
  86. Hotels: Occupancy Rate Down 9.6% Compared to Same Week in 2019
  87. Weekly Initial Unemployment Claims Decrease to 293,000
  88. Thursday: Unemployment Claims, PPI
  89. October 13th COVID-19: Progress
  90. FOMC Minutes: "the process of tapering could commence ... in either mid-November or mid-December"
  91. 3rd Look at Local Housing Markets in September
  92. Cleveland Fed: Median CPI and Trimmed-mean CPI both increased 0.5% in September
  93. Cost of Living Adjustment increases 5.9% in 2022, Contribution Base increased to $147,000
  94. BLS: CPI increased 0.4% in September, Core CPI increased 0.2%
  95. MBA: Mortgage Applications Increase in Latest Weekly Survey
  96. Wednesday: CPI, FOMC Minutes
  97. October 12th COVID-19: 7-Day Average Cases Down Almost 50% from Recent Peak
  98. Second Home Market: South Lake Tahoe in September
  99. Will House Prices Increase "a further 16% by the end of 2022"?
  100. BLS: Job Openings Decrease to 10.4 Million in August
  101. Tuesday: Job Openings
  102. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.62%"
  103. Goldman on Housing: "Multi-year boom in home prices"
  104. Mortgage Rates Highest in 6 Months; Refinance Activity Will Slow
  105. Housing Inventory Oct 11th Update: Inventory Down Slightly Week-over-week
  106. Seven High Frequency Indicators for the Economy
  107. Sunday Night Futures
  108. Reis: Office and Mall Vacancy Rates Decreased Slightly in Q3
  109. Newsletter Articles this Week
  110. Schedule for Week of October 10, 2021
  111. AAR: September Rail Carloads and Intermodal Down Compared to 2019
  112. October 8th COVID-19: Over 400 Million Doses Administered
  113. 2nd Look at Local Housing Markets in September: Memphis, Nashville, North Texas (Dallas), Northwest (Seattle), Sacramento and Santa Clara (San Jose)
  114. Q3 GDP Forecasts: Significant Downgrades
  115. Reis: Apartment Vacancy Rate Decreased Sharply in Q3
  116. Comments on September Employment Report
  117. September Employment Report: 194 Thousand Jobs, 4.8% Unemployment Rate
  118. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans "Largest Weekly Decline in 12 Months"
  119. Friday: Employment Report
  120. Hotels: Occupancy Rate Down 9.2% Compared to Same Week in 2019
  121. Goldman September Payrolls Preview
  122. October 7th COVID-19: Progress
  123. Homebuilder Comments in September: “Supply chain, supply chain, supply chain."
  124. September Employment Preview
  125. Weekly Initial Unemployment Claims Decrease to 326,000
  126. Thursday: Unemployment Claims
  127. October 6th COVID-19: Slow Progress
  128. 1st Look at Local Housing Markets in September; Denver, Las Vegas and San Diego
  129. ADP: Private Employment increased 568,000 in September
  130. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  131. Wednesday: ADP Employment
  132. Update: Framing Lumber Prices Up Year-over-year
  133. October 5th COVID-19: 7-Day Average Cases Falls Below 100K, Lowest since August 3rd
  134. On Private Lenders Raising the "Conforming Loan Limit"
  135. ISM® Services Index Increased to 61.9% in September
  136. Trade Deficit Increased to $73.3 Billion in August
  137. CoreLogic: House Prices up 18.1% YoY in August, All-Time High YoY Increase
  138. Tuesday: Trade Deficit, ISM Services
  139. October 4th COVID-19: 56% of Total Population Fully Vaccinated
  140. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.89%"
  141. Housing Inventory Oct 4th Update: Inventory Down 1% Week-over-week, Up 40% from Low in early April
  142. Real Personal Income: Transfer Payments
  143. Black Knight Mortgage Monitor for August: "the longer borrowers remain in forbearance, the higher the post-forbearance non-performance rate"
  144. Seven High Frequency Indicators for the Economy
  145. Sunday Night Futures
  146. Measuring Rents
  147. Newsletter Articles this Week
  148. Schedule for Week of October 3, 2021
  149. September Vehicles Sales Decreased to 12.2 Million SAAR
  150. October 1st COVID-19: Progress
  151. As Forbearance Ends
  152. Q3 GDP Forecasts: More Downgrades
  153. Construction Spending unchanged in August
  154. ISM® Manufacturing index increased to 61.1% in September
  155. Personal Income increased 0.2% in August, Spending increased 0.8%
  156. Friday: Personal Income & Outlays, ISM Mfg, Construction Spending, Vehicle Sales

September 2021

  1. September 30th COVID-19: Progress
  2. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in August
  3. Q3 2021 Update: Unofficial Problem Bank list Decreased to 59 Institutions
  4. Las Vegas Visitor Authority for August: Convention Attendance N/A, Visitor Traffic Down 16% Compared to 2019
  5. Hotels: Occupancy Rate Down 11.0% Compared to Same Week in 2019
  6. Weekly Initial Unemployment Claims Increase to 362,000
  7. Q2 GDP Growth Revised up to 6.7% Annual Rate
  8. Thursday: GDP, Unemployment Claims, Chicago PMI
  9. September 29th COVID-19: 7-Day Average Cases Off 30% from Recent Peak
  10. Real House Prices, Price-to-Rent Ratio and Price-to-Median Income in July
  11. NAR: Pending Home Sales Increased 8.1% in August
  12. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  13. September 28th COVID-19
  14. Wednesday: Pending Home Sales, Fed Chair Powell
  15. Zillow Case-Shiller House Price Forecast: National Index Growth to Increase Slightly to 20.0% in August
  16. A few comments on the Seasonal Pattern for House Prices
  17. Comments on House Prices
  18. Case-Shiller: National House Price Index increased 19.7% year-over-year in July
  19. Tuesday: Case-Shiller House Prices, Fed Chair Powell Testimony
  20. Freddie Mac: Mortgage Serious Delinquency Rate decreased in August
  21. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 2.96%"
  22. September 27th COVID-19: Data reported on Monday is always low, and will be revised up as data is received
  23. Mortgage Rates Increasing
  24. Housing Inventory Sept 27th Update: Inventory Down Slightly Week-over-week, Up 41% from Low in early April
  25. Seven High Frequency Indicators for the Economy
  26. Sunday Night Futures
  27. The Home ATM, aka Mortgage Equity Withdrawal (MEW)
  28. Newsletter Articles this Week
  29. Schedule for Week of September 26, 2021
  30. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declined Slightly
  31. September 24th COVID-19: 7-Day Average Cases off 27% from Recent Peak
  32. Q3 GDP Forecasts: Around 4.5%
  33. Comments on August New Home Sales
  34. New Home Sales Increase to 740,000 Annual Rate in August
  35. September Vehicle Sales Forecast: "Disappearing Inventory Taking U.S. Light-Vehicle Sales to Another Low in September"
  36. Friday: New Home Sales
  37. September 23rd COVID-19: 55% of Americans Fully Vaccinated
  38. Existing Home Sales: Some Regional Differences Appear
  39. Hotels: Occupancy Rate Down 11.6% Compared to Same Week in 2019
  40. Fed's Flow of Funds: Household Net Worth Increased $5.9 Trillion in Q2
  41. CoreLogic: 1.2 Million Homes with Negative Equity in Q2 2021
  42. Weekly Initial Unemployment Claims increase to 351,000
  43. Thursday: Unemployment Claims, Q2 Flow of Funds
  44. September 22nd COVID-19: 7-Day Average New Cases Off 20% from Recent High
  45. Black Knight: National Mortgage Delinquency Rate Decreased in August
  46. FOMC Projections and Press Conference
  47. FOMC Statement: No Policy Change; Taper "May soon be warranted"
  48. AIA: "Architecture billings continue to increase" in August
  49. Comments on August Existing Home Sales
  50. NAR: Existing-Home Sales Decreased to 5.88 million in August
  51. MBA: Mortgage Applications Increase in Latest Weekly Survey
  52. Wednesday: Existing Home Sales, FOMC Announcement
  53. September 21st COVID-19: 7-day average deaths is the highest since February
  54. Prime Age Participation Rate
  55. Comments on August Housing Starts
  56. Housing Starts increased to 1.615 Million Annual Rate in August
  57. Tuesday: Housing Starts
  58. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.00%"
  59. September 20th COVID-19: Data reported on Monday is always low, and will be revised up as data is received
  60. Housing Inventory Sept 20th Update: Inventory Up 1.2% Week-over-week, Up 42% from Low in early April
  61. NAHB: Builder Confidence Increased to 76 in September
  62. Seven High Frequency Indicators for the Economy
  63. Monday: NAHB Homebuilder Survey
  64. FOMC Preview: Tapering "Advance Notice" Likely
  65. Newsletter Articles this Week
  66. Schedule for Week of September 19, 2021
  67. Urban Institute: Median 95% LTV for New Mortgage Originations (Only 5% Downpayment)
  68. September 17th COVID-19: Over 180 Million Fully Vaccinated
  69. Lawler: Early Read on Existing Home Sales in August
  70. 5 More Local Housing Markets in August
  71. Q3 GDP Forecasts: Around 4.5%
  72. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  73. September 16th COVID-19: Over 180 Million Fully Vaccinated
  74. Household Formation Drives Housing Demand
  75. Hotels: Occupancy Rate Down 13.6% Compared to Same Week in 2019
  76. Retail Sales Increased 0.7% in August
  77. Weekly Initial Unemployment Claims increase to 332,000
  78. Thursday: Retail Sales, Unemployment Claims, Philly Fed Mfg
  79. September 15th COVID-19: 2,000 Deaths Reported Today, Most since February
  80. LA Area Port Traffic: Solid Imports, Weak Exports in August
  81. Another 5 Local Housing Markets in August
  82. Industrial Production Increased 0.4 Percent in August
  83. MBA: Mortgage Applications Increase in Latest Weekly Survey
  84. Wednesday: NY Fed Mfg, Industrial Production
  85. September 14th COVID-19: Almost 1 Million Doses per Day
  86. House Price to Median Income
  87. Cleveland Fed: Key Measures of Inflation in August
  88. Early Look at 2022 Cost-Of-Living Adjustments and Maximum Contribution Base
  89. BLS: CPI increased 0.3% in August, Core CPI increased 0.1%
  90. September 13th COVID-19: Data reported on Monday is always low, and will be revised up as data is received
  91. Tuesday: CPI
  92. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.08%"
  93. Second Home Market: South Lake Tahoe in August
  94. 5 Additional Local Housing Markets in August: Albuquerque, Colorado, Houston, Memphis and Nashville
  95. Housing Inventory Sept 13th Update: Inventory Down 1.4% Week-over-week, Up 41% from Low in early April
  96. Seven High Frequency Indicators for the Economy
  97. Sunday Night Futures
  98. The Rapid Increase in Rents
  99. Newsletter Articles this Week
  100. Schedule for Week of September 12, 2021
  101. FDIC: Problem Banks Declined, Residential REO Declined in Q2
  102. September 10th COVID-19: A Little Progress
  103. 4 More Local Housing Markets in August: Atlanta, New Hampshire, Portland, Sacramento
  104. Q3 GDP Forecasts: Downgraded to Around 4%
  105. Hotels: Occupancy Rate Unchanged Compared to Same Week in 2019
  106. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  107. Portland Real Estate in August: Sales Up 2% YoY, Inventory Down 23% YoY
  108. COVID and the Economy
  109. September 9th COVID-19: Some Progress
  110. Leading Index for Commercial Real Estate "Loses Steam in August"
  111. 6 Local Housing Markets in August
  112. Weekly Initial Unemployment Claims decrease to 310,000
  113. Las Vegas Real Estate in August: Sales up 14% YoY, Inventory down 36% YoY
  114. Homebuilder Comments in August: “Supply shortages are getting worse."
  115. September 8th COVID-19: Cases Might Have Peaked
  116. Fed's Beige Book: "Economic growth downshifted slightly to a moderate pace"
  117. Black Knight Mortgage Monitor for July; Tappable Equity Rises to All-Time High of $9.1 Trillion
  118. BLS: Job Openings Increase to Series High 10.9 Million in July
  119. Forbearance Will Not Lead to a Huge Wave of Foreclosures
  120. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  121. Wednesday: Job Openings, Beige Book
  122. Northwest Real Estate in August: Sales up 7% YoY, Inventory down 23% YoY
  123. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.23%"
  124. September 7th COVID-19: Data reported after Holidays is always low and will be revised up
  125. Update: Framing Lumber Prices Up Year-over-year
  126. Seven High Frequency Indicators for the Economy
  127. CoreLogic: House Prices up 18.0% YoY in July, All-Time High YoY Increase
  128. Monday Night Futures
  129. Housing: A Look at "Affordability" Indexes
  130. Housing Inventory Sept 6th Update: Inventory Up 1.4% Week-over-week, Up 43% from Low in early April
  131. Denver Real Estate in August: Sales Down 15% YoY, Active Inventory Down 35% YoY
  132. The Employment Situation is Worse than the Unemployment Rate Indicates
  133. Schedule for Week of September 5, 2021
  134. CalculatedRisk Newsletter
  135. September 3rd COVID-19: Vaccination Rate has Increased, Over 1,500 Deaths Reported Today
  136. AAR: August Rail Carloads and Intermodal Down Compared to 2019
  137. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  138. Comments on August Employment Report
  139. August Employment Report: 235 Thousand Jobs, 5.2% Unemployment Rate
  140. Friday: Employment Report
  141. Real House Prices, Price-to-Rent Ratio and Price-to-Median Income in June
  142. September 2nd COVID-19: New Cases Still Increasing, Deaths Averaging Over 1,000 per Day
  143. August Employment Preview
  144. Hotels: Occupancy Rate Down 8% Compared to Same Week in 2019
  145. August Vehicles Sales Decreased to 13.06 Million SAAR
  146. Trade Deficit Decreased to $70.1 Billion in July
  147. Weekly Initial Unemployment Claims decrease to 340,000
  148. Thursday: Vehicle sales decline sharply in August, Weekly Claims, Trade Balance
  149. September 1st COVID-19: New Cases May be Peaking at Average 150,000 per Day
  150. Zillow Case-Shiller House Price Forecast: 20%+ Year-over-year in July
  151. Construction Spending increased 0.3% in July
  152. ISM® Manufacturing index increased to 59.9% in August
  153. ADP: Private Employment increased 374,000 in August
  154. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  155. Wednesday: ADP Employment, ISM Mfg, Construction Spending, Vehicle Sales

August 2021

  1. Freddie Mac: Mortgage Serious Delinquency Rate decreased in July
  2. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in July
  3. August 31st COVID-19: Cases May be Peaking at Average 150,000 per Day
  4. House Prices Increase Sharply in June
  5. Reis: Office and Mall Vacancy Rates Increased in Q2
  6. Case-Shiller: National House Price Index increased 18.6% year-over-year in June
  7. Tuesday: Case-Shiller House Prices
  8. MBA Survey: "Share of Mortgage Loans in Forbearance Remains Unchanged at 3.25%"
  9. August 30th COVID-19: Data reported on Monday is always low, and will be revised up as data is received
  10. Housing: Inventory is the Key Metric in 2021
  11. Reis: Apartment Vacancy Rate unchanged in Q2 at 5.3%
  12. Housing Inventory August 30th Update: Inventory Unchanged Week-over-week, Up 41% from Low in early April
  13. NAR: Pending Home Sales Decreased 1.8% in July
  14. Seven High Frequency Indicators for the Economy
  15. Monday: Pending Home Sales, Dallas Fed Mfg
  16. August 29th COVID-19: Posting on Weekdays Only Going Forward
  17. Energy expenditures as a percentage of PCE
  18. Real Personal Income: Transfer Payments
  19. Schedule for Week of August 29, 2021
  20. CalculatedRisk Newsletter
  21. August 27th COVID-19: Cases Might be Peaking
  22. Forbearance, Delinquencies and Foreclosure
  23. Q3 GDP Forecasts: Around 5.5%
  24. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  25. Fed Chair Powell: "It could be appropriate to start reducing the pace of asset purchases this year"
  26. Personal Income increased 1.1% in July, Spending increased 0.3%
  27. Friday: Personal Income & Outlays, Fed Chair Powell Speaks
  28. August 26th COVID-19: Over 1,200 Deaths, Almost 90,000 Hospitalized, 165,000 Cases Reported Today
  29. Las Vegas Visitor Authority for July: Convention Attendance N/A, Visitor Traffic Down 10% Compared to 2019
  30. How Much will the Fannie & Freddie Conforming Loan Limit Increase for 2022?
  31. Hotels: Occupancy Rate Down 9% Compared to Same Week in 2019
  32. Weekly Initial Unemployment Claims increase to 353,000
  33. Q2 GDP Growth Revised up to 6.6% Annual Rate
  34. Thursday: GDP, Unemployment Claims
  35. August 25th COVID-19: 7-Day Average New Cases Highest Since January
  36. Philly Fed: State Coincident Indexes Increased in 46 States in July
  37. REALTORS® Confidence Index Survey July 2021: "Demand is cooling in a moderately strong market"
  38. MBA: Mortgage Applications Increase in Latest Weekly Survey
  39. August Vehicle Sales Forecast: "Light-Vehicle Sales to Continue Downward Spiral"
  40. Alabama Real Estate in July: Sales Down 1% YoY, Inventory Down 29% YoY
  41. August 24th COVID-19: Cases Might be Peaking
  42. New Home Prices
  43. A few Comments on July New Home Sales
  44. New Home Sales Increase to 708,000 Annual Rate in July
  45. New York State Real Estate in July: Sales Up 22% YoY, Inventory Down 46% YoY
  46. South Florida Real Estate in July: Sales Up 22% YoY, Inventory Down 46% YoY
  47. Tuesday: New Home Sales, Richmond Fed Mfg
  48. August 23rd COVID-19: Data reported on Monday is always low, and will be revised up as data is received
  49. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 3.25%"
  50. Comments on July Existing Home Sales
  51. Housing Inventory August 23rd Update: Inventory Increased Week-over-week, Up 41% from Low in early April
  52. NAR: Existing-Home Sales Increased to 5.99 million in July
  53. Seven High Frequency Indicators for the Economy
  54. Monday: Existing Home Sales
  55. August 22nd COVID-19: Averaging Over 1 Million Doses Administered Last 4 Days
  56. Columbus Real Estate in July: Sales Up 3% YoY, Inventory UP 4% YoY
  57. 30 Year Mortgage Rates "Stuck in the Middle" at 2.93%
  58. Indiana Real Estate in July: Sales Down 7% YoY, Inventory Down 25% YoY
  59. August 21st COVID-19: Hospitalizations over 80,000, Cases and Deaths Increasing
  60. Schedule for Week of August 22, 2021
  61. California July Housing: Sales down 2% YoY, "Home sales and prices curb in July"
  62. August 20th COVID-19: Cases May be Peaking
  63. Real Estate Agent Comments in August: “Buyer fatigue, Inventory gridlock"
  64. Q3 GDP Forecasts: Downward Revisions
  65. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  66. Black Knight: National Mortgage Delinquency Rate Decreased in July
  67. Existing Home Inventory in July: Local Markets
  68. August 19th COVID-19: Over 1,000 Deaths, Over 75,000 Hospitalized, Almost 160,000 Cases Reported Today
  69. Central Texas (Austin) Real Estate in July: Sales Down 9% YoY, Inventory Down 24% YoY
  70. Phoenix Real Estate in July: Sales Down 15% YoY, Active Inventory Down 16% YoY
  71. Rhode Island Real Estate in July: Sales Down 9% YoY, Inventory Down 24% YoY
  72. Hotels: Occupancy Rate Down 8% Compared to Same Week in 2019; "Leisure demand wanes"
  73. MBA: "Mortgage Delinquencies Decrease in the Second Quarter of 2021"
  74. Weekly Initial Unemployment Claims decrease to 348,000
  75. Thursday: Unemployment Claims, Philly Fed Mfg
  76. August 18th COVID-19: Average Daily Deaths have Tripled Since Low in July
  77. Lawler: Early Read on Existing Home Sales in July
  78. FOMC Minutes: "It could be appropriate to start reducing the pace of asset purchases this year"
  79. AIA: "Demand for design activity continues to expand" in July
  80. Employment: Preliminary annual benchmark revision shows downward adjustment of 166,000 jobs
  81. Comments on July Housing Starts
  82. Housing Starts decreased to 1.534 Million Annual Rate in July
  83. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  84. Wednesday: Housing Starts, Preliminary Employment Benchmark, FOMC Minutes
  85. August 17th COVID-19: Wave Still Increasing
  86. LA Area Port Traffic: Solid Imports, Weak Exports in July
  87. NAHB: Builder Confidence Declined to 75 in August
  88. Industrial Production Increased 0.9 Percent in July
  89. Retail Sales Decreased 1.1% in July
  90. Tuesday: Retail Sales, Industrial Production, Homebuilder Survey and More
  91. August 16th COVID-19: Data reported on Monday is always low, and is revised up as data is received
  92. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.26%"
  93. Boston Real Estate in July: Sales Up 14% YoY, Inventory Down 23% YoY
  94. Housing Inventory August 16th Update: Inventory Increased Week-over-week, Up 38% from Low in early April
  95. Seven High Frequency Indicators for the Economy
  96. Sunday Night Futures
  97. August 15th COVID-19: 2nd Worst Wave Continues
  98. Memphis Real Estate in July: Sales Up 21% YoY, Inventory Down 14% YoY
  99. Nashville Real Estate in July: Sales Down 8% YoY, Inventory Down 43% YoY
  100. Albuquerque Real Estate in July: Sales Down 11% YoY, Inventory Down 40% YoY
  101. August 14th COVID-19: Over 70,000 Hospitalized Today, Over 800 Deaths
  102. Jacksonville Real Estate in July: Sales Down 16% YoY, Inventory Down 40% YoY
  103. Schedule for Week of August 15, 2021
  104. August 13th COVID-19: Over 140,000 New Cases Reported Today
  105. Santa Clara Real Estate in July: Sales Up 29% YoY, Inventory Down 7% YoY
  106. Early Q3 GDP Forecasts: Around 6% to 7% with "Significant downside risk"
  107. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  108. San Diego Real Estate in July: Sales Down 4% YoY, Inventory Down 42% YoY
  109. August 12th COVID-19: Crisis in Florida and Texas
  110. South Carolina Real Estate in July: Sales Down 10% YoY, Inventory Down 40% YoY
  111. Maryland Real Estate in July: Sales Down 3% YoY, Inventory Down 31% YoY
  112. Hotels: Occupancy Rate Down 8% Compared to Same Week in 2019
  113. Minnesota Real Estate in July: Sales Down 9% YoY, Inventory Down 30% YoY
  114. Weekly Initial Unemployment Claims decrease to 375,000
  115. Thursday: Unemployment Claims, PPI
  116. August 11th COVID-19: Over 132 Thousand New Cases, 664 Deaths Reported Today
  117. Des Moines Real Estate in July: Sales Down 9% YoY, Inventory Down 25% YoY
  118. Early Look at 2022 Cost-Of-Living Adjustments and Maximum Contribution Base
  119. Houston Real Estate in July: Sales Down 4% YoY, Inventory Down 21% YoY
  120. Charlotte Region Real Estate in July: Sales Down 10% YoY, Inventory Down 42% YoY
  121. Cleveland Fed: Key Measures of Inflation in July
  122. Colorado Real Estate in July: Sales Down 13% YoY, Inventory Down 49% YoY
  123. BLS: CPI increased 0.5% in July, Core CPI increased 0.3%
  124. MBA: Mortgage Applications Increase in Latest Weekly Survey
  125. Wednesday: CPI
  126. Sacramento Real Estate in July: Sales down 11% YoY, Active Inventory UP 27% YoY
  127. August 10th COVID-19: New Cases, Hospitalizations, Vaccinations
  128. Portland Real Estate in July: Sales Up 1% YoY, Inventory Down 23% YoY
  129. Second Home Market: South Lake Tahoe in July
  130. Atlanta Real Estate in July: Sales Down 6% YoY, Inventory Down 44% YoY
  131. New Hampshire Real Estate in July: Sales Down 15% YoY, Inventory Down 37% YoY
  132. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.40%"
  133. August 9th COVID-19: New Cases, Hospitalizations, Vaccinations
  134. Fannie and Freddie: REO inventory declined in Q2, Down 49% Year-over-year
  135. North Texas Real Estate in July: Sales Down 16% YoY, Inventory Down 33% YoY
  136. Housing Inventory August 9th Update: Inventory Increased Slightly Week-over-week, Up 34% from Low in early April
  137. BLS: Job Openings Increase to Series High 10.1 Million in June
  138. Seven High Frequency Indicators for the Economy
  139. Monday: Job Openings
  140. August 8th COVID-19: 7-Day Average Hospitalizations Over 50,000
  141. Leading Index for Commercial Real Estate "Pulls Back in July"
  142. August 7th COVID-19: 125,000 New Cases Reported Today
  143. Schedule for Week of August 8, 2021
  144. August 6th COVID-19: 2nd Worst Wave Continues to Increase
  145. Las Vegas Real Estate in July: Sales up 5% YoY, Inventory down 43% YoY
  146. AAR: July Rail Carloads down, Intermodal Down Compared to 2019
  147. Homebuilder Comments in July: “The frenzy is over, but things are still strong"
  148. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  149. Comments on July Employment Report
  150. July Employment Report: 943 Thousand Jobs, 5.4% Unemployment Rate
  151. Friday: Employment Report
  152. Goldman July Payrolls Preview
  153. Northwest Real Estate in July: Sales up 11% YoY, Inventory down 23% YoY
  154. August 5th COVID-19
  155. July Employment Preview
  156. Hotels: Occupancy Rate Down 6% Compared to Same Week in 2019
  157. Trade Deficit Increased to $75.7 Billion in June
  158. Weekly Initial Unemployment Claims decrease to 385,000
  159. Thursday: Trade Deficit, Unemployment Claims
  160. August 4th COVID-19: Second Worst Wave for Cases and Hospitalizations
  161. Denver Real Estate in July: Sales Down 21% YoY, Active Inventory Down 37% YoY
  162. ISM® Services Index Increased to 64.1% in July
  163. July Vehicles Sales Decreased to 14.75 Million SAAR
  164. ADP: Private Employment increased 330,000 in July
  165. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  166. Wednesday: ADP Employment, ISM Services
  167. August 3rd COVID-19, New Cases, Hospitalizations, Vaccinations
  168. Update: Framing Lumber Prices Down Year-over-year
  169. 30 Year Mortgage Rates Decline to 2.80%
  170. NY Fed Q2 Report: Total Household Debt Increased in Q2 2021
  171. CoreLogic: House Prices up 17.2% Year-over-year in June
  172. Tuesday: Vehicle Sales, NY Fed Quarterly Report on Household Debt and Credit
  173. Fed Survey: Banks reported Eased Standards, Increased Demand for Residential Real Estate Loans
  174. August 2nd COVID-19, New Cases, Hospitalizations, Vaccinations
  175. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 3.47%"
  176. Black Knight Mortgage Monitor for June; Large Number of Forbearance Plans Expire in Sept and Oct
  177. Housing Inventory August 2nd Update: Inventory Increased Slightly Week-over-week, Up 33% from Low in early April
  178. Construction Spending increased 0.1% in June
  179. ISM® Manufacturing index Decreased to 59.5% in July
  180. Seven High Frequency Indicators for the Economy
  181. Monday: ISM Mfg, Construction Spending
  182. A Few Comments on Inflation
  183. August 1st COVID-19, New Cases, Hospitalizations, Vaccinations

July 2021

  1. July 31st COVID-19, New Cases, Hospitalizations, Vaccinations; Already 2nd Worst Wave for Cases
  2. Schedule for Week of August 1, 2021
  3. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in June
  4. July 30th COVID-19, New Cases, Hospitalizations, Vaccinations
  5. Initial Q3 GDP Forecasts: 6% to 9% Range
  6. Q2 2021 GDP Details on Residential and Commercial Real Estate
  7. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  8. Personal Income increased 0.1% in June, Spending increased 1.0%
  9. Friday: Personal Income and Outlays
  10. July 29th COVID-19, New Cases, Hospitalizations, Vaccinations
  11. Las Vegas Visitor Authority for June: Convention Attendance N/A, Visitor Traffic Down 18% Compared to 2019
  12. Hotels: Occupancy Rate Down 8% Compared to Same Week in 2019
  13. NAR: Pending Home Sales Decreased 1.9% in June
  14. A Few Comments on Q2 GDP
  15. Weekly Initial Unemployment Claims decrease to 400,000
  16. BEA: Real GDP increased at 6.5% Annualized Rate in Q2
  17. Thursday: GDP, Unemployment Claims, Pending Home Sales
  18. July 28th COVID-19, New Cases, Hospitalizations, Vaccinations
  19. FOMC Statement: No Policy Change; Economy has "made progress"
  20. Zillow Case-Shiller House Price Forecast: "Expected to decelerate", 16.2% YoY in June
  21. A few comments on the Seasonal Pattern for House Prices
  22. MBA: Mortgage Applications Increase in Latest Weekly Survey
  23. Wednesday: FOMC Announcement
  24. July 27th COVID-19, New Cases, Hospitalizations, Vaccinations
  25. House Prices and Inventory
  26. Real House Prices and Price-to-Rent Ratio in April
  27. HVS: Q2 2021 Homeownership and Vacancy Rates
  28. Case-Shiller: National House Price Index increased 16.6% year-over-year in May
  29. Tuesday: Case-Shiller House Prices, Q2 Housing Vacancies and Homeownership
  30. Freddie Mac: Mortgage Serious Delinquency Rate decreased in June
  31. July 26th COVID-19, New Cases, Hospitalizations, Vaccinations
  32. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 3.48%"
  33. Housing Inventory July 26th Update: Inventory Increased 3% Week-over-week, Up 31% from Low in early April
  34. A few Comments on June New Home Sales
  35. New Home Sales Decrease to 676,000 Annual Rate in June
  36. Seven High Frequency Indicators for the Economy
  37. Monday: New Home Sales
  38. July 25th COVID-19, New Cases, Hospitalizations, Vaccinations
  39. FOMC Preview: Probably Too Soon for Hints on Tapering
  40. July 24th COVID-19, New Cases, Hospitalizations, Vaccinations
  41. Schedule for Week of July 25, 2021
  42. July 23rd COVID-19, New Cases, Hospitalizations, Vaccinations
  43. July Vehicle Sales Forecast: "Sales to Continue Free-Fall"
  44. REALTORS® Confidence Index Survey June 2021
  45. Q2 GDP Forecasts: Around 8%
  46. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  47. Hotels: Occupancy Rate Down 9% Compared to Same Week in 2019
  48. July 22nd COVID-19, New Cases, Hospitalizations, Vaccinations
  49. Comments on June Existing Home Sales
  50. Black Knight: National Mortgage Delinquency Rate Decreased in June
  51. NMHC: July Apartment Market Tightness Index Highest on Record
  52. NAR: Existing-Home Sales Increased to 5.86 million in June
  53. Weekly Initial Unemployment Claims increase to 419,000
  54. Thursday: Unemployment Claims, Existing Home Sales
  55. Existing Home Inventory in June: Local Markets
  56. July 21st COVID-19, New Cases, Hospitalizations, Vaccinations
  57. Alabama Real Estate in June: Sales Up 15% YoY, Inventory Down 40% YoY
  58. CoreLogic: Single-Family Rents Up 6.6% Year Over Year in May
  59. AIA: "Architecture Billings Index robust growth continues" in June
  60. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  61. July 20th COVID-19, New Cases, Hospitalizations, Vaccinations
  62. Indiana Real Estate in June: Sales Up 9% YoY, Inventory Down 36% YoY
  63. Existing Home Sales: Lawler vs. the Consensus
  64. Comments on June Housing Starts
  65. Housing Starts increased to 1.643 Million Annual Rate in June
  66. Tuesday: Housing Starts
  67. Phoenix Real Estate in June: Sales Up 2% YoY, Active Inventory Down 33% YoY
  68. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.50%"
  69. July 19th COVID-19, New Cases, Hospitalizations, Vaccinations
  70. NBER: Recession Trough in April 2020
  71. Housing Inventory July 19th Update: Inventory Increased 5% Week-over-week, Up 27% from Low in early April
  72. NAHB: Builder Confidence Declined to 80 in July
  73. Seven High Frequency Indicators for the Economy
  74. Monday: Homebuilder Survey
  75. July 18th COVID-19, New Cases, Hospitalizations, Vaccinations
  76. Charlotte Region Real Estate in June: Sales Up 12% YoY, Inventory Down 52% YoY
  77. July 17th COVID-19, New Cases, Hospitalizations, Vaccinations
  78. Schedule for Week of July 18, 2021
  79. California June Housing: Sales up 28% YoY, "Market momentum appears to be moderating"
  80. Lawler: Early Read on Existing Home Sales in June
  81. July 16th COVID-19, New Cases, Hospitalizations, Vaccinations
  82. Q2 GDP Forecasts: Forecasts Down to around 8%
  83. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declined Slightly
  84. Retail Sales Increased 0.6% in June
  85. Friday: Retail Sales
  86. July 15th COVID-19, New Cases, Hospitalizations, Vaccinations
  87. Sacramento Real Estate in June: Sales up 14% YoY, Active Inventory down 13% YoY
  88. LA Area Port Traffic: Solid Imports, Weak Exports in June
  89. Hotels: Occupancy Rate Down 9% Compared to Same Week in 2019
  90. Industrial Production Increased 0.4 Percent in June
  91. Weekly Initial Unemployment Claims decrease to 360,000
  92. Thursday: Unemployment Claims, NY and Philly Fed Mfg, Industrial Production, Fed Chair Powell
  93. Preliminary Existing Home Inventory June: Local Markets
  94. July 14th COVID-19, New Cases, Hospitalizations, Vaccinations
  95. Houston Real Estate in June: Sales Up 17% YoY, Inventory Down 31% YoY
  96. Maryland Real Estate in June: Sales Up 24% YoY, Inventory Down 45% YoY
  97. Rhode Island Real Estate in June: Sales Up 31% YoY, Inventory Down 33% YoY
  98. Fed Chair Powell: Semiannual Monetary Policy Report to the Congress
  99. First Look at 2022 Cost-Of-Living Adjustments and Maximum Contribution Base
  100. MBA: Mortgage Applications Increase in Latest Weekly Survey
  101. Wednesday: PPI, Fed Chair Powell Testimony, Beige Book
  102. A Few Excerpts from a Local Commercial Real Estate Report: "Good news is construction activity has all but stopped"
  103. July 13th COVID-19, New Cases, Hospitalizations, Vaccinations
  104. Minnesota Real Estate in June: Sales Up 13% YoY, Inventory Down 41% YoY
  105. Colorado Real Estate in June: Sales Up 9% YoY, Inventory Down 59% YoY
  106. Cleveland Fed: Key Measures Show Inflation Increased in June
  107. Second Home Market: South Lake Tahoe in June
  108. BLS: CPI increased 0.9% in June, Core CPI increased 0.9%
  109. Tuesday: CPI
  110. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.76%"
  111. July 12th COVID-19 New Cases, Vaccinations, Hospitalizations
  112. South Carolina Real Estate in June: Sales Up 15% YoY, Inventory Down 49% YoY
  113. Boston Real Estate in June: Sales Up 77% YoY, Inventory Down 19% YoY
  114. Housing Inventory July 12th Update: Inventory Unchanged Week-over-week, Up 22% from Low in early April
  115. Black Knight Mortgage Monitor for May; Highest Annual Home Price Increase on Record
  116. Seven High Frequency Indicators for the Economy
  117. Sunday Night Futures
  118. July 11th COVID-19 New Cases, Vaccinations, Hospitalizations
  119. Atlanta Real Estate in June: Sales Up 10% YoY, Inventory Down 56% YoY
  120. July 10th COVID-19 New Cases, Vaccinations, Hospitalizations
  121. Schedule for Week of July 11, 2021
  122. Portland Real Estate in June: Sales Up 28% YoY, Inventory Down 34% YoY
  123. July 9th COVID-19 New Cases, Vaccinations, Hospitalizations
  124. Q2 GDP Forecasts: Around 9%
  125. AAR: June Rail Carloads down, Intermodal Up Compared to 2019
  126. Hotels: Occupancy Rate Down Slightly Compared to Same Week in 2019
  127. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Sharply
  128. North Texas Real Estate in June: Sales Down Slightly YoY, Inventory Down 50% YoY
  129. July 8th COVID-19 New Cases, Vaccinations, Hospitalizations
  130. New Hampshire Real Estate in June: Sales Up 6% YoY, Inventory Down 31% YoY
  131. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased Slightly YoY in Early July
  132. Leading Index for Commercial Real Estate "Loses Steam In June"
  133. Weekly Initial Unemployment Claims increase to 373,000
  134. Northwest Real Estate in June: Sales up 31% YoY, Inventory down 34% YoY
  135. FOMC Minutes: "Inflation Risks tilted to upside", Begin reducing asset purchases "somewhat earlier"
  136. July 7th COVID-19 New Cases, Vaccinations, Hospitalizations
  137. Las Vegas Real Estate in June: Sales up 53% YoY, Inventory down 46% YoY
  138. BLS: Job Openings "Little Changed" at 9.2 Million in May
  139. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  140. Wednesday: Job Openings, FOMC Minutes
  141. July 6th COVID-19 New Cases, Vaccinations, Hospitalizations
  142. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.87%"
  143. Denver Real Estate in June: Sales Down 1% YoY, Active Inventory Down 51% YoY
  144. Seven High Frequency Indicators for the Economy
  145. ISM® Services Index Decreased to 60.1% in June
  146. CoreLogic: House Prices up 15.4% Year-over-year in May
  147. Tuesday: ISM Services
  148. Homebuilder Comments in June: “It’s not fun to be a builder anymore.”
  149. Housing Inventory July 5th Update: Inventory Increased Week-over-week
  150. Employment: June Diffusion Indexes
  151. July 4th COVID-19 New Cases, Vaccinations, Hospitalizations
  152. By Request: Public and Private Sector Payroll Jobs During Presidential Terms
  153. July 3rd COVID-19 New Cases, Vaccinations, Hospitalizations
  154. 30 Year Mortgage Rates at 3.16%
  155. Schedule for Week of July 4, 2021
  156. July 2nd COVID-19 New Cases, Vaccinations, Hospitalizations
  157. Trade Deficit Increased to $71.2 Billion in May
  158. Q2 GDP Forecasts: Revised Down, under 10%
  159. June Vehicles Sales Decreased Sharply to 15.36 Million SAAR
  160. Comments on June Employment Report
  161. June Employment Report: 850 Thousand Jobs, 5.9% Unemployment Rate
  162. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  163. Friday: Employment Report, Trade Deficit
  164. June Employment Preview
  165. Goldman June Payrolls Preview
  166. July 1st COVID-19 New Cases, Vaccinations, Hospitalizations
  167. Hotels: Occupancy Rate Down 7% Compared to Same Week in 2019
  168. Construction Spending decreased 0.3% in May
  169. ISM® Manufacturing index Decreased to 60.6% in June
  170. Weekly Initial Unemployment Claims decrease to 364,000
  171. Thursday: Unemployment Claims, ISM Mfg, Construction Spending, Vehicle Sales

June 2021

  1. June 30th COVID-19 New Cases, Vaccinations, Hospitalizations
  2. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in May
  3. Las Vegas Visitor Authority for May: No Convention Attendance, Visitor Traffic Down 22% Compared to 2019
  4. Update: Framing Lumber Prices Down Sharply from Recent Peak, Up Solidly Year-over-year
  5. NAR: Pending Home Sales Increased 8.0% in May
  6. ADP: Private Employment increased 692,000 in June
  7. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  8. Wednesday: ADP Employment, Pending Home Sales
  9. Zillow Case-Shiller House Price Forecast: "No Sign of Slowing", 16.2% YoY in May
  10. June 29th COVID-19 New Cases, Vaccinations, Hospitalizations
  11. House Prices and Inventory
  12. Real House Prices and Price-to-Rent Ratio in April
  13. Case-Shiller: National House Price Index increased 14.6% year-over-year in April
  14. Tuesday: Case-Shiller House Prices
  15. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 3.91%"
  16. June 28th COVID-19 New Cases, Vaccinations, Hospitalizations
  17. Housing Inventory June 28th Update: Inventory Increased Week-over-week
  18. Seven High Frequency Indicators for the Economy
  19. Sunday Night Futures
  20. June 27th COVID-19 New Cases, Vaccinations, Hospitalizations
  21. Q2 2021 Update: Unofficial Problem Bank list Decreased to 65 Institutions
  22. June 26th COVID-19 New Cases, Vaccinations, Hospitalizations
  23. Schedule for Week of June 27, 2021
  24. Real Personal Income less Transfer Payments Above Previous Peak
  25. June 25th COVID-19 New Cases, Vaccinations, Hospitalizations
  26. Q2 GDP Forecasts: 8% to 10%
  27. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  28. Personal Income decreased 2.0% in May, Spending increased Slightly
  29. Friday: Personal Income and Outlays
  30. Freddie Mac: Mortgage Serious Delinquency Rate decreased in May
  31. New Home Prices
  32. June 24th COVID-19 New Cases, Vaccinations, Hospitalizations
  33. June Vehicle Sales Forecast: Supply Issues Pull Down Sales Again
  34. Hotels: Occupancy Rate Down 10% Compared to Same Week in 2019
  35. Weekly Initial Unemployment Claims decrease to 411,000
  36. Q1 GDP Growth Unchanged at 6.4% Annual Rate
  37. Thursday: GDP, Unemployment Claims, Durable Goods, Bank Stress Tests
  38. June 23rd COVID-19 New Cases, Vaccinations, Hospitalizations
  39. AIA: "Architecture billings continue historic rebound" in May
  40. Black Knight: National Mortgage Delinquency Rate Increased in May
  41. A few Comments on May New Home Sales
  42. New Home Sales Decrease to 769,000 Annual Rate in May
  43. MBA: Mortgage Applications Increase in Latest Weekly Survey
  44. Wednesday: New Home Sales
  45. June 22nd COVID-19 New Cases, Vaccinations, Hospitalizations
  46. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 3.93%"
  47. DOT: Vehicle Miles Driven Increased Sharply year-over-year in April
  48. Comments on May Existing Home Sales
  49. NAR: Existing-Home Sales Decreased to 5.80 million in May
  50. Tuesday: Existing Home Sales, Richmond Fed Mfg, Fed Chair Powell
  51. June 21st COVID-19 New Cases, Vaccinations, Hospitalizations
  52. Housing: A Somewhat Similar Period
  53. Housing Inventory June 21st Update: Inventory Increased Week-over-week
  54. Seven High Frequency Indicators for the Economy
  55. Sunday Night Futures
  56. June 20th COVID-19 New Cases, Vaccinations, Hospitalizations
  57. Homebuilder Comments in Mid-June: "Interest lists are shrinking slightly, Traffic down"
  58. June 19th COVID-19 New Cases, Vaccinations, Hospitalizations
  59. Schedule for Week of June 20, 2021
  60. The Housing Conundrum
  61. June 18th COVID-19 New Cases, Vaccinations, Hospitalizations
  62. Q2 GDP Forecasts: Around 10%
  63. Indiana Real Estate in May: Sales Up 25% YoY, Inventory Down 48% YoY
  64. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Slightly
  65. Lawler: Early Read on Existing Home Sales in May
  66. Existing Home Inventory: Local Markets
  67. June 17th COVID-19 New Cases, Vaccinations, Hospitalizations; Illinois Reaches 70% Goal
  68. Rhode Island Real Estate in May: Sales Up 21% YoY, Inventory Down 62% YoY
  69. Hotels: Occupancy Rate Down 10% Compared to Same Week in 2019
  70. Phoenix Real Estate in May: Sales Up 33% YoY, Active Inventory Down 54% YoY
  71. Weekly Initial Unemployment Claims increase to 412,000
  72. Thursday: Unemployment Claims, Philly Fed Mfg
  73. Alabama Real Estate in May: Sales Up 28% YoY, Inventory Down 45% YoY
  74. June 16th COVID-19 New Cases, Vaccinations, Hospitalizations
  75. FOMC Projections and Press Conference
  76. FOMC Statement: No Policy Change
  77. California May Housing: Sales up 87% YoY, "Signs of cooling"
  78. Comments on May Housing Starts
  79. Housing Starts increased to 1.572 Million Annual Rate in May
  80. MBA: Mortgage Applications Increase in Latest Weekly Survey
  81. Wednesday: Housing Starts, FOMC Statement
  82. Second Home Market: South Lake Tahoe in May
  83. June 15th COVID-19 New Cases, Vaccinations, Hospitalizations
  84. LA Area Port Traffic: Record Imports in May
  85. NAHB: Builder Confidence Declined to 81 in May
  86. Industrial Production Increased 0.8 Percent in May
  87. Retail Sales Decreased 1.3% in May
  88. Tuesday: Retail Sales, PPI, NY Fed Mfg, Industrial Production, Homebuilder Confidence
  89. Mortgage Equity Withdrawal in Q1 2021
  90. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.04%"
  91. June 14th COVID-19 New Cases, Vaccinations, Hospitalizations; NY State and D.C. Meet 70% Goal
  92. Maryland Real Estate in May: Sales Up 46% YoY, Inventory Down 57% YoY
  93. Housing Inventory June 14th Update: Inventory Increased Week-over-week
  94. Seven High Frequency Indicators for the Economy
  95. Sunday Night Futures
  96. June 13th COVID-19 New Cases, Vaccinations, Hospitalizations
  97. FOMC Preview
  98. June 12th COVID-19 New Cases, Vaccinations, Hospitalizations
  99. Boston Real Estate in May: Sales Up 68% YoY, Inventory Down 20% YoY
  100. Schedule for Week of June 13, 2021
  101. South Carolina Real Estate in May: Sales Up 36% YoY, Inventory Down 55% YoY
  102. June 11th COVID-19 New Cases, Vaccinations, Hospitalizations
  103. Minnesota Real Estate in May: Sales Up 15% YoY, Inventory Down 51% YoY
  104. Colorado Real Estate in May: Sales Up 58% YoY, Inventory Down 69% YoY
  105. Charlotte Region Real Estate in May: Sales Up 26% YoY, Inventory Down 62% YoY
  106. Q2 GDP Forecasts: Around 9.5%
  107. Atlanta Real Estate in May: Sales Up 36% YoY, Inventory Down 61% YoY
  108. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  109. Portland Real Estate in May: Sales Up 62% YoY, Inventory Down 49% YoY
  110. June 10th COVID-19 New Cases, Vaccinations, Hospitalizations
  111. Hotels: Occupancy Rate Down 14% Compared to Same Week in 2019
  112. Fed's Flow of Funds: Household Net Worth Increased $5.0 Trillion in Q1
  113. Cleveland Fed: Key Measures Show Inflation Increased in May
  114. Weekly Initial Unemployment Claims decrease to 376,000
  115. BLS: CPI increased 0.6% in May, Core CPI increased 0.7%
  116. CoreLogic: 1.4 Million Homes with Negative Equity in Q1 2021
  117. Thursday: CPI, Unemployment Claims, Q1 Flow of Funds
  118. June 9th COVID-19 New Cases, Vaccinations, Hospitalizations
  119. Houston Real Estate in May: Sales Up 56% YoY, Inventory Down 41% YoY
  120. Housing and Demographics: The Next Big Shift
  121. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  122. June 8th COVID-19 New Cases, Vaccinations, Hospitalizations
  123. North Texas Real Estate in May: Sales Up 30% YoY, Inventory Down 62% YoY
  124. New Hampshire Real Estate in May: Sales Up 12% YoY, Inventory Down 55% YoY
  125. Las Vegas Real Estate in May: Sales up 98% YoY, Inventory down 66% YoY
  126. BLS: Job Openings Increased to Record 9.3 Million in April
  127. Trade Deficit Decreased to $68.9 Billion in April
  128. Tuesday: Trade Balance, Job Openings
  129. Northwest Real Estate in May: Sales up 57% YoY, Inventory down 47% YoY
  130. June 7th COVID-19 New Cases, Vaccinations, Hospitalizations
  131. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 4.16%"
  132. Black Knight Mortgage Monitor for April; Highest Annual Home Price Increase on Record
  133. Housing Inventory June 7th Update: Inventory Increased Week-over-week
  134. Seven High Frequency Indicators for the Economy
  135. Sunday Night Futures
  136. June 6th COVID-19 New Cases, Vaccinations, Hospitalizations
  137. U.S. Heavy Truck Sales Near Record High in May
  138. June 5th COVID-19 New Cases, Vaccinations, Hospitalizations
  139. Schedule for Week of June 6, 2021
  140. Q2 GDP Forecasts: Around 10%
  141. June 4th COVID-19 New Cases, Vaccinations, Hospitalizations
  142. AAR: May Rail Carloads down, Intermodal Up Compared to 2019
  143. Hotels: Occupancy Rate Down 4% Compared to Same Week in 2019
  144. Comments on May Employment Report
  145. May Employment Report: 559 Thousand Jobs, 5.8% Unemployment Rate
  146. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  147. Friday: Employment Report
  148. Denver Real Estate in May: Sales Up 49% YoY, Active Inventory Down 71%
  149. Goldman May Payrolls Preview
  150. June 3rd COVID-19 New Cases, Vaccinations, Hospitalizations
  151. May Employment Preview
  152. May Vehicles Sales decreased to 16.99 Million SAAR
  153. ISM® Services Index Increased to Record High 64.0% in May
  154. Weekly Initial Unemployment Claims decrease to 385,000
  155. ADP: Private Employment increased 978,000 in May
  156. Thursday: ADP Employment, Unemployment Claims, ISM Services
  157. June 2nd COVID-19 New Cases, Vaccinations, Hospitalizations
  158. Fed's Beige Book: "National economy expanded at a moderate pace"
  159. Energy expenditures as a percentage of PCE
  160. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  161. Wednesday: Mortgage Purchase Applications, Beige Book
  162. June 1st COVID-19 New Cases, Vaccinations, Hospitalizations
  163. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 4.18%"
  164. Update: Framing Lumber Prices Down from Recent Peak, Up Sharply Year-over-year
  165. Construction Spending increased 0.2% in April
  166. ISM® Manufacturing index Increased to 61.2% in May
  167. CoreLogic: House Prices up 13% Year-over-year in April

May 2021

  1. Tuesday: ISM Manufacturing, Construction Spending, Vehicle Sales
  2. Housing Inventory May 31st Update: Inventory Increased Week-over-week
  3. Seven High Frequency Indicators for the Economy
  4. May 30th COVID-19 New Cases, Vaccinations, Hospitalizations
  5. The Atlantic: "Why You Should Wait Out the Wild Housing Market"
  6. May 29th COVID-19 New Cases, Vaccinations, Hospitalizations
  7. Schedule for Week of May 30, 2021
  8. Real Personal Income less Transfer Payments Above Previous Peak
  9. May 28th COVID-19 New Cases, Vaccinations, Hospitalizations
  10. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in April
  11. Q2 GDP Forecasts: Around 10%
  12. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased
  13. Personal Income Decreased 13.1% in April, Spending increased 2.4%
  14. Friday: Personal Income & Outlays
  15. Las Vegas Visitor Authority for April: No Convention Attendance, Visitor Traffic Down 27% Compared to 2019
  16. May 27th COVID-19 New Cases, Vaccinations, Hospitalizations
  17. Hotels: Occupancy Rate Down 15% Compared to Same Week in 2019
  18. NAR: Pending Home Sales Decreased 4.4% in April
  19. Weekly Initial Unemployment Claims decrease to 406,000
  20. Q1 GDP Growth Unchanged at 6.4% Annual Rate
  21. Thursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales
  22. May 26th COVID-19 New Cases, Vaccinations, Hospitalizations
  23. House Prices and Inventory
  24. Freddie Mac: Mortgage Serious Delinquency Rate decreased in April
  25. New Home Prices
  26. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  27. Zillow Case-Shiller House Price Forecast: "Not Slowing Any Time Soon", 14.3% YoY in April
  28. May 25th COVID-19 New Cases, Vaccinations, Hospitalizations; Less Than 1 Million Doses Administered
  29. May Vehicle Sales Forecast: Supply Issues Pull Down Sales
  30. Real House Prices and Price-to-Rent Ratio in March
  31. A few Comments on April New Home Sales
  32. New Home Sales Decrease to 863,000 Annual Rate in April
  33. Case-Shiller: National House Price Index increased 13.2% year-over-year in March
  34. Tuesday: Case-Shiller House Prices, New Home Sales
  35. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.19%"
  36. May 24th COVID-19 New Cases, Vaccinations; Hospitalizations Finally Below Post-Summer Surge Low
  37. Housing Inventory May 24th Update: Inventory Increased Week-over-week
  38. Lawler: Single-Family Rent Trends
  39. Seven High Frequency Indicators for the Economy
  40. Sunday Night Futures
  41. May 23rd COVID-19 New Cases, Hospitalizations, Vaccinations
  42. REALTORS® Confidence Index Survey April 2021
  43. DOT: Vehicle Miles Driven Increased Sharply year-over-year in March
  44. May 22nd COVID-19 New Cases, Hospitalizations, Vaccinations
  45. Schedule for Week of May 23, 2021
  46. Homebuilder Comments in Mid-May: "Reducing Sales, Limiting Sales"
  47. BLS: April Unemployment rates down in 12 States
  48. Q2 GDP Forecasts: Around 10%
  49. Comments on April Existing Home Sales
  50. NAR: Existing-Home Sales Decreased to 5.85 million in April
  51. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  52. Friday: Existing Home Sales
  53. May 20th COVID-19 New Cases, Hospitalizations, Vaccinations
  54. Quarterly Starts by Purpose and Design
  55. Phoenix Real Estate in April: Sales Up 37% YoY, Active Inventory Down 67% YoY
  56. Hotels: Occupancy Rate Down 16% Compared to Same Week in 2019
  57. Black Knight: National Mortgage Delinquency Rate Decreased in April
  58. Weekly Initial Unemployment Claims decrease to 444,000
  59. Thursday: Unemployment Claims, Philly Fed Mfg
  60. Indiana Real Estate in April: Sales Up 17% YoY, Inventory Down 53% YoY
  61. May 19th COVID-19 New Cases, Hospitalizations, Vaccinations
  62. FOMC Minutes: Concern about "supply chain bottlenecks and input shortages"
  63. Lawler: Is the “Owners’ Equivalent Rent” Index Set to Accelerate Sharply?
  64. Lawler: Early Read on Existing Home Sales in April
  65. AIA: Architecture "Design activity strongly increases" in April
  66. MBA: Mortgage Applications Increase in Latest Weekly Survey
  67. Wednesday: FOMC Minutes
  68. May 18th COVID-19 New Cases, Hospitalizations, Vaccinations
  69. Alabama Real Estate in April: Sales Up 33% YoY, Inventory Down 46% YoY
  70. Rhode Island Real Estate in April: Sales Up 27% YoY, Inventory Down 48% YoY
  71. Comments on April Housing Starts
  72. Housing Starts decreased to 1.569 Million Annual Rate in April
  73. May 17th COVID-19 New Cases, Hospitalizations, Vaccinations
  74. Tuesday: Housing Starts
  75. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.22%"
  76. California April Housing: Sales up 65% YoY, Active Listings down 50% YoY
  77. Housing Inventory May 17th Update: Slight Increase Week-to-Week
  78. NAHB: Builder Confidence Unchanged at 83 in May
  79. Seven High Frequency Indicators for the Economy
  80. Monday: NY Fed Mfg, Homebuilder Survey
  81. May 16th COVID-19 New Cases, Hospitalizations, Vaccinations
  82. The Long and Winding Road
  83. May 15th COVID-19 New Cases, Hospitalizations, Vaccinations
  84. Schedule for Week of May 16, 2021
  85. Fannie and Freddie: REO inventory declined in Q1, Down 58% Year-over-year
  86. May 14th COVID-19 New Cases, Hospitalizations; 7-Day Average Cases Lowest Since June 25, 2020
  87. LA Area Port Traffic: Strong Imports in April
  88. Q2 GDP Forecasts: Around 10%
  89. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  90. Industrial Production Increased 0.7 Percent in April
  91. Retail Sales Unchanged in April
  92. Friday: Retail Sales, Industrial Production
  93. May 13th COVID-19 New Cases, Hospitalizations
  94. Existing Home Inventory Might Have Bottomed
  95. Sacramento Real Estate in April: Sales up 52% YoY, Active Inventory down 45% YoY
  96. Hotels: Occupancy Rate Down 17% Compared to Same Week in 2019
  97. Maryland Real Estate in April: Sales Up 27% YoY, Inventory Down 61% YoY
  98. Weekly Initial Unemployment Claims decrease to 473,000
  99. Thursday: Unemployment Claims, PPI
  100. May 12th COVID-19 New Cases, Hospitalizations; Vaccinations at 40% of Capacity
  101. Colorado Real Estate in April: Sales Up 41% YoY, Inventory Down 66% YoY
  102. Houston Real Estate in April: Sales Up 58% YoY, Inventory Down 43% YoY
  103. NY Fed Q1 Report: Total Household Debt Increased in Q1 2021, Mortgage Origination Credit Scores Edged Up
  104. Cleveland Fed: Key Measures Show Inflation Increased in April
  105. South Carolina Real Estate in April: Sales Up 41% YoY, Inventory Down 56% YoY
  106. BLS: CPI increased 0.8% in April, Core CPI increased 0.9%
  107. MBA: Mortgage Applications Increase in Latest Weekly Survey
  108. Portland Real Estate in April: Sales Up 46% YoY, Inventory Down 53% YoY
  109. Wednesday: CPI, Q1 Quarterly Report on Household Debt and Credit
  110. May 11th COVID-19 Vaccinations, New Cases, Hospitalizations
  111. New Hampshire Real Estate in April: Sales Up 13% YoY, Inventory Down 57% YoY
  112. Boston Real Estate in April: Sales Up 35% YoY, Inventory Up 9% YoY
  113. Leading Index for Commercial Real Estate Increased in April
  114. BLS: Job Openings Increased to Record 8.1 Million in March
  115. Small Business Optimism Increased in April
  116. Tuesday: Job Openings
  117. May 10th COVID-19 Vaccinations, New Cases, Hospitalizations; Lowest Cases Since September
  118. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.36%"
  119. Atlanta Real Estate in April: Sales Up 32% YoY, Inventory Down 65% YoY
  120. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased Slightly YoY in Early May
  121. Housing Inventory May 10th Update: Slight Increase Week-to-Week
  122. Seven High Frequency Indicators for the Economy
  123. Sunday Night Futures
  124. May 9th COVID-19 Vaccinations, New Cases, Hospitalizations
  125. Second Home Market: South Lake Tahoe in April
  126. North Texas Real Estate in April: Sales Up 33% YoY, Inventory Down 65% YoY
  127. May 8th COVID-19 Vaccinations, New Cases, Hospitalizations; Lowest 7-Day Average Cases Since Sept 2020
  128. Schedule for Week of May 9, 2021
  129. May 7th COVID-19 Vaccinations, New Cases, Hospitalizations
  130. AAR: April Rail Carloads down 10.1%, Intermodal Up 10.4% Compared to 2019
  131. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  132. MBA: "Mortgage Delinquencies Decrease in the First Quarter of 2021"
  133. Comments on April Employment Report
  134. April Employment Report: 266 Thousand Jobs, 6.1% Unemployment Rate
  135. Friday: Employment Report
  136. May 6th COVID-19 Vaccinations, New Cases, Hospitalizations
  137. Goldman April Payrolls Preview
  138. Hotels: Occupancy Rate Down 17% Compared to Same Week in 2019
  139. April Employment Preview
  140. Las Vegas Real Estate in April: Sales up 89% YoY, Inventory down 70% YoY
  141. Weekly Initial Unemployment Claims decrease to 498,000
  142. Northwest Real Estate in April: Sales up 50% YoY, Inventory down 45% YoY
  143. May 5th COVID-19 Vaccinations, New Cases, Hospitalizations
  144. Denver Real Estate in April: Sales Up 29% YoY, Active Inventory Down 62%
  145. U.S. Births decreased in 2020, "Lowest number of births since 1979"
  146. ISM® Services Index decreased to 62.7% in April
  147. ADP: Private Employment increased 742,000 in April
  148. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  149. Wednesday: ADP Employment, ISM Services Index
  150. May 4th COVID-19 Vaccinations, New Cases, Hospitalizations
  151. U.S. Heavy Truck Sales up Sharply Year-over-year in April
  152. Black Knight Mortgage Monitor for March
  153. April Vehicles Sales increased to 18.51 Million SAAR; Highest Since 2005
  154. Trade Deficit Increased to $74.4 Billion in March
  155. CoreLogic: House Prices up 11.3% Year-over-year in March
  156. Tuesday: Trade Deficit
  157. May 3rd COVID-19 Vaccinations, New Cases, Hospitalizations
  158. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 4.47%"
  159. Fed Survey: Banks reported Eased Standards, Increased Demand for Residential Real Estate Loans
  160. Housing Inventory May 3rd Update: At Record Lows
  161. Construction Spending increased 0.2% in March
  162. ISM® Manufacturing index Decreased to 60.7% in April
  163. Seven High Frequency Indicators for the Economy
  164. Goldman on Housing: Double-digit price gains in 2021 and 2022
  165. Monday: ISM Mfg, Construction Spending, Vehicle Sales and More
  166. Q1 2021 GDP Details on Residential and Commercial Real Estate
  167. May 1st COVID-19 Vaccinations, New Cases, Hospitalizations; Fewest Monthly Deaths Since March 2020
  168. Schedule for Week of May 2, 2021

April 2021

  1. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in March
  2. April 30th COVID-19 Vaccinations, New Cases, Hospitalizations; Lowest 7-Day Average New Cases Since October 2020
  3. Early Q2 GDP Forecasts: 10%
  4. Real Personal Income less Transfer Payments
  5. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  6. Personal Income increased 21.1% in March, Spending increased 4.2%
  7. Friday: Personal Income and Outlays
  8. Freddie Mac: Mortgage Serious Delinquency Rate decreased in March
  9. April 29th COVID-19 Vaccinations, New Cases, Hospitalizations; Lowest 7-Day Average New Cases Since October 2020
  10. Hotels: Occupancy Rate Down 17% Compared to Same Week in 2019
  11. A Few Comments on Q1 GDP
  12. NAR: Pending Home Sales Increased 1.9% in March
  13. Weekly Initial Unemployment Claims at 553,000
  14. BEA: Real GDP increased at 6.4% Annualized Rate in Q1
  15. Thursday: GDP, Unemployment Claims, Pending Home Sales
  16. April 28th COVID-19 Vaccinations, New Cases, Hospitalizations
  17. FOMC Statement: No Policy Change, Upgrade to Outlook
  18. House Prices and Inventory
  19. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  20. Wednesday: FOMC Announcement
  21. Zillow Case-Shiller House Price Forecast: "Red Hot", 12.8% YoY in March
  22. April 27th COVID-19 Vaccinations, New Cases, Hospitalizations; Vaccinations have Slowed
  23. Las Vegas Visitor Authority for March: No Convention Attendance, Visitor Traffic Down 40% Compared to 2019
  24. Real House Prices and Price-to-Rent Ratio in February
  25. HVS: Q1 2021 Homeownership and Vacancy Rates
  26. Case-Shiller: National House Price Index increased 12.0% year-over-year in February
  27. Tuesday: Case-Shiller House Prices, Richmond Fed Mfg, Q1 2021 Housing Vacancies and Homeownership
  28. April 26th COVID-19 Vaccinations, New Cases, Hospitalizations; 7-Day Average Cases Lowest Since March 21st
  29. MBA Survey: "Share of Mortgage Loans in Forbearance Slightly Decreases to 4.49%"
  30. New Home Prices
  31. Housing Inventory April 26th Update: A Slight Decrease week-over-week
  32. Seven High Frequency Indicators for the Economy
  33. Sunday Night Futures
  34. April 25th COVID-19 Vaccinations, New Cases, Hospitalizations; 7-Day Average Cases Lowest Since March 23rd
  35. FOMC Preview
  36. April 24th COVID-19 Vaccinations, New Cases, Hospitalizations
  37. Schedule for Week of April 25, 2021
  38. April 23rd COVID-19 Vaccinations, New Cases, Hospitalizations
  39. April Vehicle Sales Forecast: "Remain Strong"
  40. Q1 GDP Forecasts: Around 7%
  41. A few Comments on March New Home Sales
  42. New Home Sales Increase to 1,021,000 Annual Rate in March; Highest Since 2006
  43. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Slightly
  44. Friday: New Home Sales
  45. April 22nd COVID-19 Vaccinations, New Cases, Hospitalizations
  46. Hotels: Occupancy Rate Down 13% Compared to Same Week in 2019
  47. Comments on March Existing Home Sales
  48. NAR: Existing-Home Sales Decreased to 6.01 million in March
  49. Black Knight: National Mortgage Delinquency Rate Decreased Sharply in March
  50. Weekly Initial Unemployment Claims decreased to 547,000
  51. Thursday: Unemployment Claims, Existing Home Sales
  52. Homebuilder Comments in Mid-April: Crazy Price Increases, Offers Way Over Ask, Costs Increasing Quickly
  53. April 21st COVID-19 Vaccinations, New Cases, Hospitalizations
  54. Philly Fed: State Coincident Indexes Increased in 49 States in March
  55. DOT: Vehicle Miles Driven decreased 10.6% year-over-year in February
  56. AIA: "Demand for Architecture design services continues to rapidly escalate" in March
  57. MBA: Mortgage Applications Increase in Latest Weekly Survey
  58. April 20th COVID-19 Vaccinations, New Cases, Hospitalizations
  59. Indiana Real Estate in March: Sales Down 3% YoY, Inventory Down 58% YoY
  60. Alabama Real Estate in March: Sales Up 23% YoY, Inventory Down 46% YoY
  61. The Upward Slope of Real House Prices
  62. CoreLogic: Mortgage Application Fraud Risk Index increased in Q1
  63. Trends in Educational Attainment in the U.S. Labor Force
  64. April 19th COVID-19 Vaccinations, New Cases, Hospitalizations; Spring Wave May Have Peaked
  65. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.50%"
  66. Recession Measures and NBER
  67. Housing Inventory April 19th Update: A Slight Increase from Record Low
  68. Seven High Frequency Indicators for the Economy
  69. Sunday Night Futures
  70. April 18th COVID-19 Vaccinations, New Cases, Hospitalizations; Over Half of People Over 18 Have Had at Least One Dose
  71. Existing Home Sales: Lawler vs. the Consensus
  72. April 17th COVID-19 Vaccinations, New Cases, Hospitalizations
  73. Schedule for Week of April 18, 2021
  74. Lawler: Early Read on Existing Home Sales in March
  75. April 16th COVID-19 Vaccinations, New Cases, Hospitalizations; Over 200 Million Doses Administered
  76. California March Housing: Sales up 20% YoY, Active Listings down 51% YoY
  77. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased Slightly
  78. Q1 GDP Forecasts: Around 7%
  79. Comments on March Housing Starts
  80. Housing Starts increased to 1.739 Million Annual Rate in March
  81. Friday: Housing Starts
  82. April 15th COVID-19 Vaccinations, New Cases, Hospitalizations; Almost 200 Million Doses Administered
  83. Phoenix Real Estate in March: Sales Up 14% YoY, Active Inventory Down 69% YoY
  84. Rhode Island Real Estate in March: Sales Up 10% YoY, Inventory Down 44% YoY
  85. NMHC: "April Apartment Market Conditions Show Improvement"
  86. Hotels: Occupancy Rate Down 15% Compared to Same Week in 2019
  87. NAHB: Builder Confidence Increased to 83 in April
  88. Industrial Production Increased 1.4 Percent in March
  89. Retail Sales Increased 9.8% in March
  90. Weekly Initial Unemployment Claims decreased sharply to 576,000
  91. Thursday: Retail Sales, Unemployment Claims, NY and Philly Fed Mfg, Industrial Production, Homebuilder Survey
  92. Fed's Beige Book: "Economic activity accelerated to a moderate pace"
  93. April 14th COVID-19 Vaccinations, New Cases, Hospitalizations
  94. LA Area Port Traffic: Strong Imports in March
  95. Houston Real Estate in March: Sales Up 32% YoY, Inventory Down 43% YoY
  96. Over Two Years Ago, Professor Shiller wrote: "The Housing Boom Is Already Gigantic"
  97. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  98. Wednesday: Fed Chair Powell, Beige Book
  99. April 13th COVID-19 Vaccinations, New Cases, Hospitalizations
  100. Second Home Market: South Lake Tahoe in March
  101. South Carolina Real Estate in March: Sales Up 22% YoY, Inventory Down 54% YoY
  102. Portland Real Estate in March: Sales Up 8% YoY, Inventory Down 54% YoY
  103. Cleveland Fed: Key Measures Show Small Uptick in Inflation in March
  104. Maryland Real Estate in March: Sales Up 11% YoY, Inventory Down 67% YoY
  105. BLS: CPI increased 0.6% in March, Core CPI increased 0.3%
  106. Tuesday: CPI
  107. April 12th COVID-19 Vaccinations, New Cases, Hospitalizations
  108. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.66%"
  109. Colorado Real Estate in March: Sales Up 13% YoY, Inventory Down 69% YoY
  110. Housing Inventory April 12th Update: At Record Lows
  111. Minnesota Real Estate in March: Sales Up 3% YoY, Inventory Down 55% YoY
  112. Seven High Frequency Indicators for the Economy
  113. Sunday Night Futures
  114. April 11th COVID-19 Vaccinations, New Cases, Hospitalizations
  115. Boston Real Estate in March: Sales Up 21% YoY, Inventory Down 3% YoY
  116. NMHC: Rent Payment Tracker Shows Households Paying Rent Increased 1.9% YoY in Early April
  117. April 10th COVID-19 Vaccinations, New Cases, Hospitalizations
  118. Atlanta Real Estate in March: Sales Up 15% YoY, Inventory Down 58% YoY
  119. Schedule for Week of April 11, 2021
  120. April 9th COVID-19 Vaccinations, New Cases, Hospitalizations
  121. North Texas Real Estate in March: Sales Up 7% YoY, Inventory Down 65% YoY
  122. Q1 GDP Forecasts: Around 7%
  123. Is there a New Housing Bubble?
  124. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  125. Sacramento Real Estate in March: Sales up 10% YoY, Active Inventory down 45% YoY
  126. April 8th COVID-19 Vaccinations, New Cases, Hospitalizations
  127. New Hampshire Real Estate in March: Sales Down 1% YoY, Inventory Down 64% YoY
  128. AAR: March Rail Carloads up 4.1% YoY, Intermodal Up 24.0% YoY
  129. Hotels: Occupancy Rate Down 16% Compared to Same Week in 2019
  130. Weekly Initial Unemployment Claims increased to 744,000
  131. Thursday: Unemployment Claims, Fed Chair Powell
  132. April 7th COVID-19 Vaccinations, New Cases, Hospitalizations
  133. FOMC Minutes: "The path of the federal funds rate and the balance sheet depend on actual progress"
  134. Northwest Real Estate in March: Sales up 16% YoY, Inventory down 56% YoY
  135. Some thoughts on increasing the Homeowner Housing Supply in the Short Term
  136. Trade Deficit Increased to $71.1 Billion in February
  137. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  138. Wednesday: Trade Deficit, FOMC Minutes
  139. SF Fed: Weather Increased March Employment by About 100 Thousand
  140. April 6th COVID-19 Vaccinations, New Cases, Hospitalizations
  141. Las Vegas Real Estate in March: Sales up 36% YoY, Inventory down 68% YoY
  142. BLS: Job Openings Increased to 7.4 Million in February
  143. CoreLogic: House Prices up 10.4% Year-over-year in February
  144. Tuesday: Job Openings
  145. April 5th COVID-19 Vaccinations, New Cases, Hospitalizations
  146. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.90%"
  147. Denver Real Estate in March: Sales Up 1% YoY, Active Inventory Down 67%
  148. Black Knight Mortgage Monitor for February
  149. Housing Inventory April 5th Update: At Record Lows
  150. ISM® Services Index increased to "all-time high of 63.7%" in March
  151. Seven High Frequency Indicators for the Economy
  152. Sunday Night Futures
  153. April 4th COVID-19 Vaccinations, New Cases, Hospitalizations
  154. Brief Discussion: The Impact of Rising Mortgage Rates on Home Sales and House Prices
  155. April 3rd COVID-19 Vaccinations, New Cases, Hospitalizations
  156. Schedule for Week of April 4, 2021
  157. April 2nd COVID-19 Vaccinations, New Cases, Hospitalizations
  158. March Vehicles Sales increased to 17.75 Million SAAR
  159. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  160. Comments on March Employment Report
  161. March Employment Report: 916 Thousand Jobs, 6.0% Unemployment Rate
  162. Friday: Employment Report
  163. April 1st COVID-19 Vaccinations, New Cases, Hospitalizations
  164. Goldman March Payrolls Preview
  165. March Employment Preview
  166. Hotels: Occupancy Rate Down 17% Compared to Same Week in 2019
  167. Construction Spending decreased 0.8% in February
  168. ISM® Manufacturing index Increased to 64.7% in March
  169. Weekly Initial Unemployment Claims increased to 719,000
  170. Thursday: Unemployment Claims, ISM Mfg, Construction Spending, Vehicle Sales

March 2021

  1. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in February
  2. March 31 COVID-19 Vaccinations, New Cases, Hospitalizations
  3. CDC: "Age-adjusted death rate increased by 15.9% in 2020"; COVID Third Leading Cause of Death
  4. NAR: Pending Home Sales Decrease 10.6% in February
  5. ADP: Private Employment increased 517,000 in March
  6. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  7. Wednesday: ADP Employment, Pending Home Sales
  8. Zillow Case-Shiller House Price Forecast: "No End in Sight", 12.0% YoY in February
  9. March 30 COVID-19 Vaccinations, New Cases, Hospitalizations
  10. Update: A few comments on the Seasonal Pattern for House Prices
  11. Real House Prices and Price-to-Rent Ratio in January
  12. Case-Shiller: National House Price Index increased 11.2% year-over-year in January
  13. Tuesday: Case-Shiller House Prices
  14. March 29 COVID-19 Vaccinations, New Cases, Hospitalizations
  15. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 4.96%"
  16. Update: Framing Lumber Prices Up Sharply Year-over-year
  17. Housing Inventory March 29th Update: At Record Lows
  18. Dallas Fed: "Texas Manufacturing Activity Accelerates Sharply" in March
  19. Seven High Frequency Indicators for the Economy
  20. Sunday Night Futures
  21. March 28 COVID-19 Vaccinations, New Cases, Hospitalizations
  22. Q1 2021 Update: Unofficial Problem Bank list Increased to 67 Institutions
  23. March 27 COVID-19 Vaccinations, New Cases, Hospitalizations
  24. Schedule for Week of March 28, 2021
  25. Real Personal Income less Transfer Payments
  26. March 26 COVID-19 Vaccinations, New Cases, Hospitalizations
  27. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 54% YoY in February
  28. Q1 GDP Forecasts
  29. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  30. BLS: February Unemployment rates down in 23 States
  31. Personal Income decreased 7.1% in February, Spending decreased 1.0%
  32. Friday: February Personal Income and Outlays
  33. Freddie Mac: Mortgage Serious Delinquency Rate decreased in February
  34. March 25 COVID-19 Vaccinations, New Cases, Hospitalizations
  35. Kansas City Fed: Tenth District Manufacturing Activity "Grew Solidly" in March
  36. Hotels: Occupancy Rate Highest in a Year; Down 15% Compared to Same Week in 2019
  37. AIA: "Architecture billings climb into positive territory after a year of monthly declines" in February
  38. Weekly Initial Unemployment Claims decreased to 684,000
  39. Q4 GDP Growth Revised up to 4.3% Annual Rate; PCE Growth Revised Down to 2.3%
  40. Thursday: Q4 GDP, Unemployment Claims
  41. March Vehicle Sales Forecast: Bounce Back from Weather Impacted Sales in February
  42. March 24 COVID-19 Vaccinations, New Cases, Hospitalizations
  43. Jim the Realtor: "Number of Offers"
  44. DOT: Vehicle Miles Driven decreased 9.6% year-over-year in January
  45. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  46. Wednesday: Fed Chair Powell, Durable Goods
  47. March 23 COVID-19 Vaccinations, New Cases, Hospitalizations
  48. New Home Prices
  49. A few Comments on February New Home Sales
  50. New Home Sales decrease to 775,000 Annual Rate in February
  51. Black Knight: National Mortgage Delinquency Rate Increased in February
  52. Tuesday: New Home Sales, Fed Chair Powell Testimony, Richmond Fed Mfg
  53. March 22 COVID-19 Vaccinations, New Cases, Hospitalizations
  54. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.05%"
  55. Housing Inventory March 22nd Update: At Record Lows
  56. Comments on February Existing Home Sales
  57. NAR: Existing-Home Sales Decreased to 6.22 million in February
  58. Seven High Frequency Indicators for the Economy
  59. Monday: Existing Home Sales
  60. March 21 COVID-19 Test Results and Vaccinations
  61. Lawler: Update on the Dismal Demographics of 2020; "Smallest Population increase since 1918"
  62. March 20 COVID-19 Test Results and Vaccinations
  63. Housing: Active Inventory down around 50% YoY
  64. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 64% YoY in January
  65. Schedule for Week of March 21, 2021
  66. March 19 COVID-19 Test Results and Vaccinations
  67. Some thoughts on Housing Inventory
  68. Rhode Island Real Estate in February: Sales Up 4% YoY, Inventory Down 49% YoY
  69. Indiana Real Estate in February: Sales Up 6% YoY, Inventory Down 56% YoY
  70. Q1 GDP Forecasts: Movin' on up!
  71. Alabama Real Estate in February: Sales Up 15% YoY, Inventory Down 44% YoY
  72. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  73. March 18 COVID-19 Test Results and Vaccinations
  74. Lawler: Early Read on Existing Home Sales in February
  75. Maryland Real Estate in February: Sales Up 12% YoY, Inventory Down 66% YoY
  76. New Hampshire Real Estate in February: Sales Up 14% YoY, Inventory Down 64% YoY
  77. Minnesota Real Estate in February: Sales Up 5% YoY, Inventory Down 52% YoY
  78. Hotels: Occupancy Rate Highest in a Year; Down 26% Compared to Same Week in 2019
  79. Weekly Initial Unemployment Claims increased to 770,000
  80. Thursday: Unemployment Claims, Philly Fed Mfg
  81. March 17 COVID-19 Test Results and Vaccinations
  82. FOMC Projections and Press Conference
  83. FOMC Statement: No Change
  84. LA Area Port Traffic: Strong Imports, Weak Exports in February
  85. Comments on February Housing Starts
  86. Housing Starts decreased to 1.421 Million Annual Rate in February
  87. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  88. Wednesday: Housing Starts, FOMC Announcement, Forecasts, and Press Conference
  89. March 16 COVID-19 Test Results and Vaccinations
  90. Phoenix Real Estate in February: Sales Up 5% YoY, Active Inventory Down 61% YoY
  91. CAR on California February Housing: Sales up 10% YoY, Active Listings down 53% YoY
  92. NAHB: Builder Confidence Decreased to 82 in March
  93. Industrial Production Decreased 2.2 Percent in February
  94. Retail Sales Decreased 3.0% in February
  95. Tuesday: Retail Sales, Industrial Production, Homebuilder Survey
  96. March 15 COVID-19 Test Results and Vaccinations
  97. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.14%"
  98. Boston Real Estate in February: Sales Up 7% YoY, Inventory Down 13% YoY
  99. Second Home Market: South Lake Tahoe
  100. Housing Inventory March 15th Update: At Record Lows
  101. BLS: January Unemployment rates down in 33 States
  102. Seven High Frequency Indicators for the Economy
  103. Sunday Night Futures
  104. March 14 COVID-19 Test Results and Vaccinations
  105. FOMC Preview
  106. March 13 COVID-19 Test Results and Vaccinations
  107. Schedule for Week of March 14, 2021
  108. March 12 COVID-19 Test Results and Vaccinations; Over 100 Million Doses Administered
  109. South Carolina Real Estate in February: Sales Up 13% YoY, Inventory Down 46% YoY
  110. MBA: Share of Second Home and Investor Mortgage Applications
  111. Q1 GDP Forecasts: Around 5.5% SAAR
  112. Mortgage Equity Withdrawal in Q4 2020
  113. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  114. March 11 COVID-19 Test Results and Vaccinations
  115. Hotels: Occupancy Rate Declined 26.7% Compared to Same Week in 2019
  116. Portland Real Estate in February: Sales Up 4% YoY, Inventory Down 44% YoY
  117. Fed's Flow of Funds: Household Net Worth Increased $6.9 Trillion in Q4
  118. BLS: Job Openings "Changed Little" at 6.9 Million in January
  119. CoreLogic: 1.5 Million Homes with Negative Equity in Q4 2020
  120. Weekly Initial Unemployment Claims decreased to 712,000
  121. Thursday: Unemployment Claims, Job Openings, Flow of Funds
  122. March 10 COVID-19 Test Results and Vaccinations
  123. Colorado Real Estate in February: Sales Up 5% YoY, Inventory Down 64% YoY
  124. Atlanta Real Estate in February: Sales Up 5% YoY, Inventory Down 57% YoY
  125. Houston Real Estate in February: Sales Up 2% YoY, Inventory Down 38% YoY
  126. Cleveland Fed: Key Measures Show Inflation Soft in February
  127. BLS: CPI increased 0.4% in February, Core CPI increased 0.1%
  128. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  129. Wednesday: CPI
  130. March 9 COVID-19 Test Results and Vaccinations
  131. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 4.1% YoY in Early March
  132. SF Fed: Weather Reduced February Employment by About 100 Thousand
  133. North Texas Real Estate in February: Sales Down 6% YoY, Inventory Down 65% YoY
  134. Denver Real Estate in February: Sales Up 4% YoY, Active Inventory Down 58%
  135. Northwest Real Estate in February: Sales up 10% YoY, Inventory down 44% YoY
  136. March 8 COVID-19 Test Results and Vaccinations
  137. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.20%"
  138. Black Knight Mortgage Monitor for January
  139. Las Vegas Real Estate in February: Sales up 13% YoY, Inventory down 57% YoY
  140. Housing Inventory March 8th Update: At Record Lows
  141. Seven High Frequency Indicators for the Economy
  142. Sunday Night Futures
  143. March 7 COVID-19 Test Results and Vaccinations; Over 90 Million Doses Administered
  144. The Employment Situation is Far Worse than the Unemployment Rate Indicates
  145. March 6 COVID-19 Test Results and Vaccinations
  146. Schedule for Week of March 7, 2021
  147. March 5 COVID-19 Test Results and Vaccinations: 85 Million Doses Given So Far
  148. Q1 GDP Forecasts: Around 5.5% SAAR
  149. AAR: February Rail Carloads down 11.1% YoY, Intermodal Up 1.8% YoY
  150. Trade Deficit Increased to $68.2 Billion in January
  151. Comments on February Employment Report
  152. February Employment Report: 379 Thousand Jobs, 6.2% Unemployment Rate
  153. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  154. Friday: Employment Report, Trade Deficit
  155. March 4 COVID-19 Test Results and Vaccinations
  156. Goldman February Payrolls Preview
  157. Hotels: Occupancy Rate Declined 25.8% Year-over-year
  158. February Employment Preview
  159. Weekly Initial Unemployment Claims increased to 745,000
  160. Thursday: Unemployment Claims, Fed Chair Powell
  161. March 3 COVID-19 Test Results and Vaccinations
  162. Fed's Beige Book: "Economic activity expanded modestly"
  163. U.S. Heavy Truck Sales up 9% Year-over-year in February
  164. ISM® Services Index decreased to 55.3% in February
  165. February Vehicles Sales decreased to 15.67 Million SAAR
  166. ADP: Private Employment increased 117,000 in February
  167. MBA: Mortgage Applications Increase in Latest Weekly Survey
  168. Wednesday: ADP Employment, ISM Services, Beige Book
  169. March 2 COVID-19 Test Results and Vaccinations
  170. CFPB: "Over 11 Million Families At Risk Of Losing Housing"
  171. Demographics: Renting vs. Owning
  172. CoreLogic: House Prices up 10.0% Year-over-year in January
  173. March 1 COVID-19 Test Results and Vaccinations
  174. MBA Survey: "Share of Mortgage Loans in Forbearance Increases Slightly to 5.23%"
  175. Update: Framing Lumber Prices More Than Double Year-over-year
  176. Construction Spending Increased 1.7% in January
  177. Housing Inventory March 1st Update: At Record Lows
  178. Seven High Frequency Indicators for the Economy
  179. Monday: ISM Manufacturing, Construction Spending
  180. February 28 COVID-19 Test Results and Vaccinations

February 2021

  1. Update: A few comments on the Seasonal Pattern for House Prices
  2. February 27 COVID-19 Test Results and Vaccinations
  3. Real Personal Income less Transfer Payments
  4. Schedule for Week of February 28, 2021
  5. February 26 COVID-19 Test Results and Vaccinations
  6. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in January
  7. NY Times Upshot: "Where Have All the Houses Gone?"
  8. Q1 GDP Forecasts
  9. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  10. Personal Income increased 10.0% in January, Spending increased 2.4%
  11. Friday: Personal Income and Outlays
  12. February 25 COVID-19 Test Results and Vaccinations
  13. Freddie Mac: Mortgage Serious Delinquency Rate decreased in January
  14. Kansas City Fed: Tenth District Manufacturing Activity Increased in February
  15. Hotels: Occupancy Rate Declined 23.8% Year-over-year
  16. NAR: Pending Home Sales Decrease 2.8% in January
  17. Q4 GDP Growth Revised up slightly to 4.1% Annual Rate
  18. Weekly Initial Unemployment Claims decreased to 730,000
  19. Thursday: GDP, Unemployment Claims, Pending Home Sales
  20. February 24 COVID-19 Test Results and Vaccinations
  21. AIA: "Architecture Billings continue to contract" in January
  22. Black Knight: National Mortgage Delinquency Rate Decreased in January
  23. A few Comments on January New Home Sales
  24. New Home Sales increase to 923,000 Annual Rate in January
  25. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  26. Wednesday: New Home Sales, Fed Chair Powell
  27. February 23 COVID-19 Test Results and Vaccinations
  28. Zillow Case-Shiller House Price Forecast: "More strong growth in the months ahead", 10.9% YoY in January
  29. FDIC: Problem Banks Unchanged, Residential REO Declined in Q4
  30. Real House Prices and Price-to-Rent Ratio in December
  31. Fed Chair Powell: Semiannual Monetary Policy Report to the Congress
  32. Case-Shiller: National House Price Index increased 10.4% year-over-year in December
  33. Tuesday: Case-Shiller House Prices, Fed Chair Powell Testimony
  34. February 22 COVID-19 Test Results and Vaccinations
  35. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 5.22%"
  36. February Vehicle Sales Forecast: "Weather Weakens US Sales"
  37. House Prices and Inventory
  38. Housing Inventory Feb 22nd Update: At Record Lows
  39. Seven High Frequency Indicators for the Economy
  40. Sunday Night Futures
  41. February 21 COVID-19 Test Results and Vaccinations
  42. Graham: "Time to Wake Up To The New Mortgage Rate Reality"
  43. February 20 COVID-19 Test Results and Vaccinations; Hospitalizations Below Summer Peak
  44. Schedule for Week of February 21, 2021
  45. February 19 COVID-19 Test Results and Vaccinations; Hospitalizations Decline to Summer Peak
  46. CAR on California January Housing: Sales up 23% YoY, Active Listings down 53% YoY
  47. Q1 GDP Forecasts: Movin' on up
  48. Comments on January Existing Home Sales
  49. NAR: Existing-Home Sales Increased to 6.69 million in January
  50. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  51. Friday: Existing Home Sales
  52. February 18 COVID-19 Test Results and Vaccinations
  53. LA Area Port Traffic: Strong Imports, Weak Exports in January
  54. Hotels: Occupancy Rate Declined 29.0% Year-over-year
  55. Comments on January Housing Starts
  56. Housing Starts decreased to 1.580 Million Annual Rate in January
  57. Weekly Initial Unemployment Claims increased to 861,000
  58. Phoenix Real Estate in January: Sales Up 11.8% YoY, Active Inventory Down 58% YoY
  59. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
  60. February 17 COVID-19 Test Results and Vaccinations
  61. Lawler: Early Read on Existing Home Sales in January
  62. NY Fed Q4 Report: "Total Household Debt Increased in Q4 2020, Newly Originated Mortgages Reach Record High"
  63. NAHB: Builder Confidence Increased to 84 in February
  64. Industrial Production Increased 0.9 Percent in January
  65. Retail Sales increased 5.3% in January
  66. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  67. Wednesday: Retail Sales, PPI, Industrial Production, Homebuilder Survey, Q4 Report on Household Debt
  68. February 16 COVID-19 Test Results and Vaccinations
  69. Portland Real Estate in January: Sales Up 11% YoY, Inventory Down 48% YoY
  70. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 5.29%"
  71. Maryland Real Estate in January: Sales Up 14% YoY, Inventory Down 63% YoY
  72. The Housing Bubble and Mortgage Debt as Percent of GDP
  73. Fannie and Freddie: REO inventory declined in Q4, Down 57% Year-over-year
  74. NY Fed: Manufacturing: Business activity "grew modestly" in New York State in February
  75. February 15 COVID-19 Test Results and Vaccinations
  76. New Hampshire Real Estate in January: Sales Up 14% YoY, Inventory Down 61% YoY
  77. Housing Inventory Feb 15th Update: At Record Lows
  78. Seven High Frequency Indicators for the Economy
  79. February 14 COVID-19 Test Results and Vaccinations
  80. South Carolina Real Estate in January: Sales Up 19% YoY, Inventory Down 42% YoY
  81. Sacramento Housing in January: Sales increase 12% YoY, Active Inventory down 49% YoY
  82. Colorado Real Estate in January: Sales Up 2% YoY, Inventory Down 61% YoY
  83. February 13 COVID-19 Test Results and Vaccinations
  84. Schedule for Week of February 14, 2021
  85. February 12 COVID-19 Test Results and Vaccinations
  86. Minnesota Real Estate in January: Sales Up 16% YoY, Inventory Down 48% YoY
  87. Hotels: Occupancy Rate Declined 30.5% Year-over-year
  88. North Texas Real Estate in January: Sales Up 11% YoY, Inventory Down 59% YoY
  89. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  90. February 11 COVID-19 Test Results and Vaccinations
  91. Atlanta Real Estate in January: Sales Up 9.5% YoY, Inventory Down 52% YoY
  92. Houston Real Estate in January: Sales Up 27.5% YoY, Inventory Down 31% YoY
  93. MBA: "Mortgage Delinquencies Decrease in the Fourth Quarter of 2020"
  94. Weekly Initial Unemployment Claims at 793,000
  95. February 10 COVID-19 Test Results and Vaccinations
  96. Cleveland Fed: Key Measures Show Inflation Soft in January
  97. Fed Chair Powell: Corrected Unemployment Rate Close to 10% in January
  98. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 64% YoY in December
  99. BLS: CPI increased 0.3% in January, Core CPI Unchanged
  100. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  101. Wednesday: CPI, Fed Chair Powell Speaks
  102. February 9 COVID-19 Test Results and Vaccinations
  103. Denver Real Estate in January: Sales Down 10% YoY, Active Inventory Down 53%
  104. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 1.9% YoY in Early February
  105. BLS: Job Openings "Little Changed" at 6.6 Million in December
  106. Small Business Optimism Decreased in January
  107. Tuesday: Job Openings
  108. February 8 COVID-19 Test Results and Vaccinations
  109. MBA Survey: "Share of Mortgage Loans in Forbearance Declines to 5.35%"
  110. Housing Inventory Weekly Update: At Record Lows
  111. Northwest Real Estate in January: Sales up 16% YoY, Inventory down 43% YoY
  112. Las Vegas Real Estate in January: Sales up 13% YoY, Inventory down 50% YoY
  113. Seven High Frequency Indicators for the Economy
  114. Sunday Night Futures
  115. February 7 COVID-19 Test Results and Vaccinations
  116. By Request: Public and Private Sector Payroll Jobs During Presidential Terms
  117. February 6 COVID-19 Test Results and Vaccinations
  118. Q1 GDP Forecasts
  119. Schedule for Week of February 7, 2021
  120. February 5 COVID-19 Test Results and Vaccinations
  121. AAR: January Rail Carloads down 2.1% YoY, Intermodal Up 12.1% YoY
  122. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  123. Trade Deficit Decreased to $66.6 Billion in December
  124. Comments on January Employment Report
  125. January Employment Report: 49 Thousand Jobs, 6.3% Unemployment Rate
  126. Friday: Employment Report, Trade Deficit
  127. February 4 COVID-19 Test Results and Vaccinations
  128. Goldman January Payrolls Preview
  129. Hotels: Occupancy Rate Declined 29.6% Year-over-year
  130. January Employment Preview
  131. Weekly Initial Unemployment Claims decreased to 779,000
  132. February 3 COVID-19 Test Results and Vaccinations
  133. The Changing Mix of Light Vehicle Sales
  134. January Vehicles Sales increased to 16.63 Million SAAR
  135. ISM Services Index Increased to 58.7% in January
  136. ADP: Private Employment increased 174,000 in January
  137. MBA: Mortgage Applications Increase in Latest Weekly Survey
  138. Wednesday: ADP Employment, ISM Services Index
  139. February 2 COVID-19 Test Results and Vaccinations
  140. U.S. Courts: Bankruptcy Filings Decline 29.7% in 2020
  141. Update: Framing Lumber Prices Almost Double Year-over-year
  142. HVS: Q4 2020 Homeownership and Vacancy Rates
  143. CoreLogic: House Prices up 9.2% Year-over-year in December
  144. Mortgage Rates still near Record Lows
  145. February 1 COVID-19 Test Results and Vaccinations
  146. Black Knight Mortgage Monitor for December
  147. MBA Survey: "Share of Mortgage Loans in Forbearance Remains Unchanged at 5.38%"
  148. Housing Inventory Weekly Update: At Record Lows
  149. Construction Spending Increased 1.0% in December; 4.7% Annual Increase
  150. ISM Manufacturing index Decreased to 58.7 in January
  151. Seven High Frequency Indicators for the Economy
  152. Monday: ISM Mfg, Construction Spending
  153. January 31 COVID-19 Test Results and Vaccinations; January Deadliest Month

January 2021

  1. Q4 2020 GDP Details on Residential and Commercial Real Estate
  2. January 30 COVID-19 Test Results and Vaccinations
  3. Schedule for Week of January 31, 2021
  4. January 29 COVID-19 Test Results and Vaccinations
  5. Fannie Mae: Mortgage Serious Delinquency Rate Decreased in December
  6. Freddie Mac: Mortgage Serious Delinquency Rate decreased in December
  7. GDP Forecasts: Q1 and 2021
  8. NAR: Pending Home Sales Decrease 0.3% in December
  9. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased
  10. Personal Income increased 0.6% in December, Spending decreased 0.2%
  11. Friday: Personal Income and Outlays, Pending Home Sales
  12. January 28 COVID-19 Test Results and Vaccinations
  13. A few Comments on December New Home Sales
  14. Hotels: Occupancy Rate Declined 30.6% Year-over-year
  15. A Few Comments on Q4 GDP and Investment; Worst Year Since WWII Drawdown
  16. New Home Sales increase to 842,000 Annual Rate in December; Sales up 18.8% in 2020
  17. Weekly Initial Unemployment Claims decreased to 847,000
  18. BEA: Real GDP increased at 4.0% Annualized Rate in Q4
  19. Thursday: GDP, New Home Sales, Unemployment Claims
  20. January 27 COVID-19 Test Results and Vaccinations
  21. FOMC Statement: No Change
  22. House Prices and Median Household Income
  23. DOT: Vehicle Miles Driven decreased 10.3% year-over-year in November
  24. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  25. Wednesday: FOMC Statement
  26. January 26 COVID-19 Test Results and Vaccinations; January Now Deadliest Month
  27. Zillow Case-Shiller House Price Forecast: "Gathering Speed", 10.3% YoY in December
  28. BLS: December Unemployment rates down in 19 States, Higher in 12 States
  29. January Vehicle Sales Forecast: "Steady in January"
  30. Real House Prices and Price-to-Rent Ratio in November
  31. Case-Shiller: National House Price Index increased 9.5% year-over-year in November
  32. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 2.5% YoY
  33. Tuesday: Case-Shiller House Prices
  34. January 25 COVID-19 Test Results and Vaccinations
  35. MBA Survey: "Share of Mortgage Loans in Forbearance Increases Slightly to 5.38%"
  36. Record Low Mortgage Rates; Loans Taking 2 Months to Close
  37. Housing Inventory Weekly Update: At Record Lows
  38. Dallas Fed: "Texas Manufacturing Expansion Moderates" in January
  39. Seven High Frequency Indicators for the Economy
  40. Sunday Night Futures
  41. January 24 COVID-19 Test Results and Vaccinations
  42. FOMC Preview
  43. January 23 COVID-19 Test Results and Vaccinations
  44. Schedule for Week of January 24, 2021
  45. January 22 COVID-19 Test Results and Vaccinations
  46. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly
  47. Comments on December Existing Home Sales
  48. Q4 GDP Forecasts
  49. NAR: Existing-Home Sales Increased to 6.76 million in December
  50. Black Knight: National Mortgage Delinquency Rate Decreased in December
  51. Friday: Existing Home Sales
  52. January 21 COVID-19 Test Results and Vaccinations
  53. Hotels: Occupancy Rate Declined 31.8% Year-over-year
  54. Comments on December Housing Starts
  55. Housing Starts increased to 1.669 Million Annual Rate in December
  56. Weekly Initial Unemployment Claims decreased to 900,000
  57. Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
  58. January 20 COVID-19 Test Results
  59. AIA: "Architecture Billings continue to lose ground" in December
  60. LA Area Port Traffic: Strong Imports, Weak Exports in December
  61. NAHB: Builder Confidence Decreased to 83 in January
  62. MBA: Mortgage Applications Decrease in Latest Weekly Survey
  63. Wednesday: Homebuilder Survey
  64. January 19 COVID-19 Test Results
  65. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.37%"
  66. Update Then and Now: With Column Excluding Pandemic
  67. Lawler: Early Read on Existing Home Sales in December
  68. Then and Now
  69. A Positive Note from Merrill: "A light at the end of the COVID cave"
  70. January 18 COVID-19 Test Results
  71. Housing Inventory Weekly Update: Starting the Year at Record Lows
  72. Seven High Frequency Indicators for the Economy
  73. January 17 COVID-19 Test Results
  74. Update: The Inland Empire
  75. January 16 COVID-19 Test Results; Over 50,000 Deaths in January Already
  76. Schedule for Week of January 17, 2021
  77. January 15 COVID-19 Test Results
  78. Phoenix Real Estate in December: Sales Up 27.4% YoY, Active Inventory Down 52% YoY
  79. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  80. Q4 GDP Forecasts
  81. CAR on California December Housing: Sales up 28% YoY, Active Listings down 47% YoY
  82. Industrial Production Increased 1.6 Percent in December; 3.3% Below Pre-Crisis Level
  83. Retail Sales decreased 0.7% in December
  84. Friday: Retail Sales, Industrial Production, NY Fed Mfg, PPI
  85. January 14 COVID-19 Test Results; Record 7-Day Deaths
  86. Leading Index for Commercial Real Estate Increased in December
  87. Hotels: Occupancy Rate Declined 28.3% Year-over-year
  88. Weekly Initial Unemployment Claims increased to 965,000
  89. Thursday: Unemployment Claims, Fed Chair Powell
  90. January 13 COVID-19 Test Results; Record 7-Day Deaths
  91. Las Vegas Visitor Authority: No Convention Attendance, Visitor Traffic Down 57% YoY in November
  92. Houston Real Estate in December: Sales Up 27% YoY, Inventory Down 29% YoY
  93. Cleveland Fed: Key Measures Show Inflation Soft in December
  94. BLS: CPI increased 0.4% in December, Core CPI Increased 0.1%
  95. MBA: Mortgage Applications Increase in Latest Weekly Survey
  96. Wednesday: CPI, Beige Book
  97. January 12 COVID-19 Test Results; Record 7-Day Deaths
  98. Denver Real Estate in December: Sales Up 5% YoY, Active Inventory Down 50%
  99. BLS: Job Openings "Little Changed" at 6.5 Million in November
  100. Small Business Optimism Decreased in December
  101. Tuesday: Job Openings
  102. January 11 COVID-19 Test Results; Record 7-Day Cases and Deaths
  103. MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.46%"
  104. Sacramento Housing in December: Sales increase 23% YoY, Active Inventory down 44% YoY
  105. Housing Inventory Weekly Update: Starting the Year at Record Lows
  106. Seattle Real Estate in December: Sales up 31% YoY, Inventory UP 39% YoY
  107. Seven High Frequency Indicators for the Economy
  108. Sunday Night Futures
  109. January 10 COVID-19 Test Results; Record 7-Day Cases and Deaths
  110. By Request: Public and Private Sector Payroll Jobs During Presidential Terms
  111. A Brief Comment on the events of January 6, 2021
  112. January 9 COVID-19 Test Results; Record 7-Day Deaths
  113. Schedule for Week of January 10, 2021
  114. January 8 COVID-19 Test Results; Record 7-Day Deaths and Cases
  115. AAR: December Rail Carloads down 3.7% YoY, Intermodal Up 12.2% YoY
  116. Q4 GDP Forecasts
  117. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Decreased
  118. NMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 1.7% YoY in Early January
  119. Comments on December Employment Report
  120. December Employment Report: 140 Thousand Jobs LOST, 6.7% Unemployment Rate
  121. Friday: Employment Report
  122. January 7 COVID-19 Test Results; Record 7-Day Deaths and Cases
  123. Goldman December Payrolls Preview
  124. December Employment Preview
  125. Hotels: Occupancy Rate Declined 17.2% Year-over-year
  126. ISM Services Index Increased to 57.2% in December
  127. Trade Deficit Increased to $68.1 Billion in November
  128. Weekly Initial Unemployment Claims at 787,000
  129. Thursday: Unemployment Claims, Trade Deficit, ISM Services
  130. January 6 COVID-19 Test Results; Record Hospitalizations, Record 7-Day Cases
  131. FOMC Minutes: "Uncertainty surrounding the economic outlook"
  132. U.S. Heavy Truck Sales down 5% Year-over-year in December
  133. December Vehicles Sales increased to 16.27 Million SAAR; Annual Sales off 14.7%
  134. Las Vegas Real Estate in December: Sales up 27% YoY, Inventory down 38% YoY
  135. ADP: Private Employment decreased 123,000 in December
  136. MBA: Mortgage Applications Decrease "Over a Two-Week Period" in Latest Weekly Survey
  137. Wednesday: ADP Employment
  138. January 5 COVID-19 Test Results; Record Hospitalizations, Record 7-Day Cases
  139. MBA Survey: "Share of Mortgage Loans in Forbearance Remains Flat at 5.53%"
  140. Housing Inventory: Zillow vs. NAR
  141. ISM Manufacturing index Increased to 60.7 in December
  142. CoreLogic: House Prices up 8.2% Year-over-year in November
  143. Tuesday: ISM Manufacturing
  144. January 4 COVID-19 Test Results; Record Hospitalizations
  145. Housing Inventory: Starting the Year at Record Lows
  146. Update: Framing Lumber Prices More Than Double Year-over-year
  147. Construction Spending Increased 0.9% in November
  148. Seven High Frequency Indicators for the Economy
  149. Sunday Night Futures
  150. January 3 COVID-19 Test Results; Record Hospitalizations
  151. Four Bank Failures in 2020
  152. Q4 2020 Update: Unofficial Problem Bank list Increased to 65 Institutions
  153. January 2 COVID-19 Test Results
  154. Question #1 for 2021: How much will the economy grow in 2021?
  155. Schedule for Week of January 3, 2021
  156. January 1 COVID-19 Test Results
  157. Question #2 for 2021: Will all the jobs lost in 2020 return in 2021, or will job growth be sluggish?
  158. Question #3 for 2021: What will the unemployment rate be in December 2021?
  159. Black Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Increased Slightly

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