2022

2022 1,591

December 2022

1. 31 DecReal Estate Newsletter Articles this Week: Houses are the least “affordable” since 1982
2. 31 DecSchedule for Week of January 1, 2023
3. 31 DecCOVID Dec 30, 2022: Update on Cases, Hospitalizations and Deaths
4. 30 DecRealtor.com Reports Weekly Active Inventory Up 63% YoY; New Listings Down 6% YoY
5. 30 DecQuestion #10 for 2023: Will inventory increase further in 2023?
6. 30 DecA few comments on the Seasonal Pattern for House Prices
7. 30 DecHotels: Occupancy Rate Down 9.7% Compared to Same Week in 2019
8. 29 DecLas Vegas November 2022: Visitor Traffic Down 7.0% Compared to 2019; Convention Traffic Down 3.4%
9. 29 DecPhilly Fed: State Coincident Indexes Increased in 30 States in November
10. 29 DecInflation Adjusted House Prices 3.8% Below Peak
11. 29 DecWeekly Initial Unemployment Claims increase to 225,000
12. 28 DecFannie Mae: Mortgage Serious Delinquency Rate Decreased in November
13. 28 DecTen Economic Questions for 2023
14. 28 DecNAR: Pending Home Sales Decreased 4.0% in November, Year-over-year Down 37.8%
15. 28 DecFinal Look at Local Housing Markets in November
16. 28 DecWednesday: Pending Home Sales
17. 27 DecSF Fed: Recession Prediction on the Clock
18. 27 DecComments on October Case-Shiller and FHFA House Prices
19. 27 DecCase-Shiller: National House Price Index "Continued to Decline" to 9.2% year-over-year increase in October
20. 27 DecTuesday: Case-Shiller House Prices
21. 26 DecReview: Ten Economic Questions for 2022
22. 26 DecHousing December 26th Weekly Update: Inventory Decreased 2.7% Week-over-week
23. 26 DecFour High Frequency Indicators for the Economy
24. 25 DecA Very Nerdy Christmas
25. 24 DecReal Estate Newsletter Articles this Week: Existing-Home Sales Decreased to 4.09 million SAAR in November
26. 24 DecSchedule for Week of December 25, 2022
27. 24 DecCOVID Dec 23, 2022: Update on Cases, Hospitalizations and Deaths
28. 23 DecHotels: Occupancy Rate Up 9.2% Compared to Same Week in 2019
29. 23 DecQ4 GDP Tracking
30. 23 DecNew Home Sales Increased in November; Previous 3 Months Revised Down Sharply
31. 23 DecNew Home Sales Increase to 640,000 Annual Rate in November
32. 23 DecPersonal Income increased 0.4% in November; Spending increased 0.1%
33. 23 DecFriday: Durable Goods, Personal Income & Outlays, New Home Sales
34. 22 DecFreddie Mac: Mortgage Serious Delinquency Rate unchanged in November
35. 22 DecRealtor.com Reports Weekly Active Inventory Up 58% YoY; New Listings Down 17% YoY
36. 22 DecVehicle Sales Forecast: "Sales to Weaken Again in December"
37. 22 DecLawler: Update on Rent Trends
38. 22 DecQ3 GDP Growth Revised Up to 3.2% Annual Rate
39. 22 DecWeekly Initial Unemployment Claims increase to 216,000
40. 22 DecBlack Knight: Mortgage Delinquency Rate Increased in November; Prepayments at Record Low
41. 22 DecThursday: Unemployment Claims, Q3 GDP (Third Estimate)
42. 21 DecThe Normal Seasonal Pattern for Median House Prices
43. 21 DecExisting-Home Sales Decreased to 4.09 million SAAR in November; Median Prices Down 10.4% from Peak in June 2022
44. 21 DecNAR: Existing-Home Sales Decreased to 4.09 million SAAR in November
45. 21 DecMBA: Mortgage Applications Increase in Latest Weekly Survey
46. 21 DecWednesday: Existing Home Sales
47. 20 DecCoreLogic: "Annual Single-Family Rent Price Growth Falls to Single Digits in October"
48. 20 DecNovember Housing Starts: Record Number of Housing Units Under Construction
49. 20 DecHousing Starts Decreased to 1.427 million Annual Rate in November
50. 20 DecTuesday: Housing Starts
51. 19 DecMBA Survey: "Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in November"
52. 19 Dec4th Look at Local Housing Markets in November; California Sales off 48% YoY
53. 19 DecNAHB: Builder Confidence Decreased Further in December
54. 19 DecHousing December 19th Weekly Update: Inventory Decreased 2.5% Week-over-week
55. 19 DecFour High Frequency Indicators for the Economy
56. 19 DecSunday Night Futures
57. 18 DecExisting Home Sales: Lawler vs. the Consensus
58. 17 DecReal Estate Newsletter Articles this Week: Another Step Down for Sales in November
59. 17 DecSchedule for Week of December 18, 2022
60. 17 DecCOVID Dec 16, 2022: Update on Cases, Hospitalizations and Deaths
61. 16 DecCalifornia November Existing Home Sales Down Almost 50% YoY, Prices Down YoY
62. 16 DecLA Port Inbound Traffic Down Sharply in November
63. 16 DecLawler: Early Read on Existing Home Sales in November
64. 15 DecHotels: Occupancy Rate Down 1.2% Compared to Same Week in 2019
65. 15 DecRealtor.com Reports Weekly Active Inventory Up 55% Year-over-year; New Listings Down 16%
66. 15 Dec3rd Look at Local Housing Markets in November, Another significant step down in sales!
67. 15 DecCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.2% in November
68. 15 DecRetail Sales Decreased 0.6% in November
69. 15 DecWeekly Initial Unemployment Claims decrease to 211,000
70. 15 DecThursday: Retail Sales, Unemployment Claims, Industrial Production
71. 14 DecFOMC Projections and Press Conference
72. 14 DecFOMC Statement: Raise Rates 50 bp; "Ongoing increases appropriate"
73. 14 DecCurrent State of the Housing Market; Overview for mid-December
74. 14 DecAIA: Architecture Billings Index Declines Further in November
75. 14 DecMBA: Mortgage Applications Increase in Latest Weekly Survey
76. 14 DecWednesday: FOMC Statement and Press Conference
77. 13 DecCoreLogic: 1.1 million Homeowners with Negative Equity in Q3 2022
78. 13 DecHousing, Inflation and Why the Fed Should Consider a Pause
79. 13 DecBLS: CPI increased 0.1% in November; Core CPI increased 0.2%
80. 13 DecTuesday: CPI
81. 12 DecSecond Home Market: South Lake Tahoe in November
82. 12 Dec2nd Look at Local Housing Markets in November; Another step down in sales in November
83. 12 DecHousing December 12th Weekly Update: Inventory Decreased 2.5% Week-over-week
84. 12 DecFour High Frequency Indicators for the Economy
85. 11 DecSunday Night Futures
86. 11 DecFOMC Preview: 50bp Hike, Increase "Terminal Rate"
87. 10 DecReal Estate Newsletter Articles this Week: Mortgage Equity Withdrawal Still Solid in Q3
88. 10 DecSchedule for Week of December 11, 2022
89. 10 DecCOVID Dec 9, 2022: Update on Cases, Hospitalizations and Deaths
90. 9 DecQ4 GDP Tracking
91. 9 DecMortgage Equity Withdrawal Still Solid in Q3; Homeowners now relying on Home Equity lines to extract equity
92. 9 DecFed's Flow of Funds: Household Net Worth Decreased $0.4 Trillion in Q3
93. 9 DecLeading Index for Commercial Real Estate Increases in November
94. 9 DecFriday: PPI, Flow of Funds
95. 8 DecRealtor.com Reports Weekly Active Inventory Up 53% Year-over-year; New Listings Down 8%
96. 8 DecHotels: Occupancy Rate Down 7.7% Compared to Same Week in 2019
97. 8 Dec2023 Housing Forecasts
98. 8 DecAAR: November Rail Carloads Down Slightly Year-over-year, Intermodal Down
99. 8 DecWeekly Initial Unemployment Claims increase to 230,000
100. 8 DecThursday: Unemployment Claims
101. 7 DecRecession Watch
102. 7 Dec1st Look at Local Housing Markets in November
103. 7 DecWholesale Used Car Prices Declined Slightly in November; Prices Down 14.2% Year-over-year
104. 7 DecMBA: Mortgage Applications Decrease in Latest Weekly Survey
105. 6 DecFDIC: Problem Banks Increased to 42 in Q3 2022
106. 6 DecUpdate: Framing Lumber Prices Close to Pre-Pandemic Levels
107. 6 DecQ3 Update: Delinquencies, Foreclosures and REO
108. 6 DecTrade Deficit increased to $78.2 Billion in October
109. 6 DecCoreLogic: House Prices up 10.1% YoY in October; Declined 0.1% MoM in October NSA
110. 6 DecTuesday: Trade Deficit
111. 5 DecQ4 GDP Tracking: Around 1.5%
112. 5 DecBlack Knight Mortgage Monitor: Home Prices Declined in October; Down 3.2% since June
113. 5 DecISM® Services Index Increased to 56.5% in November
114. 5 DecHousing December 5th Weekly Update: Inventory Decreased 2.6% Week-over-week
115. 5 DecFour High Frequency Indicators for the Economy
116. 5 DecSunday Night Futures
117. 4 DecHeavy Truck Sales Up 11% Year-over-year
118. 3 DecReal Estate Newsletter Articles this Week: Inflation Adjusted House Prices 3.3% Below Peak
119. 3 DecSchedule for Week of December 4, 2022
120. 3 DecCOVID Dec 2, 2022: Update on Cases, Hospitalizations and Deaths
121. 2 DecHotels: Occupancy Rate Down 0.5% Compared to Same Week in 2019
122. 2 DecRealtor.com Reports Weekly Active Inventory Up 53% Year-over-year; New Listings Down 17%
123. 2 DecComments on November Employment Report
124. 2 DecNovember Employment Report: 263 thousand Jobs, 3.7% Unemployment Rate
125. 2 DecFriday: Employment Report
126. 2 DecVehicles Sales Declined to 14.14 million SAAR in November
127. 1 DecNovember Employment Preview
128. 1 DecFannie Mae: Mortgage Serious Delinquency Rate Decreased in October
129. 1 DecRents Falling Faster than "Seasonality Alone"
130. 1 DecConstruction Spending Decreased 0.3% in October
131. 1 DecISM® Manufacturing index Declined to 49.0% in November
132. 1 DecPersonal Income increased 0.7% in October; Spending increased 0.8%
133. 1 DecWeekly Initial Unemployment Claims decrease to 225,000
134. 1 DecThursday: Personal Income & Outlays, Unemployment Claims, ISM Mfg, Construction Spending, Vehicle Sales

November 2022

1. 30 NovFed's Beige Book: "Apartment leasing started to slow"
2. 30 NovFed Chair Powell: "The time for moderating the pace of rate increases may come as soon as the December meeting"
3. 30 NovInflation Adjusted House Prices 3.3% Below Peak
4. 30 NovNAR: Pending Home Sales Decreased 4.6% in October, Year-over-year Down 37%
5. 30 NovBLS: Job Openings Decreased to 10.3 million in October
6. 30 NovQ3 GDP Growth Revised Up to 2.9% Annual Rate
7. 30 NovADP: Private Employment Increased 127,000 in November
8. 30 NovMBA: Mortgage Applications Decrease in Latest Weekly Survey
9. 30 NovWednesday: GDP, ADP Employment, Job Openings, Pending Home Sales, Fed Chair Powell and More
10. 29 NovLas Vegas October 2022: Visitor Traffic Down Just 0.8% Compared to 2019; Convention Traffic UP
11. 29 NovFHFA Announces Baseline Conforming Loan Limit Will Increase to $726,200
12. 29 NovComments on September Case-Shiller and FHFA House Prices
13. 29 NovCase-Shiller: National House Price Index "Continued to Decline" to 10.6% year-over-year increase in September
14. 29 NovTuesday: Case-Shiller House Prices
15. 28 NovJoin the CalculatedRisk Newsletter subscriber chat
16. 28 NovHousing November 28th Weekly Update: Inventory Decreased Slightly Week-over-week
17. 28 NovFour High Frequency Indicators for the Economy
18. 28 NovSunday Night Futures
19. 27 NovRealtor.com Reports Weekly Active Inventory Up 49% Year-over-year; New Listings Down 17%
20. 26 NovReal Estate Newsletter Articles this Week: "With rising cancellations, the Census Bureau overestimates New Home sales"
21. 26 NovSchedule for Week of November 27, 2022
22. 26 NovCOVID Nov 25, 2022: Update on Cases, Hospitalizations and Deaths
23. 25 NovCase-Shiller, FHFA House Prices Indexes and Conforming Loan Limits will be released on Tuesday
24. 25 NovPhilly Fed: State Coincident Indexes Increased in 20 States in October
25. 24 NovFive Economic Reasons to be Thankful
26. 23 NovFreddie Mac: Mortgage Serious Delinquency Rate decreased in October
27. 23 NovQ4 GDP Tracking: Moving on up
28. 23 NovNew Home Sales Increased in October; Completed Inventory Increased
29. 23 NovNew Home Sales Increase to 632,000 Annual Rate in October
30. 23 NovWeekly Initial Unemployment Claims increase to 240,000
31. 23 NovMBA: Mortgage Applications Increase in Latest Weekly Survey
32. 23 NovWednesday: Unemployment Claims, Durable Goods, New Home Sales, FOMC Minutes
33. 22 NovNovember Vehicle Sales Forecast: Down slightly from October; Up 11% Year-over-year
34. 22 NovBlack Knight: Mortgage Delinquency Rate Increased in October, Impacted by Hurricane
35. 22 NovLawler: Likely "Dramatic shift" in Household Formation has "Major implications" for 2023
36. 22 NovTuesday: Richmond Fed Mfg
37. 21 NovMBA Survey: "Share of Mortgage Loans in Forbearance Increases Slightly to 0.70% in October"
38. 21 NovFinal Look at Local Housing Markets in October
39. 21 NovHousing November 21st Weekly Update: Inventory Decreased Slightly Week-over-week
40. 21 NovFour High Frequency Indicators for the Economy
41. 21 NovSunday Night Futures
42. 20 NovHotels: Occupancy Rate Up 0.9% Compared to Same Week in 2019
43. 19 NovReal Estate Newsletter Articles this Week: Record Number of Housing Units Under Construction
44. 19 NovSchedule for Week of November 20, 2022
45. 19 NovCOVID Nov 18, 2022: Update on Cases, Hospitalizations and Deaths
46. 18 NovEarly Q4 GDP Tracking
47. 18 NovMore Analysis on October Existing Home Sales
48. 18 NovNAR: Existing-Home Sales Decreased to 4.43 million SAAR in October
49. 18 NovLA Port Traffic Down Sharply in October
50. 18 NovFriday: Existing Home Sales
51. 17 NovRealtor.com Reports Weekly Active Inventory Up 45% Year-over-year; New Listings Down 18%
52. 17 NovOctober Housing Starts: Record Number of Housing Units Under Construction
53. 17 NovHousing Starts Decreased to 1.425 million Annual Rate in October
54. 17 NovWeekly Initial Unemployment Claims decrease to 222,000
55. 17 NovThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
56. 16 Nov3rd Look at Local Housing Markets in October; California Sales off 37% YoY, Prices Fall; Early Read on October Sales
57. 16 NovAIA: Architecture Billings Index "decreases considerably" in October
58. 16 NovNAHB: Builder Confidence Decreased Further in November
59. 16 NovIndustrial Production Decreased 0.1 Percent in October
60. 16 NovRetail Sales Increased 1.3% in October
61. 16 NovMBA: Mortgage Applications Increase in Latest Weekly Survey
62. 16 NovWednesday: Retail Sales, Industrial Production, Homebuilder Survey
63. 15 NovInflation: Comparing to 1980, and Core CPI ex-Shelter
64. 15 NovNY Fed Q3 Report: Household Debt Increases, Delinquencies "very low"
65. 15 NovLawler: Are US Rents Falling?
66. 15 NovCoreLogic: Annual Single-Family Rent Growth Decelerates
67. 15 NovTuesday: PPI, NY Fed Mfg, Q3 Household Debt and Credit
68. 14 Nov2nd Look at Local Housing Markets in October
69. 14 NovHousing November 14th Weekly Update: Inventory Decreased Slightly Week-over-week
70. 14 NovFour High Frequency Indicators for the Economy
71. 14 NovSunday Night Futures
72. 13 NovHeavy Truck Sales Up 13% Year-over-year
73. 12 NovReal Estate Newsletter Articles this Week: Current State of the Housing Market; Overview for mid-November
74. 12 NovSchedule for Week of November 13, 2022
75. 11 NovCOVID Nov 11, 2022: Update on Cases, Hospitalizations and Deaths
76. 11 NovEarly Q4 GDP Tracking
77. 11 NovCurrent State of the Housing Market; Overview for mid-November
78. 11 NovHotels: Occupancy Rate Down 9.2% Compared to Same Week in 2019
79. 10 NovRealtor.com Reports Weekly Active Inventory Up 42% Year-over-year; New Listings Down 20%
80. 10 NovHousing and Inflation
81. 10 NovMBA: "Mortgage Delinquencies Decrease to New Survey Low in the Third Quarter of 2022"
82. 10 NovCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.4% in October
83. 10 NovWeekly Initial Unemployment Claims increase to 225,000
84. 10 NovBLS: CPI increased 0.4% in October; Core CPI increased 0.3%
85. 10 NovThursday: CPI, Unemployment Claims
86. 9 NovSecond Home Market: South Lake Tahoe in October
87. 9 NovNew Home Cancellations increased Sharply in Q3
88. 9 NovMBA: Mortgage Applications Decrease in Latest Weekly Survey
89. 8 NovCPI Preview and Owners' equivalent rent
90. 8 NovLeading Index for Commercial Real Estate Increases in October
91. 8 NovUpdate: Framing Lumber Prices Close to Pre-Pandemic Levels
92. 8 Nov1st Look at Local Housing Markets in October
93. 8 NovTuesday: Small Business Survey
94. 7 NovFed Survey: Banks reported Tighter Standards, Weaker Demand for Most Loan Types; Stronger Demand for HELOCs
95. 7 NovHousing November 7th Weekly Update: Inventory Decreased Slightly Week-over-week
96. 7 NovBlack Knight Mortgage Monitor: Home Prices Declined in September; Down 2.6% since June
97. 7 NovWholesale Used Car Prices Declined in October; Prices Down 10.6% Year-over-year
98. 7 NovFour High Frequency Indicators for the Economy
99. 6 NovSunday Night Futures
100. 6 NovSolid Holiday Retail Sales Forecasts
101. 5 NovReal Estate Newsletter Articles this Week: “Interest rates have put the brakes on the market.”
102. 5 NovSchedule for Week of November 6, 2022
103. 5 NovCOVID Nov 4, 2022: Update on Cases, Hospitalizations and Deaths
104. 4 NovAAR: October Rail Carloads Up Slightly Year-over-year, Intermodal Down
105. 4 NovRealtor.com Weekly Inventory Up 40% Year-over-year; Now Above Same Week in 2020
106. 4 NovEarly Q4 GDP Tracking and Upward Revisions to Q3 GDP
107. 4 NovComments on October Employment Report
108. 4 NovOctober Employment Report: 261 thousand Jobs, 3.7% Unemployment Rate
109. 4 NovFriday: Employment Report
110. 3 NovGoldman October Payrolls Preview
111. 3 NovRealtor.com Reports Weekly Active Inventory Up 40% Year-over-year; New Listings Down 13%
112. 3 NovOctober Employment Preview
113. 3 NovISM® Services Index Decreased to 54.4% in October
114. 3 Nov“Interest rates have put the brakes on the market.”
115. 3 NovTrade Deficit increased to $73.3 Billion in September
116. 3 NovWeekly Initial Unemployment Claims at 217,000
117. 3 NovThursday: Unemployment Claims, Trade Deficit, ISM Services
118. 2 NovFed's Powell: "Ultimate level of interest rates will be higher than previously expected"
119. 2 NovFOMC Statement: Raise Rates 75 bp; "Ongoing increases appropriate"
120. 2 NovFirst Look at 2023 Housing Forecasts
121. 2 NovHVS: Q3 2022 Homeownership and Vacancy Rates
122. 2 NovADP: Private Employment Increased 239,000 in October
123. 2 NovMBA: Mortgage Applications Decrease in Latest Weekly Survey
124. 2 NovWednesday: FOMC Announcement, ADP Employment
125. 1 NovVehicles Sales "Surge" to 14.90 million SAAR in October
126. 1 NovHow Much will the Fannie & Freddie Conforming Loan Limit Increase for 2023?
127. 1 NovBLS: Job Openings Increased to 10.7 million in September
128. 1 NovConstruction Spending Increased 0.2% in September
129. 1 NovISM® Manufacturing index Declined to 50.2% in October
130. 1 NovCoreLogic: House Prices up 11.4% YoY in September; Declined 0.5% MoM in September NSA
131. 1 NovTuesday: ISM Mfg, Construction Spending, Vehicle Sales

October 2022

1. 31 OctFannie Mae: Mortgage Serious Delinquency Rate Decreased in September
2. 31 OctQ3 2022 GDP Details on Residential and Commercial Real Estate
3. 31 OctYear-over-year Pace of Rent Increases Continues to Slow
4. 31 OctHousing October 31st Weekly Update: Inventory Increased, New High for 2022
5. 31 OctFour High Frequency Indicators for the Economy
6. 30 OctSunday Night Futures
7. 30 OctFOMC Preview: 75bp Hike
8. 29 OctReal Estate Newsletter Articles this Week: National House Price Index "Continued to Decelerate"
9. 29 OctSchedule for Week of October 30, 2022
10. 29 OctCOVID Oct 28, 2022: Update on Cases, Hospitalizations and Deaths
11. 28 OctHotels: Occupancy Rate Down 0.5% Compared to Same Week in 2019
12. 28 OctLawler: Selected Operating Results, Large Home Builders; Cancellation Rates Increasing Sharply
13. 28 OctNMHC: Survey shows "Apartment Market Softens" in October
14. 28 OctNAR: Pending Home Sales Decreased 10.2% in September, Year-over-year Down 31%
15. 28 OctPersonal Income increased 0.4% in September; Spending increased 0.6%
16. 28 OctFriday: Personal Income and Outlays, Pending Home Sales
17. 27 OctLas Vegas September 2022: Visitor Traffic Down Just 3.5% Compared to 2019
18. 27 OctRealtor.com Reports Weekly Active Inventory Up 36% Year-over-year; New Listings Down 13%
19. 27 OctInflation Adjusted House Prices 2.3% Below Peak
20. 27 OctWeekly Initial Unemployment Claims increase to 217,000
21. 27 OctBEA: Real GDP increased at 2.6% Annualized Rate in Q3
22. 27 OctThursday: GDP, Unemployment Claims, Durable Goods
23. 26 OctPhilly Fed: State Coincident Indexes Increased in 38 States in September
24. 26 OctNew Home Sales Decreased in September; Completed Inventory Increased
25. 26 OctNew Home Sales Decrease to 603,000 Annual Rate in September
26. 26 OctMBA: Mortgage Applications Decrease in Latest Weekly Survey; Lowest Level Since 1997
27. 26 OctWednesday: New Home Sales
28. 25 OctFreddie Mac: Mortgage Serious Delinquency Rate decreased in September
29. 25 OctLawler: Update on the Household “Conundrum”
30. 25 OctComments on August Case-Shiller and FHFA House Prices
31. 25 OctCase-Shiller: National House Price Index "Continued to Decelerate" to 13.0% year-over-year increase in August
32. 25 OctTuesday: Case-Shiller and FHFA House Prices, Richmond Fed Mfg
33. 24 OctOctober Vehicle Sales Forecast: "Signs of Life"
34. 24 OctFinal Look at Local Housing Markets in September
35. 24 OctFour High Frequency Indicators for the Economy
36. 24 OctHousing October 24th Weekly Update: Inventory Increased, New High for 2022
37. 23 OctSunday Night Futures
38. 23 OctRetail: October Seasonal Hiring vs. Holiday Retail Sales
39. 22 OctReal Estate Newsletter Articles this Week: Record Number of Housing Units Under Construction
40. 22 OctSchedule for Week of October 23, 2022
41. 22 OctCOVID Oct 21, 2022: Update on Cases, Hospitalizations and Deaths
42. 21 OctTotal Housing Completions Will Increase About 6% in 2022
43. 21 OctQ3 GDP Tracking: In 2% Range
44. 21 OctBlack Knight: Mortgage Delinquency Rate decreased in September
45. 20 OctHotels: Occupancy Rate Down 2.7% Compared to Same Week in 2019
46. 20 OctRealtor.com Reports Weekly Active Inventory Up 34% Year-over-year; New Listings Down 15%
47. 20 OctMore Analysis on September Existing Home Sales
48. 20 OctNAR: Existing-Home Sales Decreased to 4.71 million SAAR in September
49. 20 OctWeekly Initial Unemployment Claims decrease to 214,000
50. 20 OctThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
51. 19 OctLA Port Traffic Declined in September
52. 19 OctFed's Beige Book: "Rising mortgage rates and elevated house prices further weakened single-family starts and sales"
53. 19 OctAIA: Architecture Billings Index "Moderates but remains healthy" in September
54. 19 OctSeptember Housing Starts: Record Number of Housing Units Under Construction
55. 19 OctHousing Starts Decreased to 1.439 million Annual Rate in September
56. 19 OctMBA: Mortgage Applications Decrease in Latest Weekly Survey; Lowest Level Since 1997
57. 19 OctWednesday: Housing Starts, Beige Book
58. 18 Oct3rd Look at Local Housing Markets in September, California Sales off 30% YoY
59. 18 OctNAHB: Builder Confidence Decreased Sharply in October
60. 18 OctIndustrial Production Increased 0.4 Percent in September
61. 18 OctTuesday: Industrial Production, Homebuilder Confidence
62. 17 OctMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.69% in September"
63. 17 OctLawler: Early Read on Existing Home Sales in September; CAR Predicts Home Prices to Decline 8.8% in 2023!
64. 17 OctSome "Good News" for Homebuilders
65. 17 OctHousing October 17th Weekly Update: Inventory Increased, New High for 2022
66. 17 OctFour High Frequency Indicators for the Economy
67. 16 OctSunday Night Futures
68. 16 OctMonthly Mortgage Payments Up Record Year-over-year
69. 15 OctReal Estate Newsletter Articles this Week: Current State of the Housing Market
70. 15 OctSchedule for Week of October 16, 2022
71. 15 OctCOVID Oct 14, 2022: Update on Cases, Hospitalizations and Deaths
72. 14 OctQ3 GDP Tracking: Moving on Up
73. 14 OctHotels: Occupancy Rate Down 3.5% Compared to Same Week in 2019
74. 14 OctRetail Sales Unchanged in September
75. 14 OctFriday: Retail Sales
76. 13 OctRealtor.com Reports Weekly Active Inventory Up 31% Year-over-year; New Listings Down 15%
77. 13 OctHouse Prices to National Average Wage Index
78. 13 OctCleveland Fed: Median CPI increased 0.7% and Trimmed-mean CPI increased 0.6% in September
79. 13 OctCost of Living Adjustment increases 8.7% in 2023, Contribution Base increased to $160,200
80. 13 OctWeekly Initial Unemployment Claims increase to 228,000
81. 13 OctBLS: CPI increased 0.4% in September; Core CPI increased 0.6%
82. 13 OctThursday: CPI, Unemployment Claims
83. 12 OctFOMC Minutes "Purposefully moving to a restrictive policy stance in the near term"
84. 12 Oct2nd Look at Local Housing Markets in September
85. 12 OctMBA: Mortgage Applications Decrease in Latest Weekly Survey; Purchase Activity 7% Below Pandemic Low
86. 12 OctWednesday: PPI, FOMC Minutes
87. 11 OctMBA: Mortgage Credit Availability was Never Excessive During the Recent Housing Boom
88. 11 OctSecond Home Market: South Lake Tahoe in September
89. 10 OctLeading Index for Commercial Real Estate "Rises" in September
90. 10 OctCurrent State of the Housing Market; Overview for mid-October
91. 10 OctHousing October 10th Weekly Update: Inventory Increased Slightly; Now Above Same Week in 2020
92. 10 OctFour High Frequency Indicators for the Economy
93. 9 OctSunday Night Futures
94. 9 OctHousing Discussion with Fortune's Lance Lambert
95. 9 OctWholesale Used Car Prices Declined in September; Prices Down Slightly Year-over-year
96. 8 OctReal Estate Newsletter Articles this Week: 7 Years in Purgatory
97. 8 OctSchedule for Week of October 9, 2022
98. 8 OctCOVID Oct 7 2022, Update on Cases, Hospitalizations and Deaths
99. 7 OctAAR: September Rail Carloads Mostly Unchanged Year-over-year, Intermodal Down
100. 7 OctRealtor.com Reports Weekly Active Inventory Up 30% Year-over-year; New Listings Down 17%
101. 7 OctQ3 GDP Tracking Close to 2%
102. 7 OctComments on September Employment Report
103. 7 OctSeptember Employment Report: 263 thousand Jobs, 3.5% Unemployment Rate
104. 7 OctFriday: Employment Report
105. 6 OctGoldman September Payrolls Preview
106. 6 OctSeptember Employment Preview
107. 6 OctHotels: Occupancy Rate Down 2.4% Compared to Same Week in 2019
108. 6 Oct"For many [home] sellers, it likely feels like the rug has been pulled out from underneath them"
109. 6 OctWeekly Initial Unemployment Claims increase to 219,000
110. 6 OctThursday: Unemployment Claims
111. 5 OctReis: Office Vacancy Rate Unchanged in Q3, Mall Vacancy Rate Unchanged
112. 5 OctApartments: Net Absorption Very Low in Q3, New Construction Deliveries Even Lower
113. 5 OctISM® Services Index Decreased to 56.7% in September
114. 5 OctTrade Deficit decreased to $67.4 Billion in August
115. 5 OctADP: Private Employment Increased 208,000 in September
116. 5 OctMBA: Mortgage Applications Decrease in Latest Weekly Survey; Purchase Activity Below Pandemic Low
117. 5 OctWednesday: ADP Employment, Trade Deficit, ISM Services
118. 4 OctHeavy Truck Sales Up 20% Year-over-year
119. 4 OctHouse Prices: 7 Years in Purgatory
120. 4 OctBLS: Job Openings Decreased to 10.1 million in August
121. 4 OctCoreLogic: House Prices up 13.5% YoY in August; Declined 0.7% MoM in August
122. 4 OctTuesday: Job Openings, CoreLogic House Prices
123. 3 OctVehicles Sales Increased to 13.49 million SAAR in September
124. 3 OctQ3 2022 Update: Unofficial Problem Bank list Decreased to 51 Institutions; Search for "Whale" Continues
125. 3 OctBlack Knight Mortgage Monitor: "Home Prices Down Again in August ... Now 2% Off June Peak"
126. 3 OctConstruction Spending Decreased 0.7% in August
127. 3 OctISM® Manufacturing index Declined to 50.9% in September
128. 3 OctHousing October 3rd Update: Inventory Increased 0.8% Last Week; Hits New Peak for 2022
129. 3 OctFour High Frequency Indicators for the Economy
130. 2 OctMonday: ISM Mfg, Construction Spending
131. 2 OctUpdate: Framing Lumber Prices Close to Pre-Pandemic Levels
132. 1 OctReal Estate Newsletter Articles this Week
133. 1 OctSchedule for Week of October 2, 2022
134. 1 OctCOVID Sept 30, 2022, Update on Cases, Hospitalizations and Deaths

September 2022

1. 30 SepFannie Mae: Mortgage Serious Delinquency Rate Decreased in August
2. 30 SepGoldman Sees US House Prices Falling 5% to 10%
3. 30 SepQ3 GDP Tracking: 1% to 2% Range
4. 30 SepRealtor.com Reports Weekly Active Inventory Up 29% Year-over-year; New Listings Down 10%
5. 30 SepPersonal Income increased 0.3% in August; Spending increased 0.4%
6. 30 SepFriday: Personal Income & Outlays, Chicago PMI
7. 29 SepLas Vegas August 2022: Visitor Traffic Down 10.9% Compared to 2019
8. 29 SepHotels: Occupancy Rate Down 1.5% Compared to Same Week in 2019
9. 29 SepInflation Adjusted House Prices Declined Further in July
10. 29 SepWeekly Initial Unemployment Claims decrease to 193,000
11. 29 SepQ2 GDP Growth Unrevised at minus 0.6% Annual Rate
12. 29 SepThursday: Unemployment Claims, GDP
13. 28 SepA few comments on the Seasonal Pattern for House Prices
14. 28 SepPace of Rent Increases Continues to Slow
15. 28 SepNAR: Pending Home Sales Decreased 2.0% in August
16. 28 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey
17. 28 SepWednesday: Pending Home Sales
18. 27 SepNew Home Sales Increased in August; Completed Inventory Increased
19. 27 SepNew Home Sales Increase to 685,000 Annual Rate in August
20. 27 SepComments on July Case-Shiller and FHFA House Price Decreases
21. 27 SepCase-Shiller: National House Price Index "Continued its Deceleration" to 15.8% year-over-year increase in July
22. 27 SepTuesday: Durable Goods, Case-Shiller and FHFA House Prices, New Home Sales, Richmond Fed Mfg
23. 26 SepFreddie Mac: Mortgage Serious Delinquency Rate decreased in August
24. 26 SepNew Home Sales and Cancellations: Net vs Gross Sales
25. 26 SepHousing September 26th Update: Inventory Increased 0.9% Last Week; Hits New Peak for 2022
26. 26 SepFour High Frequency Indicators for the Economy
27. 25 SepSunday Night Futures
28. 25 SepMonthly Mortgage Payments Up Record Year-over-year
29. 24 SepReal Estate Newsletter Articles this Week
30. 24 SepSchedule for Week of September 25, 2022
31. 24 SepCOVID Sept 23, 2022, Update on Cases, Hospitalizations and Deaths
32. 23 SepSeptember Vehicle Sales Forecast: Increase to 13.7 million SAAR
33. 23 SepWhy Measures of Existing Home Inventory appear Different
34. 23 SepQ3 GDP Tracking: Close to 1%
35. 23 SepBlack Knight: Mortgage Delinquency Rate decreased in August
36. 22 SepLA Port Traffic: Inbound Declined in August
37. 22 SepRealtor.com Reports Weekly Active Inventory Up 28% Year-over-year; New Listings Down 10%
38. 22 SepHotels: Occupancy Rate Down 2.4% Compared to Same Week in 2019
39. 22 SepFinal Look at Local Housing Markets in August
40. 22 SepWeekly Initial Unemployment Claims at 213,000
41. 22 SepThursday: Unemployment Claims
42. 21 SepFOMC Projections and Press Conference
43. 21 SepFOMC Statement: Raise Rates 75 bp; "Ongoing increases appropriate"
44. 21 SepMore Analysis on August Existing Home Sales
45. 21 SepNAR: Existing-Home Sales Decreased to 4.80 million SAAR in August
46. 21 SepAIA: Architecture Billings Index shows "Demand for design services accelerates" in August
47. 21 SepMBA: Mortgage Applications Increase in Latest Weekly Survey
48. 21 SepWednesday: Existing Home Sales, FOMC Statement
49. 20 Sep3rd Look at Local Housing Markets in August
50. 20 SepAugust Housing Starts: Record Number of Housing Units Under Construction
51. 20 SepHousing Starts Increased to 1.575 million Annual Rate in August
52. 19 SepBloomberg: Home-Flipper Opendoor Hit With Losses in Echo of Zillow Collapse
53. 19 SepNAHB: Builder Confidence Declined in September
54. 19 SepHousing September 19th Update: Inventory Increased 0.9% Last Week
55. 19 SepSunday Night Futures
56. 18 SepFOMC Preview: 75bp Hike
57. 17 SepReal Estate Newsletter Articles this Week
58. 17 SepSchedule for Week of September 18, 2022
59. 17 SepCOVID Sept 16, 2022, Update on Cases, Hospitalizations and Deaths
60. 16 SepCalifornia Home Sales off 24% YoY in August, Prices Up Only 1.4% YoY; August Existing Home Sales Forecast
61. 16 SepQ3 GDP Tracking: Close to 1%
62. 16 SepPredicting the Next Recession
63. 15 SepQ2 Update: Delinquencies, Foreclosures and REO
64. 15 SepIndustrial Production Decreased 0.2 Percent in August
65. 15 SepRetail Sales Increase 0.3% in August
66. 15 SepWeekly Initial Unemployment Claims decrease to 213,000
67. 15 SepThursday: Retail Sales, Unemployment Claims, Industrial Production, Philly Fed Mfg, NY Fed Mfg
68. 14 Sep30-Year Mortgage Rates at 6.30%; 14 Year High
69. 14 Sep2nd Look at Local Housing Markets in August
70. 14 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey
71. 14 SepWednesday: PPI
72. 13 SepCurrent State of the Housing Market; Overview for mid-September
73. 13 SepCleveland Fed: Median CPI increased 0.7% and Trimmed-mean CPI increased 0.6% in August
74. 13 SepEarly Look at 2023 Cost-Of-Living Adjustments and Maximum Contribution Base
75. 13 SepBLS: CPI increased 0.1% in August; Core CPI increased 0.6%
76. 13 SepTuesday: CPI
77. 12 SepSecond Home Market: South Lake Tahoe in August
78. 12 SepMortgage Equity Withdrawal Still Strong in Q2; Homeowners now relying on Home Equity lines to extract equity
79. 12 SepHousing September 12th Update: Inventory Decreased 1.0% Last Week
80. 12 SepFour High Frequency Indicators for the Economy
81. 11 SepSunday Night Futures
82. 11 SepHotels: Occupancy Rate UP 3.1% Compared to Same Week in 2019
83. 10 SepReal Estate Newsletter Articles this Week
84. 10 SepSchedule for Week of September 11, 2022
85. 10 SepCOVID Sept 9, 2022, Update on Cases, Hospitalizations and Deaths
86. 9 SepAAR: August Rail Carloads Up Year-over-year, Intermodal Down
87. 9 SepQ3 GDP Tracking: Just Over 1%
88. 9 SepFed's Flow of Funds: Household Net Worth Decreased $6.1 Trillion in Q2
89. 9 Sep1st Look at Local Housing Markets in August, Sales and New Listings Down Sharpy Year-over-year
90. 8 SepFriday: Q2 Flow of Funds
91. 8 SepLeading Index for Commercial Real Estate "Dips" in August
92. 8 SepFDIC: Problem Banks Unchanged, Residential REO Decreased Slightly in Q2 2022
93. 8 Sep"Wholesale Used-Vehicle Prices Decline Substantially in August"
94. 8 SepHomebuilder Comments in August: Increased Incentives Helping Sales, "Construction cycle time has improved"
95. 8 SepWeekly Initial Unemployment Claims decrease to 222,000
96. 8 SepThursday: Unemployment Claims, Fed Chair Powell
97. 7 SepFed's Beige Book: "Residential real estate conditions weakened noticeably as home sales fell in all twelve Districts"
98. 7 SepBlack Knight Mortgage Monitor: "Total market leverage was just 42% of mortgaged homes’ values, the lowest on record"
99. 7 SepTrade Deficit decreased to $70.6 Billion in July
100. 7 SepMBA: Mortgage Applications Decrease in Latest Weekly Survey
101. 7 SepWednesday: Trade Deficit, Beige Book
102. 6 SepLawler: Are “National” Home Prices Already Falling?
103. 6 SepThe Sharp Slowdown in Year-over-year House Price Growth
104. 6 SepISM® Services Index Increased to 56.9% in August
105. 6 SepCoreLogic: House Prices up 15.8% YoY in July
106. 5 SepTuesday: CoreLogic House Prices, ISM Services
107. 5 SepSummer Teen Employment
108. 5 SepHousing September 5th Update: Inventory Dips Slightly
109. 5 SepFour High Frequency Indicators for the Economy
110. 4 SepHotels: Occupancy Rate Down 2.5% Compared to Same Week in 2019
111. 3 SepReal Estate Newsletter Articles this Week
112. 3 SepSchedule for Week of September 4, 2022
113. 3 SepCOVID Sept 2, 2022, Update on Cases, Hospitalizations and Deaths
114. 2 SepWill House Prices Decline Nationally?
115. 2 SepQ3 GDP Forecasts: Just Over 1%
116. 2 SepHeavy Truck Sales Decline Slightly in August; Still Solid
117. 2 SepComments on August Employment Report
118. 2 SepAugust Employment Report: 315 thousand Jobs, 3.7% Unemployment Rate
119. 2 SepFriday: Employment Report
120. 1 SepVehicles Sales Decreased to 13.18 million SAAR in August
121. 1 SepGoldman August Payrolls Preview
122. 1 SepAugust Employment Preview
123. 1 SepActive vs Total Existing Home Inventory
124. 1 SepConstruction Spending Decreased 0.4% in July
125. 1 SepISM® Manufacturing index Unchanged at 52.8% in August
126. 1 SepWeekly Initial Unemployment Claims decrease to 232,000
127. 1 SepThursday: Unemployment Claims, ISM Mfg, Construction Spending, Vehicle Sales

August 2022

1. 31 AugFannie Mae: Mortgage Serious Delinquency Rate Decreased in July
2. 31 AugInflation Adjusted House Prices Declined in June
3. 31 AugADP: Private Employment Increased 132,000 in August
4. 31 AugMBA: Mortgage Applications Decrease in Latest Weekly Survey
5. 31 AugWednesday: ADP Employment, Chicago PMI
6. 30 AugLas Vegas July 2022: Visitor Traffic Down 5.3% Compared to 2019
7. 30 AugComments on June Case-Shiller and FHFA House Price Increases
8. 30 AugBLS: Job Openings "Little Changed" at 11.2 million in July
9. 30 AugCase-Shiller: National House Price Index "Decelerated" to 18.0% year-over-year increase in June
10. 30 AugPace of Rent Increases Continues to Slow
11. 30 AugTuesday: Case-Shiller House Prices, Job Openings
12. 29 Aug30-Year Mortgage Rates Pushing 6% Again
13. 29 AugUpdate: Framing Lumber Prices Up Slightly Year-over-year
14. 29 AugHousing Inventory August 29th Update
15. 29 AugFour High Frequency Indicators for the Economy
16. 29 AugSunday Night Futures
17. 28 AugHotels: Occupancy Rate Down 2.8% Compared to Same Week in 2019
18. 27 AugReal Estate Newsletter Articles this Week
19. 27 AugSchedule for Week of August 28, 2022
20. 27 AugCOVID August 26, 2022, Update on Cases, Hospitalizations and Deaths
21. 26 AugBlack Knight: Median House Prices Declined in July; First Decline in 32 Months
22. 26 AugQ3 GDP Forecasts: Around 1%
23. 26 AugFed Chair Powell: "Higher interest rates ... will also bring some pain to households and businesses"
24. 26 AugPersonal Income increased 0.2% in July; Spending increased 0.1%
25. 26 AugFriday: Personal Income & Outlays, Fed Chair Powell
26. 25 AugFreddie Mac: Mortgage Serious Delinquency Rate decreased in July
27. 25 AugThe Sellers Strike and Housing Inventory
28. 25 AugAugust Vehicle Sales Forecast: Unchanged at 13.3 million SAAR
29. 25 AugQ2 GDP Growth Revised Up to minus 0.6% Annual Rate
30. 25 AugWeekly Initial Unemployment Claims decrease to 243,000
31. 25 AugThursday: GDP, Unemployment Claims
32. 24 AugUpdate: Housing Completions will Increase Sharply in Late 2022 and Early 2023
33. 24 AugAIA: Architecture Billings Index "slows but remains healthy" in July
34. 24 AugEmployment: Preliminary annual benchmark revision shows upward adjustment of 462,000 jobs
35. 24 AugNAR: Pending Home Sales Decreased 1.0% in July
36. 24 AugBlack Knight: Mortgage Delinquency Rate increased in July
37. 24 AugMBA: Mortgage Applications Decrease in Latest Weekly Survey
38. 24 AugWednesday: Durable Goods, Pending Home Sales, Preliminary Employment Benchmark Revision
39. 23 AugDOT: Vehicle Miles Driven Decreased year-over-year in June
40. 23 AugNew Home Sales Decrease Sharply, Record Months of Unsold Inventory Under Construction
41. 23 AugNew Home Sales Decrease Sharply to 511,000 Annual Rate in July
42. 23 AugTuesday: New Home Sales, Richmond Fed Mfg
43. 22 AugFinal Look at Local Housing Markets in July
44. 22 AugHousing Inventory August 22nd Update: Growth has Slowed
45. 22 AugFour High Frequency Indicators for the Economy
46. 21 AugSunday Night Futures
47. 21 AugUsed Vehicle Wholesale Prices Decreased 3.6% in First Half of August; Goldman Sees Sharp Decline in User Car PCE Inflation
48. 20 AugReal Estate Newsletter Articles this Week
49. 20 AugSchedule for Week of August 21, 2022
50. 20 AugCOVID August 19, 2022, Update on Cases, Hospitalizations and Deaths
51. 19 AugRealtor.com Reports Weekly Inventory Up 27% Year-over-year; New Listings Down 15%
52. 19 AugSlowdown in Showings Suggests a Further Decline in Existing Home Sales in August
53. 19 AugQ3 GDP Forecasts: Around 1%
54. 19 AugLA Port Traffic: Mostly Steady in July
55. 18 AugHotels: Occupancy Rate Down 4.6% Compared to Same Week in 2019
56. 18 AugMore Analysis on July Existing Home Sales
57. 18 AugNAR: Existing-Home Sales Decreased to 4.81 million SAAR in July
58. 18 AugWeekly Initial Unemployment Claims decrease to 250,000
59. 18 AugThursday: Unemployment Claims, Philly Fed Mfg, Existing Home Sales
60. 17 AugFOMC Minutes "Participants anticipated that this slowdown in housing activity would continue"
61. 17 Aug4th Look at Local Housing Markets in July, California Sales off 31%, July Forecast
62. 17 AugRetail Sales "Unchanged" in July
63. 17 AugMBA: Mortgage Applications Decrease in Latest Weekly Survey
64. 17 AugWednesday: Retail Sales, FOMC Minutes
65. 16 AugLawler: Early Read on Existing Home Sales in July
66. 16 AugJuly Housing Starts: Units Under Construction Declined Slightly
67. 16 AugIndustrial Production Increased 0.6 Percent in July
68. 16 AugHousing Starts Decreased to 1.446 million Annual Rate in July
69. 16 AugTuesday: Housing Starts, Industrial Production
70. 15 AugMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.74% in July"
71. 15 Aug3rd Look at Local Housing Markets in July, Sales Down Sharply
72. 15 AugNAHB: Builder Confidence Turns Slightly Negative in August
73. 15 AugHousing Inventory August 15th Update: Up 30.3% Year-over-year
74. 15 AugFour High Frequency Indicators for the Economy
75. 14 AugMonday: NY Fed Mfg, Homebuilder Survey
76. 14 AugSummer Teen Employment
77. 13 AugReal Estate Newsletter Articles this Week
78. 13 AugSchedule for Week of August 14, 2022
79. 13 AugCOVID August 12, 2022, Update on Cases, Hospitalizations and Deaths
80. 12 AugLawler: American Homes 4 Rent Slashing MLS Purchases of Single Family Homes
81. 12 AugRealtor.com Reports Weekly Inventory Up 28% Year-over-year; Inventory growth is slowing
82. 12 AugEarly Q3 GDP Forecasts
83. 12 AugSecond Home Market: South Lake Tahoe in July
84. 11 AugHotels: Occupancy Rate Down 5.7% Compared to Same Week in 2019
85. 11 AugCurrent State of the Housing Market
86. 11 AugMBA: "Mortgage Delinquencies Decrease in the Second Quarter of 2022"
87. 11 AugWeekly Initial Unemployment Claims increase to 262,000
88. 11 AugThursday: Unemployment Claims, PPI
89. 10 AugHomebuyers Hit Brakes in July, Sellers Hold Back
90. 10 AugCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.4% in July
91. 10 AugEarly Look at 2023 Cost-Of-Living Adjustments and Maximum Contribution Base
92. 10 AugBLS: CPI Unchanged in July; Core CPI increased 0.3%
93. 10 AugMBA: Mortgage Applications Increase in Latest Weekly Survey
94. 10 AugWednesday: CPI
95. 9 AugVehicle Sales: Fleet Turnover Ratio and the Inflation Impact
96. 9 AugLeading Index for Commercial Real Estate increases in July
97. 9 Aug1st Look at Local Housing Markets in July
98. 8 AugHousing Inventory Growth Has Slowed in Recent Weeks
99. 8 AugAugust 8th Update: Housing Inventory Increases Slow
100. 8 AugFour High Frequency Indicators for the Economy
101. 8 AugSunday Night Futures
102. 7 AugAAR: July Rail Carloads Up Slightly Year-over-year, Intermodal Down
103. 6 AugReal Estate Newsletter Articles this Week
104. 6 AugSchedule for Week of August 7, 2022
105. 6 AugCOVID August 5, 2022, Update on Cases, Hospitalizations and Deaths
106. 5 AugNew Home Cancellations increased Sharply in Q2
107. 5 AugUsed Vehicle Wholesale Prices Decreased 0.1% in July
108. 5 AugComments on July Employment Report
109. 5 AugJuly Employment Report: 528 thousand Jobs, 3.5% Unemployment Rate
110. 5 AugFriday: Employment Report
111. 4 AugGoldman July Payrolls Preview
112. 4 AugHotels: Occupancy Rate Down 3.8% Compared to Same Week in 2019
113. 4 AugDenver Real Estate in July: Sales Off 31.6% YoY, Inventory Up 81.5%
114. 4 AugJuly Employment Preview
115. 4 AugTrade Deficit decreased to $79.6 Billion in June
116. 4 AugWeekly Initial Unemployment Claims increase to 260,000
117. 4 AugThursday: Trade Deficit, Unemployment Claims
118. 3 AugHeavy Truck Sales Solid in July
119. 3 AugHow Much will the Fannie & Freddie Conforming Loan Limit Increase for 2023?
120. 3 AugISM® Services Index Increased to 56.7% in July, Employment Contracted
121. 3 AugMBA: Mortgage Applications Increase in Latest Weekly Survey
122. 3 AugWednesday: ISM Services
123. 2 AugVehicles Sales Increased to 13.35 million SAAR in July
124. 2 AugWill 5% Mortgage Rates Cushion the Housing Market?
125. 2 AugNY Fed Q2 Report: Total Household Debt Surpasses $16 trillion
126. 2 AugHVS: Q2 2022 Homeownership and Vacancy Rates
127. 2 AugBLS: Job Openings Decreased to 10.7 million in June
128. 2 AugCoreLogic: House Prices up 18.3% YoY in June
129. 2 AugTuesday: Job Openings, Q2 Household Debt and Credit, Vehicle Sales
130. 1 AugConstruction Spending Decreased 1.1% in June
131. 1 AugISM® Manufacturing index Decreased to 52.8% in July
132. 1 AugBlack Knight Mortgage Monitor: "Record-Setting Slowdown in Home Price Growth"
133. 1 AugHousing Inventory August 1st Update: Up 32.3% Year-over-year
134. 1 AugFive High Frequency Indicators for the Economy
135. 1 AugMonday: ISM Mfg, Construction Spending

July 2022

1. 31 Jul30-Year Mortgage Rates Decrease to 5.13%
2. 30 JulReal Estate Newsletter Articles this Week
3. 30 JulSchedule for Week of July 31, 2022
4. 30 JulCOVID July 29, 2022, Update on Cases, Hospitalizations and Deaths
5. 29 JulFannie Mae: Mortgage Serious Delinquency Rate Decreased in June
6. 29 JulRent Increases Up Sharply Year-over-year, Pace Continues to Slow
7. 29 JulQ2 2022 GDP Details on Residential and Commercial Real Estate
8. 29 JulHotels: Occupancy Rate Down 6.0% Compared to Same Week in 2019
9. 29 JulPersonal Income increased 0.6% in June; Spending increased 1.1%
10. 29 JulFriday: June Personal Income and Outlays
11. 28 JulLas Vegas June 2022: Visitor Traffic Down 7.8% Compared to 2019
12. 28 JulMedian vs Repeat Sales Index House Prices
13. 28 JulA Few Comments on Q2 GDP and Investment
14. 28 JulBEA: Real GDP decreased at 0.9% Annualized Rate in Q2
15. 28 JulWeekly Initial Unemployment Claims at 256,000
16. 28 JulThursday: Q2 GDP, Unemployment Claims
17. 27 JulFOMC Statement: Raise Rates 75 bp; "Ongoing increases appropriate"
18. 27 JulReal House Prices and Price-to-Rent Ratio in May
19. 27 JulNAR: Pending Home Sales Decreased 8.6% in June
20. 27 JulMBA: Mortgage Applications Decrease in Latest Weekly Survey
21. 27 JulWednesday: FOMC Statement, Durable Goods, Pending Home Sales
22. 26 JulJuly Vehicle Sales Forecast: Increase to 13.3 million SAAR
23. 26 JulFreddie Mac: Mortgage Serious Delinquency Rate decreased in June
24. 26 JulNew Home Sales Decrease Sharply, Record Months of Unsold Inventory Under Construction
25. 26 JulNew Home Sales Decrease Sharply to 590,000 Annual Rate in June
26. 26 JulComments on May Case-Shiller and FHFA House Price Increases
27. 26 JulCase-Shiller: National House Price Index increased 19.7% year-over-year in May
28. 26 JulTuesday: New Home Sales, Case-Shiller House Prices, Richmond Fed Mfg
29. 25 JulWill Housing Inventory Follow the Normal Seasonal Pattern?
30. 25 JulBlack Knight: Mortgage Delinquency Rate increased in June; Remains Well below Pre-Pandemic Levels
31. 25 JulHousing Inventory July 25th Update: Up 30.5% Year-over-year
32. 25 JulFive High Frequency Indicators for the Economy
33. 24 JulSunday Night Futures
34. 24 JulFOMC Preview: 75bp Hike
35. 23 JulReal Estate Newsletter Articles this Week
36. 23 JulSchedule for Week of July 24, 2022
37. 23 JulCOVID July 22, 2022, Update on Cases, Hospitalizations and Deaths
38. 22 JulBLS: Eight States Set New Record Series Low Unemployment rates in June
39. 22 JulQ2 GDP Forecasts: Slightly Negative
40. 22 JulHotels: Occupancy Rate Down 7.4% Compared to Same Week in 2019
41. 21 JulRealtor.com Reports Weekly Inventory Up 29% Year-over-year
42. 21 JulFinal Look at Local Housing Markets in June, Inventory Up, Sales Down Sharply, New Listings Picking Up
43. 21 JulNMHC: July Apartment Market Survey shows "Barely" Tighter Conditions
44. 21 JulWeekly Initial Unemployment Claims Increase to 251,000
45. 21 JulThursday: Unemployment Claims, Philly Fed Mfg
46. 20 JulAIA: Architecture Billings Index shows "increasing demand" in June
47. 20 JulMore Analysis on June Existing Home Sales
48. 20 JulNAR: Existing-Home Sales Decreased to 5.12 million SAAR in June
49. 20 JulMBA: Mortgage Applications Decrease in Latest Weekly Survey
50. 20 JulWednesday: Existing Home Sales
51. 19 JulSlowdown in Showings Suggests Further Declines in Existing Home Sales in Coming Months
52. 19 JulJune Housing Starts: All-Time Record Housing Units Under Construction
53. 19 JulHousing Starts Decreased to 1.559 million Annual Rate in June
54. 19 JulTuesday: Housing Starts
55. 18 JulMBA Survey: "Share of Mortgage Loans in Forbearance Decreases Slightly to 0.81% in June"
56. 18 Jul3rd Look at Local Housing Markets in June, Sales Down Sharply, Inventory "Surged"
57. 18 JulNAHB: Builder Confidence "Plunges" to 55 in July
58. 18 JulHousing Inventory July 18th Update: Up 30% Year-over-year
59. 18 JulFive High Frequency Indicators for the Economy
60. 18 JulMonday: Homebuilder Survey
61. 17 JulRecord Single Family Investor Buying in Q1, Possible evidence of Slowdown in Q2
62. 16 JulReal Estate Newsletter Articles this Week
63. 16 JulSchedule for Week of July 17, 2022
64. 16 JulCOVID July 15, 2022, Update on Cases, Hospitalizations and Deaths
65. 15 JulEarly Read on Existing Home Sales in June
66. 15 JulQ2 GDP Forecasts: Slightly Negative
67. 15 JulIndustrial Production Decreased 0.2 Percent in June
68. 15 JulRetail Sales Increased 1.0% in June
69. 15 JulFriday: Retail Sales, Industrial Production, NY Fed Mfg
70. 14 JulCurrent State of the Housing Market
71. 14 JulHotels: Occupancy Rate Down 14.5% Compared to Same Week in 2019
72. 14 JulLA Port Traffic: Mostly Steady in June
73. 14 JulWeekly Initial Unemployment Claims Increase to 244,000
74. 14 JulThursday: Unemployment Claims, PPI
75. 13 JulFed's Beige Book: "Housing demand weakened noticeably"
76. 13 JulLawler on Demographics: Observations and Updated Population Projections
77. 13 JulCleveland Fed: Median CPI increased 0.7% and Trimmed-mean CPI increased 0.8% in June
78. 13 JulEarly Look at 2023 Cost-Of-Living Adjustments and Maximum Contribution Base
79. 13 JulBLS: CPI increased 1.3% in June; Core CPI increased 0.7%
80. 13 JulMBA: Mortgage Applications Decrease in Latest Weekly Survey
81. 13 JulWednesday: CPI, Beige Book
82. 12 JulLeading Index for Commercial Real Estate "Slight Gain In June"
83. 12 Jul2nd Look at Local Housing Markets in June, Sales Down Sharply Year-over-year
84. 12 JulReis: Office Vacancy Rate Increased in Q2, Mall Vacancy Rate Unchanged
85. 12 JulKey Week for Inflation and Mortgage Rates
86. 11 JulQ2 2022 Update: Unofficial Problem Bank list Decreased to 52 Institutions; Search for "Whale" Continues
87. 11 JulSecond Home Market: South Lake Tahoe in June
88. 11 JulHomebuilder Comments in June: “Someone turned out the lights on our sales in June!"
89. 11 JulHousing Inventory July 11th Update: Up 32% Year-over-year
90. 11 JulFive High Frequency Indicators for the Economy
91. 11 JulSunday Night Futures
92. 10 JulHotels: Occupancy Rate Up 2.9% Compared to Same Week in 2019
93. 9 JulReal Estate Newsletter Articles this Week
94. 9 JulAAR: June Rail Carloads and Intermodal Down Year-over-year
95. 9 JulSchedule for Week of July 10, 2022
96. 9 JulCOVID July 8, 2022, Update on Cases, Hospitalizations and Deaths
97. 8 JulUsed Vehicle Wholesale Prices Decreased 1.3% in June
98. 8 JulApartment Vacancy Rate Declined in Q2
99. 8 JulQ2 GDP Forecasts: Slightly Negative
100. 8 JulComments on June Employment Report
101. 8 JulJune Employment Report: 372 thousand Jobs, 3.6% Unemployment Rate
102. 8 JulFriday: Employment Report
103. 7 JulGoldman June Payrolls Preview
104. 7 JulJune Employment Preview
105. 7 Jul1st Look at Local Housing Markets in June, Sales Down Sharply
106. 7 JulTrade Deficit decreased to $85.5 Billion in May
107. 7 JulWeekly Initial Unemployment Claims Increase to 235,000
108. 7 JulThursday: Unemployment Claims, Trade Deficit
109. 6 JulISM® Services Index Decreased to 55.3% in June, Employment Contracted
110. 6 JulFOMC Minutes "Near-term inflation outlook had deteriorated"
111. 6 JulBlack Knight Mortgage Monitor: "Early signs of cooling in the housing market"
112. 6 JulBLS: Job Openings Decreased to 11.3 million in May
113. 6 JulMBA: Mortgage Applications Decrease in Latest Weekly Survey
114. 6 JulWednesday: Job Openings, ISM Services, FOMC Minutes
115. 5 Jul30-Year Mortgage Rates Decrease to 5.50%
116. 5 JulHeavy Truck Sales Solid in June
117. 5 JulCoreLogic: House Prices up 20.2% YoY in May
118. 5 JulTuesday: CoreLogic House Prices
119. 4 JulHouse Price Declines: How Long for Real Prices to Recover?
120. 4 JulHousing Inventory July 4th Update: Inventory Almost Double from March Low
121. 4 JulFive High Frequency Indicators for the Economy
122. 3 JulRecession Measures and NBER
123. 3 JulZillow Case-Shiller Forecast for May: Slowing House Price Growth
124. 2 JulReal Estate Newsletter Articles this Week
125. 2 JulVehicles Sales Increased to 13.00 million SAAR in June
126. 2 JulSchedule for Week of July 3, 2022
127. 2 JulCOVID July 1, 2022, Update on Cases, Hospitalizations and Deaths
128. 1 JulQ2 GDP Forecasts: Close to Zero
129. 1 JulRent Increases Up Sharply Year-over-year, Pace is slowing
130. 1 JulConstruction Spending Decreased 0.1% in May
131. 1 JulISM® Manufacturing index Decreased to 53.0% in June
132. 1 JulFriday: ISM Manufacturing, Construction Spending, Vehicle Sales

June 2022

1. 30 JunFannie Mae: Mortgage Serious Delinquency Rate Decreased in May
2. 30 JunLas Vegas May 2022: Visitor Traffic Down 6.6% Compared to 2019
3. 30 JunHotels: Occupancy Rate Down 4.1% Compared to Same Week in 2019
4. 30 JunRealtor.com Reports Weekly Inventory Up 25% Year-over-year
5. 30 JunPersonal Income increased 0.5% in May; Spending increased 0.2%
6. 30 JunWeekly Initial Unemployment Claims at 231,000
7. 30 JunThursday: Personal Income & Outlays, Unemployment Claims, Chicago PMI
8. 29 JunUpdate: Framing Lumber Prices Down 21% Year-over-year; Still up Sharply from Pre-pandemic Levels
9. 29 JunWorst Housing Affordability" since 1991 excluding Bubble; Real House Prices and Price-to-Rent Ratio in April
10. 29 JunQ1 GDP Growth Revised down to minus 1.6% Annual Rate
11. 29 JunMBA: Mortgage Applications Increase in Latest Weekly Survey
12. 29 JunWednesday: GDP
13. 28 JunPredicting the Next Recession
14. 28 JunComments on April Case-Shiller and FHFA House Price Increases
15. 28 JunCase-Shiller: National House Price Index Increased 20.4% Year-over-year in April
16. 28 JunTuesday: Case-Shiller House Prices
17. 27 JunFreddie Mac: Mortgage Serious Delinquency Rate decreased in May
18. 27 JunHousing: Inventory will Tell the Tale; Altos Research Reports Inventory Above Peak in 2021
19. 27 JunNAR: Pending Home Sales Increased 0.7% in May
20. 27 JunFive High Frequency Indicators for the Economy
21. 26 JunMonday: Durable Goods, Pending Home Sales, Dallas Fed Mfg
22. 26 JunHotels: Occupancy Rate Down 4.8% Compared to Same Week in 2019
23. 25 JunReal Estate Newsletter Articles this Week
24. 25 JunSchedule for Week of June 26, 2022
25. 25 JunCOVID June 24, 2022, Update on Cases, Hospitalizations and Deaths
26. 24 JunQ2 GDP Forecasts: Fairly Wide Range
27. 24 JunMay New Home Sales Increase, Over 5 Months of Inventory Under Construction
28. 24 JunNew Home Sales Increase to 696,000 Annual Rate in May
29. 24 JunBlack Knight: "Past-Due Mortgages Fall to Third Consecutive Record Low in May"
30. 24 JunFriday: New Home Sales
31. 23 JunFed: Banks Pass Annual Stress Test
32. 23 JunRealtor.com Reports Weekly Inventory Up 21% Year-over-year
33. 23 JunNew Home Sales and Cancellations
34. 23 JunJune Vehicle Sales Forecast: Increase to 13.3 million SAAR
35. 23 JunWeekly Initial Unemployment Claims at 229,000
36. 23 JunThursday: Unemployment Claims, Fed Chair Powell Testimony, Bank Stress Tests
37. 22 JunAIA: "Architecture Billings Index slows but remains strong" in May
38. 22 JunFinal Look at Local Housing Markets in May, Inventory Up, Sales Down, New Listings Picking Up
39. 22 JunFed Chair Powell: Semiannual Monetary Policy Report to the Congress
40. 22 JunMBA: Mortgage Applications Increase in Latest Weekly Survey
41. 22 JunWednesday: Fed Chair Powell Testimony
42. 21 JunMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.85% in May"
43. 21 JunMore Analysis on May Existing Home Sales
44. 21 JunNAR: Existing-Home Sales Decreased to 5.41 million SAAR in May
45. 21 JunDOT: Vehicle Miles Driven Increased Slightly year-over-year in April
46. 21 JunTuesday: Existing Home Sales
47. 20 JunExisting Home Sales: Lawler vs. the Consensus
48. 20 JunHousing Completions will Increase Sharply in 2022
49. 20 JunHousing Inventory June 20th Update: Inventory up 18.5% Year-over-year
50. 20 JunFive High Frequency Indicators for the Economy
51. 19 Jun3rd Look at Local Housing Markets in May; Inventory Up, Sales Down, New Listings Picking Up
52. 18 JunReal Estate Newsletter Articles this Week
53. 18 JunSchedule for Week of June 19, 2022
54. 18 JunCOVID June 17, 2022, Update on Cases, Hospitalizations and Deaths
55. 17 JunRealtor.com Reports Weekly Inventory Up 17% Year-over-year
56. 17 JunQ2 GDP Forecasts: Moving Down
57. 17 JunSlowdown in Showings, Sharp Decline in California Pending Sales, Inventory Surges
58. 17 JunIndustrial Production Increased 0.2 Percent in May
59. 17 JunFriday: Industrial Production
60. 16 JunLawler: Early Read on Existing Home Sales in May
61. 16 JunHotels: Occupancy Rate Down 4.1% Compared to Same Week in 2019
62. 16 JunMay Housing Starts: All-Time Record Housing Units Under Construction
63. 16 JunHousing Starts Decreased to 1.549 million Annual Rate in May
64. 16 JunWeekly Initial Unemployment Claims at 229,000
65. 16 JunThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
66. 15 JunFed Chair Powell: "Homebuyers need a bit of a reset"
67. 15 JunFOMC Projections and Press Conference
68. 15 JunFOMC Statement: Raise Rates 75 bp
69. 15 JunNAHB: Builder Confidence Decreased to 67 in June; "Traffic of prospective buyers" Falls below Breakeven
70. 15 JunRetail Sales Decreased 0.3% in May
71. 15 JunMBA: Mortgage Applications Increase in Latest Weekly Survey
72. 15 JunWednesday: Retail Sales, Homebuilder Confidence, FOMC Statement
73. 14 JunLA Port Traffic: Steady in May
74. 14 JunComparing the Current Housing Market to the 1978 to 1982 period
75. 14 JunA Very Early Look at 2023 Cost-Of-Living Adjustments and Maximum Contribution Base
76. 14 JunBLS: PPI increased 0.8% in May; Core PPI increased 0.5%
77. 14 JunGoldman Expects 75bp Rate Hike
78. 13 Jun30-Year Mortgage Rates Increase to 6.13%
79. 13 Jun2nd Look at Local Housing Markets in May, New Listings picking up
80. 13 JunHousing Inventory June 13th Update: Inventory up 15.9% Year-over-year
81. 13 JunFive High Frequency Indicators for the Economy
82. 12 JunSunday Night Futures
83. 12 JunFOMC Preview: 50bp Hike
84. 11 JunReal Estate Newsletter Articles this Week
85. 11 JunSchedule for Week of June 12, 2022
86. 11 JunCOVID June 10, 2022: Cases, Hospitalizations and Deaths Increasing
87. 10 Jun30-Year Mortgage Rates increase to 5.85%
88. 10 JunQ2 GDP Forecasts: Close to 3.0%
89. 10 JunCleveland Fed: Median CPI increased 0.6% and Trimmed-mean CPI increased 0.8% in May
90. 10 JunRealtor.com Reports Weekly Inventory Up 13% Year-over-year
91. 10 JunBLS: CPI increased 1.0% in May; Core CPI increased 0.6%
92. 10 JunFriday: CPI
93. 9 JunHotels: Occupancy Rate Down 12.1% Compared to Same Week in 2019
94. 9 JunThe Home ATM Still Open in Q1 2022; Closing Soon
95. 9 JunFed's Flow of Funds: Household Net Worth Decreased $0.55 Trillion in Q1
96. 9 JunCoreLogic: 1.1 million Homeowners with Negative Equity in Q1 2022
97. 9 JunWeekly Initial Unemployment Claims Increase to 229,000
98. 9 JunThursday: Unemployment Claims, Q1 Flow of Funds
99. 8 JunHomebuilder Comments in May: “Builder metrics quickly deteriorating"
100. 8 JunCurrent State of the Housing Market
101. 8 JunMBA: Mortgage Applications Decrease in Latest Weekly Survey
102. 8 JunWednesday: Mortgage Purchase Index
103. 7 JunLeading Index for Commercial Real Estate "Shows Gains in May"
104. 7 Jun1st Look at Local Housing Markets in May, Inventory up Sharply
105. 7 JunSecond Home Market: South Lake Tahoe in May
106. 7 JunUsed Vehicle Wholesale Prices Increased Slightly in May
107. 7 JunTrade Deficit decreased to $87.1 Billion in April
108. 7 JunTuesday: Trade Deficit
109. 6 JunAAR: May Rail Carloads and Intermodal Down Year-over-year
110. 6 JunBlack Knight Mortgage Monitor: "Housing costs to current income levels within a whisper of all time high in 2006"
111. 6 JunHousing Inventory June 6th Update: Inventory UP 13.9% Year-over-year
112. 6 JunFour High Frequency Indicators for the Economy
113. 5 JunSunday Night Futures
114. 5 JunVehicle Sales Mix and Heavy Trucks
115. 4 JunReal Estate Newsletter Articles this Week
116. 4 JunSchedule for Week of June 5, 2022
117. 4 JunCOVID June 3, 2022: Hospitalizations Increasing
118. 3 JunRealtor.com Reports Weekly Inventory Up 11% Year-over-year
119. 3 JunQ2 GDP Forecasts: Around 3.0%
120. 3 JunWhen will House Price Growth Slow?
121. 3 JunComments on May Employment Report
122. 3 JunMay Employment Report: 390 thousand Jobs, 3.6% Unemployment Rate
123. 3 JunFriday: Employment Report
124. 2 JunGoldman May Payrolls Preview
125. 2 JunHotels: Occupancy Rate Up 3.2% Compared to Same Week in 2019
126. 2 JunMay Employment Preview
127. 2 JunRent Increases Up Sharply Year-over-year, Pace is slowing
128. 2 JunWeekly Initial Unemployment Claims Decrease to 200,000
129. 2 JunADP: Private Employment Increased 128,000 in May
130. 2 JunThursday: ADP Employment, Unemployment Claims
131. 1 JunVehicles Sales Decreased to 12.68 million SAAR in May
132. 1 JunFed's Beige Book: "Residential real estate contacts observed weakness"
133. 1 JunWorst Housing Affordability" since 1991 excluding Bubble; Real House Prices and Price-to-Rent Ratio in March
134. 1 JunConstruction Spending Increased 0.2% in April
135. 1 JunBLS: Job Openings Decreased to 11.4 million in April
136. 1 JunISM® Manufacturing index Increased to 56.1% in May
137. 1 JunMBA: Mortgage Applications Decrease in Latest Weekly Survey
138. 1 JunWednesday: Job Openings, ISM Mfg, Construction Spending, Beige Book, Vehicle Sales

May 2022

1. 31 MayFannie Mae: Mortgage Serious Delinquency Rate Decreased in April
2. 31 MayUpdate: Framing Lumber Prices Down 50% Year-over-year; Still up Sharply from Pre-pandemic Levels
3. 31 MayComments on March Case-Shiller and FHFA House Price Increases; New Record Monthly Increase
4. 31 MayCase-Shiller: National House Price Index increased 20.6% year-over-year in March
5. 31 MayTuesday: Case-Shiller House Prices, Chicago PMI, Dallas Fed Mfg
6. 30 MayLawler: Large Builders Acquired Lots of Lots over the Last Year
7. 30 MayHousing Inventory May 30th Update: Inventory UP 5.7% Week-over-week
8. 30 MayFour High Frequency Indicators for the Economy
9. 29 MayEnergy expenditures as a percentage of PCE
10. 28 MayReal Estate Newsletter Articles this Week
11. 28 MaySchedule for Week of May 29, 2022
12. 27 MayQ2 GDP Forecasts: Around 3.0%
13. 27 MayFreddie Mac: Mortgage Serious Delinquency Rate decreased in April
14. 27 MayLas Vegas April 2022: Visitor Traffic Down 4.5% Compared to 2019
15. 27 MayUpdate: Delinquencies, Foreclosures and REO
16. 27 MayPersonal Income increased 0.4% in April; Spending increased 0.9%
17. 27 MayFriday: Personal Income & Outlays
18. 26 MayHotels: Occupancy Rate Down 3.5% Compared to Same Week in 2019
19. 26 MayRealtor.com Reports Weekly Inventory Up 9% Year-over-year
20. 26 MayMay Vehicle Sales Forecast: Decrease to 13.4 million SAAR
21. 26 MayNAR: Pending Home Sales Decreased 3.9% in April
22. 26 MayWeekly Initial Unemployment Claims Decrease to 210,000
23. 26 MayQ1 GDP Growth Revised down to minus 1.5% Annual Rate
24. 26 MayMBA: "Mortgage Application Payments Jumped 8.8 Percent to $1,889 in April"
25. 26 MayThursday: GDP, Unemployment Claims, Pending Home Sales
26. 25 MayPhilly Fed: State Coincident Indexes Increased in 50 States in April
27. 25 MayFOMC Minutes: "Risks to inflation were skewed to the upside"; 50bp increases likely appropriate at next couple of meetings
28. 25 MayThe Household Mystery: Part II
29. 25 MayMBA: Mortgage Applications Decrease in Latest Weekly Survey
30. 25 MayWednesday: Durable Goods, FOMC Minutes
31. 24 MayFDIC: Problem Banks Declined, Residential REO Increased Slightly in Q1 2022
32. 24 MayU.S. Births increased Slightly in 2021, First increase since 2014
33. 24 MayApril New Home Sales Decline Sharply, almost 6 Months of Inventory Under Construction
34. 24 MayNew Home Sales Decrease Sharply to 591,000 Annual Rate in April
35. 24 MayTuesday: New Home Sales, Richmond Fed Mfg
36. 23 MayBofA: "High hurdles to rebalance the existing home market"
37. 23 MayFinal Look at Local Housing Markets in April
38. 23 MayHousing Inventory May 23rd Update: Inventory UP 8.2% Week-over-week
39. 23 MayFour High Frequency Indicators for the Economy
40. 22 MaySunday Night Futures
41. 22 MayQuarterly Starts by Purpose and Design: "Built for rent" Increasing
42. 21 MayReal Estate Newsletter Articles this Week
43. 21 MaySchedule for Week of May 22, 2022
44. 20 MayQ2 GDP Forecasts: 2.5% to 3.0%
45. 20 MayLawler: The Sharp increase in Monthly Payments in Selected Metro Areas
46. 20 MayBlack Knight: "Mortgage Delinquencies Hit Yet Another Record Low in April"
47. 19 MayRealtor.com Reports Weekly Inventory Up 5% Year-over-year
48. 19 MayHotels: Occupancy Rate Down 5.9% Compared to Same Week in 2019
49. 19 MayMore Analysis on April Existing Home Sales
50. 19 MayNAR: Existing-Home Sales Decreased to 5.61 million SAAR in April
51. 19 MayWeekly Initial Unemployment Claims Increase to 218,000
52. 19 MayThursday: Unemployment Claims, Philly Fed Mfg, Existing Home Sales
53. 18 MayLawler: Early Read on Existing Home Sales in April
54. 18 MayAIA: "Architecture Billings Index moderates slightly, remains strong" in April
55. 18 MayApril Housing Starts: All-Time Record Housing Units Under Construction
56. 18 MayHousing Starts Decreased to 1.724 million Annual Rate in April
57. 18 MayMBA: Mortgage Applications Decrease in Latest Weekly Survey
58. 18 MayWednesday: Housing Starts
59. 17 May3rd Look at Local Housing Markets; California Inventory up More Than 20% Year-over-year
60. 17 MayLA Port Traffic: Imports Steady in April
61. 17 MayNAHB: Builder Confidence Decreased to 69 in May, "Housing market is now slowing"
62. 17 MayIndustrial Production Increased 1.1 Percent in April
63. 17 MayRetail Sales Increased 0.9% in April
64. 17 MayTuesday: Retail Sales, Industrial Production, Homebuilder Survey, Fed Chair Powell
65. 16 MayA Slowdown in Showings
66. 16 MayMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.94% in April"
67. 16 MayLawler: Mortgage/Treasury Spreads Part II: “Decomposing” the Widening This Year
68. 16 MayHousing Inventory May 16th Update: Inventory UP 1.5% Year-over-Year
69. 16 MayFour High Frequency Indicators for the Economy
70. 15 MaySunday Night Futures
71. 15 MayQ2 GDP Forecasts
72. 14 MayReal Estate Newsletter Articles this Week
73. 14 MaySchedule for Week of May 15, 2022
74. 14 MayCOVID May 13, 2022: New Cases and Hospitalizations Increasing
75. 13 MayHotels: Occupancy Rate Down 6.1% Compared to Same Week in 2019
76. 13 MayWhat will Happen with House Prices?
77. 13 MayLeading Index for Commercial Real Estate "Rises in April"
78. 13 MayMortgage Rates Move Lower
79. 12 MayRealtor.com Reports Weekly Inventory Up Slightly Year-over-year; First Year-over-year Increase Since 2019
80. 12 MayWeekly Initial Unemployment Claims Increase to 203,000
81. 12 MayThursday: PPI, Unemployment Claims
82. 11 May2nd Look at Local Housing Markets in April; Inventory increasing, No Surge in New Listings
83. 11 MayCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.4% in April
84. 11 MayBLS: CPI increased 0.3% in April; Core CPI increased 0.6%
85. 11 MayMBA: Mortgage Applications Increase in Latest Weekly Survey
86. 11 MayWednesday: CPI
87. 10 MayMortgage Originations by Credit Score and Age
88. 10 MayNY Fed Q1 Report: Total Household Debt Increases to $15.8 trillion
89. 10 MaySecond Home Market: South Lake Tahoe in April
90. 10 MayTuesday: Q1 Quarterly Report on Household Debt and Credit
91. 9 MayHomebuilder Comments in April: “Demand is slowing", "Investors pulling back"
92. 9 MayFed Survey: Banks reported Eased Standards, Weaker Demand for Residential Real Estate Loans
93. 9 MayHousing Market: Where it's at. Where it's going. May 2022 Update
94. 9 MayHousing Inventory May 9th Update: Inventory Down 1.6% Year-over-Year
95. 9 MayFour High Frequency Indicators for the Economy
96. 8 MaySunday Night Futures
97. 8 MayVehicle Sales Mix and Heavy Trucks
98. 7 MayReal Estate Newsletter Articles this Week
99. 7 MaySchedule for Week of May 8, 2022
100. 7 MayCOVID May 6, 2022: New Cases, Hospitalizations and Deaths Increasing
101. 6 MayAAR: April Rail Carloads and Intermodal Down Year-over-year
102. 6 May1st Look at Local Housing Markets in April; Realtor.com shows active inventory down only 3% year-over-year
103. 6 MayUsed Vehicle Wholesale Prices Decline Seasonally Adjusted in April
104. 6 MayComments on April Employment Report
105. 6 MayApril Employment Report: 428 thousand Jobs, 3.6% Unemployment Rate
106. 6 MayFriday: Employment Report
107. 5 MayGoldman April Payrolls Preview
108. 5 MayHotels: Occupancy Rate Down 3.4% Compared to Same Week in 2019
109. 5 MayLawler: Mortgage/Treasury Spreads, Part I
110. 5 MayMBA: "Mortgage Delinquencies Decrease in the First Quarter of 2022"
111. 5 MayApril Employment Preview
112. 5 MayWeekly Initial Unemployment Claims Increase to 200,000
113. 5 MayThursday: Unemployment Claims
114. 4 MayFOMC Statement: Raise Rates 50bp; Runoff Starts June 1st
115. 4 MayDenver Real Estate in April: Active Inventory up Sharply
116. 4 MayISM® Services Index Decreased to 57.1% in April, Employment Contracted
117. 4 MayTrade Deficit increased to $109.8 Billion in March
118. 4 MayADP: Private Employment Increased 247,000 in April
119. 4 MayMBA: Mortgage Applications Increase in Latest Weekly Survey
120. 4 MayWednesday: FOMC Statement, Trade Deficit, ADP Employment, ISM Services
121. 4 MayApril Vehicles Sales increased to 14.29 million SAAR
122. 3 MayFannie REO inventory increased in Q1 year-over-year; Expected to increase further in 2022
123. 3 MayRent Increases Up Sharply Year-over-year, Pace may be slowing
124. 3 MayBLS: Job Openings at Series High 11.5 million in March
125. 3 MayCoreLogic: House Prices up Record 20.9% YoY in March
126. 3 MayTuesday: Job Openings, Corelogic House Prices, Vehicle Sales
127. 2 MayUpdate: Framing Lumber Prices: Down from Recent Peak, but increasing Recently
128. 2 MayBlack Knight Mortgage Monitor: Record Low Delinquencies, "Home Affordability Nears All-Time Low"
129. 2 MayConstruction Spending Increased 0.1% in March
130. 2 MayISM® Manufacturing index Decreased to 55.4% in April
131. 2 MayHousing Inventory May 2nd Update: Inventory Down 4.9% Year-over-Year
132. 2 MayFour High Frequency Indicators for the Economy
133. 1 MayMonday: ISM Mfg, Construction Spending
134. 1 MayHousing: "What Killed the Home ATM in 2006?"
135. 1 MayFOMC Preview: 50bp Rate Hike, Announce "commencement of balance sheet runoff"

April 2022

1. 30 AprReal Estate Newsletter Articles this Week
2. 30 AprSchedule for Week of May 1, 2022
3. 30 AprCOVID Update: Hospitalizations and New Cases Increasing
4. 29 AprFannie Mae: Mortgage Serious Delinquency Rate Decreased in March
5. 29 AprHotels: Occupancy Rate Down 4.2% Compared to Same Week in 2019
6. 29 AprRealtor.com Reports Weekly Inventory down only 6% Year-over-year
7. 29 AprPersonal Income increased 0.5% in March; Spending increased 1.1%
8. 29 AprFriday: Personal Income and Outlays, Chicago PMI
9. 28 AprNMHC: April Apartment Market Survey shows Tighter Conditions
10. 28 AprLas Vegas March 2022: Visitor Traffic Down 10% Compared to 2019
11. 28 AprA Few Comments on Q1 GDP and Investment
12. 28 AprWeekly Initial Unemployment Claims Decrease to 180,000
13. 28 AprBEA: Real GDP decreased at 1.4% Annualized Rate in Q1
14. 28 AprMBA: Median Mortgage Application Payment Up 5.0% in March compared to February
15. 28 AprThursday: GDP, Unemployment Claims
16. 27 AprZillow Case-Shiller House Price Forecast: 20% YoY in March
17. 27 AprReal House Prices, Price-to-Rent Ratio and Price-to-Median Income in February; Worst "Affordability" since Housing Bubble
18. 27 AprHVS: Q1 2022 Homeownership and Vacancy Rates
19. 27 AprNAR: Pending Home Sales Decreased 1.2% in March
20. 27 AprMBA: Mortgage Applications Decrease in Latest Weekly Survey
21. 27 AprWednesday: Pending Home Sales, Q1 Housing Vacancies and Homeownership
22. 26 AprLawler: More on Demographics
23. 26 AprMarch New Home Sales: Little Completed Inventory, High Number of Homes Under Construction
24. 26 AprComments on February Case-Shiller and FHFA House Price Increases; New Record Monthly Increase
25. 26 AprNew Home Sales decrease to 763,000 Annual Rate in March
26. 26 AprCase-Shiller: National House Price Index increased 19.8% year-over-year in February
27. 26 AprTuesday: New Home Sales, Case-Shiller House Prices, Durable Goods, Richmond Fed Mfg
28. 25 AprFreddie Mac: Mortgage Serious Delinquency Rate decreased in March
29. 25 AprHousing and Demographics
30. 25 AprHousing Inventory April 25th Update: Inventory up 1.7% Week-over-week; Up 14.2% from Seasonal Bottom
31. 25 AprFour High Frequency Indicators for the Economy
32. 25 AprBlack Knight: "Mortgage Delinquencies Hit Record Low in March"
33. 24 AprSunday Night Futures
34. 24 AprU.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2021
35. 23 AprReal Estate Newsletter Articles this Week
36. 23 AprSchedule for Week of April 24, 2022
37. 23 AprCOVID Update: Hospitalizations Starting to Increase
38. 22 AprApril Vehicle Sales Forecast: Increase to 14.5 million SAAR
39. 22 AprYellen: Inflation May have Peaked
40. 22 Apr"Examining Resolution of Mortgage Forbearances and Delinquencies"
41. 22 AprQ1 GDP Forecasts: Around 1%
42. 21 AprFed's Powell: "50 basis points will be on the table for the May meeting"
43. 21 AprFinal Look at Local Housing Markets in March and Housing Inventory Milestones to Watch
44. 21 AprHotels: Occupancy Rate Down 5.6% Compared to Same Week in 2019
45. 21 AprWeekly Initial Unemployment Claims Decrease to 184,000
46. 21 AprThursday: Unemployment Claims, Philly Fed Mfg, Fed Chair Powell on Global Economy
47. 20 AprAIA: "Pace of demand for design services rapidly accelerates" in March
48. 20 AprFed's Beige Book: "Strong demand for residential real estate but limited supply"
49. 20 AprMore Analysis on March Existing Home Sales
50. 20 AprNAR: Existing-Home Sales Decreased to 5.77 million SAAR in March
51. 20 AprMBA: Mortgage Applications Decrease in Latest Weekly Survey
52. 20 AprWednesday: Existing Home Sales, Beige Book
53. 19 AprLawler: CoreLogic Home Purchases by Non-Investors and Investors
54. 19 AprMarch Existing Home Sales Forecast and 4th Look at Local Housing Markets
55. 19 AprMarch Housing Starts: Most Housing Units Under Construction Since 1973
56. 19 AprHousing Starts Increased to 1.793 million Annual Rate in March
57. 19 AprTuesday: Housing Starts
58. 18 AprLawler: Early Read on Existing Home Sales in March
59. 18 AprMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 1.05% in March"
60. 18 AprGoldman Sachs "Will Higher Rates Put Out the Housing Fire?"
61. 18 AprNAHB: Builder Confidence Decreased to 77 in April, "Housing Market at Inflection Point"
62. 18 AprFour High Frequency Indicators for the Economy
63. 18 AprHousing Inventory April 18th Update: Inventory up 3.7% Week-over-week; Up 12.3% from Seasonal Bottom
64. 17 AprMonday: Homebuilder Suvery
65. 17 AprBLS: 12 States Set New Record Series Low Unemployment rates in March
66. 16 AprReal Estate Newsletter Articles this Week
67. 16 AprSchedule for Week of April 17, 2022
68. 15 AprTwin Cities: No Slowdown in Showings
69. 15 AprHotels: Occupancy Rate Down 4.7% Compared to Same Week in 2019
70. 15 AprQ1 GDP Forecasts: Around 1%
71. 15 AprIndustrial Production Increased 0.9 Percent in March
72. 15 AprFriday: NY Fed Mfg, Industrial Production
73. 14 AprLA Area Port Traffic: Record March Inbound Traffic
74. 14 Apr3rd Look at Local Housing Markets in March
75. 14 AprRetail Sales Increased 0.5% in March
76. 14 AprWeekly Initial Unemployment Claims Increase to 185,000
77. 14 AprThursday: Retail Sales, Unemployment Claims
78. 13 AprOffice Vacancy Rates for Two SoCal Counties
79. 13 AprHow High will Mortgage Rates Rise?
80. 13 AprMBA: Mortgage Applications Decrease in Latest Weekly Survey
81. 13 AprWednesday: PPI
82. 12 Apr2nd Look at Local Housing Markets in March
83. 12 AprCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.5% in March
84. 12 AprBLS: CPI increased 1.2% in March; Core CPI increased 0.3%
85. 12 AprTuesday: CPI
86. 11 AprApartment Vacancy Rate Declined in Q1
87. 11 AprHousing Inventory April 11th Update: Inventory up 2.3% Week-over-week; Up 8.3% from Seasonal Bottom
88. 11 AprSix High Frequency Indicators for the Economy
89. 11 AprSunday Night Futures
90. 10 AprSecond Home Markets and FHFA Changes as of April 1st
91. 9 AprReal Estate Newsletter Articles this Week
92. 9 AprSchedule for Week of April 10, 2022
93. 9 AprCOVID Update: Deaths Under 500 per day, Lowest since August 2021
94. 8 AprReis: Regional Mall Vacancy Rate Decreased in Q1
95. 8 AprReis: Office Vacancy Rates Unchanged in Q1
96. 8 AprQ1 GDP Forecasts: Around 1%
97. 8 Apr"Unpacking builders’ market sentiment with Rick Palacios"
98. 8 AprAAR: March Rail Carloads Up Year-over-year, Intermodal Down
99. 7 Apr1st Look at Local Housing Markets in March: A Sea Change in Active Inventory
100. 7 AprHotels: Occupancy Rate Down 6.4% Compared to Same Week in 2019
101. 7 AprUsed Vehicle Wholesale Prices Decline Seasonally Adjusted in March
102. 7 AprWeekly Initial Unemployment Claims Decrease to 166,000
103. 7 AprThursday: Unemployment Claims
104. 6 AprFOMC Minutes: Plans for Reducing the Size of the Balance Sheet
105. 6 AprRents Still Increasing Sharply Year-over-year
106. 6 AprMBA: Mortgage Applications Decrease in Latest Weekly Survey
107. 6 AprWednesday: Mortgage Applications, FOMC Minutes
108. 5 AprQ1 2022 Update: Unofficial Problem Bank list Decreased to 54 Institutions
109. 5 AprDenver Real Estate: Active Inventory up Sharply in March
110. 5 AprISM® Services Index Increased to 58.3% in March
111. 5 AprTrade Deficit Mostly Unchanged at $89.2 Billion in February
112. 5 AprCoreLogic: House Prices up 20% YoY in February
113. 5 AprTuesday: Trade Deficit, CoreLogic House Prices, ISM Services
114. 4 AprLawler: What is the Yield Curve Signaling?
115. 4 AprUpdate: Framing Lumber Prices: Down from Recent Peak, Up Triple from 2 Years Ago
116. 4 AprBlack Knight Mortgage Monitor for February: "Tightest affordability in 15 years"
117. 4 AprHousing Inventory April 4th Update: Inventory up 0.7% Week-over-week; Up 5.9% from Seasonal Bottom
118. 4 AprSix High Frequency Indicators for the Economy
119. 3 AprSunday Night Futures
120. 3 AprZillow Case-Shiller House Price Forecast: February similar to January Year-over-year
121. 2 AprReal Estate Newsletter Articles this Week
122. 2 AprSchedule for Week of April 3, 2022
123. 1 AprMarch Vehicles Sales decreased to 13.33 million SAAR
124. 1 AprIt is the Change in Monthly Payment that Matters
125. 1 AprConstruction Spending Increased 0.5% in February
126. 1 AprQ1 GDP Forecasts: Barely Positive
127. 1 AprComments on March Employment Report
128. 1 AprMarch Employment Report: 431 thousand Jobs, 3.6% Unemployment Rate
129. 1 AprFriday: Employment Report, ISM Mfg, Construction Spending, Vehicle Sales

March 2022

1. 31 MarHousing: Don't Compare the Current Housing Boom to the Bubble and Bust
2. 31 MarFannie Mae: Mortgage Serious Delinquency Rate Decreased in February
3. 31 MarHotels: Occupancy Rate Down 5.5% Compared to Same Week in 2019
4. 31 MarMarch Employment Preview
5. 31 MarPersonal Income increased 0.5% in February; Spending increased 0.2%
6. 31 MarWeekly Initial Unemployment Claims Increase to 202,000
7. 31 MarThursday: Personal Income and Outlays, Unemployment Claims
8. 30 MarLas Vegas February 2022: Visitor Traffic Down 18% Compared to 2019
9. 30 MarReal House Prices, Price-to-Rent Ratio and Price-to-Median Income in January and a look at "Affordability"
10. 30 MarQ4 GDP Growth Revised down to 6.9% Annual Rate
11. 30 MarADP: Private Employment Increased 455,000 in March
12. 30 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
13. 30 MarWednesday: GDP, ADP Employment
14. 29 MarMortgage Rates Ease Slightly
15. 29 MarComments on January Case-Shiller and FHFA House Price Increases
16. 29 MarBLS: Job Openings "little changed" at 11.3 million in February
17. 29 MarCase-Shiller: National House Price Index increased 19.2% year-over-year in January
18. 28 MarTuesday: Case-Shiller, Job Openings
19. 28 MarHousing Inventory Has Bottomed
20. 28 MarSix High Frequency Indicators for the Economy
21. 28 MarSunday Night Futures
22. 27 MarCensus: Record 37.9% of adult population in the United States has a bachelor’s degree or higher
23. 26 MarReal Estate Newsletter Articles this Week
24. 26 MarSchedule for Week of March 27, 2022
25. 26 MarCOVID Update: March 25, 2022; Deaths at 732 per Day, Lowest Since August 2021
26. 25 MarFreddie Mac: Mortgage Serious Delinquency Rate decreased in February
27. 25 MarQ1 GDP Forecasts: Under 1%
28. 25 MarNAR: Pending Home Sales Decreased 4.1% in February
29. 25 MarFriday: Pending Home Sales
30. 24 MarHotels: Occupancy Rate Down 4% Compared to Same Week in 2019
31. 24 MarNew Home Sales and Cancellations
32. 24 MarBlack Knight: National Mortgage Delinquency Rate Increased in February
33. 24 MarWeekly Initial Unemployment Claims Decrease to 187,000; Lowest Since 1969
34. 24 MarMBA: Median Mortgage Application Payment Up 8.3% from January
35. 24 MarThursday: Unemployment Claims, Durable Goods
36. 23 MarAIA: "Demand for design service continues to grow" in February
37. 23 MarFebruary New Home Sales: Few Completed Inventory, High Number of Homes Under Construction
38. 23 MarNew Home Sales decrease to 772,000 Annual Rate in February
39. 23 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
40. 23 MarWednesday: New Home Sales
41. 22 MarMarch Vehicle Sales Forecast: Decrease to 13.4 million SAAR
42. 22 MarDistressing Gap: Existing and New Home Sales
43. 22 MarMortgage Rates Moving Closer to 5%
44. 22 MarGoldman: Expecting Fed to hike 50bps in May and Start Balance Sheet Reduction
45. 22 MarTuesday: Richmond Fed Mfg
46. 21 MarMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 1.18% in February"
47. 21 MarFinal Look at Local Housing Markets in February
48. 21 MarFed Chair Powell: FOMC "Not assuming significant near-term supply-side relief" on inflation
49. 21 MarHousing Inventory March 21st Update: Inventory down slightly Week-over-week; Up 3% from 2 weeks Ago
50. 21 MarSix High Frequency Indicators for the Economy
51. 20 MarMonday: Fed Chair Powell "Economic Outlook"
52. 20 MarLA Area Port Traffic: Record February Inbound Traffic
53. 19 MarReal Estate Newsletter Articles this Week
54. 19 MarSchedule for Week of March 20, 2022
55. 19 MarCOVID Update: March 18, 2022; Deaths at 1,000 per Day, Lowest Since December 2021
56. 18 MarQ1 GDP Forecasts: Around 1%
57. 18 MarMore Analysis on February Existing Home Sales
58. 18 MarNAR: Existing-Home Sales Decreased to 6.02 million SAAR in February
59. 18 MarHotels: Occupancy Rate Down 10% Compared to Same Week in 2019
60. 18 MarFriday: Existing Home Sales
61. 17 MarLawler: Early Read on Existing Home Sales in February
62. 17 MarFebruary Housing Starts: Most Housing Units Under Construction Since 1973
63. 17 MarIndustrial Production Increased 0.5 Percent in February
64. 17 MarHousing Starts Increased to 1.769 million Annual Rate in February
65. 17 MarWeekly Initial Unemployment Claims Decrease to 214,000
66. 17 MarThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg, Industrial Production
67. 16 MarHousing, the Fed, Interest Rates and Inflation
68. 16 MarFOMC Projections and Press Conference
69. 16 MarFOMC Statement: Raise Rates 25bps
70. 16 MarNAHB: Builder Confidence Decreased to 79 in March
71. 16 MarRetail Sales Increased 0.3% in February
72. 16 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
73. 16 MarWednesday: FOMC Statement, Retail Sales, Homebuilder Survey
74. 15 Mar3rd Look at Local Housing Markets in February
75. 15 MarPredicting the Next Recession
76. 15 MarTuesday: PPI, NY Fed Mfg
77. 14 Mar"Mortgage Rates Explode Higher"
78. 14 MarSecond Home Market: South Lake Tahoe in February
79. 14 MarHousing Inventory May Have Bottomed Seasonally
80. 14 MarSix High Frequency Indicators for the Economy
81. 13 MarSunday Night Futures
82. 13 MarFOMC Preview: Liftoff
83. 12 MarReal Estate Newsletter Articles this Week
84. 12 MarSchedule for Week of March 13, 2022
85. 12 MarCOVID Update: March 11, 2022; New Cases at 35,000, Lowest Since July 2021
86. 11 MarQ1 GDP Forecasts: Close to Zero
87. 11 Mar2nd Look at Local Housing Markets in February
88. 11 MarHotels: Occupancy Rate Down 8% Compared to Same Week in 2019
89. 11 Mar30-Year Mortgage Rates Highest in almost 3 Years
90. 10 MarThe Home ATM Open in Q4 2021; Closing in 2022, aka Mortgage Equity Withdrawal (MEW)
91. 10 MarFed's Flow of Funds: Household Net Worth Increased $5.3 Trillion in Q4
92. 10 MarCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.5% in February
93. 10 MarCoreLogic: Homeowners with Negative Equity Lowest in Over 12 Years
94. 10 MarWeekly Initial Unemployment Claims Increase to 227,000
95. 10 MarBLS: CPI increased 0.8% in February; Core CPI increased 0.5%
96. 10 MarThursday: CPI, Unemployment Claims, Q4 Flow of Funds
97. 9 MarVehicle Sales Mix and Heavy Trucks
98. 9 MarBLS: Job Openings "little changed" at 11.3 million in January
99. 9 MarMBA: Mortgage Applications Increase in Latest Weekly Survey
100. 9 MarWednesday: Job Openings
101. 8 MarLeading Index for Commercial Real Estate "Recovers in February"
102. 8 Mar1st Look at Local Housing Markets in February
103. 8 MarTrade Deficit Increased to $89.7 Billion in January
104. 8 MarTuesday: Trade Deficit
105. 7 MarHomebuilder Comments in February: “Demand is still high"
106. 7 MarBlack Knight Mortgage Monitor for January: "$275 billion in equity withdrawn" in 2021
107. 7 MarHousing Inventory March 7th Update: Inventory Down 1.4% Week-over-week; New Record Low; Possible Bottom
108. 7 MarUsed Vehicle Wholesale Prices Decline in February
109. 7 MarSix High Frequency Indicators for the Economy
110. 7 MarSunday Night Futures
111. 6 MarWeather Adjusted Employment Gains in February
112. 5 MarReal Estate Newsletter Articles this Week
113. 5 MarSchedule for Week of March 6, 2022
114. 5 MarCOVID Update: March 4, 2022; Under 50,000 New Cases First Time Since July 2021
115. 4 MarAAR: February Rail Carloads and Intermodal Up Year-over-year; Still Soft
116. 4 MarDelinquencies, Foreclosures and REO
117. 4 MarQ1 GDP Forecasts: Moving Down
118. 4 MarComments on February Employment Report
119. 4 MarFebruary Employment Report: 678 thousand Jobs, 3.8% Unemployment Rate
120. 4 MarFriday: February Employment Report
121. 3 MarGoldman February Payrolls Preview
122. 3 MarHotels: Occupancy Rate Down 5% Compared to Same Week in 2019
123. 3 MarFebruary Employment Preview
124. 3 MarISM® Services Index Decreased to 56.5% in February
125. 3 MarWeekly Initial Unemployment Claims Decrease to 215,000
126. 3 MarThursday: Fed Chair Powell Testimony, Unemployment Claims, ISM Services
127. 2 MarFed's Beige Book: "Supply chain issues and low inventories continued to restrain growth"
128. 2 MarThe War and Mortgage Rates
129. 2 MarFed Chair Powell: Raise Rates in March, Effects of Invasion "highly uncertain"
130. 2 MarADP: Private Employment Increased 475,000 in February
131. 2 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
132. 2 MarWednesday: Fed Chair Powell Testimony, ADP Employment, Beige Book
133. 2 MarFebruary Vehicles Sales decreased to 14.07 million SAAR
134. 1 MarRents Still Increasing Sharply Year-over-year
135. 1 MarConstruction Spending Increased 1.3% in January
136. 1 MarISM® Manufacturing index Increased to 58.6% in February
137. 1 MarCoreLogic: House Prices up 19.1% YoY in January; "Highest Level in at Least 45 Years"
138. 1 MarTuesday: ISM Mfg, Construction Spending, Vehicle Sales

February 2022

1. 28 FebFannie Mae: Mortgage Serious Delinquency Rate Decreased in January
2. 28 FebMedian vs Repeat Sales Index House Prices
3. 28 FebHousing Inventory February 28th Update: Inventory Down 1.3% Week-over-week; New Record Low
4. 28 FebSix High Frequency Indicators for the Economy
5. 27 FebSunday Night Futures
6. 27 FebLas Vegas Visitor Authority for January 2022: Visitor Traffic Down 27.5% Compared to 2019
7. 26 FebReal Estate Newsletter Articles this Week
8. 26 FebSchedule for Week of February 27, 2022
9. 26 FebCOVID Update: February 25, 2022: Hoping to Stop Daily COVID Posts in March!
10. 25 FebZillow Case-Shiller House Price Forecast: "Reaccelerating" in January
11. 25 FebQ1 GDP Forecasts: Around 2%
12. 25 FebNAR: Pending Home Sales Decreased 5.7% in January
13. 25 FebPersonal Income increased slightly in January; Spending increased 2.1%
14. 25 FebFriday: Personal Income and Outlays, Durable Goods, Pending Home Sales
15. 24 FebFreddie Mac: Mortgage Serious Delinquency Rate decreased in January
16. 24 FebHotels: Occupancy Rate Down 8% Compared to Same Week in 2019
17. 24 FebJanuary New Home Sales: Record 106 thousand Homes Have Not been Started
18. 24 FebNew Home Sales decrease to 801,000 Annual Rate in January
19. 24 FebWeekly Initial Unemployment Claims Decrease to 232,000
20. 24 FebQ4 GDP Growth Revised up to 7.0% Annual Rate
21. 24 FebBlack Knight: National Mortgage Delinquency Rate Decreased in January; "Foreclosure Starts Surge"
22. 24 FebThursday: New Home Sales, GDP, Unemployment Claims
23. 23 Feb"Mortgage Rates Hit New Multi-Year Highs"; Highest Since 2019
24. 23 FebReal House Prices, Price-to-Rent Ratio and Price-to-Median Income in December and a look at "Affordability"
25. 23 FebAIA: "Architecture billings continue growth" in January
26. 23 FebMBA: Mortgage Applications Decrease in Latest Weekly Survey
27. 23 Feb"Mortgage Rates Edging Back Up Toward Long-Term Highs"
28. 22 FebFebruary Vehicle Sales Forecast: Decrease to 14.2 million SAAR
29. 22 FebMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 1.30% in January"
30. 22 FebA few comments on the Seasonal Pattern for House Prices
31. 22 FebComments on Case-Shiller and FHFA House Price Increases
32. 22 FebCase-Shiller: National House Price Index increased 18.8% year-over-year in December
33. 22 FebTuesday: Case-Shiller House Prices, Richmond Fed Mfg
34. 21 FebFinal Look at Local Housing Markets in January
35. 21 FebHousing Inventory February 21st Update: Inventory Down Slightly Week-over-week; New Record Low
36. 21 FebSix High Frequency Indicators for the Economy
37. 20 FebQuarterly Starts by Purpose and Design: "Built for rent" Increasing
38. 19 FebReal Estate Newsletter Articles this Week
39. 19 FebSchedule for Week of February 20, 2022
40. 19 FebCOVID Update: February 18, 2022: Falling Cases, Deaths and Hospitalizations
41. 18 FebHotels: Occupancy Rate Down 14% Compared to Same Week in 2019
42. 18 FebQ1 GDP Forecasts: Moving Up to Around 2%
43. 18 FebMore Analysis on January Existing Home Sales
44. 18 FebNAR: Existing-Home Sales Increased to 6.50 million SAAR in January
45. 18 FebLA Area Port Traffic: Record Inbound Traffic for January
46. 18 FebFriday: Existing Home Sales
47. 17 FebJanuary Forecast and 4th Look at Local Housing Markets
48. 17 FebJanuary Housing Starts: Most Housing Units Under Construction Since 1973
49. 17 FebWeekly Initial Unemployment Claims Increase to 248,000
50. 17 FebHousing Starts Decreased to 1.638 million Annual Rate in January
51. 17 FebThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
52. 16 FebFannie and Freddie: REO inventory declined in Q4 year-over-year; Expected to increase in 2022
53. 16 FebFOMC Minutes: "Faster" is the Word
54. 16 FebThoughts on Housing Supply and Demand With 30-year mortgage rates above 4%
55. 16 FebNAHB: Builder Confidence Decreased to 82 in February
56. 16 FebIndustrial Production Increased 1.4 Percent in January
57. 16 FebRetail Sales Increased 3.8% in January
58. 16 FebMBA: Mortgage Applications Decrease in Latest Weekly Survey
59. 16 FebWednesday: Retail Sales, Industrial Production, Homebuilder Survey, FOMC Minutes
60. 15 FebBoston: "Soft" Housing Sales in January due to Lack of Inventory
61. 15 FebThe Housing Bubble and Mortgage Debt as a Percent of GDP
62. 15 FebTuesday: PPI, NY Fed Mfg
63. 14 FebSecond Home Market: South Lake Tahoe in January
64. 14 FebA Few Comments on Inflation
65. 14 FebHousing Inventory February 14th Update: Inventory Down 2.5% Week-over-week; New Record Low
66. 14 FebSix High Frequency Indicators for the Economy
67. 13 FebSunday Night Futures
68. 13 Feb3rd Look at Local Housing Markets in January
69. 12 FebReal Estate Newsletter Articles this Week
70. 12 FebSchedule for Week of February 13, 2022
71. 12 FebCOVID Update: February 11, 2022: Falling Cases, Deaths and Hospitalizations
72. 11 FebLawler: Deaths by Age
73. 11 FebMissing Workers by Age Group
74. 11 FebQ1 GDP Forecasts: Slightly Positive
75. 11 FebLawler: Update on US Demographic Drivers in 2021
76. 11 Feb"Mortgage Rates Hit 4.0% For First Time Since May 2019"
77. 10 FebHotels: Occupancy Rate Down 16% Compared to Same Week in 2019
78. 10 FebThe Impact on Housing of Higher Mortgage Rates
79. 10 FebCleveland Fed: Median CPI increased 0.6% and Trimmed-mean CPI increased 0.6% in January
80. 10 FebMBA: "Mortgage Delinquencies Decrease in the Fourth Quarter of 2021"
81. 10 FebWeekly Initial Unemployment Claims Decrease to 223,000
82. 10 FebBLS: CPI increased 0.6% in January; Core CPI increased 0.6%
83. 10 FebThursday: CPI, Initial Unemployment Claims
84. 9 Feb2nd Look at Local Housing Markets in January
85. 9 FebEnergy expenditures as a percentage of PCE
86. 9 FebMBA: Mortgage Applications Decrease in Latest Weekly Survey
87. 9 FebCOVID February 8, 2022: New Cases and Hospitalizations Declining
88. 8 FebLeading Index for Commercial Real Estate "Falls in January"
89. 8 Feb1st Look at Local Housing Markets in January
90. 8 FebNY Fed Q4 Report: Total Household Debt Increases to $15.6 trillion
91. 8 FebTrade Deficit Increased to $80.7 Billion in December
92. 8 FebTuesday: Trade Deficit, NY Fed Household Debt and Credit
93. 7 FebU.S. Courts: Bankruptcy Filings Decline 24 Percent in 2021
94. 7 FebBlack Knight Mortgage Monitor for December: "Worst affordability levels since 2008"
95. 7 FebHousing Inventory February 7th Update: Inventory Down 5.9% Week-over-week; New Record Low
96. 7 FebSix High Frequency Indicators for the Economy
97. 6 FebSunday Night Futures
98. 6 FebTrends in Educational Attainment in the U.S. Labor Force
99. 5 FebReal Estate Newsletter Articles this Week
100. 5 FebSchedule for Week of February 6, 2022
101. 5 FebCOVID Update: February 4, 2022: Falling Cases and Hospitalizations; 2,400 Deaths per Day
102. 4 Feb"Mortgage Rates Leap Toward 4.0%, Highest Since October 2019"
103. 4 FebAAR: January Rail Carloads and Intermodal Down Year-over-year
104. 4 FebHotels: Occupancy Rate Down 12% Compared to Same Week in 2019
105. 4 FebComments on January Employment Report
106. 4 FebJanuary Employment Report: 467 thousand Jobs, 4.0% Unemployment Rate
107. 4 FebFriday: Employment Report
108. 3 FebGoldman January Payrolls Preview
109. 3 FebUsed Vehicle Wholesale Prices
110. 3 FebJanuary Employment Preview
111. 3 FebISM® Services Index Decreased to 59.9% in January
112. 3 FebWeekly Initial Unemployment Claims Decrease to 238,000
113. 3 FebThursday: Unemployment Claims, ISM Services
114. 2 FebMike Simonsen of Altos Research and I Discuss Housing
115. 2 FebUpdate: Framing Lumber Prices Up More Than Double from Two Years Ago
116. 2 FebHVS: Q4 2021 Homeownership and Vacancy Rates
117. 2 FebADP: Private Employment Decreased 301,000 in January
118. 2 FebMBA: Mortgage Applications Increase in Latest Weekly Survey
119. 2 FebWednesday: ADP Employment, Q4 Housing Vacancies and Homeownership
120. 1 FebJanuary Vehicles Sales increased to 15.04 million SAAR
121. 1 FebLas Vegas Visitor Authority for December: Visitor Traffic Down 13.3% Compared to 2019
122. 1 FebRents Still Increasing Sharply Year-over-year
123. 1 FebConstruction Spending Increased 0.2% in December
124. 1 FebISM® Manufacturing index Decreased to 57.6% in January
125. 1 FebBLS: Job Openings "little changed" at 10.9 million in December
126. 1 FebCoreLogic: House Prices up 18.5% YoY in December
127. 1 FebTuesday: Construction Spending, Job Openings, ISM Mfg

January 2022

1. 31 JanFannie Mae: Mortgage Serious Delinquency Rate Decreased in December
2. 31 JanMedian vs Repeat Sales Index House Prices
3. 31 JanHousing Inventory January 31st Update: Inventory Down 1.9% Week-over-week; New Record Low
4. 31 JanSix High Frequency Indicators for the Economy
5. 31 JanSunday Night Futures
6. 30 JanQ4 2021 GDP Details on Residential and Commercial Real Estate
7. 29 JanReal Estate Newsletter Articles this Week
8. 29 JanSchedule for Week of January 30, 2022
9. 29 JanCOVID Update: January 28, 2022: Falling Cases and Hospitalizations; 2,300 Deaths per Day
10. 28 JanHotels: Occupancy Rate Down 16% Compared to Same Week in 2019
11. 28 JanNMHC: January Apartment Market Survey shows "Strong Demand, Record-High Occupancy, Double Digit Rent Growth"
12. 28 JanLA Area Port Traffic: Disappointing Traffic in December
13. 28 JanPersonal Income increased 0.3% in December; Spending decreased 0.6%
14. 28 JanFriday: Personal Income and Outlays
15. 27 JanA Few Comments on Q4 GDP and Investment
16. 27 JanReal House Prices, Price-to-Rent Ratio and Price-to-Median Income in November
17. 27 JanNAR: Pending Home Sales Decreased 3.8% in December
18. 27 JanBEA: Real GDP increased at 6.9% Annualized Rate in Q4
19. 27 JanWeekly Initial Unemployment Claims Decrease to 260,000
20. 27 JanThursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales
21. 26 JanFOMC Statement: End Asset Purchases in Early March, "Soon appropriate" to Raise Rates
22. 26 JanDecember New Home Sales: Inventory of homes under construction highest since 2007
23. 26 JanNew Home Sales increase to 811,000 Annual Rate in December; Sales down 7.3% in 2021
24. 26 JanMBA: Mortgage Applications Decrease in Latest Weekly Survey
25. 26 JanWednesday: New Home Sales, FOMC Statement
26. 25 JanFreddie Mac: Mortgage Serious Delinquency Rate decreased in December
27. 25 JanJanuary Vehicle Sales Forecast: Increase to 15.1 million SAAR
28. 25 JanComments on Case-Shiller and FHFA House Price Increases
29. 25 JanCase-Shiller: National House Price Index increased 18.8% year-over-year in November
30. 25 JanTuesday: Case-Shiller House Prices
31. 24 JanFinal Look at Local Housing Markets in December
32. 24 JanHousing Inventory January 24th Update: Inventory Down 2.4% Week-over-week; New Record Low
33. 24 JanSix High Frequency Indicators for the Economy
34. 23 JanSunday Night Futures
35. 23 JanFOMC Preview: Final Asset Purchase Announcement Expected; Hints at "Liftoff" in March
36. 22 JanReal Estate Newsletter Articles this Week
37. 22 JanSchedule for Week of January 23, 2022
38. 22 JanCOVID Update January 21, 2022: New Cases Declining
39. 21 Jan1.44 million Total Housing Completions in 2021 including Manufactured Homes; Most since 2007
40. 21 JanHotels: Occupancy Rate Down 16% Compared to Same Week in 2019
41. 21 JanQ4 GDP Forecasts: 5% to 6%
42. 21 JanBlack Knight: National Mortgage Delinquency Rate Decreased in December; Foreclosures at Record Low
43. 21 JanCOVID Update, January 20, 2022
44. 20 JanSecond Home Market: South Lake Tahoe in December
45. 20 JanMore Analysis on December Existing Home Sales
46. 20 JanNAR: Existing-Home Sales Decreased to 6.18 million in December
47. 20 JanWeekly Initial Unemployment Claims Increase to 286,000
48. 20 JanThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
49. 19 JanAIA: "Architecture firms end 2021 on a strong note" in December
50. 19 JanDecember Housing Starts: Most Housing Units Under Construction Since 1973
51. 19 JanHousing Starts Increased to 1.702 million Annual Rate in December
52. 19 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
53. 19 JanWednesday: Housing Starts
54. 18 JanLawler: Early Read on Existing Home Sales in December
55. 18 JanMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 1.41% in December 2021"
56. 18 Jan4th Look at Local Housing Markets in December
57. 18 JanNAHB: Builder Confidence Decreased to 83 in January
58. 18 JanTuesday: NY Fed Mfg, Homebuilder Survey
59. 17 JanHousing Inventory January 17th Update: Inventory Down 2.9% Week-over-week; New Record Low
60. 17 JanSix High Frequency Indicators for the Economy
61. 16 JanUsed Vehicle Wholesale Prices
62. 15 JanReal Estate Newsletter Articles this Week
63. 15 JanSchedule for Week of January 16, 2022
64. 15 JanCOVID January 14, 2022: Record Cases and Hospitalizations
65. 14 JanQ4 GDP Forecasts: Around 6%
66. 14 JanIndustrial Production Decreased 0.1 Percent in December
67. 14 JanRetail Sales Decreased 1.9% in December
68. 14 JanFriday: Retail Sales, Industrial Production
69. 13 JanHotels: Occupancy Rate Down 15% Compared to Same Week in 2019
70. 13 Jan3rd Look at Local Housing Markets in December
71. 13 JanWeekly Initial Unemployment Claims Increase to 230,000
72. 13 JanThursday: Unemployment Claims, PPI
73. 12 JanFed's Beige Book: "A sudden pull back in leisure travel, hotel occupancy and patronage at restaurants"
74. 12 JanCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.4% in December
75. 12 JanMortgage Rates: Moving on Up; Refinance Activity Will Slow Sharply
76. 12 JanBLS: CPI increased 0.5% in December; Core CPI increased 0.6%
77. 12 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
78. 12 JanWednesday: CPI
79. 11 JanUpdate: The Inland Empire
80. 11 JanHomebuilder Comments in December: “Still a ton of demand for new homes"
81. 11 JanMissing Workers by Age Group
82. 11 JanLeading Index for Commercial Real Estate "Declines in December"; Up Sharply Year-over-year
83. 11 JanTuesday: Fed Chair Powell Nomination Hearing
84. 10 JanUpdate: Framing Lumber Prices Up 75% Year-over-year
85. 10 JanQ4 2021 Update: Unofficial Problem Bank list Decreased to 57 Institutions
86. 10 Jan2nd Look at Local Housing Markets in December
87. 10 JanHousing Inventory January 10th Update: Inventory Down 0.5% Week-over-week; New Record Low
88. 10 JanSix High Frequency Indicators for the Economy
89. 10 JanSunday Night Futures
90. 9 JanLawler: More on Investor Purchases of Single-Family Homes
91. 8 JanReal Estate Newsletter Articles this Week
92. 8 JanSchedule for Week of January 9, 2022
93. 8 JanCOVID Update Jan 7, 2022
94. 7 JanAAR: December Rail Carloads Down Compared to 2019; Intermodal Up
95. 7 JanQ4 GDP Forecasts: Moving Down
96. 7 JanHotels: Occupancy Rate Down "Slightly" Compared to Same Week in 2019
97. 7 JanRents Still Increasing Sharply Year-over-year
98. 7 JanComments on December Employment Report
99. 7 JanDecember Employment Report: 199 thousand Jobs, 3.9% Unemployment Rate
100. 7 JanFriday: Employment Report
101. 6 JanGoldman December Payrolls Preview
102. 6 Jan1st Look at Local Housing Markets in December
103. 6 JanDecember Employment Preview
104. 6 JanISM® Services Index Decreased to 62.0% in December
105. 6 JanTrade Deficit Increased to $80.2 Billion in November
106. 6 JanWeekly Initial Unemployment Claims Increase to 207,000
107. 6 JanThursday: Unemployment Claims, Trade Deficit, ISM Services
108. 5 JanApartment Vacancy Rate Declined in Q4
109. 5 JanReis: Office Vacancy Rates Decreased Slightly in Q4
110. 5 JanAnnual Vehicle Sales increase 3% in 2021; Sales Mix and Heavy Trucks
111. 5 JanADP: Private Employment increased 807,000 in December
112. 5 JanMBA: Mortgage Applications Decrease over Two-Week Period
113. 5 JanDecember Vehicles Sales decreased to 12.44 million SAAR
114. 5 JanWednesday: ADP Employment
115. 4 JanWill the unprecedented surge in investor purchases of SF homes continue?
116. 4 JanQuestion #1 for 2022: How much will the economy grow in 2022?
117. 4 JanISM® Manufacturing index Decreased to 58.7% in December
118. 4 JanBLS: Job Openings Decreased to 10.6 million in November
119. 4 JanCoreLogic: House Prices up 18.1% YoY in November
120. 4 JanTuesday: Corelogic House Prices, Job Openings, ISM Mfg, Vehicle Sales
121. 3 JanQuestion #2 for 2022: Will the remaining jobs lost in 2020 return in 2022, or will job growth be sluggish?
122. 3 JanQuestion #3 for 2022: What will the unemployment rate be in December 2022?
123. 3 JanQuestion #4 for 2022: Will the overall participation rate increase to pre-pandemic levels (63.4% in February 2020)?
124. 3 JanConstruction Spending Increased 0.4% in November
125. 3 JanHousing Inventory January 3rd Update: Inventory Down 5.4% Week-over-week; New Record Low
126. 3 JanSeven High Frequency Indicators for the Economy
127. 2 JanSunday Night Futures
128. 2 JanQuestion #5 for 2022: Will the core inflation rate increase or decrease by December 2022?
129. 2 JanQuestion #6 for 2022: Will the Fed raise rates in 2022? If so, how many times?
130. 1 JanReal Estate Newsletter Articles this Week
131. 1 JanSchedule for Week of January 2, 2022