2023

2023 1,547

December 2023

1. 31 DecUpdate: Lumber Prices Up 9.6% YoY
2. 30 DecReal Estate Newsletter Articles this Week: Case-Shiller: National House Price Index Up 4.8% year-over-year
3. 30 DecSchedule for Week of December 31, 2023
4. 30 DecDec 29th COVID Update: Hospitalizations Increased
5. 29 DecPhilly Fed: State Coincident Indexes Increased in 25 States in November (3-Month Basis)
6. 29 DecFreddie Mac House Price Index Increased in November; Up 6.3% Year-over-year
7. 29 DecQuestion #10 for 2024: Will inventory increase further in 2024?
8. 29 DecFriday: Chicago PMI
9. 28 DecHotels: Occupancy Rate Increased 0.5% Year-over-year
10. 28 DecLas Vegas November 2023: Visitor Traffic Up 1% YoY; Convention Traffic Up 3%
11. 28 DecUpdate on FirstAm Cyber Attack
12. 28 DecNAR: Pending Home Sales Unchanged in November; Down 5.2% Year-over-year
13. 28 DecWeekly Initial Unemployment Claims Increase to 218,000
14. 27 DecThursday: Unemployment Claims, Pending Home Sales
15. 27 DecInflation Adjusted House Prices 2.4% Below Peak; Price-to-rent index is 6.7% below recent peak
16. 27 DecFannie and Freddie Serious Delinquencies in November: Single Family Mostly Unchanged, Multi-Family Increased
17. 27 DecWednesday: Richmond Fed Mfg
18. 26 DecA few comments on the Seasonal Pattern for House Prices
19. 26 DecComments on October Case-Shiller and FHFA House Prices
20. 26 DecCase-Shiller: National House Price Index Up 4.8% year-over-year in October
21. 26 DecFHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
22. 26 DecTuesday: Case-Shiller House Prices
23. 25 DecHousing December 25th Weekly Update: Inventory Down 1.9% Week-over-week, Up 3.9% Year-over-year
24. 25 DecHappy Holidays!
25. 24 DecTen Economic Questions for 2024
26. 23 DecReal Estate Newsletter Articles this Week: New Home Sales decrease to 590,000 Annual Rate in November
27. 23 DecSchedule for Week of December 24, 2023
28. 23 DecDec 22nd COVID Update: Hospitalizations Increased
29. 22 DecAIA: "Architecture firm billings continue to decline in November"; Multi-family Billings Decline for 16th Consecutive Month
30. 22 DecFinal Look at Local Housing Markets in November
31. 22 DecNew Home Sales decrease to 590,000 Annual Rate in November; Average New Home Price is Down 14% from the Peak
32. 22 DecNew Home Sales decrease to 590,000 Annual Rate in November
33. 22 DecPCE Measure of Shelter Slows to 6.7% YoY in November
34. 22 DecPersonal Income increased 0.4% in November; Spending increased 0.2%
35. 22 DecFriday: Personal Income and Outlays, Durable Goods, New Home Sales
36. 21 DecDecember Vehicle Sales Forecast: 15.7 million SAAR, Up 16% YoY
37. 21 DecHotels: Occupancy Rate Increased 1.1% Year-over-year
38. 21 DecICE: Mortgage Delinquency Rate Increased Slightly in November
39. 21 DecQ3 GDP Growth Revised down to 4.9% Annual Rate
40. 21 DecWeekly Initial Unemployment Claims Increase to 205,000
41. 21 DecThursday: GDP, Unemployment Claims, Philly Fed Mfg
42. 20 DecReview: Ten Economic Questions for 2023
43. 20 DecNAR: Existing-Home Sales Increased to 3.82 million SAAR in November; Months-of-Supply Close to 2019 Levels
44. 20 DecNAR: Existing-Home Sales Increased to 3.82 million SAAR in November
45. 20 DecMBA: Mortgage Applications Decreased in Weekly Survey
46. 20 DecWednesday: Existing Home Sales
47. 19 Dec4th Look at Local Housing Markets in November, California Home Sales Down 6% YoY in October
48. 19 DecSingle Family Starts Increase Sharply in November, Near Record Number of Multi-Family Housing Units Under Construction
49. 19 DecHousing Starts Increased to 1.560 million Annual Rate in November
50. 19 DecTuesday: Housing Starts
51. 18 DecMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.26% in November"
52. 18 DecEarly Read on Existing Home Sales in November; Treasury and MBS Yields: There and Back Again
53. 18 DecNAHB: Builder Confidence Increased in December
54. 18 DecHousing December 18th Weekly Update: Inventory Down 1.4% Week-over-week, Up 3.0% Year-over-year
55. 17 DecSunday Night Futures
56. 17 DecHotels: Occupancy Rate Decreased 1.1% Year-over-year
57. 16 DecReal Estate Newsletter Articles this Week: The Coming Fed Rate Cuts and the Impact on Mortgage Rates
58. 16 DecSchedule for Week of December 17, 2023
59. 16 DecDec 15th COVID Update: Hospitalizations Increased
60. 15 DecQ4 GDP Tracking: 1.5% to 2.6% Range
61. 15 DecLA Port Inbound Traffic Increased in November
62. 15 DecIndustrial Production Increased 0.2% in November
63. 15 DecFriday: NY Fed Mfg, Industrial Production
64. 14 DecThe Coming Fed Rate Cuts and the Impact on Mortgage Rates
65. 14 DecRealtor.com Reports Active Inventory UP 4.0% YoY; New Listings up 6.8% YoY
66. 14 DecRetail Sales Increased 0.3% in November
67. 14 DecWeekly Initial Unemployment Claims Decrease to 202,000
68. 14 DecThursday: Retail Sales, Unemployment Claims
69. 13 DecFOMC Projections and Press Conference
70. 13 DecFOMC Statement: No Change to Policy
71. 13 DecPart 2: Current State of the Housing Market; Overview for mid-December
72. 13 DecMBA: Mortgage Applications Increased in Weekly Survey
73. 13 DecWednesday: FOMC Statement, PPI
74. 12 DecPart 1: Current State of the Housing Market; Overview for mid-December
75. 12 DecCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.3% in November
76. 12 DecYoY Measures of Inflation: Services, Goods and Shelter
77. 12 DecBLS: CPI Increased 0.1% in November; Core CPI increased 0.3%
78. 12 DecTuesday: CPI
79. 11 Dec2nd Look at Local Housing Markets in November with Comparison to 2019
80. 11 DecWhy 25 to 54 is the Prime Working Age group for the Participation Rate
81. 11 DecHousing December 11th Weekly Update: Inventory Down 1.7% Week-over-week, Up 1.9% Year-over-year
82. 10 DecSunday Night Futures
83. 10 DecRealtor.com Reports Active Inventory UP 3.1% YoY; New Listings up 5.6% YoY
84. 10 DecFOMC Preview: No Change to Policy Expected
85. 9 DecReal Estate Newsletter Articles this Week: The "Home ATM" Mostly Closed in Q3
86. 9 DecSchedule for Week of December 10, 2023
87. 9 DecDec 8th COVID Update: Hospitalizations Increased
88. 8 DecAAR: November Carloads Down Slightly YoY; Intermodal Up
89. 8 DecQ4 GDP Tracking: Close to 1%
90. 8 DecQ3 Update: Delinquencies, Foreclosures and REO
91. 8 DecComments on November Employment Report
92. 8 DecNovember Employment Report: 199 thousand Jobs, 3.7% Unemployment Rate
93. 8 DecFriday: Employment Report
94. 7 DecNovember Employment Preview
95. 7 DecThe "Home ATM" Mostly Closed in Q3
96. 7 DecFed's Flow of Funds: Household Net Worth Decreased $1.3 Trillion in Q3
97. 7 DecWholesale Used Car Prices Decreased 2.1% in November; Down 5.8% Year-over-year
98. 7 DecWeekly Initial Unemployment Claims Increase to 220,000
99. 7 DecThursday: Unemployment Claims, Q3 Flow of Funds
100. 6 DecHeavy Truck Sales Increased in November, up 5% YoY
101. 6 Dec1st Look at Local Housing Markets in November with Comparison to 2019
102. 6 DecTrade Deficit increased to $64.3 Billion in October
103. 6 DecADP: Private Employment Increased 103,000 in November
104. 6 DecMBA: Mortgage Applications Increased in Weekly Survey
105. 6 DecWednesday: ADP Employment, Trade Deficit
106. 5 DecISM® Services Index Increases to 52.7% in November
107. 5 DecAsking Rents Down 1.1% Year-over-year
108. 5 DecBLS: Job Openings Decreased to 8.7 million in October
109. 5 DecCoreLogic: US Home Prices Increased 4.7% Year-over-year in October
110. 5 DecTuesday: Job Openings, ISM Services
111. 4 DecUpdate: Lumber Prices Up Slightly YoY
112. 4 DecICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October"
113. 4 DecHousing December 4th Weekly Update: Inventory Down 1.8% Week-over-week, Up 1.0% Year-over-year
114. 4 DecSunday Night Futures
115. 3 DecHotels: Occupancy Rate Decreased 1.4% Year-over-year
116. 2 DecReal Estate Newsletter Articles this Week: New Home Sales decrease to 679,000 Annual Rate in October
117. 2 DecSchedule for Week of December 3, 2023
118. 2 DecDec 1st COVID Update: Deaths and Hospitalizations Increased
119. 1 DecVehicles Sales decrease to 15.32 million SAAR in November; Up 7% YoY
120. 1 DecQ4 GDP Tracking: Close to 1%
121. 1 DecCES Strike Report: Ending Strikes will Boost November Employment
122. 1 DecInflation Adjusted House Prices 3.0% Below Peak; Price-to-rent index is 6.9% below recent peak
123. 1 DecConstruction Spending Increased 0.6% in October
124. 1 DecISM® Manufacturing index Unchanged at 46.7% in November
125. 1 DecFriday: ISM Mfg, Construction Spending, Fed Chair Powell, Vehicle Sales

November 2023

1. 30 NovLas Vegas October 2023: Visitor Traffic Down Slightly YoY; Convention Traffic Up 2%
2. 30 NovRealtor.com Reports Active Inventory UP 1.8% YoY; New Listings up 8.9% YoY
3. 30 NovFreddie Mac House Price Index Increased in October to New High; Up 6.0% Year-over-year
4. 30 NovNAR: Pending Home Sales Decrease 1.5% in October; Down 8.5% Year-over-year; Lowest Number of Record
5. 30 NovPCE Measure of Shelter Slows to 6.9% YoY in October
6. 30 NovWeekly Initial Unemployment Claims Increase to 218,000
7. 30 NovPersonal Income increased 0.2% in October; Spending increased 0.2%
8. 30 NovThursday: Unemployment Claims, Personal Income and Outlays, Pending Home Sales
9. 29 NovFannie and Freddie Serious Delinquencies in October: Single Family Declined, Multi-Family Increased
10. 29 NovFed's Beige Book: "Economic activity slowed since the previous report"
11. 29 NovFinal Look at Local Housing Markets in October
12. 29 NovQ3 GDP Growth Revised up to 5.2% Annual Rate
13. 29 NovMBA: Mortgage Applications Increased in Weekly Survey
14. 29 NovWednesday: GDP, Beige Book
15. 28 NovFHFA Announces Baseline Conforming Loan Limit Will Increase to $766,550
16. 28 NovComments on September Case-Shiller and FHFA House Prices
17. 28 NovCase-Shiller: National House Price Index Up 3.9% year-over-year in September; New all-time High
18. 28 NovTuesday: Case-Shiller House Prices
19. 27 NovTSA: Airline Travel Above 2019 Levels
20. 27 NovNew Home Sales decrease to 679,000 Annual Rate in October; Median New Home Price is Down 18% from the Peak
21. 27 NovNew Home Sales decrease to 679,000 Annual Rate in October
22. 27 NovHousing November 27th Weekly Update: Inventory Down Week-over-week, Up Slightly Year-over-year
23. 26 NovMonday: New Home Sales
24. 26 Nov2024 Conforming Loan Limits Will be Released on Tuesday
25. 25 NovReal Estate Newsletter Articles this Week: Existing-Home Sales Decreased to 3.79 million SAAR in October; New Cycle Low
26. 25 NovSchedule for Week of November 26, 2023
27. 24 NovHotels: Occupancy Rate Decreased 0.6% Year-over-year
28. 24 NovRealtor.com Reports Active Inventory UP 1.5% YoY; New Listings up 5.0% YoY
29. 24 NovQ4 GDP Tracking: Around 2%
30. 23 NovFive Economic Reasons to be Thankful
31. 22 NovBlack Knight: Mortgage Delinquency Rate Decreased in October
32. 22 NovNovember Vehicle Sales Forecast: 15.8 million SAAR, Up 11% YoY
33. 22 NovLawler on Existing Home Sales, Population Projections and Household Slowdown
34. 22 NovWeekly Initial Unemployment Claims Decrease to 209,000
35. 22 NovMBA: Mortgage Applications Increased in Weekly Survey
36. 22 NovWednesday: Unemployment Claims, Durable Goods
37. 21 NovFOMC Minutes: "All participants agreed that the Committee was in a position to proceed carefully"
38. 21 NovNAR: Existing-Home Sales Decreased to 3.79 million SAAR in October; New Cycle Low, Months-of-Supply Close to 2019 Levels
39. 21 NovNAR: Existing-Home Sales Decreased to 3.79 million SAAR in October
40. 21 NovTuesday: Existing Home Sales, FOMC Minutes
41. 20 NovMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.29% in October"
42. 20 Nov4th Look at Local Housing Markets in October
43. 20 NovLA Port Inbound Traffic Increases in October
44. 20 NovHousing November 20th Weekly Update: Inventory Up Slightly Year-over-year
45. 19 NovSunday Night Futures
46. 19 NovHotels: Occupancy Rate Increased 0.8% Year-over-year
47. 18 NovReal Estate Newsletter Articles this Week: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections
48. 18 NovSchedule for Week of November 19, 2023
49. 18 NovNov 17th COVID Update: Deaths and Hospitalizations Decreased
50. 17 NovQ4 GDP Tracking: Close to 2%
51. 17 NovLawler: Early Read on Existing Home Sales in October
52. 17 NovOctober Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction
53. 17 NovHousing Starts Increased to 1.372 million Annual Rate in October
54. 17 NovFriday: Housing Starts
55. 16 NovRealtor.com Reports Active Inventory UP YoY
56. 16 NovNAHB: Builder Confidence Decreased in November
57. 16 NovIndustrial Production Decreased 0.6% in October
58. 16 NovWeekly Initial Unemployment Claims Increase to 231,000
59. 16 NovThursday: Industrial Production, Unemployment Claims, Homebuilder Survey
60. 15 Nov3rd Look at Local Housing Markets in October
61. 15 NovAIA: "Continuing Decline in Architecture Billings"; Multi-family Billings Decline for 15th Consecutive Month
62. 15 NovRetail Sales Decreased 0.1% in October
63. 15 NovMBA: Mortgage Applications Increased in Weekly Survey
64. 15 NovWednesday: Retail Sales, PPI, NY Fed Mfg
65. 14 NovLawler: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections
66. 14 NovCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.2% in October
67. 14 NovYoY Measures of Inflation: Services, Goods and Shelter
68. 14 NovBLS: CPI Unchanged in October; Core CPI increased 0.2%
69. 14 NovTuesday: CPI
70. 13 NovA Few Comments on a Possible Government Shutdown
71. 13 NovPart 2: Current State of the Housing Market; Overview for mid-November
72. 13 NovHousing November 13th Weekly Update: Inventory Mostly Flat Week-over-week
73. 12 NovSunday Night Futures
74. 12 NovWhen will the Fed Cut Rates?
75. 11 NovReal Estate Newsletter Articles this Week: Inventory will Tell the Tale
76. 11 NovSchedule for Week of November 12, 2023
77. 11 NovNov 10th COVID Update: Deaths and Hospitalizations Decreased
78. 10 NovMBA: Mortgage Delinquencies Increase in the Third Quarter of 2023
79. 10 Nov2nd Look at Local Housing Markets in October
80. 10 NovQ4 GDP Tracking: Starting Close to 2%
81. 10 NovFriday: Veterans Day
82. 9 NovPart 1: Current State of the Housing Market; Overview for mid-November
83. 9 NovCensus: U.S. Population Projected to Begin Declining in Second Half of Century
84. 9 NovHotels: Occupancy Rate Decreased 4.0% Year-over-year
85. 9 NovRealtor.com Reports Weekly New Listings UP 0.6% YoY; Active Inventory Down Only 0.2% YoY
86. 9 NovWeekly Initial Unemployment Claims Decrease to 217,000
87. 9 NovThursday: Unemployment Claims
88. 8 NovUpdate: Lumber Prices Down Slightly YoY
89. 8 NovHousing: Inventory will Tell the Tale
90. 8 NovMBA: Mortgage Applications Increased in Weekly Survey
91. 8 NovWednesday: Mortgage Applications
92. 7 NovLeading Index for Commercial Real Estate Increased in October, Down 8% YoY
93. 7 Nov1st Look at Local Housing Markets in October; Early Reporting Markets suggest some month-to-month increase in Sales in October, SAAR
94. 7 NovNY Fed Q3 Report: Household Debt Increased
95. 7 NovWholesale Used Car Prices Decreased 2.3% in October; Down 4.0% Year-over-year
96. 7 NovTrade Deficit increased to $61.5 Billion in September
97. 7 NovTuesday: Trade Deficit
98. 6 NovFed SLOOS Survey: Banks reported Tighter Standards, Weaker Demand for All Loan Types
99. 6 NovICE (Black Knight) Mortgage Monitor: "It’s fair to expect prices to weaken later in 2023"
100. 6 NovHousing November 6th Weekly Update: Inventory Still Increasing, Up 0.8% Week-over-week
101. 5 NovMonday: Senior Loan Officer Opinion Survey
102. 5 NovHotels: Occupancy Rate Increased 0.7% Year-over-year
103. 4 NovReal Estate Newsletter Articles this Week: National House Price Index Up 2.6% year-over-year in August
104. 4 NovSchedule for Week of November 5, 2023
105. 3 NovNov 3rd COVID Update: Deaths and Hospitalizations Decreased
106. 3 NovAAR: October Rail Combined Carloads and Intermodal Highest Since June 2021
107. 3 NovLawler: Single-Family Rent Results
108. 3 NovHeavy Truck Sales Decline in October, Unchanged YoY
109. 3 NovComments on October Employment Report
110. 3 NovOctober Employment Report: 150 thousand Jobs, 3.9% Unemployment Rate
111. 3 NovFriday: Employment Report
112. 2 NovOctober Employment Preview
113. 2 NovRealtor.com Reports Weekly New Listings UP 5.6% YoY; Active Inventory Down 1.0% YoY
114. 2 NovAsking Rents Down 1.2% Year-over-year
115. 2 NovWeekly Initial Unemployment Claims Increase to 217,000
116. 2 NovThursday: Unemployment Claims
117. 1 NovVehicles Sales decrease to 15.5 million SAAR in October; Up 6% YoY
118. 1 NovFOMC Statement: No Change to Rates
119. 1 NovInflation Adjusted House Prices 3.1% Below Peak; Price-to-rent index is 7.0% below recent peak
120. 1 NovConstruction Spending Increased 0.4% in September
121. 1 NovISM® Manufacturing index Decreased to 46.7% in October
122. 1 NovBLS: Job Openings "Little Changed" at 9.6 million in September
123. 1 NovADP: Private Employment Increased 113,000 in October
124. 1 NovMBA: Mortgage Applications Decreased in Weekly Survey
125. 1 NovWednesday: FOMC Statement, Job Openings, Vehicle Sales, ISM Manufacturing and More

October 2023

1. 31 OctFreddie Mac House Price Index Increased in September to New High; Up 5.2% Year-over-year
2. 31 OctLas Vegas September 2023: Visitor Traffic Down Slightly YoY; Convention Traffic Up 9%
3. 31 OctHVS: Q3 2023 Homeownership and Vacancy Rates; Rental Vacancy Rates Increased
4. 31 OctComments on August Case-Shiller and FHFA House Prices
5. 31 OctCase-Shiller: National House Price Index Up 2.6% year-over-year in August; New all-time High
6. 30 OctTuesday: Case-Shiller House Prices, Chicago PMI, Housing Vacancies and Homeownership
7. 30 OctGoldman: 2024 Inflation Outlook
8. 30 OctHousing October 30th Weekly Update: Inventory increased 1.5% Week-over-week; Down 2.7% Year-over-year
9. 29 OctSunday Night Futures
10. 29 OctHotels: Occupancy Rate Decreased 0.8% Year-over-year
11. 29 OctFOMC Preview: No Change to Policy Expected
12. 28 OctReal Estate Newsletter Articles this Week: New Home Sales increase to 759,000 Annual Rate in September
13. 28 OctSchedule for Week of October 29, 2023
14. 27 OctOct 27th COVID Update: Deaths and Hospitalizations Decreased
15. 27 OctOctober CES Strike Report
16. 27 OctFannie and Freddie: Single-Family Mortgage Delinquency Rate Mostly Unchanged in September
17. 27 OctPCE Measure of Shelter Slows to 7.2% YoY in September
18. 27 OctPersonal Income increased 0.3% in September; Spending increased 0.7%
19. 27 OctFriday: Personal Income and Outlays
20. 26 OctRealtor.com Reports Weekly Active Inventory Down 2.0% YoY; New Listings Down 1.0% YoY
21. 26 OctCoreLogic: "US Serious Mortgage Delinquency Rate Drops to All-Time Low in August"
22. 26 OctNAR: Pending Home Sales Increase 1.1% in September; Down 11% Year-over-year
23. 26 OctBEA: Real GDP increased at 4.9% Annualized Rate in Q3
24. 26 OctWeekly Initial Unemployment Claims Increase to 210,000
25. 25 OctThursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales
26. 25 OctOctober Vehicle Sales Forecast: 16.0 million SAAR, Up 9% YoY
27. 25 OctNew Home Sales increase to 759,000 Annual Rate in September; Median New Home Price is Down 16% from the Peak
28. 25 OctNew Home Sales increase to 759,000 Annual Rate in September
29. 25 OctMBA: Mortgage Applications Decreased in Weekly Survey
30. 24 OctWednesday: New Home Sales
31. 24 OctGoldman: 2024 Housing Outlook
32. 24 OctTotal Housing Completions Will Likely Increase Slightly in 2023; The Mix will Change
33. 24 OctTuesday: Richmond Fed Mfg
34. 23 OctLA Port Traffic Increases in September
35. 23 OctFinal Look at Local Housing Markets in September
36. 23 OctBlack Knight: Mortgage Delinquency Rate Increased in September
37. 23 OctHousing October 23rd Weekly Update: Inventory increased 1.4% Week-over-week; Down 3.1% Year-over-year
38. 22 OctSunday Night Futures
39. 22 OctRetail: October Seasonal Hiring vs. Holiday Retail Sales
40. 21 OctReal Estate Newsletter Articles this Week: Existing-Home Sales Decreased to New Cycle Low
41. 21 OctSchedule for Week of October 22, 2023
42. 21 OctOct 20th COVID Update: Deaths and Hospitalizations Decreased
43. 20 OctNMHC: "Apartment Market Continues to Loosen"
44. 20 OctQ3 GDP Tracking: Around 4%
45. 20 OctHotels: Occupancy Rate Decreased 2.3% Year-over-year
46. 20 OctRealtor.com Reports Weekly Active Inventory Down 2.7% YoY; New Listings Down 4.4% YoY
47. 19 OctFed Chair Powell: "Inflation is still too high", expects "a period of below-trend growth"
48. 19 OctNAR: Existing-Home Sales Decreased to 3.96 million SAAR in September; New Cycle Low, First Sign of House Price Weakness
49. 19 OctNAR: Existing-Home Sales Decreased to 3.96 million SAAR in September
50. 19 OctWeekly Initial Unemployment Claims Decrease to 198,000
51. 19 OctThursday: Unemployment Claims, Philly Fed Mfg, Existing Home Sales, Fed Chair Powell
52. 18 Oct30-Year Mortgage Rates Hit 8.0%; California Home Sales Down 21.5% YoY in September
53. 18 OctFed's Beige Book: "Little to no change in economic activity"
54. 18 OctAIA: Architecture Billings "New Decline in Business Condition"; Multi-family Billings Decline for 14th Consecutive Month
55. 18 OctSeptember Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction
56. 18 OctHousing Starts Increased to 1.358 million Annual Rate in September
57. 18 OctMBA: Mortgage Applications Decreased in Weekly Survey
58. 17 OctWednesday: Housing Starts, Beige Book
59. 17 OctLawler: Early Read on Existing Home Sales in September
60. 17 OctNAHB: Builder Confidence Decreased in October
61. 17 OctIndustrial Production Increased 0.3% in September
62. 17 OctRetail Sales Increased 0.7% in September
63. 16 OctTuesday: Retail Sales, Industrial Production, Homebuilder Survey
64. 16 OctMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.31% in September"
65. 16 OctPreliminary 2024 Housing Forecasts
66. 16 OctHousing October 16th Weekly Update: Inventory increased 1.8% Week-over-week; Down 3.5% Year-over-year
67. 15 OctSunday Night Futures
68. 15 OctBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
69. 14 OctReal Estate Newsletter Articles this Week: Current State of the Housing Market
70. 14 OctSchedule for Week of October 15, 2023
71. 13 OctOct 13th COVID Update: Deaths and Hospitalizations Decreased
72. 13 OctQ3 GDP Tracking: High 3s
73. 13 Oct3rd Look at Local Housing Markets in September
74. 13 OctHotels: Occupancy Rate decreased 0.2% Year-over-year
75. 13 OctRealtor.com Reports Weekly Active Inventory Down 2.4% YoY; New Listings Down 3.2% YoY
76. 12 OctYoY Measures of Inflation: Services, Goods and Shelter
77. 12 OctCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.4% in September
78. 12 OctCost of Living Adjustment increases 3.2% in 2024, Contribution Base increased to $168,600
79. 12 OctBLS: CPI increased 0.4% in September; Core CPI increased 0.3%
80. 12 OctWeekly Initial Unemployment Claims Unchanged at 209,000
81. 12 OctThursday: CPI, Unemployment Claims
82. 11 OctFOMC Minutes: "Majority of participants judged that one more increase in the target federal funds rate ... would likely be appropriate"
83. 11 Oct2nd Look at Local Housing Markets in September
84. 11 OctMBA: Mortgage Applications Increased in Weekly Survey
85. 10 OctWednesday: PPI, FOMC Minutes
86. 10 OctMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Diffusion Indexes
87. 10 OctPart 2: Current State of the Housing Market; Overview for mid-October
88. 9 OctMoody's: Mall Vacancy Rate Unchanged in Q3
89. 9 OctPart 1: Current State of the Housing Market; Overview for mid-October
90. 9 OctHousing October 9th Weekly Update: Inventory increased 0.4% Week-over-week; Down 4.3% Year-over-year
91. 8 OctSunday Night Futures
92. 8 OctHotels: Occupancy Rate Increased 0.8% Year-over-year
93. 7 OctReal Estate Newsletter Articles this Week: Outstanding Mortgage Rates, LTV and Credit Scores
94. 7 OctSchedule for Week of October 8, 2023
95. 6 OctOct 6th COVID Update: Deaths and Hospitalizations Increased
96. 6 OctAAR: September Rail Carloads and Intermodal Increased Year-over-year
97. 6 Oct1st Look at Local Housing Markets in September; Early Reporting Markets suggest Sales at New Cycle Low in September
98. 6 OctQ3 GDP Tracking: Moving on up!
99. 6 OctWholesale Used Car Prices Increased 1.0% in September; Down 3.9% Year-over-year
100. 6 OctComments on September Employment Report
101. 6 OctSeptember Employment Report: 336 thousand Jobs, 3.8% Unemployment Rate
102. 6 OctFriday: Employment Report
103. 5 OctSeptember Employment Preview
104. 5 OctMoody's: "Apartment Market Softens, Office Evolution Continues, and Retail On Shaky Ground"
105. 5 OctRealtor.com Reports Weekly Active Inventory Down 2.6% YoY; New Listings Down 1.2% YoY
106. 5 OctTrade Deficit decreased to $58.3 Billion in August
107. 5 OctWeekly Initial Unemployment Claims Increase to 207,000
108. 5 OctThursday: Unemployment Claims, Trade Deficit
109. 4 OctLas Vegas August 2023: Visitor Traffic Up 4.0% YoY; Convention Traffic Up Sharply YoY
110. 4 OctLawler: The Second Half “Bear Steepener”: Higher for Longer, a Higher R*, and A Rising Term Premium
111. 4 OctStrikes and the Impact on the Employment Report
112. 4 OctHeavy Truck Sales Solid in September, Up 5% YoY
113. 4 OctISM® Services Index Decreases to 53.6% in September
114. 4 OctADP: Private Employment Increased 89,000 in September
115. 4 OctMBA: Mortgage Applications Decreased in Weekly Survey; Purchase Apps Lowest Since 1995
116. 4 OctWednesday: ADP Employment, ISM Services
117. 3 OctVehicles Sales increase to 15.67 million SAAR in September; Up 15% YoY
118. 3 OctUpdate: Lumber Prices Down 11% YoY
119. 3 OctFHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
120. 3 OctBLS: Job Openings Increased to 9.6 million in August
121. 3 OctCoreLogic: US Annual Home Price Growth Rate Increased in August
122. 2 OctTuesday: Job Openings, Vehicle Sales
123. 2 OctEnergy expenditures as a percentage of PCE
124. 2 OctICE (Black Knight) Mortgage Monitor: "Home Prices Set Yet Another Record in August"
125. 2 OctConstruction Spending Increased 0.5% in August
126. 2 OctISM® Manufacturing index Increased to 49.0% in September
127. 2 OctHousing October 2nd Weekly Update: Inventory increased 1.3% Week-over-week; Down 4.7% Year-over-year
128. 1 OctMonday: ISM Manufacturing, Construction Spending
129. 1 OctFreddie Mac House Price Index Increased in August to New High; Up 4.0% Year-over-year

September 2023

1. 30 SepReal Estate Newsletter Articles this Week: House Price Index Up 1.0% year-over-year in July; New all-time High
2. 30 SepSchedule for Week of October 1, 2023
3. 29 SepSept 29th COVID Update: Deaths and Hospitalizations Increased
4. 29 SepQ3 GDP Tracking: Around 3%
5. 29 SepHotels: Occupancy Rate Decreased 1.6% Year-over-year
6. 29 SepFannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in August
7. 29 SepPCE Measure of Shelter Slows to 7.4% YoY in August
8. 29 SepPersonal Income increased 0.4% in August; Spending increased 0.4%
9. 28 SepFriday: Personal Income and Outlays
10. 28 SepAsking Rents Down 1.2% Year-over-year
11. 28 SepRealtor.com Reports Weekly Active Inventory Down 3.7% YoY; New Listings Down 7.5% YoY
12. 28 SepNAR: Pending Home Sales Decrease 7.1% in August; Down 18.7% Year-over-year
13. 28 SepQ2 GDP Growth at 2.1% Annual Rate
14. 28 SepWeekly Initial Unemployment Claims Increase to 204,000
15. 28 SepThursday: Q2 GDP, Unemployment Claims, Pending Home Sales, Fed Chair Powell
16. 27 SepA few comments on the Seasonal Pattern for House Prices
17. 27 SepA Few Comments on the Likely Government Shutdown
18. 27 SepInflation Adjusted House Prices 3.4% Below Peak; Price-to-rent index is 7.4% below recent peak
19. 27 SepMBA: Mortgage Applications Decreased in Weekly Survey
20. 26 SepWednesday: Durable Goods
21. 26 SepNew Home Sales decrease to 675,000 Annual Rate in August; Median New Home Price is Down 13% from the Peak
22. 26 SepNew Home Sales decrease to 675,000 Annual Rate in August
23. 26 SepComments on July Case-Shiller and FHFA House Prices
24. 26 SepCase-Shiller: National House Price Index Up 1.0% year-over-year in July; New all-time High
25. 25 SepTuesday: Case-Shiller House Prices, New Home Sales
26. 25 SepFinal Look at Local Housing Markets in August
27. 25 SepUpdate on Four High Frequency Indicators
28. 25 SepHousing September 25th Weekly Update: Inventory increased 1.8% Week-over-week; Down 5.2% Year-over-year
29. 24 SepSunday Night Futures
30. 24 SepThe Top Ten Job Streaks: Current Streak is in 8th Place
31. 23 SepReal Estate Newsletter Articles this Week: Near Record Number of Multi-Family Housing Units Under Construction
32. 23 SepSchedule for Week of September 24, 2023
33. 22 SepSept 22nd COVID Update: Deaths and Hospitalizations Increased
34. 22 SepBlack Knight: Mortgage Delinquency Rate Decreased Slightly in August
35. 22 SepPhilly Fed: State Coincident Indexes Increased in 40 States in August (3-Month Basis)
36. 22 SepSeptember Vehicle Sales Forecast: 15.4 million SAAR, Up Sharply YoY
37. 22 SepQ3 GDP Tracking: Around 3%
38. 22 Sep"Mortgage Rates Jump up to 23-Year Highs"
39. 21 SepHotels: Occupancy Rate Decreased 2.2% Year-over-year
40. 21 SepRealtor.com Reports Weekly Active Inventory Down 4.4% YoY; New Listings Down 6.0% YoY
41. 21 SepNAR: Existing-Home Sales Decreased to 4.04 million SAAR in August; Median Prices Increased 3.9% YoY in August
42. 21 SepNAR: Existing-Home Sales Decreased to 4.04 million SAAR in August
43. 21 SepWeekly Initial Unemployment Claims Decrease to 201,000
44. 21 SepThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
45. 20 SepFOMC Projections and Press Conference
46. 20 SepFOMC Statement: No Change to Rates
47. 20 SepAIA: Architecture Billings "Softening Business Conditions in August"; Multi-family Billings Decline for 13th Consecutive Month
48. 20 Sep4th Look at Local Housing Markets in August; California Home Sales Down 18.9% YoY in August
49. 20 SepMBA: Mortgage Applications Increased in Weekly Survey
50. 19 SepWednesday: FOMC Statement
51. 19 SepLA Port Inbound Traffic Down YoY in August
52. 19 SepAugust Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction
53. 19 SepHousing Starts Decreased to 1.283 million Annual Rate in August
54. 19 SepTuesday: Housing Starts
55. 18 SepMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.33% in August"
56. 18 SepLawler: Early Read on Existing Home Sales in August and Some New Household/Housing Stock Data
57. 18 SepCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.3% in August
58. 18 SepNAHB: Builder Confidence Decreased in September
59. 18 SepHousing September 18th Weekly Update: Inventory increased 1.9% Week-over-week; Down 6.1% Year-over-year
60. 17 SepSunday Night Futures
61. 17 SepFOMC Preview: No Change to Policy Expected
62. 16 SepReal Estate Newsletter Articles this Week: Current State of the Housing Market
63. 16 SepSchedule for Week of September 17, 2023
64. 15 SepSept 15th COVID Update: Deaths and Hospitalizations Increased
65. 15 Sep3rd Look at Local Housing Markets in August
66. 15 SepQ3 GDP Tracking: Around 3%
67. 15 SepIndustrial Production Increased 0.4% in August
68. 14 SepFriday: Industrial Production, NY Fed Mfg
69. 14 SepRealtor.com Reports Weekly Active Inventory Down 5.1% YoY; New Listings Down 7.1% YoY
70. 14 SepPart 2: Current State of the Housing Market; Overview for mid-September
71. 14 SepRetail Sales Increased 0.6% in August
72. 14 SepWeekly Initial Unemployment Claims Increase to 220,000
73. 14 SepThursday: Retail Sales, Unemployment Claims, PPI
74. 13 SepEarly Look at 2024 Cost-Of-Living Adjustments and Maximum Contribution Base
75. 13 SepPart 1: Current State of the Housing Market; Overview for mid-September
76. 13 SepYoY Measures of Inflation: Services, Goods and Shelter
77. 13 SepBLS: CPI increased 0.6% in August; Core CPI increased 0.3%
78. 13 SepMBA: Mortgage Applications Decreased in Weekly Survey
79. 12 SepWednesday: CPI
80. 12 SepCPI Preview and Owners' equivalent rent
81. 12 Sep2nd Look at Local Housing Markets in August
82. 12 SepCoreLogic: US Annual Home Price Growth Rate Increased in July
83. 12 SepTuesday: Corelogic House Price index
84. 11 SepQ2 Update: Delinquencies, Foreclosures and REO
85. 11 SepLeading Index for Commercial Real Estate Decreased in August
86. 11 SepHousing September 11th Weekly Update: Inventory increased 0.1% Week-over-week; Down 6.9% Year-over-year
87. 10 SepSunday Night Futures
88. 10 SepHotels: Occupancy Rate Increased 0.2% Year-over-year
89. 9 SepReal Estate Newsletter Articles this Week: The "Home ATM" Stays Mostly Closed in Q2
90. 9 SepSchedule for Week of September 10, 2023
91. 9 SepSept 8th COVID Update: Deaths and Hospitalizations Increased
92. 8 SepAAR: August Rail Carloads and Intermodal Decreased Year-over-year
93. 8 SepThe "Home ATM" Stays Mostly Closed in Q2
94. 8 SepFed's Flow of Funds: Household Net Worth Increased $5.5 Trillion in Q2
95. 8 SepQ3 GDP Tracking: Over 3%
96. 8 SepWholesale Used Car Prices Increased 0.2% in August; Down 7.7% Year-over-year
97. 8 SepCoreLogic: 1.11 million Homeowners with Negative Equity in Q2 2023
98. 8 SepFriday: Q2 Flow of Funds
99. 7 SepRealtor.com Reports Weekly Active Inventory Down 5% YoY; New Listings Down 8.5% YoY
100. 7 Sep1st Look at Local Housing Markets in August
101. 7 SepFDIC: Number of Problem Banks Unchanged in Q2 2023
102. 7 SepWeekly Initial Unemployment Claims Decrease to 216,000
103. 7 SepThursday: Unemployment Claims
104. 6 SepFed's Beige Book: "Growth was modest during July and August"
105. 6 SepBlack Knight Mortgage Monitor: Purchase Rate Locks "are now running 39% below pre-pandemic levels"
106. 6 SepISM® Services Index Increases to 54.5% in August
107. 6 SepTrade Deficit at $65.0 Billion in July
108. 6 SepMBA: Mortgage Applications Decreased in Weekly Survey; Purchase Applications Lowest in 28 Years
109. 6 SepWednesday: Trade Deficit, ISM Services, Beige Book
110. 5 SepThe Changing Mix of Light Vehicle Sales
111. 5 SepHeavy Truck Sales Solid in August, Up 2% YoY
112. 5 SepLawler: Single Family Rent Trends at AMH and Invitation Homes
113. 4 SepMonday Night Futures
114. 4 SepUpdate: Lumber Prices Down 14% YoY
115. 4 SepHousing September 4th Weekly Update: Inventory increased 1.1% Week-over-week; Down 7.9% Year-over-year
116. 3 SepHotels: Occupancy Rate Increased 0.4% Year-over-year
117. 2 SepReal Estate Newsletter Articles this Week: Case-Shiller: National House Price Index Unchanged year-over-year
118. 2 SepSchedule for Week of September 3, 2023
119. 2 SepSept 1st COVID Update: Deaths and Hospitalizations Increased
120. 1 SepVehicles Sales at 15.04 million SAAR in August; Up 14% YoY
121. 1 SepQ3 GDP Tracking
122. 1 SepFreddie Mac House Price Index Increased in July to New High; Black Knight Index Hits New High, but "Mixed signals"
123. 1 SepConstruction Spending Increased 0.7% in July
124. 1 SepISM® Manufacturing index Increased to 47.6% in August
125. 1 SepComments on August Employment Report
126. 1 SepAugust Employment Report: 187 thousand Jobs, 3.8% Unemployment Rate
127. 1 SepFriday: Employment Report, ISM Mfg, Construction Spending, Vehicle Sales

August 2023

1. 31 AugGoldman August Payrolls Preview
2. 31 AugAsking Rents Down 1.2% Year-over-year
3. 31 AugRealtor.com Reports Weekly Active Inventory Down 6% YoY; New Listings Down 8% YoY
4. 31 AugPCE Measure of Shelter Slows to 7.8% YoY in July
5. 31 AugPersonal Income increased 0.2% in July; Spending increased 0.8%
6. 31 AugWeekly Initial Unemployment Claims Decrease to 228,000
7. 31 AugThursday: Unemployment Claims, Personal Income and Outlays, Chicago PMI
8. 30 AugLas Vegas July 2023: Visitor Traffic Up 1.0% YoY; Convention Traffic Down 16.8% YoY
9. 30 AugInflation Adjusted House Prices 3.9% Below Peak; Price-to-rent index is 7.6% below recent peak
10. 30 AugNAR: Pending Home Sales Up 0.9% in July; Down 14.0% Year-over-year
11. 30 AugQ2 GDP Growth Revised down to 2.1% Annual Rate
12. 30 AugADP: Private Employment Increased 177,000 in August
13. 30 AugMBA: Mortgage Applications Increased in Weekly Survey
14. 30 AugWednesday: ADP Employment, GDP, Pending Home Sales
15. 29 AugA few comments on the Seasonal Pattern for House Prices
16. 29 AugComments on June Case-Shiller and FHFA House Prices
17. 29 AugBLS: Job Openings Decreased to 8.8 million in July
18. 29 AugCase-Shiller: National House Price Index Unchanged year-over-year in June
19. 29 AugTuesday: Case-Shiller House Prices, Job Openings
20. 28 AugMortgage Serious Delinquency Rate vs Unemployment Rate
21. 28 AugFannie Mae Single-Family Mortgage Serious Delinquency Rate Lowest since 2002
22. 28 AugHousing August 28th Weekly Update: Inventory increased 1.3% Week-over-week; Down 9.3% Year-over-year
23. 27 AugSunday Night Futures
24. 27 AugAn Early Look at the September FOMC Projections
25. 26 AugReal Estate Newsletter Articles this Week: New Home Sales increase to 714,000 Annual Rate in July
26. 26 AugSchedule for Week of August 27, 2023
27. 26 AugAug 25th COVID Update: Deaths and Hospitalizations Increased
28. 25 AugForecast: Multifamily Starts will Decline Sharply
29. 25 AugQ3 GDP Tracking: Moving Up
30. 25 AugFed Chair Powell: Inflation: Progress and the Path Ahead
31. 25 AugHotels: Occupancy Rate Decreased Slightly Year-over-year
32. 25 AugFriday: Fed Chair Powell Speaks at Jackson Hole Symposium
33. 24 AugRealtor.com Reports Weekly Active Inventory Down 7% YoY; New Listings Down 6% YoY
34. 24 AugFinal Look at Local Housing Markets in July
35. 24 AugLA Port Inbound Traffic Down Sharply YoY in July
36. 24 AugWeekly Initial Unemployment Claims Decrease to 230,000
37. 24 AugThursday: Unemployment Claims, Durable Goods
38. 23 AugAugust Vehicle Sales Forecast: 15.3 million SAAR, Up Sharply YoY
39. 23 AugAIA: Architecture Billings "Stable" in July; Multi-family Billings Decline for 12th Consecutive Month
40. 23 AugNew Home Sales increase to 714,000 Annual Rate in July; Median New Home Price is Down 12% from the Peak
41. 23 AugEmployment: Preliminary annual benchmark revision shows downward adjustment of 306,000 jobs
42. 23 AugNew Home Sales increase to 714,000 Annual Rate in July
43. 23 AugBlack Knight: Mortgage Delinquency Rate Increased Slightly in July
44. 23 AugMBA: Mortgage Applications Decreased in Weekly Survey; Purchase Applications "lowest level since April 1995"
45. 23 AugWednesday: New Home Sales
46. 22 AugLawler: More on “R-Star”
47. 22 AugNAR: Existing-Home Sales Decreased to 4.07 million SAAR in July; Median Prices Increased 1.9% YoY in July
48. 22 AugNAR: Existing-Home Sales Decreased to 4.07 million SAAR in July
49. 22 AugTuesday: Existing Home Sales, Richmond Fed Mfg
50. 21 AugMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.39% in July"
51. 21 Aug4th Look at Local Housing Markets in July
52. 21 AugDOT: Vehicle Miles Driven Increased 2.8% year-over-year in June
53. 21 AugHousing August 21st Weekly Update: Inventory increased 0.9% Week-over-week; Down 10.0% Year-over-year
54. 20 AugSunday Night Futures
55. 20 AugEarly Look at 2024 Cost-Of-Living Adjustments and Maximum Contribution Base
56. 19 AugReal Estate Newsletter Articles this Week: Record Number of Multi-Family Housing Units Under Construction
57. 19 AugSchedule for Week of August 20, 2023
58. 19 AugAug 18th COVID Update: New Pandemic Low for Deaths
59. 18 AugLawler: Is The “Natural” Rate of Interest Back to Pre-Financial Crisis Levels?
60. 18 AugQ3 GDP Tracking: Moving Up
61. 17 AugLawler: Early Read on Existing Home Sales in July
62. 17 AugHotels: Occupancy Rate Unchanged Year-over-year
63. 17 AugRealtor.com Reports Weekly Active Inventory Down 8% YoY; New Listings Down 8% YoY
64. 17 AugCoreLogic: US Home Investor Share Remained High in Early Summer 2023
65. 17 AugWeekly Initial Unemployment Claims Decrease to 239,000
66. 17 AugThursday: Unemployment Claims, Philly Fed Mfg
67. 16 AugFOMC Minutes: Staff No Longer Predicts Recession; "Upside Risks to Inflation"
68. 16 AugJuly Housing Starts: Record Number of Multi-Family Housing Units Under Construction
69. 16 AugIndustrial Production Increased 1.0% in July
70. 16 AugHousing Starts Increased to 1.452 million Annual Rate in July
71. 16 AugMBA: Mortgage Applications Decreased in Weekly Survey
72. 16 AugWednesday: Housing Starts, Industrial Production, FOMC Minutes
73. 15 AugThe "New Normal" Mortgage Rate Range
74. 15 AugNAHB: Builder Confidence Decreased in August "on Rising Mortgage Rates"
75. 15 AugRetail Sales Increased 0.7% in July
76. 15 AugTuesday: Retail Sales, NY Fed Mfg, Homebuilder Survey
77. 14 AugPart 2: Current State of the Housing Market; Overview for mid-August
78. 14 Aug2nd Look at Local Housing Markets in July
79. 14 AugHousing August 14th Weekly Update: Inventory increased 0.9% Week-over-week; Down 10.5% Year-over-year
80. 13 AugSunday Night Futures
81. 13 AugUpdate: Lumber Prices Down 29% YoY
82. 12 AugReal Estate Newsletter Articles this Week: The Long-Term Housing and Population Shift
83. 12 AugSchedule for Week of August 13, 2023
84. 12 AugAug 11th COVID Update: New Pandemic Low for Deaths
85. 11 AugRealtor.com Reports Weekly Active Inventory Down 9% YoY; New Listings Down 14% YoY
86. 11 AugEarly Q3 GDP Tracking: Wide Range
87. 11 AugPart 1: Current State of the Housing Market; Overview for mid-August
88. 11 AugHotels: Occupancy Rate Down 1.0% Year-over-year
89. 11 AugFriday: PPI
90. 10 AugThe Long-Term Housing and Population Shift
91. 10 AugCleveland Fed: Median CPI increased 0.2% and Trimmed-mean CPI increased 0.2% in July
92. 10 AugYoY Measures of Inflation: Services, Goods and Shelter
93. 10 AugMBA: "Mortgage Delinquencies Decrease in the Second Quarter of 2023"; Lowest Level on Record
94. 10 AugWeekly Initial Unemployment Claims Increase to 248,000
95. 10 AugBLS: CPI increased 0.2% in July; Core CPI increased 0.2%
96. 10 AugThursday: CPI, Unemployment Claims
97. 9 AugOops. Wrong Graph Last Friday for 25- to 54-Years-Old Participation Rate
98. 9 AugFannie "Real Estate Owned" inventory Decreased in Q2
99. 9 AugAtlanta Fed: Home Ownership Affordability Monitor
100. 9 AugMBA: Mortgage Applications Decreased in Weekly Survey
101. 9 AugWednesday: MBA Mortgage Applications
102. 8 AugLeading Index for Commercial Real Estate Decreased in July
103. 8 Aug1st Look at Local Housing Markets in July
104. 8 AugNY Fed Q2 Report: Household Debt Increased Slightly, Mortgage Balances "Unchanged"
105. 8 AugTrade Deficit Decreased to $65.5 Billion in June
106. 7 AugTuesday: Trade Deficit, Q2 Household Debt and Credit
107. 7 AugSecond Home Market: South Lake Tahoe in July; Prices Down 6.3% YoY
108. 7 AugBlack Knight Mortgage Monitor: Home Prices Increased Month-to-month to New Record High in June
109. 7 AugWholesale Used Car Prices Decreased 1.6% in July; Down 11.6% Year-over-year
110. 7 AugHousing August 7th Weekly Update: Inventory increased 0.7% Week-over-week; Down 10.3% Year-over-year
111. 6 AugSunday Night Futures
112. 6 AugSummer Teen Employment
113. 5 AugReal Estate Newsletter Articles this Week: Asking Rents Negative Year-over-year
114. 5 AugSchedule for Week of August 6, 2023
115. 5 AugAug 4th COVID Update: New Pandemic Low for Deaths
116. 4 AugThe impact of 7% Mortgage Rates
117. 4 AugAAR: July Rail Carloads and Intermodal Decreased Year-over-year
118. 4 AugComments on July Employment Report
119. 4 AugJuly Employment Report: 187 thousand Jobs, 3.5% Unemployment Rate
120. 4 AugFriday: Employment Report
121. 3 AugRealtor.com Reports Weekly Active Inventory Down 9% YoY; New Listings Down 17% YoY
122. 3 AugHotels: Occupancy Rate Up 0.6% Year-over-year
123. 3 AugJuly Employment Preview
124. 3 AugISM® Services Index Decreases to 52.7% in July
125. 3 AugWeekly Initial Unemployment Claims Increase to 227,000
126. 3 AugThursday: Unemployment Claims, ISM Services
127. 2 AugHVS: Q2 2023 Homeownership and Vacancy Rates; Rental Vacancy Rates Increased YoY
128. 2 AugHeavy Truck Sales Hit New Record High; Up 18% Year-over-year in July
129. 2 AugHow Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?
130. 2 AugADP: Private Employment Increased 324,000 in July
131. 2 AugMBA: Mortgage Applications Decreased in Weekly Survey
132. 2 AugWednesday: ADP Employment, Q2 Housing Vacancies and Homeownership
133. 1 AugVehicles Sales at 15.74 million SAAR in July; Up 18% YoY
134. 1 AugAsking Rents Negative Year-over-year
135. 1 AugConstruction Spending Increased 0.5% in June
136. 1 AugBLS: Job Openings Decreased Slightly to 9.6 million in June
137. 1 AugISM® Manufacturing index Increased to 46.4% in July
138. 1 AugCoreLogic: US Annual Home Price Growth Inches Up in June
139. 1 AugTuesday: CoreLogic House Prices, Job Openings, ISM Mfg, Construction Spending, Vehicle Sales

July 2023

1. 31 JulFreddie Mac House Price Index Increased in June to New High; Up 1.7% Year-over-year
2. 31 JulFed SLOOS Survey: Banks reported Tighter Standards, Weaker Demand for All Loan Types
3. 31 JulHousing July 31st Weekly Update: Inventory increased 1.1% Week-over-week; Down 10.1% Year-over-year
4. 30 JulSunday Night Futures
5. 30 JulQ2 2023 Update: Unofficial Problem Bank list Increased to 47 Institutions
6. 29 JulReal Estate Newsletter Articles this Week: Case-Shiller House Prices Decreased 0.5% year-over-year
7. 29 JulSchedule for Week of July 30, 2023
8. 29 JulJuly 28th COVID Update: New Pandemic Lows for Deaths
9. 28 JulLas Vegas June 2023: Visitor Traffic Up 1.5% YoY; Convention Traffic Down 2.9% YoY
10. 28 JulHotels: Occupancy Rate Up 0.5% Year-over-year
11. 28 JulInflation Adjusted House Prices 4.4% Below Peak; Price-to-rent index is 7.9% below recent peak
12. 28 JulPCE Measure of Shelter Slows to 8.0% YoY in June
13. 28 JulPersonal Income increased 0.3% in June; Spending increased 0.5%
14. 28 JulFriday: Personal Income and Outlays
15. 27 JulRealtor.com Reports Weekly Active Inventory Down 8% YoY; New Listings Down 18% YoY
16. 27 JulFannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in June
17. 27 JulNAR: Pending Home Sales Up 0.3% in June; Down 15.6% Year-over-year
18. 27 JulWeekly Initial Unemployment Claims Decrease to 221,000
19. 27 JulBEA: Real GDP increased at 2.4% Annualized Rate in Q2
20. 27 JulThursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales
21. 26 JulFOMC Statement: Raise Rates 25 bp
22. 26 JulNew Home Sales decrease to 697,000 Annual Rate in June; Median New Home Price is Down 16.4% from the Peak
23. 26 JulNew Home Sales decrease to 697,000 Annual Rate in June
24. 26 JulMBA: Mortgage Applications Decreased in Weekly Survey
25. 26 JulWednesday: New Home Sales, FOMC Statement
26. 25 JulJuly Vehicle Sales Forecast: 15.8 million SAAR, Up Sharply YoY
27. 25 JulComments on May Case-Shiller and FHFA House Prices
28. 25 JulCase-Shiller: National House Price Index Decreased 0.5% year-over-year in May
29. 24 JulTuesday: Case-Shiller House Prices
30. 24 JulUpdate on Four High Frequency Indicators
31. 24 JulHousing July 24th Weekly Update: Inventory increased 1.9% Week-over-week; Down 8.8% Year-over-year
32. 23 JulSunday Night Futures
33. 23 JulFOMC Preview: Likely 25bp Rate Hike
34. 22 JulReal Estate Newsletter Articles this Week: Record Number of Multi-Family Housing Units Under Construction
35. 22 JulSchedule for Week of July 23, 2023
36. 22 JulJuly 21st COVID Update: New Pandemic Lows for Deaths and Hospitalizations
37. 21 JulFinal Look at Local Housing Markets in June
38. 21 JulQ2 GDP Tracking: Around 2%
39. 21 JulBlack Knight: "Seriously Delinquent Mortgages Hit Lowest Level Since 2006" in June
40. 20 JulRealtor.com Reports Weekly Active Inventory Down 6% YoY; New Listings Down 19% YoY
41. 20 JulHotels: Occupancy Rate Up 0.1% Year-over-year
42. 20 JulNAR: Existing-Home Sales Decreased to 4.16 million SAAR in June; Median Prices Declined 0.9% YoY in June
43. 20 JulNAR: Existing-Home Sales Decreased to 4.16 million SAAR in June
44. 20 JulWeekly Initial Unemployment Claims Decrease to 228,000
45. 20 JulThursday: Unemployment Claims, Philly Fed Mfg, Existing Home Sales
46. 19 JulLawler: Early Read on Existing Home Sales in June & 4th Look at Local Markets
47. 19 JulAIA: Architecture Billings "Stable" in June; Multi-family Billings Decline for 11th Consecutive Month
48. 19 JulJune Housing Starts: Record Number of Multi-Family Housing Units Under Construction
49. 19 JulHousing Starts Decreased Sharply to 1.434 million Annual Rate in June
50. 19 JulMBA: Mortgage Applications Increased in Weekly Survey
51. 19 JulWednesday: Housing Starts
52. 18 JulNMHC: "Apartment Market Continues to Loosen"
53. 18 JulNAHB: Builder Confidence Increased in July
54. 18 JulIndustrial Production Decreased 0.5% in June
55. 18 JulRetail Sales Increased 0.2% in June
56. 18 JulTuesday: Retail Sales, Industrial Production, Homebuilder Survey
57. 17 JulMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.44% in June"
58. 17 JulWill house prices decline further later this year?
59. 17 JulHousing July 17th Weekly Update: Inventory increased 1.2% Week-over-week; Down 7.5% Year-over-year
60. 17 JulSunday Night Futures
61. 16 JulLA Port Inbound Traffic Down Sharply YoY in June
62. 15 JulReal Estate Newsletter Articles this Week: Currently 23.3% of mortgage loans are under 3%, 61.3% are under 4%
63. 15 JulSchedule for Week of July 16, 2023
64. 15 JulJuly 14th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
65. 14 Jul3rd Look at Local Housing Markets in June
66. 14 JulQ2 GDP Tracking: Around 2%
67. 13 JulRealtor.com Reports Weekly Active Inventory Down 5% YoY; New Listings Down 27% YoY
68. 13 JulHotels: Occupancy Rate Down 2.3% Year-over-year
69. 13 JulPart 2: Current State of the Housing Market; Overview for mid-July
70. 13 JulWeekly Initial Unemployment Claims Decrease to 237,000
71. 13 JulThursday: Unemployment Claims, PPI
72. 12 JulPart 1: Current State of the Housing Market; Overview for mid-July
73. 12 JulFed's Beige Book: "Overall economic activity increased slightly"
74. 12 JulEarly Look at 2024 Cost-Of-Living Adjustments and Maximum Contribution Base
75. 12 JulCleveland Fed: Median CPI increased 0.1% and Trimmed-mean CPI increased 0.1% in June
76. 12 JulYoY Measures of Inflation: Services, Goods and Shelter
77. 12 JulBLS: CPI increased 0.2% in June; Core CPI increased 0.2%
78. 12 JulMBA: Mortgage Applications Increased in Weekly Survey
79. 12 JulWednesday: CPI, Beige Book
80. 11 JulLeading Index for Commercial Real Estate Decreased in June
81. 11 Jul2nd Look at Local Housing Markets in June
82. 11 JulCoreLogic: US Annual Home Price Growth Drops to the Lowest Rate in 11 Years in May
83. 11 JulTuesday: Corelogic House Price index
84. 10 JulSecond Home Market: South Lake Tahoe in June; Prices Down 6.8% YoY
85. 10 JulLawler: Update on Demographic Trends, and Population and Household Projections Through 2025
86. 10 JulBlack Knight Mortgage Monitor: Home Prices Increased Month-to-month to New Record High in May
87. 10 JulWholesale Used Car Prices Decreased 4.2% in June; Down 10.3% Year-over-year
88. 10 JulHousing July 10th Weekly Update: Inventory Decreased 0.2% Week-over-week; Down 4.6% Year-over-year
89. 10 JulSunday Night Futures
90. 9 JulHotels: Occupancy Rate Up 4.1% Year-over-year
91. 9 JulRealtor.com Reports Weekly Active Inventory Down 2% YoY; New Listings Down 21% YoY
92. 8 JulReal Estate Newsletter Articles this Week: Asking Rent Growth Flat Year-over-year
93. 8 JulSchedule for Week of July 9, 2023
94. 8 JulJuly 7th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
95. 7 JulQ2 GDP Tracking: Around 2%
96. 7 JulAAR: June Rail Carloads and Intermodal Decreased Year-over-year
97. 7 JulHeavy Truck Sales Up 15% Year-over-year in June
98. 7 JulComments on June Employment Report
99. 7 JulJune Employment Report: 209 thousand Jobs, 3.6% Unemployment Rate
100. 7 JulFriday: Employment Report
101. 6 JulJune Employment Preview
102. 6 JulEarly Look at Local Housing Markets in June
103. 6 JulBLS: Job Openings Decreased to 9.8 million in May
104. 6 JulTrade Deficit Decreased to $69.0 Billion in May
105. 6 JulWeekly Initial Unemployment Claims Increase to 248,000
106. 6 JulADP: Private Employment Increased 497,000 in June
107. 6 JulMBA: Mortgage Applications Decreased in Weekly Survey
108. 6 JulThursday: Unemployment Claims, ADP Employment, Trade Deficit, Job Openings and More
109. 5 JulVehicles Sales at 15.68 million SAAR in June; Up 20% YoY
110. 5 JulFOMC Minutes: Staff Predicts Mild Recession; Additional Increases in Fed Funds Rate "Appropriate"
111. 5 JulAsking Rent Growth Flat Year-over-year
112. 5 JulWednesday: FOMC Minutes
113. 3 JulHousing Inventory and Demographics: The Next Big Shift
114. 3 JulConstruction Spending Increased 0.9% in May
115. 3 JulISM® Manufacturing index Decreased to 46.0% in June
116. 3 JulHousing July 3rd Weekly Update: Inventory Increased 1.3% Week-over-week; Down Year-over-year
117. 2 JulSunday Night Futures
118. 2 JulUpdate: Lumber Prices Down About 35% YoY
119. 1 JulReal Estate Newsletter Articles this Week: New Home Sales Increase in May
120. 1 JulSchedule for Week of July 2, 2023

June 2023

1. 30 JunJune 30th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
2. 30 JunFreddie Mac House Price Index Increased Slightly in May; Up 0.4% Year-over-year
3. 30 JunQ2 GDP Tracking: Around 2%
4. 30 JunPCE Measure of Shelter Finally Slowing YoY
5. 30 JunPersonal Income increased 0.4% in May; Spending increased 0.1%
6. 30 JunFriday: Personal Income & Outlays
7. 29 JunHotels: Occupancy Rate Down 1.0% Year-over-year
8. 29 JunRealtor.com Reports Weekly Active Inventory Down Slightly YoY; New Listings Down 29% YoY
9. 29 JunNAR: Pending Home Sales Down 2.7% in May; Down 22.2% Year-over-year
10. 29 JunWeekly Initial Unemployment Claims Decrease to 239,000
11. 29 JunQ1 GDP Growth Revised Up to 2.0% Annual Rate
12. 29 JunThursday: Fed Chair Powell, Unemployment Claims, GDP, Pending Home Sales
13. 28 JunLas Vegas May 2023: Visitor Traffic Up 1.5% YoY; Convention Traffic up 16% YoY
14. 28 JunInflation Adjusted House Prices 3.8% Below Peak; Price-to-rent index is 8.4% below recent peak
15. 28 JunCNBC: Fed Chair "Powell says more ‘restriction’ is coming"
16. 28 JunMBA: Mortgage Applications Increased in Weekly Survey
17. 28 JunWednesday: Fed Chair Powell, Stress Test Results
18. 27 JunNew Home Sales increase to 763,000 Annual Rate in May; Median New Home Price is Down 16.2% from the Peak
19. 27 JunNew Home Sales increase to 763,000 Annual Rate in May
20. 27 JunComments on April Case-Shiller and FHFA House Prices
21. 27 JunCase-Shiller: National House Price Index Decreased 0.2% year-over-year in April
22. 27 JunTuesday: Case-Shiller House Prices, New Home Sales, Durable Goods
23. 26 JunFannie and Freddie Serious Delinquencies in May: Single Family Declined, Multi-Family Increased
24. 26 JunUpdate on Four High Frequency Indicators
25. 26 JunHousing June 26th Weekly Update: Inventory Increased 2.0% Week-over-week
26. 25 JunSunday Night Futures
27. 25 JunA Very Early Look at 2024 Cost-Of-Living Adjustments and Maximum Contribution Base
28. 24 JunReal Estate Newsletter Articles this Week: Record Number of Multi-Family Housing Units Under Construction
29. 24 JunSchedule for Week of June 25, 2023
30. 24 JunJune 23rd COVID Update: New Pandemic Lows for Deaths and Hospitalizations
31. 23 JunPhilly Fed: State Coincident Indexes Increased in all 50 States in May (3-Month Basis)
32. 23 JunQ2 GDP Tracking: Around 1.5%
33. 23 JunFinal Look at Local Housing Markets in May
34. 23 JunBlack Knight: "Past-Due Mortgages Approach Recent Record Lows" in May
35. 22 JunJune Vehicle Sales Forecast: 15.9 million SAAR, Up Sharply YoY
36. 22 JunRealtor.com Reports Weekly Active Inventory Up 5% YoY; New Listings Down 26% YoY
37. 22 JunHotels: Occupancy Rate Down 1.1% Year-over-year
38. 22 JunNAR: Existing-Home Sales Increased to 4.30 million SAAR in May; Median Prices Declined 3.1% YoY
39. 22 JunNAR: Existing-Home Sales Increased to 4.30 million SAAR in May
40. 22 JunWeekly Initial Unemployment Claims at 264,000
41. 22 JunThursday: Unemployment Claims, Existing Home Sales, Fed Chair Powell
42. 21 JunAIA: Architecture Billings "Rebound" in May; Multi-family Billings Decline for 11th Consecutive Month
43. 21 JunCalifornia Home Sales Down 23.6% YoY in May, Median Prices Decline 6.4% YoY
44. 21 JunFed Chair Powell: Semiannual Monetary Policy Report to the Congress
45. 21 JunMBA: Mortgage Applications Increased in Weekly Survey
46. 20 JunWednesday: Fed Chair Powell Semiannual Monetary Policy Report to Congress
47. 20 JunMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.49% in May"
48. 20 JunMay Housing Starts: Record Number of Multi-Family Housing Units Under Construction
49. 20 JunHousing Starts Increased Sharply to 1.631 million Annual Rate in May
50. 19 JunTuesday: Housing Starts
51. 19 JunSome More Good News for Homebuilders
52. 19 JunNAHB: Builder Confidence Increased in June
53. 19 JunHousing June 19th Weekly Update: Inventory Increased 1.8% Week-over-week
54. 18 JunLA Port Inbound Traffic Down Sharply YoY in May
55. 17 JunReal Estate Newsletter Articles this Week: Current State of the Housing Market
56. 17 JunSchedule for Week of June 18, 2023
57. 17 JunJune 16th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
58. 16 JunLawler: Early Read on Existing Home Sales in May
59. 16 Jun3rd Look at Local Housing Markets in May
60. 16 JunUpdate: Lumber Prices Down About 25% YoY
61. 16 JunQ2 GDP Tracking: Around 1.5%
62. 15 JunHotels: Occupancy Rate Down 1.6% Year-over-year
63. 15 JunRealtor.com Reports Weekly Active Inventory Up 10% YoY; New Listings Down 22% YoY
64. 15 JunLawler: Update on Mortgage/Treasury Spreads
65. 15 JunIndustrial Production Decreased 0.2% in May
66. 15 JunRetail Sales Increased 0.3% in May
67. 15 JunWeekly Initial Unemployment Claims at 262,000
68. 15 JunThursday: Retail Sales, Unemployment Claims, NY and Philly Fed Mfg, Industrial Production
69. 14 JunFOMC Projections and Press Conference
70. 14 JunFOMC Statement: Pause
71. 14 JunUpdate: "Why Year-over-year Headline Inflation will Decline Sharply in May and June"
72. 14 JunPart 2: Current State of the Housing Market; Overview for mid-June
73. 14 JunMBA: Mortgage Applications Increased in Weekly Survey
74. 14 JunWednesday: FOMC Statement, PPI
75. 13 JunPart 1: Current State of the Housing Market; Overview for mid-June
76. 13 JunCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.2% in May
77. 13 JunYoY Measures of Inflation: Services, Goods and Shelter
78. 13 JunBLS: CPI increased 0.1% in May; Core CPI increased 0.4%
79. 13 JunTuesday: Consumer Price Index (CPI)
80. 12 JunAAR: May Rail Carloads Increased, Intermodal Decreased Year-over-year
81. 12 JunWhy Year-over-year Headline Inflation will Decline Sharply in May and June
82. 12 Jun2nd Look at Local Housing Markets in May
83. 12 JunHousing June 12th Weekly Update: Inventory Increased 1.5% Week-over-week
84. 11 JunSunday Night Futures
85. 11 JunFOMC Preview: A Likely "Pause"
86. 10 JunReal Estate Newsletter Articles this Week: The "Home ATM" was Closed in Q1
87. 10 JunSchedule for Week of June 11, 2023
88. 10 JunJune 9th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
89. 9 JunQ2 GDP Tracking: Around 1% to 2%
90. 9 JunLawler: Census 2020, Population Estimates, and Population Projections: Challenges for Demographers
91. 9 JunHotels: Occupancy Rate Down 2.3% Year-over-year
92. 8 JunRealtor.com Reports Weekly Active Inventory Up 13% YoY; New Listings Down 25% YoY
93. 8 JunThe "Home ATM" was Closed in Q1; Mortgage Equity Withdrawal (MEW) turns negative in Q1 2023
94. 8 JunFed's Flow of Funds: Household Net Worth Increased $3.0 Trillion in Q1
95. 8 JunWeekly Initial Unemployment Claims increased to 261,000
96. 8 JunCoreLogic: 1.2 million Homeowners with Negative Equity in Q1 2023
97. 8 JunThursday: Unemployment Claims, Flow of Funds
98. 7 JunLeading Index for Commercial Real Estate Decreased in May
99. 7 JunCould 6% to 7% 30-Year Mortgage Rates be the "New Normal"?
100. 7 JunWholesale Used Car Prices Decreased in May; Down 7.6% Year-over-year
101. 7 JunTrade Deficit Increased to $74.6 Billion in April
102. 7 JunMBA: Mortgage Applications Decreased in Weekly Survey
103. 7 JunWednesday: Trade Deficit
104. 6 JunSecond Home Market: South Lake Tahoe in May
105. 6 JunEarly Look at Local Housing Markets in May
106. 6 JunCoreLogic: House Prices up 2.0% YoY in April
107. 6 JunTuesday: CoreLogic House Prices
108. 5 JunISM® Services Index Decreases to 50.3% in May
109. 5 JunBlack Knight Mortgage Monitor: Home Prices Increased Month-to-month in April; Prices Unchanged YoY
110. 5 JunHousing June 5th Weekly Update: Inventory Increased 0.7% Week-over-week
111. 4 JunSunday Night Futures
112. 4 JunHotels: Occupancy Rate Up 0.6% Year-over-year
113. 4 JunRealtor.com Reports Weekly Active Inventory Up 18% YoY; New Listings Down 20% YoY
114. 3 JunReal Estate Newsletter Articles this Week: Case-Shiller National House Price Index Increased 0.7% year-over-year in March
115. 3 JunSchedule for Week of June 4, 2023
116. 3 JunJune 2nd COVID Update: New Pandemic Lows for Deaths and Hospitalizations
117. 2 JunHeavy Truck Sales Up Sharply Year-over-year in May
118. 2 JunYear-over-year Rent Growth Continues to Decelerate; Asking Rents Likely to be Down year-over-year in June or July
119. 2 JunVehicles Sales at 15.05 million SAAR in May; Up 19.6% YoY
120. 2 JunComments on May Employment Report
121. 2 JunMay Employment Report: 339 thousand Jobs, 3.7% Unemployment Rate
122. 2 JunFriday: Employment Report
123. 1 JunU.S. Births decreased Slightly in 2022
124. 1 JunMay Employment Preview
125. 1 JunConstruction Spending Increased 1.2% in April
126. 1 JunISM® Manufacturing index Decreased to 46.9% in May
127. 1 JunInflation Adjusted House Prices 4.2% Below Peak; Price-to-rent index is 8.3% below recent peak
128. 1 JunWeekly Initial Unemployment Claims increased to 232,000
129. 1 JunADP: Private Employment Increased 278,000 in May
130. 1 JunThursday: ADP Employment, Unemployment Claims, ISM Mfg, Construction Spending, Vehicle Sales

May 2023

1. 31 MayFreddie Mac House Price Index Increased Slightly in April; Up 0.3% Year-over-year
2. 31 MayLas Vegas April 2023: Visitor Traffic Down 4% Compared to 2019; Convention Traffic Down 30%
3. 31 MayFed's Beige Book: "Economic activity was little changed ... Residential real estate activity picked up"
4. 31 MayBLS: Job Openings Increased to 10.1 million in April
5. 31 MayLawler: Census Finally Releases 2020 Census Demographic Profile and Demographic and Housing Characteristics File
6. 31 MayMBA: Mortgage Applications Decreased in Weekly Survey
7. 31 MayWednesday: Job Openings, Chicago PMI, Fed's Beige Book
8. 30 MayA few comments on the Seasonal Pattern for House Prices
9. 30 MayComments on March Case-Shiller and FHFA House Prices
10. 30 MayCase-Shiller: National House Price Index increased 0.7% year-over-year in March
11. 30 MayTuesday: Case-Shiller House Prices
12. 29 MayRecession Watch Update
13. 29 MayHousing May 29th Weekly Update: Inventory Increased 2.1% Week-over-week
14. 28 MayHotels: Occupancy Rate Down 1.5% Year-over-year
15. 27 MayReal Estate Newsletter Articles this Week: "Multi-Family Delinquencies Increased"
16. 27 MaySchedule for Week of May 28, 2023
17. 27 MayMay 26th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
18. 26 MayFannie and Freddie Serious Delinquencies in April: Single Family Declined, Multi-Family Increased
19. 26 MayQ2 GDP Tracking: Around 1% to 2%
20. 26 MayPCE Measure of Shelter Still Accelerating YoY
21. 26 MayPersonal Income increased 0.4% in April; Spending increased 0.8%
22. 26 MayFriday: Personal Income and Outlays, Durable Goods
23. 25 MayRealtor.com Reports Weekly Active Inventory Up 20% YoY; New Listings Down 26% YoY
24. 25 MayMay Vehicle Sales Forecast: 15.3 million SAAR, Up Sharply YoY
25. 25 MayTotal Housing Completions will Likely Decrease Slightly in 2023; The Mix will Change
26. 25 MayNAR: Pending Home Sales Unchanged in April; Down 20.3% Year-over-year
27. 25 MayQ1 GDP Growth Revised up to 1.3% Annual Rate
28. 25 MayWeekly Initial Unemployment Claims at 229,000
29. 25 MayThursday: 2nd Estimate Q1 GDP, Unemployment Claims, Pending Home Sales
30. 24 MayBlack Knight: "Mortgage Delinquencies Rise on Calendar Effect" in April
31. 24 MayFOMC Minutes: Staff Predicts Recession Starting in Q4; Future Monetary Policy "less certain"
32. 24 MayAIA: Architecture Billings Decreased in April
33. 24 MayTwo Key Housing Themes: Low Inventory and Few Distressed Sales
34. 24 MayMBA: Mortgage Applications Decreased in Weekly Survey
35. 24 MayWednesday: FOMC Minutes
36. 23 May"Mortgage Rates Move Back Above 7%"
37. 23 MayNew Home Sales at 683,000 Annual Rate in April; Median New Home Price is Down 15.3% from the Peak
38. 23 MayNew Home Sales at 683,000 Annual Rate in April
39. 23 MayTuesday: New Home Sales
40. 22 MayFinal Look at Local Housing Markets in April
41. 22 MayWhat Happened to "Paying off the National Debt"?
42. 22 MayHousing May 22nd Weekly Update: Inventory Increased 0.9% Week-over-week
43. 21 MaySunday Night Futures
44. 21 MayThe Changing Mix of Light Vehicle Sales
45. 20 MayReal Estate Newsletter Articles this Week: "Near Record Multi-Family Under Construction"
46. 20 MaySchedule for Week of May 21, 2023
47. 20 MayMay 19th COVID Update: New Pandemic Lows for Deaths and Hospitalizations
48. 19 MayLA Port Inbound Traffic Down Sharply YoY in April
49. 19 MaySimilar Number of Housing Units started in Q1 as 'Built-for-Rent' as 'Built-for-Sale'
50. 19 MayQ2 GDP Tracking: Around 2%
51. 19 MayFriday: Discussion, Fed Chair Jerome Powell and Ben Bernanke
52. 18 MayHotels: Occupancy Rate Down 2.0% Year-over-year
53. 18 MayRealtor.com Reports Weekly Active Inventory Up 23% YoY; New Listings Down 25% YoY
54. 18 MayNAR: Existing-Home Sales Decreased to 4.28 million SAAR in April; Median Prices Declined 1.7% YoY
55. 18 MayNAR: Existing-Home Sales Decreased to 4.28 million SAAR in April
56. 18 MayWeekly Initial Unemployment Claims decrease to 242,000
57. 18 MayThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
58. 17 May4th Look at Local Housing Markets in April
59. 17 MayApril Housing Starts: Near Record Multi-Family Under Construction
60. 17 MayHousing Starts at 1.401 million Annual Rate in April
61. 17 MayMBA: Mortgage Applications Decreased in Weekly Survey
62. 17 MayWednesday: Housing Starts
63. 16 MayLawler: Early Read on Existing Home Sales in April
64. 16 MayNAHB: Builder Confidence Increased in May
65. 16 MayIndustrial Production Increased 0.5% in April
66. 16 MayRetail Sales Increased 0.4% in April
67. 16 MayTuesday: Retail Sales, Industrial Production, Homebuilder Survey
68. 15 MayMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.51% in April"
69. 15 May3rd Look at Local Housing Markets in April
70. 15 MayNY Fed Q1 Report: Household Debt Increases, Mortgage Loan Growth Slows
71. 15 MayHousing May 15th Weekly Update: Inventory Increased 0.2% Week-over-week
72. 14 MayMonday: NY Fed Mfg, Q1 Quarterly Report on Household Debt and Credit
73. 14 MayDOT: Vehicle Miles Driven Increased 0.6% year-over-year in March
74. 13 MayReal Estate Newsletter Articles this Week: "House Price Battle Royale: Low Inventory vs Affordability"
75. 13 MaySchedule for Week of May 14, 2023
76. 13 MayMay 12th COVID Update: New Pandemic Low for Hospitalizations
77. 12 MayEarly Q2 GDP Tracking: Wide Range
78. 12 MayPart 2: Current State of the Housing Market; Overview for mid-April
79. 12 MayHotels: Occupancy Rate Up 2.0% Year-over-year
80. 11 MayRealtor.com Reports Weekly Active Inventory Up 31% YoY; New Listings Down 16% YoY
81. 11 MayPart 1: Current State of the Housing Market; Overview for mid-April
82. 11 MayMBA: "Mortgage Delinquency Rate in First-Quarter 2023 Declines to Second-Lowest Level in MBA’s Survey"
83. 11 MayWeekly Initial Unemployment Claims increase to 264,000
84. 11 MayThursday: Unemployment Claims, PPI
85. 10 MayMisery Index
86. 10 May2nd Look at Local Housing Markets in April
87. 10 MayCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.3% in April
88. 10 MayYoY Measures of Inflation: Services, Goods and Shelter
89. 10 MayBLS: CPI increased 0.4% in April; Core CPI increased 0.4%
90. 10 MayMBA: Mortgage Applications Increased in Weekly Survey
91. 10 MayWednesday: CPI
92. 9 MayLeading Index for Commercial Real Estate Decreased in April
93. 9 MayHouse Price Battle Royale: Low Inventory vs Affordability
94. 9 MaySecond Home Market: South Lake Tahoe in April
95. 9 May"Mortgage Rates Jump to Highest Levels Since Last Monday"
96. 8 MayUpdate: Framing Lumber Prices Down 57% YoY, Below Pre-Pandemic Levels
97. 8 MayFed Survey: Banks reported Tighter Standards, Weaker Demand for All Loan Types
98. 8 MayFannie "Real Estate Owned" inventory essentially unchanged in Q1
99. 8 MayLawler: American Homes 4 Rent Net Seller of Single-Family Homes Last Quarter
100. 8 MayHousing May 8th Weekly Update: Inventory Decreased 0.6% Week-over-week
101. 8 MayMonday: Senior Loan Officer Opinion Survey on Bank Lending Practices
102. 7 MayRealtor.com Reports Weekly Active Inventory Up 35% YoY; New Listings Down 22% YoY
103. 6 MayReal Estate Newsletter Articles this Week: Year-over-year Rent Growth Continues to Decelerate
104. 6 MaySchedule for Week of May 7, 2023
105. 6 MayCOVID May 5, 2023, Update: New Pandemic Low for Hospitalizations
106. 5 MayAAR: April Rail Carloads Increased, Intermodal Decreased Year-over-year
107. 5 MayWholesale Used Car Prices Decreased in April; Down 4.4% Year-over-year
108. 5 MayEarly Look at Local Housing Markets in April
109. 5 MayComments on April Employment Report
110. 5 MayApril Employment Report: 253 thousand Jobs, 3.4% Unemployment Rate
111. 5 MayFriday: April Employment Report
112. 4 MayGoldman April Payrolls Preview
113. 4 MayHotels: Occupancy Rate Up 0.1% Year-over-year
114. 4 MayApril Employment Preview
115. 4 MayTrade Deficit decreased to $64.2 Billion in March
116. 4 MayWeekly Initial Unemployment Claims increase to 242,000
117. 4 MayThursday: Unemployment Claims, Trade Balance
118. 3 MayHeavy Truck Sales Up Sharply Year-over-year in April
119. 3 MayFOMC Statement: Raise Rates 25 bp; Pause in June Likely
120. 3 MayBlack Knight Mortgage Monitor: Home Prices Increased in March; Prices Up 1.0% YoY
121. 3 MayHVS: Q1 2023 Homeownership and Vacancy Rates; Rental Vacancy Rates Increased Sharply
122. 3 MayISM® Services Index Increases to 51.9% in April
123. 3 MayADP: Private Employment Increased 296,000 in April
124. 3 MayMBA: Mortgage Applications Decreased in Weekly Survey
125. 3 MayWednesday: FOMC Statement, ISM Services, ADP Employment, HVS Vacancies and Homeownership
126. 2 MayVehicles Sales at 15.91 million SAAR in April; Up 11.4% YoY
127. 2 MayLawler: Invitation Homes Net Seller of Single-Family Properties for Second Straight Quarter
128. 2 MayA Policy Proposal to Increase the Utilization of the Current Housing Stock
129. 2 MayBLS: Job Openings Decreased to 9.6 million in March
130. 2 MayCoreLogic: House Prices up 3.1% YoY in March, Lowest Annual Growth Rate since early 2012
131. 2 MayTuesday: Job Openings, Vehicle Sales
132. 1 MaySecretary Yellen to Speaker McCarthy: "unable to continue to satisfy all of the government’s obligations by early June"
133. 1 MayYear-over-year Rent Growth Continues to Decelerate
134. 1 MayConstruction Spending Increased 0.3% in March
135. 1 MayISM® Manufacturing index Increased to 47.1% in April
136. 1 MayHousing May 1st Weekly Update: Inventory Increased 2.0% Week-over-week

April 2023

1. 30 AprMonday: ISM Mfg, Construction Spending
2. 30 AprFOMC Preview: Likely 25bp Hike
3. 29 AprReal Estate Newsletter Articles this Week: Case-Shiller House Prices up 2.0% YoY
4. 29 AprSchedule for Week of April 30, 2023
5. 29 AprCOVID Apr 28, 2023, Update: New Pandemic Low for Weekly Deaths
6. 28 AprHotels: Occupancy Rate Up 2.3% Year-over-year
7. 28 AprFannie Mae: Mortgage Serious Delinquency Rate Decreased in March
8. 28 AprFreddie Mac House Price Index Increased Slightly in March; Up 1.0% Year-over-year
9. 28 AprPCE Measure of Shelter Still Accelerating YoY
10. 28 AprPersonal Income increased 0.3% in March; Spending increased Slightly
11. 28 AprFriday: Personal Income & Outlays
12. 27 AprRealtor.com Reports Weekly Active Inventory Up 39% YoY; New Listings Down 21% YoY
13. 27 AprNMHC: "Apartment Market Continues to Loosen"
14. 27 AprNAR: Pending Home Sales Decreased 5.2% in March; Down 23.2% Year-over-year
15. 27 AprBEA: Real GDP increased at 1.1% Annualized Rate in Q1
16. 27 AprWeekly Initial Unemployment Claims decrease to 230,000
17. 27 AprThursday: GDP, Unemployment Claims, Pending Home Sales
18. 26 AprFreddie Mac: Mortgage Serious Delinquency Rate Decreased in March
19. 26 AprInflation Adjusted House Prices 4.6% Below Peak; Price-to-rent index is 8.4% below recent peak
20. 26 AprMBA: Mortgage Applications Increased in Weekly Survey
21. 26 AprWednesday: Durable Goods
22. 25 AprLas Vegas March 2023: Visitor Traffic Down 1.1% Compared to 2019; Convention Traffic Up 39.6%
23. 25 AprNew Home Sales Increase to 683,000 Annual Rate in March; Likely New Home Sales will be up YoY in Mid-2023
24. 25 AprNew Home Sales Increase to 683,000 Annual Rate in March
25. 25 AprComments on February Case-Shiller and FHFA House Prices
26. 25 AprCase-Shiller: National House Price Index "Declines Moderated" to 2.0% year-over-year increase in February
27. 25 AprTuesday: New Home Sales, Case-Shiller House Prices
28. 24 AprVehicle Sales Forecast: "April U.S. Light-Vehicle Sales to Post Strong Growth"
29. 24 AprFinal Look at Local Housing Markets in March
30. 24 AprHousing April 24th Weekly Update: Inventory Increased 2.1% Week-over-week
31. 23 AprSunday Night Futures
32. 23 AprThe Normal Seasonal Pattern for Median House Prices
33. 22 AprReal Estate Newsletter Articles this Week: "Most Multi-family Under Construction Since 1973"
34. 22 AprSchedule for Week of April 23, 2023
35. 22 AprCOVID Apr 21, 2023: Update on Cases, Hospitalizations and Deaths
36. 21 AprQ1 GDP Tracking: Around 2%
37. 21 AprWhy Measures of Existing Home Inventory appear Different
38. 21 AprBlack Knight: "Mortgage Delinquencies Hit Record Low in March"
39. 20 AprHotels: Occupancy Rate Up 3.7% Year-over-year
40. 20 AprRealtor.com Reports Weekly Active Inventory Up 49% YoY; New Listings Down 5% YoY
41. 20 AprNAR: Existing-Home Sales Decreased to 4.44 million SAAR in March; Median Prices Declined 0.9% YoY
42. 20 AprNAR: Existing-Home Sales Decreased to 4.44 million SAAR in March
43. 20 AprWeekly Initial Unemployment Claims increase to 245,000
44. 20 AprThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
45. 19 AprLA Port Inbound Traffic Down Sharply YoY in March
46. 19 AprFed's Beige Book: "The labor market becoming less tight ... increases to the labor supply"
47. 19 Apr4th Look at Local Housing Markets: California Home Sales down 34% YoY in March; Prices Down 7.0% YoY
48. 19 AprAIA: Architecture Billings "Slightly Improved" in March
49. 19 AprThe Fed on "Possible Macroeconomic Effects of a Temporary Federal Debt Default"
50. 19 AprMBA: Mortgage Applications Decreased in Weekly Survey
51. 19 AprWednesday: Architecture Billings Index, Beige Book
52. 18 AprMisery Index
53. 18 AprMarch Housing Starts: Most Multi-family Under Construction Since 1973
54. 18 AprHousing Starts Decreased to 1.420 million Annual Rate in March
55. 18 AprTuesday: Housing Starts
56. 17 AprMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.55% in March"
57. 17 AprLawler on Demographics: New Population Estimates Incorporate Unprecedented Methodological Changes
58. 17 AprNAHB: Builder Confidence Increased Slightly in April
59. 17 AprHousing April 17th Weekly Update: Inventory Decreased 1.3% Week-over-week
60. 16 AprMonday: NAHB Homebuilder Survey, NY Fed Mfg
61. 16 AprBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
62. 15 AprReal Estate Newsletter Articles this Week: "Early Read on Existing Home Sales in March"
63. 15 AprSchedule for Week of April 16, 2023
64. 15 AprCOVID Apr 14, 2023: Update on Cases, Hospitalizations and Deaths
65. 14 AprLawler: Early Read on Existing Home Sales in March; 3rd Look at Local Housing Markets in March
66. 14 AprQ1 GDP Tracking: Around 2%
67. 14 AprIndustrial Production Increased 0.4% in March
68. 14 AprRetail Sales Decreased 1.0% in March
69. 14 AprFriday: Retail Sales, Industrial Production
70. 13 AprU.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2022
71. 13 AprRealtor.com Reports Weekly Active Inventory Up 44% YoY; New Listings Down 32% YoY
72. 13 AprHotels: Occupancy Rate Down 7.4% Year-over-year
73. 13 AprCurrent State of the Housing Market; Overview for mid-April
74. 13 AprWeekly Initial Unemployment Claims increase to 239,000
75. 13 AprThursday: Unemployment Claims, PPI
76. 12 AprFOMC Minutes: "some additional policy firming may be appropriate"; Staff Predicts Recession
77. 12 AprCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.2% in March
78. 12 AprRemote Work and Household Formation
79. 12 AprYoY Measures of Inflation: Services, Goods and Shelter
80. 12 AprBLS: CPI increased 0.1% in March; Core CPI increased 0.4%
81. 12 AprMBA: Mortgage Applications Increased in Weekly Survey
82. 12 AprWednesday: CPI, FOMC Minutes
83. 11 AprThe Top Ten Job Streaks: Current Streak is in 9th Place
84. 11 Apr2nd Look at Local Housing Markets in March
85. 11 AprMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Diffusion Indexes
86. 11 Apr"Mortgage Rates Have Quickly Erased Last Week's Drop"
87. 10 AprLeading Index for Commercial Real Estate Decreased in March
88. 10 AprA Few Comments on Commercial Real Estate
89. 10 AprHousing April 10th Weekly Update: Inventory Increased 0.2% Week-over-week
90. 9 AprSunday Night Futures
91. 9 AprQ1 GDP Tracking: Around 2%
92. 9 AprSecond Home Market: South Lake Tahoe in March
93. 8 AprReal Estate Newsletter Articles this Week: "Comparing the Current Housing Cycle to the 1980 Period"
94. 8 AprSchedule for Week of April 9, 2023
95. 8 AprCOVID Apr 7, 2023: Update on Cases, Hospitalizations and Deaths
96. 7 AprAAR: March Rail Carloads and Intermodal Decreased Year-over-year
97. 7 Apr1st Look at Local Housing Markets in March
98. 7 AprWholesale Used Car Prices Increased in March, Down 2.4% Year-over-year
99. 7 AprComments on March Employment Report
100. 7 AprMarch Employment Report: 236 thousand Jobs, 3.5% Unemployment Rate
101. 7 AprFriday: Employment Report
102. 6 AprMarch Employment Preview
103. 6 AprMortgage Rate Update
104. 6 AprHotels: Occupancy Rate Down 3.5% Compared to Same Week in 2019
105. 6 AprRealtor.com Reports Weekly Active Inventory Up 53% YoY; New Listings Down 22% YoY
106. 6 AprWeekly Initial Unemployment Claims decrease to 228,000; Major Revisions to Seasonal Factors
107. 6 AprThursday: Unemployment Claims
108. 5 AprUpdate: Comparing the Current Housing Cycle to the 1980 Period
109. 5 AprISM® Services Index Decreases to 51.2% in March
110. 5 AprTrade Deficit increased to $70.5 Billion in February
111. 5 AprADP: Private Employment Increased 145,000 in March
112. 5 AprMBA: Mortgage Purchase Applications Decreased in Weekly Survey
113. 5 AprWednesday: Trade Deficit, ISM Services, ADP Employment
114. 4 AprMoody's: Office Vacancy Rate Increased in Q1, Mall Vacancy Rate Unchanged
115. 4 AprHeavy Truck Sales Up 7% Year-over-year in March
116. 4 AprMoody's: Multifamily Demand "Softened notably over the past few quarters"
117. 4 AprBLS: Job Openings Decreased to 9.9 million in February
118. 4 AprCoreLogic: House Prices up 4.4% YoY in February; Increased 0.8% MoM in February NSA
119. 4 AprTuesday: Job Openings
120. 3 AprVehicles Sales at 14.82 million SAAR in March; Up 9.3% YoY
121. 3 AprQ1 2023 Update: Unofficial Problem Bank list Decreased to 46 Institutions
122. 3 AprBlack Knight Mortgage Monitor: Home Prices Increased Slightly in February; Prices Up 1.9% YoY
123. 3 AprConstruction Spending Decreased 0.1% in February
124. 3 AprISM® Manufacturing index Decreased to 46.3% in March
125. 3 AprHousing April 3rd Weekly Update: Inventory Decreased 0.8% Week-over-week
126. 2 AprMonday: ISM Mfg, Construction Spending, Vehicle Sales
127. 2 AprUpdate: Framing Lumber Prices Down 63% YoY, Below Pre-Pandemic Levels
128. 1 AprReal Estate Newsletter Articles this Week: "Price-to-rent index is 7.9% below recent peak"
129. 1 AprSchedule for Week of April 2, 2023
130. 1 AprCOVID Mar 31, 2023: Update on Cases, Hospitalizations and Deaths

March 2023

1. 31 MarFreddie Mac House Price Index Declines for 8th Consecutive Month in February
2. 31 MarQ1 GDP Tracking: Around 2%
3. 31 MarPersonal Income increased 0.3% in February; Spending increased 0.2%
4. 31 MarFriday: Personal Income and Outlays
5. 30 MarHotels: Occupancy Rate Down 6.3% Compared to Same Week in 2019
6. 30 MarRealtor.com Reports Weekly Active Inventory Up 57% YoY; New Listings Down 20% YoY
7. 30 MarInflation Adjusted House Prices 4.6% Below Peak
8. 30 MarQ4 GDP Growth Revised Down to 2.6% Annual Rate
9. 30 MarWeekly Initial Unemployment Claims increase to 198,000
10. 30 MarThursday: GDP, Unemployment Claims
11. 29 MarPhilly Fed: State Coincident Indexes Increased in all 50 States in January (3-Month Basis)
12. 29 MarYear-over-year Rent Growth Continues to Decelerate
13. 29 MarNAR: Pending Home Sales Increased 0.8% in February; Down 21.1% Year-over-year
14. 29 MarMBA: Mortgage Purchase Applications Increased in Weekly Survey
15. 29 MarWednesday: Pending Home Sales
16. 28 MarLas Vegas February 2023: Visitor Traffic Down 3.4% Compared to 2019; Convention Traffic Down 11.4%
17. 28 MarFreddie Mac: Mortgage Serious Delinquency Rate declined in February
18. 28 MarComments on January Case-Shiller and FHFA House Prices
19. 28 MarCase-Shiller: National House Price Index "Declining Trend Continued" to 3.8% year-over-year increase in January
20. 28 MarTuesday: Case-Shiller House Prices
21. 27 MarFannie Mae: Mortgage Serious Delinquency Rate Decreased in February
22. 27 MarDOT: Vehicle Miles Driven Increased 5.6% year-over-year in January
23. 27 MarHousing March 27th Weekly Update: Inventory Decreased 0.3% Week-over-week
24. 27 MarSunday Night Futures
25. 26 MarOff-Topic: This is Personal
26. 26 MarFed: Q4 2022 Household Debt Service Ratio Still Low
27. 25 MarReal Estate Newsletter Articles this Week: "Median Existing Home Prices Declined YoY"
28. 25 MarSchedule for Week of March 26, 2023
29. 25 MarCOVID Mar 24, 2023: Update on Cases, Hospitalizations and Deaths
30. 24 MarHotels: Occupancy Rate Down 2.5% Compared to Same Week in 2019
31. 24 MarQ1 GDP Tracking: Wide Range
32. 24 MarFinal Look at Local Housing Markets in February
33. 24 MarRealtor.com Reports Weekly Active Inventory Up 59% YoY; New Listings Down 20% YoY
34. 24 MarFriday: Durable Goods
35. 23 MarVehicle Sales Forecast: Vehicle Sales to be up Year-over-year in March
36. 23 MarMore Good News for Homebuilders
37. 23 MarBlack Knight: Mortgage Delinquencies Increased Slightly in February
38. 23 MarNew Home Sales at 640,000 Annual Rate in February; New Home Average Prices Down 4.5% Year-over-year
39. 23 MarNew Home Sales at 640,000 Annual Rate in February
40. 23 MarWeekly Initial Unemployment Claims decrease to 191,000
41. 23 MarThursday: New Home Sales, Unemployment Claims
42. 22 MarFOMC Projections and Press Conference
43. 22 MarFOMC Statement: Raise Rates 25 bp; "some additional policy firming may be appropriate"
44. 22 MarAIA: Architecture Billings "Slowdown Continues" in February
45. 22 MarMBA: Mortgage Purchase Applications Increased in Weekly Survey
46. 22 MarWednesday: FOMC Announcement
47. 21 MarGoldman: Seasonally Adjusted Median Prices Down 4.2% from Peak
48. 21 MarNAR: Existing-Home Sales Increased to 4.58 million SAAR in February; Median Prices Declined YoY
49. 21 MarNAR: Existing-Home Sales Increased to 4.58 million SAAR in February
50. 21 MarTuesday: Existing Home Sales
51. 20 MarMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.60% in February"
52. 20 MarFirst House Price Index goes Negative Year-over-year
53. 20 MarHouse Prices: Rust or Bust?
54. 20 MarGoldman Expects the FOMC to Pause
55. 20 MarHousing March 20th Weekly Update: Inventory Increased 0.4% Week-over-week
56. 20 MarSunday Night Futures
57. 19 MarFOMC Preview: Uncertainty, Likely 25bp Hike, Maybe Pause
58. 18 MarReal Estate Newsletter Articles this Week: "Average Length of Time from Start to Completion increased Sharply in 2022"
59. 18 MarSchedule for Week of March 19, 2023
60. 18 MarCOVID Mar 17, 2023: Update on Cases, Hospitalizations and Deaths
61. 17 MarLA Port Inbound Traffic Down Sharply YoY in February
62. 17 MarLawler: Early Read on Existing Home Sales in February
63. 17 MarQ1 GDP Tracking: Wide Range
64. 17 MarIndustrial Production Unchanged in February
65. 17 MarFriday: Industrial Production
66. 16 MarRealtor.com Reports Weekly Active Inventory Up 61% YoY; New Listings Down 16% YoY
67. 16 MarHotels: Occupancy Rate Down 7.5% Compared to Same Week in 2019
68. 16 MarFebruary Housing Starts: Average Length of Time from Start to Completion increased Sharply in 2022
69. 16 MarHousing Starts Increased to 1.450 million Annual Rate in February
70. 16 MarWeekly Initial Unemployment Claims decrease to 192,000
71. 16 MarThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
72. 15 MarWeather Boosted Employment by About 65,000 in February
73. 15 MarCurrent State of the Housing Market: Overview for mid-March
74. 15 MarNAHB: Builder Confidence Increased in March
75. 15 MarRetail Sales Decreased 0.4% in February
76. 15 MarMBA: Mortgage Purchase Applications Increased in Weekly Survey
77. 15 MarWednesday: Retail Sales, PPI, NY Fed Mfg, Homebuilder Survey
78. 14 MarQ4 Update: Delinquencies, Foreclosures and REO
79. 14 Mar2nd Look at Local Housing Markets in February
80. 14 MarCleveland Fed: Median CPI increased 0.6% and Trimmed-mean CPI increased 0.5% in February
81. 14 MarYoY Measures of Inflation: Services, Goods and Shelter
82. 14 MarBLS: CPI increased 0.4% in February; Core CPI increased 0.5%
83. 14 MarTuesday: CPI
84. 13 MarBank Failure #2 in 2023: Silicon Valley Bank
85. 13 MarPandemic Economics, Housing and Monetary Policy: Part II
86. 13 MarHousing March 13th Weekly Update: Inventory Decreased 1.5% Week-over-week
87. 12 MarSunday Night Futures
88. 12 MarSecond Home Market: South Lake Tahoe in February
89. 11 MarReal Estate Newsletter Articles this Week: "Pandemic Economics and Housing"
90. 11 MarSchedule for Week of March 12, 2023
91. 11 MarCOVID Mar 10, 2023: Update on Cases, Hospitalizations and Deaths
92. 10 MarHotels: Occupancy Rate Down 5.6% Compared to Same Week in 2019
93. 10 MarQ1 GDP Tracking
94. 10 MarBank Failure #1 in 2023: Silicon Valley Bank
95. 10 MarComments on February Employment Report
96. 10 MarFebruary Employment Report: 311 thousand Jobs, 3.6% Unemployment Rate
97. 10 MarFriday: Employment Report
98. 9 Mar"Home ATM" is Closing; Mortgage Equity Withdrawal (MEW) Declines in Q4
99. 9 MarFed's Flow of Funds: Household Net Worth Increased $2.9 Trillion in Q4
100. 9 MarRealtor.com Reports Weekly Active Inventory Up 61% YoY; New Listings Down 26% YoY
101. 9 MarFebruary Employment Preview
102. 9 MarWeekly Initial Unemployment Claims increase to 211,000
103. 9 MarThursday: Unemployment Claims, Q4 Flow of Funds
104. 8 MarFed's Beige Book: "Leasing rates for multifamily were starting to decrease"
105. 8 Mar1st Look at Local Housing Markets in February
106. 8 MarTrade Deficit increased to $68.3 Billion in January
107. 8 MarBLS: Job Openings Decreased to 10.8 million in January
108. 8 MarADP: Private Employment Increased 242,000 in February
109. 8 MarMBA: Mortgage Purchase Applications Increased in Weekly Survey
110. 8 MarWednesday: Fed Chair Powell, Job Openings, ADP Employment, Beige Book
111. 7 MarLeading Index for Commercial Real Estate Increases in February
112. 7 MarPandemic Economics, Housing and Monetary Policy: Part I; The Economic Fireworks have been in Housing!
113. 7 MarWholesale Used Car Prices Increased in February, Down 7.0% Year-over-year
114. 7 MarCoreLogic: House Prices up 5.5% YoY in January; Declined 0.2% MoM in January NSA
115. 7 MarTuesday: Fed Chair Powell
116. 6 MarBlack Knight Mortgage Monitor: Home Prices Declined in January, "on pace to fall below 0% by March/April"
117. 6 MarHousing March 6th Weekly Update: Inventory Decreased 2.6% Week-over-week
118. 6 MarSunday Night Futures
119. 5 MarUpdate: Framing Lumber Prices Down 72% YoY, Below Pre-Pandemic Levels
120. 4 MarReal Estate Newsletter Articles this Week: "Price-to-rent index is 7.1% below recent peak"
121. 4 MarSchedule for Week of March 5, 2023
122. 4 MarCOVID Mar 3, 2023: Update on Cases, Hospitalizations and Deaths
123. 3 MarAAR: February Rail Carloads and Intermodal Decreased Year-over-year
124. 3 MarQ1 GDP Tracking
125. 3 MarInflation Adjusted House Prices 3.9% Below Peak
126. 3 MarISM® Services Index at 55.1% in February
127. 3 MarHeavy Truck Sales Unchanged Year-over-year
128. 3 Mar"Mortgage Rates Now Back Above 7%"
129. 2 MarRealtor.com Reports Weekly Active Inventory Up 67% YoY; New Listings Down 16% YoY
130. 2 MarHotels: Occupancy Rate Down 1.5% Compared to Same Week in 2019
131. 2 MarYear-over-year Rent Growth Continues to Decelerate
132. 2 MarWeekly Initial Unemployment Claims decrease to 190,000
133. 2 MarThursday: Unemployment Claims
134. 1 MarVehicles Sales at 14.89 million SAAR in February
135. 1 MarFreddie Mac House Price Index Declines for 7th Consecutive Month in January
136. 1 MarConstruction Spending Decreased 0.1% in January
137. 1 MarISM® Manufacturing index Increased to 47.7% in February
138. 1 MarMBA: Mortgage Purchase Applications Decreased, Lowest Level Since 1995
139. 1 MarWednesday: ISM Mfg, Construction Spending

February 2023

1. 28 FebLas Vegas January 2023: Visitor Traffic Down 4.0% Compared to 2019; Convention Traffic Down 24.9%
2. 28 FebFDIC: Problem Banks Decreased to Record Low 39 in Q4 2022
3. 28 FebComments on December Case-Shiller and FHFA House Prices
4. 28 FebCase-Shiller: National House Price Index "Decline Continued" to 5.8% year-over-year increase in December
5. 28 FebTuesday: Case-Shiller House Prices
6. 27 FebLawler: AMH Net Seller of Existing Single-Family Homes, “Investor” Home Purchases Plunged
7. 27 FebFreddie Mac Mortgage Serious Delinquency Rate unchanged in January; Fannie Mae Decreased Slightly
8. 27 FebMeasures of Shelter in the CPI and PCE price indexes Still Increasing
9. 27 FebNAR: Pending Home Sales Increased 8.1% in January; Down 24.1% Year-over-year
10. 27 FebHousing February 27th Weekly Update: Inventory Decreased 1.6% Week-over-week
11. 26 FebMonday: Pending Home Sales, Durable Goods
12. 26 FebHigh Frequency Indicators: Airlines Back to Pre-Pandemic Levels, Movie Tickets Still Down
13. 25 FebReal Estate Newsletter Articles this Week: "New Home Average Prices Down 5.3% Year-over-year"
14. 25 FebSchedule for Week of February 26, 2023
15. 25 FebCOVID Feb 24, 2023: Update on Cases, Hospitalizations and Deaths
16. 24 FebBlack Knight: Mortgage Delinquencies Decreased in January
17. 24 FebQ1 GDP Tracking: Close to 2%
18. 24 FebNew Home Sales Increase to 670,000 Annual Rate in January; New Home Average Prices Down 5.3% Year-over-year
19. 24 FebNew Home Sales at 670,000 Annual Rate in January
20. 24 FebPersonal Income increased 0.6% in January; Spending increased 1.8%
21. 24 FebFriday: Personal Income & Outlays, New Home Sales
22. 23 FebRealtor.com Reports Weekly Active Inventory Up 67% YoY; New Listings Down 18% YoY
23. 23 FebHotels: Occupancy Rate Down 5.5% Compared to Same Week in 2019
24. 23 FebQ4 GDP Growth Revised Down to 2.7% Annual Rate
25. 23 FebWeekly Initial Unemployment Claims decrease to 192,000
26. 23 FebThursday: GDP, Unemployment Claims
27. 22 FebVehicle Sales Forecast: Vehicle Sales to be up Year-over-year in February
28. 22 FebFOMC Minutes: All participants continued to anticipate ongoing rate increases
29. 22 FebAIA: Architecture Billings "Continue to Contract" in January
30. 22 FebFinal Look at Local Housing Markets in January
31. 22 FebMBA: Mortgage Purchase Applications Decreased Sharply, Lowest Since 1995
32. 22 FebWednesday: FOMC Minutes
33. 21 FebMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.64% in January"
34. 21 FebThe Normal Seasonal Changes for Median House Prices
35. 21 FebNAR: Existing-Home Sales Decreased to 4.00 million SAAR in January; Median Prices Down 13.2% from Peak in June 2022
36. 21 FebNAR: Existing-Home Sales Decreased to 4.00 million SAAR in January
37. 21 FebCoreLogic: "US Annual Rent Price Growth Dropped by Nearly Half in December"
38. 20 FebTuesday: Existing Home Sales
39. 20 FebFannie "Real Estate Owned" inventory increased in Q4; Expected to increase further in 2023
40. 20 FebFirst time ever more "Built-for-Rent" Units started Quarterly than "Built-for-Sale"
41. 20 FebHousing February 20th Weekly Update: Inventory Decreased 1.5% Week-over-week
42. 20 FebLA Port Inbound Traffic Down 22% YoY in January
43. 19 FebExisting Home Sales: Lawler vs. the Consensus
44. 18 FebReal Estate Newsletter Articles this Week: "Near Record Number of Housing Units Under Construction"
45. 18 FebSchedule for Week of February 19, 2023
46. 18 FebCOVID Feb 17, 2023: Update on Cases, Hospitalizations and Deaths
47. 17 Feb3rd Look at Local Housing Markets in January; Lawler: Early Read on Existing Home Sales in January
48. 17 FebRealtor.com Reports Weekly Active Inventory Up 70% YoY; New Listings Down 13% YoY
49. 17 FebQ1 GDP Tracking: Around 1.5%
50. 17 FebHotels: Occupancy Rate Down 8.7% Compared to Same Week in 2019
51. 16 FebMBA: "Mortgage Delinquencies Increase in the Fourth Quarter of 2022"
52. 16 FebNY Fed Q4 Report: Household Debt Increases, Mortgage and Auto Loan Growth Slows
53. 16 FebJanuary Housing Starts: Near Record Number of Housing Units Under Construction
54. 16 FebHousing Starts Decreased to 1.309 million Annual Rate in January
55. 16 FebWeekly Initial Unemployment Claims decrease to 194,000
56. 16 FebThursday: Housing Starts, Unemployment Claims, PPI, Philly Fed Mfg, NY Fed Household Debt and Credit
57. 15 FebUpdate: Some "Good News" for Homebuilders
58. 15 FebNAHB: Builder Confidence Increased in February
59. 15 FebIndustrial Production Unchanged in January
60. 15 FebRetail Sales Increased 3.0% in January
61. 15 FebMBA: Mortgage Applications Decreased in Latest Weekly Survey
62. 15 FebWednesday: Retail Sales, Industrial Production, Homebuilder Survey, NY Fed Mfg
63. 14 FebCleveland Fed: Median CPI increased 0.7% and Trimmed-mean CPI increased 0.6% in January
64. 14 FebCurrent State of the Housing Market: Overview for mid-February
65. 14 FebCore CPI ex-Shelter declines to 3.9% YoY
66. 14 FebBLS: CPI increased 0.5% in January; Core CPI increased 0.4%
67. 14 FebTuesday: CPI
68. 13 FebDemographics for Housing are not as Favorable as Projected 3 Years Ago
69. 13 Feb2nd Look at Local Housing Markets in January
70. 13 FebHousing February 13th Weekly Update: Inventory Decreased 3.0% Week-over-week
71. 13 FebSunday Night Futures
72. 12 FebWeather Boosted Employment by About 125,000 in January
73. 11 FebReal Estate Newsletter Articles this Week: "Home Prices Declined in December; Down 5.3% since June"
74. 11 FebSchedule for Week of February 12, 2023
75. 11 FebCOVID Feb 10, 2023: Update on Cases, Hospitalizations and Deaths
76. 10 FebEarly Q1 GDP Tracking
77. 10 FebNet Immigration and Household Formation
78. 10 FebTrends in Educational Attainment in the U.S. Labor Force
79. 9 FebRealtor.com Reports Weekly Active Inventory Up 70% YoY; New Listings Down 11% YoY
80. 9 FebEnergy expenditures as a percentage of PCE
81. 9 FebHotels: Occupancy Rate Down 7.3% Compared to Same Week in 2019
82. 9 FebWeekly Initial Unemployment Claims increase to 196,000
83. 9 FebThursday: Unemployment Claims
84. 8 FebU.S. Courts: Bankruptcy Filings Decline 6 Percent in 2022
85. 8 FebSecond Home Market: South Lake Tahoe in January
86. 8 Feb1st Look at Local Housing Markets in January
87. 8 FebMBA: Mortgage Applications Increased in Latest Weekly Survey
88. 8 FebLeading Index for Commercial Real Estate Decreases in January
89. 7 FebFreddie Mac House Price Index Declines for 7th Consecutive Month in December
90. 7 FebWholesale Used Car Prices Increased in January, Down 12.8% Year-over-year
91. 7 FebTrade Deficit increased to $67.4 Billion in December
92. 7 FebCoreLogic: House Prices up 6.9% YoY in December; Declined 0.4% MoM in December NSA
93. 7 FebTuesday: Trade Deficit, Fed Chair Powell
94. 7 FebFed Survey: Banks reported Tighter Standards, Weaker Demand for Residential Real Estate and HELOCs
95. 6 FebHeavy Truck Sales Up 6% Year-over-year
96. 6 FebBlack Knight Mortgage Monitor: Home Prices Declined in December; Down 5.3% since June
97. 6 FebHousing February 6th Weekly Update: Inventory Decreased 1.9% Week-over-week
98. 5 FebSunday Night Futures
99. 5 FebHotels: Occupancy Rate Down 0.3% Compared to Same Week in 2019
100. 4 FebReal Estate Newsletter Articles this Week: Case-Shiller: National House Price Index "Continued to Decline"
101. 4 FebSchedule for Week of February 5, 2023
102. 4 FebCOVID Feb 3, 2023: Update on Cases, Hospitalizations and Deaths
103. 3 FebAAR: January Rail Carloads Increased and Intermodal Decreased Year-over-year
104. 3 FebLawler: Net Home Orders and Sales Cancellations of Large Publicly-Traded Home Builders
105. 3 FebComments on January Employment Report
106. 3 FebJanuary Employment Report: 517 thousand Jobs, 3.4% Unemployment Rate
107. 3 FebFriday: Employment Report
108. 2 FebJanuary Employment Preview
109. 2 FebInflation Adjusted House Prices 3.6% Below Peak
110. 2 FebWeekly Initial Unemployment Claims decrease to 183,000
111. 2 FebVehicles Sales Increased to 15.74 million SAAR in January
112. 1 FebBLS: Job Openings Increased to 11.0 million in December
113. 1 FebFOMC Statement: Raise Rates 25 bp; "Ongoing increases appropriate"
114. 1 FebRents Continue to Decline; "Apartment Market Loosens"
115. 1 FebConstruction Spending Decreased 0.4% in December
116. 1 FebISM® Manufacturing index Declined to 47.4% in January
117. 1 FebADP: Private Employment Increased 106,000 in January
118. 1 FebMBA: Mortgage Applications Decreased in Latest Weekly Survey
119. 1 FebWednesday: FOMC Statement, Job Openings, ADP Employment, Construction Spending, ISM Mfg

January 2023

1. 31 JanLas Vegas December 2022: Visitor Traffic Down 4.6% Compared to 2019; Convention Traffic Down 38.2%
2. 31 JanHVS: Q4 2022 Homeownership and Vacancy Rates
3. 31 JanComments on November Case-Shiller and FHFA House Prices
4. 31 JanCase-Shiller: National House Price Index "Continued to Decline" to 7.7% year-over-year increase in November
5. 31 JanTuesday: Case-Shiller House Prices
6. 30 JanFannie Mae: Mortgage Serious Delinquency Rate Increased Slightly in December
7. 30 JanLawler: D.R. Horton (DHI) Net Order Price Declined "Roughly" 10% from Peak
8. 30 JanHousing January 30th Weekly Update: Inventory Decreased 1.4% Week-over-week
9. 29 JanSunday Night Futures
10. 29 JanFOMC Preview: 25bp Hike
11. 28 JanReal Estate Newsletter Articles this Week: New Home Sales at 616,000 Annual Rate in December; Previous 3 Months Revised Down Sharply
12. 28 JanSchedule for Week of January 29, 2023
13. 28 JanCOVID Jan 27, 2023: Update on Cases, Hospitalizations and Deaths
14. 27 JanHotels: Occupancy Rate Down 6.2% Compared to Same Week in 2019
15. 27 JanRealtor.com Reports Weekly Active Inventory Up 69% YoY; New Listings Down 5% YoY
16. 27 JanHas Housing "Bottomed"?
17. 27 JanNAR: Pending Home Sales Increased 2.5% in December, Year-over-year Down 33.8%
18. 27 JanPersonal Income increased 0.2% in December; Spending decreased 0.2%
19. 27 JanFriday: Personal Income and Outlays, Pending Home Sales
20. 26 JanA Few Comments on Q4 GDP and Investment
21. 26 JanNew Home Sales at 616,000 Annual Rate in December; Previous 3 Months Revised Down Sharply
22. 26 JanNew Home Sales at 616,000 Annual Rate in December; Annual Sales down 16.4% in 2022
23. 26 JanWeekly Initial Unemployment Claims decrease to 186,000
24. 26 JanBEA: Real GDP increased at 2.9% Annualized Rate in Q4
25. 26 JanThursday: GDP, New Home Sales, Durable Goods, Unemployment Claims
26. 25 JanFreddie Mac: Mortgage Serious Delinquency Rate unchanged in December
27. 25 JanVehicle Sales Forecast: Vehicle Sales to Increase in January
28. 25 JanBlack Knight: Mortgage Delinquency Rate Increased in December; Prepayments at Record Low
29. 25 JanAIA: Architecture Billings "Continue to Decline" in December
30. 25 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
31. 25 JanWednesday: MBA Mortgage Applications, Architecture Billings
32. 24 JanBLS: Alaska and Pennsylvania Set New Record Series Low Unemployment rates in December
33. 24 JanFinal Look at Local Housing Markets in December
34. 24 JanTuesday: Richmond Fed Mfg
35. 23 JanMBA Survey: "Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in December"
36. 23 JanLA Port Inbound Traffic Down 20% YoY in December
37. 23 Jan1.51 million Total Housing Completions in 2022 including Manufactured Homes; Most Since 2007
38. 23 JanHousing January 23rd Weekly Update: Inventory Decreased Slightly Week-over-week
39. 22 JanSunday Night Futures
40. 22 JanThe Normal Seasonal Pattern for Median House Prices
41. 21 JanReal Estate Newsletter Articles this Week: Median House Prices Down 11.3% from Peak in June 2022; Record Number of Housing Units Under Construction
42. 21 JanSchedule for Week of January 22, 2023
43. 21 JanCOVID Jan 20, 2023: Update on Cases, Hospitalizations and Deaths
44. 20 JanHotels: Occupancy Rate Down 5.5% Compared to Same Week in 2019
45. 20 JanQ4 GDP Tracking: Mid-to-high 2s
46. 20 JanNAR: Existing-Home Sales Decreased to 4.02 million SAAR in December; Median Prices Down 11.3% from Peak in June 2022
47. 20 JanNAR: Existing-Home Sales Decreased to 4.02 million SAAR in December
48. 20 JanMonetary Policy: The Pause that Refreshes?
49. 20 JanFriday: Existing Home Sales
50. 19 Jan"Short Memories"
51. 19 Jan"Some BIG Changes to Mortgage Costs Were Just Announced"
52. 19 JanDecember Housing Starts: Record Number of Housing Units Under Construction
53. 19 JanWeekly Initial Unemployment Claims decrease to 190,000
54. 19 JanHousing Starts Decreased to 1.382 million Annual Rate in December
55. 19 JanThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
56. 18 Jan4th Look at Local Housing Markets in December; California Home Sales down 44% YoY in December; Prices Down 2.8% YoY
57. 18 JanFed's Beige Book: "A sizable volume of new apartment development is due to be completed in 2023"
58. 18 JanNAHB: Builder Confidence Increased in January
59. 18 JanIndustrial Production Decreased 0.7 Percent in December
60. 18 JanRetail Sales Decreased 1.1% in December
61. 18 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
62. 18 JanWednesday: Retail Sales, PPI, Industrial Production, Homebuilder Confidence, Fed's Beige Book
63. 17 JanHomebuilder Price Cuts
64. 17 JanUpdate: The Inland Empire
65. 17 JanTuesday: NY Fed Mfg
66. 16 JanThe Housing Bubble and Mortgage Debt as a Percent of GDP
67. 16 JanHousing January 16th Weekly Update: Inventory Increased 0.3% Week-over-week
68. 15 JanEffective Fed Funds Rate and Inflation
69. 14 JanReal Estate Newsletter Articles this Week: A Sharp Decline in Sales, House Prices and Rents Falling
70. 14 JanSchedule for Week of January 15, 2023
71. 14 JanCOVID Jan 13, 2023: Update on Cases, Hospitalizations and Deaths
72. 13 JanLawler: Early Read on Existing Home Sales in December
73. 13 JanQuestion #1 for 2023: How much will the economy grow in 2023? Will there be a recession in 2023?
74. 13 JanQ4 GDP Tracking: Solid Q4
75. 13 Jan3rd Look at Local Housing Markets in December
76. 12 JanQuestion #2 for 2023: How much will job growth slow in 2023? Or will the economy lose jobs?
77. 12 JanCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.4% in December
78. 12 JanCurrent State of the Housing Market; Overview for mid-January
79. 12 JanWeekly Initial Unemployment Claims decrease to 205,000
80. 12 JanBLS: CPI decreased 0.1% in December; Core CPI increased 0.3%
81. 12 JanThursday: CPI, Unemployment Claims
82. 11 JanLawler: Freddie Mac “National” Home Price Index Down Again in November; Rents Continued to Slide
83. 11 JanQuestion #3 for 2023: What will the unemployment rate be in December 2023?
84. 11 JanQuestion #4 for 2023: What will the participation rate be in December 2023?
85. 11 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
86. 10 JanMortgage Rate Update
87. 10 JanSecond Home Market: South Lake Tahoe in December
88. 10 JanQuestion #5 for 2023: What will the YoY core inflation rate be in December 2023?
89. 10 JanTuesday: Fed Chair Powell on "Central Bank Independence"
90. 9 JanLeading Index for Commercial Real Estate Increases in December
91. 9 Jan2nd Look at Local Housing Markets in December
92. 9 JanAAR: December Rail Carloads and Intermodal Down Year-over-year
93. 9 JanWholesale Used Car Prices Down 14.9% Year-over-year; Largest Annual Decline on Record
94. 9 JanHousing January 9th Weekly Update: Inventory Decreased 4% Week-over-week
95. 9 JanSunday Night Futures
96. 8 JanQuestion #6 for 2023: What will the Fed Funds rate be in December 2023?
97. 8 JanQuestion #7 for 2023: How much will wages increase in 2023?
98. 7 JanReal Estate Newsletter Articles this Week: Early reports suggest NAR reported December sales could be lowest since 2010
99. 7 JanSchedule for Week of January 8, 2023
100. 7 JanCOVID Jan 6, 2023: Update on Cases, Hospitalizations and Deaths
101. 6 JanAnnual Vehicle Sales decrease 8% in 2022; Heavy Trucks Sales up 2% YoY
102. 6 Jan1st Look at Local Housing Markets in December
103. 6 JanComments on December Employment Report
104. 6 JanDecember Employment Report: 223 thousand Jobs, 3.5% Unemployment Rate
105. 6 JanFriday: Employment Report
106. 5 JanGoldman December Payrolls Preview
107. 5 JanDecember Employment Preview
108. 5 JanRents Continue to Decline More than Seasonally Normal
109. 5 JanTrade Deficit decreased to $61.5 Billion in November
110. 5 JanWeekly Initial Unemployment Claims decrease to 204,000
111. 5 JanADP: Private Employment Increased 235,000 in December
112. 5 JanThursday: Trade Deficit, ADP Employment, Unemployment Claims
113. 5 JanVehicles Sales Declined to 13.31 million SAAR in December
114. 4 JanFOMC Minutes: Participants continued to anticipate ongoing rate increases
115. 4 JanISM® Manufacturing index Declined to 48.4% in December, Price Index Lowest Since April 2020
116. 4 JanBLS: Job Openings "Little Changed" at 10.5 million in November
117. 4 JanMoody's: National Multifamily Supply and Demand at Lowest Levels since 2009
118. 4 JanMBA: Mortgage Applications Decreased Over Last Two Weeks
119. 4 JanWednesday: Job Openings, ISM Mfg, Vehicle Sales, FOMC Minutes
120. 3 JanUpdate: Framing Lumber Prices Down 67% YoY, Slightly Below Pre-Pandemic Levels
121. 3 JanQuestion #8 for 2023: How much will Residential investment change in 2023? How about housing starts and new home sales in 2023?
122. 3 JanConstruction Spending Increased 0.2% in November
123. 3 JanCoreLogic: House Prices up 8.6% YoY in November; Declined 0.2% MoM in November NSA
124. 3 JanTuesday: Construction Spending
125. 2 JanQuestion #9 for 2023: What will happen with house prices in 2023?
126. 2 JanHousing January 2nd Weekly Update: Inventory Decreased 3.4% Week-over-week
127. 1 JanReis: Office Vacancy Rate Increased in Q4 as "demand plummeted", Mall Vacancy Rate Unchanged
128. 1 JanQ4 2022 Update: Unofficial Problem Bank list Decreased to 49 Institutions; Search for "Whale" Continues