2024

2024 1,438

December 2024

1. 31 DecFannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in November
2. 31 DecQuestion #4 for 2025: What will the participation rate be in December 2025?
3. 31 DecCase-Shiller: National House Price Index Up 3.6% year-over-year in October
4. 31 DecCase-Shiller: National House Price Index Up 3.6% year-over-year in October
5. 31 DecTuesday: Case-Shiller House Prices
6. 30 DecHotels: Occupancy Rate increased Year-over-year
7. 30 DecQuestion #5 for 2025: What will the YoY core inflation rate be in December 2025?
8. 30 DecFinal Look at Local Housing Markets in November and a Look Ahead to December Sales
9. 30 DecNAR: Pending Home Sales Increase 2.2% in November; Up 6.9% Year-over-year
10. 30 DecHousing Dec 30th Weekly Update: Inventory down 2.5% Week-over-week, Up 26.8% Year-over-year
11. 30 DecMonday: Pending Home Sales
12. 29 DecQuestion #6 for 2025: What will the Fed Funds rate be in December 2025?
13. 28 DecReal Estate Newsletter Articles this Week: New Home Sales Increase to 664,000 Annual Rate in November
14. 28 DecSchedule for Week of December 29, 2024
15. 28 DecDecember 27th COVID Update: COVID in Wastewater Increasing
16. 27 DecFHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
17. 27 DecQ4 GDP Tracking: 2.3% to 3.1%
18. 27 DecQuestion #7 for 2025: How much will wages increase in 2025?
19. 26 DecQuestion #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?
20. 26 DecQuestion #9 for 2025: What will happen with house prices in 2025?
21. 26 DecWeekly Initial Unemployment Claims Decrease to 219,000
22. 26 DecThursday: Unemployment Claims
23. 25 DecHappy Holidays and Merry Christmas to All!
24. 24 DecLawler: Interest Rates Since the Federal Reserve Began Cutting Rates
25. 24 DecLawler: New Census Population Estimates Show Massively Higher Population Growth
26. 24 DecQuestion #10 for 2025: Will inventory increase further in 2025?
27. 24 DecTuesday: Richmond Fed Mfg
28. 23 DecMBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.50% in November
29. 23 DecLA Ports: Traffic Increased Sharply Year-over-year in November
30. 23 DecNew Home Sales Increase to 664,000 Annual Rate in November
31. 23 DecNew Home Sales Increase to 664,000 Annual Rate in November
32. 23 DecHousing Dec 23rd Weekly Update: Inventory down 2.2% Week-over-week, Up 26.3% Year-over-year
33. 22 DecMonday: New Home Sales
34. 22 DecTen Economic Questions for 2025
35. 21 DecReal Estate Newsletter Articles this Week: Existing-Home Sales Increased to 4.15 million SAAR in November
36. 21 DecSchedule for Week of December 22, 2024
37. 21 DecDecember 20th COVID Update: COVID in Wastewater Increasing
38. 20 DecDecember Vehicle Sales Forecast: 16.7 million SAAR, Up 5% YoY
39. 20 DecReview: Ten Economic Questions for 2024
40. 20 DecQ4 GDP Tracking: 2.4% to 3.1%
41. 20 DecPCE Measure of Shelter Decreases to 4.8% YoY in November
42. 20 DecPersonal Income increased 0.3% in November; Spending increased 0.4%
43. 20 DecFriday: Personal Income & Outlays
44. 19 DecRealtor.com Reports Active Inventory Up 23.4% YoY
45. 19 DecCensus: The U.S. population grew by nearly 1.0% between 2023 and 2024
46. 19 DecNewsletter: Existing-Home Sales Increased to 4.15 million SAAR in November
47. 19 DecNAR: Existing-Home Sales Increased to 4.15 million SAAR in November
48. 19 DecQ3 GDP Growth Revised up to 3.1% Annual Rate
49. 19 DecWeekly Initial Unemployment Claims Decrease to 220,000
50. 19 DecThursday: Unemployment Claims, GDP, Existing Home Sales
51. 18 Dec4th Look at Local Housing Markets in November
52. 18 DecFOMC Projections
53. 18 DecFOMC Statement: 25bp Rate Cut
54. 18 DecAIA: Architecture Billings "Flat" in November; Multi-family Billings Turn Slightly Positive
55. 18 DecHousing Starts Decreased to 1.289 million Annual Rate in November
56. 18 DecHousing Starts Decreased to 1.289 million Annual Rate in November
57. 18 DecMBA: Mortgage Applications Decreased in Weekly Survey
58. 18 DecWednesday: Housing Starts, FOMC Meeting
59. 17 DecLawler: Early Read on Existing Home Sales in November
60. 17 DecNAHB: Builder Confidence Unchanged in December
61. 17 DecIndustrial Production Decreased 0.1% in November
62. 17 DecRetail Sales Increased 0.7% in November
63. 17 DecTuesday: Retail Sales, Industrial Production, Homebuilder Survey
64. 16 DecHotels: Occupancy Rate increased Year-over-year
65. 16 Dec3rd Look at Local Housing Markets in November
66. 16 DecHousing Dec 16th Weekly Update: Inventory down 1.1% Week-over-week, Up 26.6% Year-over-year
67. 16 DecSunday Night Futures
68. 15 DecFOMC Preview: Fed to Cut Rates 25bp
69. 14 DecReal Estate Newsletter Articles this Week: "Home ATM" Mostly Closed
70. 14 DecSchedule for Week of December 15, 2024
71. 14 DecDecember 13th COVID Update: COVID in Wastewater Increasing
72. 13 DecPart 2: Current State of the Housing Market; Overview for mid-December 2024
73. 13 DecQ3 Update: Delinquencies, Foreclosures and REO
74. 13 DecQ4 GDP Tracking: 2.1% to 3.3% Range
75. 13 DecFriday: No major economic releases scheduled
76. 12 DecRealtor.com Reports Active Inventory Up 23.5% YoY
77. 12 DecThe "Home ATM" Mostly Closed in Q3
78. 12 DecFed's Flow of Funds: Household Net Worth Increased $4.8 Trillion in Q3
79. 12 DecFDIC: Number of Problem Banks Increased Slightly in Q3 2024
80. 12 DecWeekly Initial Unemployment Claims Increase to 242,000
81. 12 DecThursday: Unemployment Claims, PPI, Q3 Flow of Funds
82. 11 Dec2nd Look at Local Housing Markets in November
83. 11 DecCleveland Fed: Median CPI increased 0.2% and Trimmed-mean CPI increased 0.3% in November
84. 11 DecYoY Measures of Inflation: Services, Goods and Shelter
85. 11 DecBLS: CPI Increased 0.3% in November; Core CPI increased 0.3%
86. 11 DecMBA: Mortgage Applications Increased in Weekly Survey
87. 11 DecWednesday: CPI
88. 10 DecCPI Preview
89. 10 DecThe Upward Slope of Real House Prices
90. 10 DecPart 1: Current State of the Housing Market; Overview for mid-December 2024
91. 10 DecTuesday: No major economic releases
92. 9 DecLeading Index for Commercial Real Estate Decreased 2% in November; Up 12% YoY
93. 9 DecICE Mortgage Monitor: Refinance Activity Increased Especially for Rate/Term Refinances
94. 9 DecHousing Dec 9th Weekly Update: Inventory down 2.3% Week-over-week, Up 26.3% Year-over-year
95. 8 DecSunday Night Futures
96. 8 DecCoreLogic: Almost 1 million Homeowners with Negative Equity in Q3 2024
97. 7 DecReal Estate Newsletter Articles this Week: Inflation Adjusted House Prices 1.4% Below 2022 Peak
98. 7 DecSchedule for Week of December 8, 2024
99. 7 DecDecember 6th COVID Update: Weekly COVID Deaths Continue to Decline
100. 6 Dec1st Look at Local Housing Markets in November; Another Year-over-year Sales Gain in November
101. 6 DecWholesale Used Car Prices Increased in November; Up 0.2% Year-over-year
102. 6 DecComments on November Employment Report
103. 6 DecNovember Employment Report: 227 thousand Jobs, 4.2% Unemployment Rate
104. 6 DecFriday: Employment Report
105. 5 DecNovember Employment Preview
106. 5 DecRealtor.com Reports Active Inventory Up 25.9% YoY
107. 5 DecAsking Rents Mostly Unchanged Year-over-year
108. 5 DecTrade Deficit decreased to $73.8 Billion in October
109. 5 DecWeekly Initial Unemployment Claims Increase to 224,000
110. 5 DecThursday: Unemployment Claims, Trade Deficit
111. 4 DecHeavy Truck Sales Increased in 4% YoY in November
112. 4 DecFed's Beige Book: "Economic activity rose slightly"
113. 4 DecInflation Adjusted House Prices 1.4% Below 2022 Peak; Price-to-rent index is 8.1% below 2022 peak
114. 4 DecISM® Services Index Decreases to 52.1% in November
115. 4 DecADP: Private Employment Increased 146,000 in November
116. 4 DecMBA: Mortgage Applications Increased in Weekly Survey
117. 4 DecWednesday: ADP Employment, ISM Services, Fed Chair Powell Discussion, Beige Book
118. 3 DecVehicles Sales Increase to 16.50 million SAAR in November
119. 3 DecCoreLogic: US Home Prices Increased 3.4% Year-over-year in October
120. 3 DecBLS: Job Openings "Little Unchanged" at 7.7 million in October
121. 3 DecFHFA Announces Baseline Conforming Loan Limit Will Increase to $806,500
122. 2 DecTuesday: Job Openings
123. 2 DecFreddie Mac House Price Index Increased in October; Up 3.7% Year-over-year
124. 2 DecConstruction Spending Increased 0.4% in October
125. 2 DecISM® Manufacturing index Increased to 48.4% in November
126. 2 DecHousing Dec 2nd Weekly Update: Inventory down 1.7% Week-over-week, Up 27.1% Year-over-year
127. 2 DecSunday Night Futures

November 2024

1. 30 NovReal Estate Newsletter Articles this Week: National House Price Index Up 3.9% year-over-year in September
2. 30 NovSchedule for Week of December 1, 2024
3. 29 NovHotels: Occupancy Rate Increased 21.7% Year-over-year due to Timing of Thanksgiving
4. 29 NovQ4 GDP Tracking: Mid 2% Range
5. 28 NovFive Economic Reasons to be Thankful
6. 27 NovRealtor.com Reports Active Inventory Up 26.5% YoY
7. 27 NovFannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in October
8. 27 NovPersonal Income increased 0.6% in October; Spending increased 0.4%
9. 27 NovNAR: Pending Home Sales Increase 2.0% in October; Up 5.4% Year-over-year
10. 27 NovQ3 GDP Growth Unrevised at 2.8% Annual Rate
11. 27 NovWeekly Initial Unemployment Claims Decrease to 213,000
12. 27 NovMBA: Mortgage Applications Increased in Weekly Survey
13. 27 NovWednesday: GDP, Unemployment Claims, Durable Goods, Personal Income & Outlays, Pending Home Sales
14. 26 NovICE: "Home price growth edged slightly higher in October"
15. 26 NovFOMC Minutes: "appropriate to move gradually toward a more neutral stance"
16. 26 NovNew Home Sales Decrease Sharply to 610,000 Annual Rate in October
17. 26 NovNew Home Sales Decrease Sharply to 610,000 Annual Rate in October
18. 26 NovCase-Shiller: National House Price Index Up 3.9% year-over-year in September
19. 26 NovCase-Shiller: National House Price Index Up 3.9% year-over-year in September
20. 26 NovTuesday: Case-Shiller House Prices, New Home Sales, FOMC Minutes and More
21. 25 NovHousing Nov 25th Weekly Update: Inventory down 0.4% Week-over-week, Up 27.1% Year-over-year
22. 25 NovFinal Look at Local Housing Markets in October and a Look Ahead to November Sales
23. 25 Nov"The Financial Stability Implications of Digital Assets"
24. 25 NovSunday Night Futures
25. 24 NovHotels: Occupancy Rate Decreased 3.5% Year-over-year
26. 23 NovReal Estate Newsletter Articles this Week: Existing-Home Sales Increased to 3.96 million SAAR in October
27. 23 NovSchedule for Week of November 24, 2024
28. 23 NovNovember 22nd COVID Update: COVID in Wastewater Continues to Decline
29. 22 NovNovember Vehicle Sales Forecast: 16.2 million SAAR, Up 5% YoY
30. 22 NovQ4 GDP Tracking: Mid 2% Range
31. 22 NovPreliminary 2025 Housing Forecasts
32. 22 NovHow many people work for the U.S. federal government?
33. 22 NovFriday: No Major Economic Releases
34. 21 NovRealtor.com Reports Active Inventory Up 25.9% YoY
35. 21 NovICE: Mortgage Delinquency Rate Increased Year-over-year in October
36. 21 NovNAR: Existing-Home Sales Increased to 3.96 million SAAR in October
37. 21 NovNAR: Existing-Home Sales Increased to 3.96 million SAAR in October
38. 21 NovWeekly Initial Unemployment Claims Decrease to 213,000
39. 21 NovThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg
40. 20 NovLA Ports: Inbound Traffic Increased Sharply Year-over-year in October
41. 20 NovAIA: Architecture Billings "Moderates" in October; Multi-family Billings Declined for 27th Consecutive Month
42. 20 NovCalifornia Home Sales Up 9.5% SA YoY in October
43. 20 NovMBA: Mortgage Applications Increased in Weekly Survey
44. 20 NovWednesday: Architecture Billings Index
45. 19 NovLawler: Observations Ahead of the December FOMC Meeting
46. 19 NovLong Beach Port Traffic Surges to Record in October; Importers Rushing to Beat Tariffs?
47. 19 NovHousing Starts Decreased to 1.311 million Annual Rate in October
48. 19 NovHousing Starts Decreased to 1.311 million Annual Rate in October
49. 18 NovTuesday: Housing Starts
50. 18 NovMBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.47% in October
51. 18 Nov3rd Look at Local Housing Markets in October; First Year-over-year Sales Gain Since August 2021
52. 18 NovNAHB: Builder Confidence Increased in November
53. 18 NovHousing Nov 18th Weekly Update: Inventory Up 0.1% Week-over-week, Up 26.7% Year-over-year
54. 17 NovSunday Night Futures
55. 17 NovHotels: Occupancy Rate Decreased 3.5% Year-over-year
56. 16 NovReal Estate Newsletter Articles this Week: Watch Months-of-Supply!
57. 16 NovSchedule for Week of November 17, 2024
58. 16 NovNovember 15th COVID Update: COVID in Wastewater Continues to Decline
59. 15 NovLawler: Early Read on Existing Home Sales in October
60. 15 NovQ4 GDP Tracking: Mid 2% Range
61. 15 NovPart 2: Current State of the Housing Market; Overview for mid-November 2024
62. 15 NovIndustrial Production Decreased 0.3% in October
63. 15 NovRetail Sales Increased 0.4% in October
64. 15 NovFriday: Retail Sales, Industrial Production
65. 14 NovRealtor.com Reports Active Inventory Up 26.1% YoY
66. 14 NovFed Chair Powell: No "signals that we need to be in a hurry to lower rates"
67. 14 NovPart 1: Current State of the Housing Market; Overview for mid-November 2024
68. 14 NovWeekly Initial Unemployment Claims Decrease to 217,000
69. 14 NovThursday: Unemployment Claims, PPI, Fed Chair Powell
70. 13 NovCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.3% in October
71. 13 NovNY Fed: Mortgage Originations by Credit Score, Delinquencies Increase, Foreclosures Remain Low
72. 13 NovNY Fed Q3 Report: Household Debt Increased; Delinquency Rate "Edged Up"
73. 13 NovYoY Measures of Inflation: Services, Goods and Shelter
74. 13 NovBLS: CPI Increased 0.2% in October; Core CPI increased 0.3%
75. 13 NovMBA: Mortgage Applications Increased in Weekly Survey
76. 13 NovWednesday: CPI, Q3 Household Debt and Credit
77. 12 NovFed Q3 SLOOS Survey: Banks reported Mostly Tighter Standards and Weaker Demand for All Loan Types
78. 12 NovHeavy Truck Sales Decreased in 14% YoY in October
79. 12 Nov2nd Look at Local Housing Markets in October; First Year-over-year Sales Gain Since August 2021
80. 12 NovTuesday: Senior Loan Officer Opinion Survey
81. 11 NovWatch Months-of-Supply!
82. 11 NovEconomic Outlook and the Election
83. 11 NovHousing Nov 11th Weekly Update: Inventory Down 1.9% Week-over-week, Up 27.3% Year-over-year
84. 11 NovSunday Night Futures
85. 10 NovLeading Index for Commercial Real Estate Decreased 5% in October; Up Sharply YoY
86. 9 NovReal Estate Newsletter Articles this Week: First Year-over-year Existing Home Sales Gain Since August 2021
87. 9 NovSchedule for Week of November 10, 2024
88. 9 NovNovember 8th COVID Update: Deaths Continues to Decline
89. 8 NovHotels: Occupancy Rate Increased 1.9% Year-over-year
90. 8 NovQ4 GDP Tracking: Mid 2% Range
91. 8 NovMBA: Mortgage Delinquencies Decreased Slightly in Q3 2024
92. 8 NovFriday: No Major Economic Releases
93. 7 NovRealtor.com Reports Active Inventory Up 26.6% YoY
94. 7 NovFOMC Statement: 25bp Rate Cut
95. 7 Nov1st Look at Local Housing Markets in October; First Year-over-year Sales Gain Since August 2021
96. 7 NovWholesale Used Car Prices Decreased in October; Down 3.2% Year-over-year
97. 7 NovWeekly Initial Unemployment Claims Increase to 221,000
98. 7 NovThursday: FOMC Statement, Unemployment Claims
99. 6 NovBofA on Trump Policy
100. 6 NovAsking Rents Mostly Unchanged Year-over-year
101. 6 NovMBA: Mortgage Applications Decreased in Weekly Survey
102. 6 NovWednesday: Mortgage Applications
103. 5 NovCoreLogic: US Home Prices Increased 3.4% Year-over-year in September, "Slowest growth rate in over a year"
104. 5 NovIn Q2, almost 20% of Units Started Built-for-Rent were Single Family
105. 5 NovISM® Services Index Increases to 56.0% in October
106. 5 NovTrade Deficit Increased to $84.4 Billion in September
107. 4 NovTuesday: U.S. Election, Trade Deficit, ISM Services
108. 4 NovConstruction Spending Increased 0.1% in September
109. 4 NovICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month"
110. 4 NovHousing Nov 4th Weekly Update: Inventory Unchanged Week-over-week, Up 29.8% Year-over-year
111. 4 NovSunday Night Futures
112. 3 NovFOMC Preview: Fed to Cut Rates 25bp
113. 3 NovNovember 1st COVID Update: Wastewater Measure Continues to Decline
114. 2 NovReal Estate Newsletter Articles this Week: Case-Shiller: National House Price Index Up 4.2% year-over-year in August
115. 2 NovSchedule for Week of November 3, 2024
116. 1 NovInflation Adjusted House Prices 1.5% Below 2022 Peak; Price-to-rent index is 8.1% below 2022 peak
117. 1 NovComments on October Employment Report
118. 1 NovOctober Employment Report: 12 thousand Jobs, 4.1% Unemployment Rate
119. 1 NovFriday: Employment Report, ISM Mfg, Construction Spending, Vehicle Sales

October 2024

1. 31 OctRealtor.com Reports Active Inventory Up 27.6% YoY
2. 31 OctOctober Employment Preview
3. 31 OctFreddie Mac House Price Index Increased in September; Up 3.6% Year-over-year
4. 31 OctPersonal Income increased 0.3% in September; Spending increased 0.5%
5. 31 OctWeekly Initial Unemployment Claims Decrease to 216,000
6. 31 OctThursday: Personal Income and Outlays, Unemployment Claims
7. 30 OctFannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in September
8. 30 OctNAR: Pending Home Sales Increase 7.4% in September; Up 2.6% Year-over-year
9. 30 OctBEA: Real GDP increased at 2.8% Annualized Rate in Q3
10. 30 OctADP: Private Employment Increased 233,000 in October
11. 30 OctMBA: Mortgage Applications Decreased in Weekly Survey
12. 30 OctWednesday: GDP, Pending Home Sales, ADP Employment
13. 29 OctHVS: Q3 2024 Homeownership and Vacancy Rates
14. 29 OctLawler: Mortgage Rates Have Surged Since the Federal Reserve Cut Interest Rates Last Month
15. 29 OctCase-Shiller: National House Price Index Up 4.2% year-over-year in August; Over last 4 months, FHFA Index has increased at a 1.9% Annual Rate
16. 29 OctBLS: Job Openings "Little Unchanged" at 7.4 million in September
17. 29 OctCase-Shiller: National House Price Index Up 4.2% year-over-year in August
18. 28 OctTuesday: Case-Shiller House Prices, Job Openings
19. 28 OctEmployment Report Forecasts
20. 28 OctA Proposal to Address the Housing Crisis
21. 28 OctHousing Oct 28th Weekly Update: Inventory Down 0.2% Week-over-week, Up 31.2% Year-over-year
22. 27 OctSunday Night Futures
23. 27 OctCES Strike Report: Strikes will Negatively Impact October Employment
24. 26 OctReal Estate Newsletter Articles this Week: New Home Sales Increase to 738,000 Annual Rate in September
25. 26 OctSchedule for Week of October 27, 2024
26. 25 OctOctober 25th COVID Update: Wastewater Measure Continues to Decline
27. 25 OctPhilly Fed: State Coincident Indexes Increased in 34 States in September (3-Month Basis)
28. 25 OctQ3 GDP Tracking: Just Over 3%
29. 25 OctHotels: Occupancy Rate Increased 1.6% Year-over-year
30. 24 OctFriday: Consumer Sentiment
31. 24 OctRealtor.com Reports Active Inventory Up 28.7% YoY
32. 24 OctICE: Mortgage Delinquency Rate Increased in September
33. 24 OctNew Home Sales Increase to 738,000 Annual Rate in September; Median New Home Price is Down 7% from the Peak due to Change in Mix
34. 24 OctNew Home Sales Increase to 738,000 Annual Rate in September
35. 24 OctWeekly Initial Unemployment Claims Decrease to 227,000
36. 23 OctThursday: New Home Sales, Unemployment Claims
37. 23 OctOctober Vehicle Sales Forecast: 15.9 million SAAR, Up 3.6% YoY
38. 23 OctAIA: Architecture Billings Declined in September; Multi-family Billings Declined for 26th Consecutive Month
39. 23 OctFed's Beige Book: "Economic activity was little changed"
40. 23 OctNAR: Existing-Home Sales Decreased to 3.84 million SAAR in September, New Cycle Low; Median House Prices Increased 3.0% Year-over-Year
41. 23 OctNAR: Existing-Home Sales Decreased to 3.84 million SAAR in September, New Cycle Low
42. 23 OctMBA: Mortgage Applications Decreased in Weekly Survey
43. 22 OctWednesday: Existing Home Sales, Architecture Billings Index, Beige Book
44. 22 OctRetail: October Seasonal Hiring vs. Holiday Retail Sales
45. 22 OctCalifornia Home Sales Up 5% SA YoY in September
46. 21 OctTuesday: Richmond Fed Mfg
47. 21 OctMBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.34% in September
48. 21 OctThe Election and the Economy
49. 21 OctNMHC: "Apartment Market Conditions Continue to Loosen"
50. 21 OctHousing Oct 21st Weekly Update: Inventory Up 1.0% Week-over-week, Up 33.4% Year-over-year
51. 20 OctSunday Night Futures
52. 20 OctLawler: Update on the “Neutral” Rate and Early Read on September Existing Home Sales
53. 19 OctReal Estate Newsletter Articles this Week: Housing Starts Decreased to 1.354 million Annual Rate in September
54. 19 OctSchedule for Week of October 20, 2024
55. 18 OctOctober 18th COVID Update: Wastewater Measure Continues to Decline
56. 18 OctLA Ports: Inbound Traffic Increased Sharply Year-over-year in September
57. 18 OctQ3 GDP Tracking: Just Over 3%
58. 18 OctHousing Starts Decreased to 1.354 million Annual Rate in September
59. 18 OctHousing Starts Decreased to 1.354 million Annual Rate in September
60. 17 OctFriday: Housing Starts
61. 17 OctIndustrial Production Decreased 0.3% in September
62. 17 Oct3rd Look at Local Housing Markets in September
63. 17 OctNAHB: Builder Confidence Increased in October
64. 17 OctWeekly Initial Unemployment Claims Decrease to 241,000
65. 17 OctRetail Sales Increased 0.4% in September
66. 16 OctThursday: Retail Sales, Unemployment Claims, Industrial Production, Homebuilder Survey
67. 16 OctReal GDP Annual and Quarterly
68. 16 OctBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
69. 16 OctMBA: Mortgage Applications Decreased in Weekly Survey
70. 15 OctWednesday: Mortgage Applications
71. 15 OctPart 2: Current State of the Housing Market; Overview for mid-October 2024
72. 15 OctLawler: Changes in Various Interest Rates Since the FOMC Cut Its Target Fed Funds Rate by 50 Basis Points
73. 14 Oct2nd Look at Local Housing Markets in September
74. 14 OctHousing Oct 14th Weekly Update: Inventory Down 0.3% Week-over-week, Up 34.0% Year-over-year
75. 13 OctHotels: Occupancy Rate Decreased 3.4% Year-over-year
76. 12 OctReal Estate Newsletter Articles this Week: Homeowner Insurance Costs "Spike"
77. 12 OctSchedule for Week of October 13, 2024
78. 11 OctOctober 11th COVID Update: Wastewater Measure Continues to Decline
79. 11 OctRealtor.com Reports Active Inventory Up 30.5% YoY
80. 11 OctPart 1: Current State of the Housing Market; Overview for mid-October 2024
81. 11 OctQ3 GDP Tracking: Around 3%
82. 10 OctFriday: PPI
83. 10 OctCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.3% in September
84. 10 OctHouse Prices to Income
85. 10 OctYoY Measures of Inflation: Services, Goods and Shelter
86. 10 OctCost of Living Adjustment increases 2.5% in 2025, Contribution Base increased to $176,100
87. 10 OctWeekly Initial Unemployment Claims Increase to 258,000
88. 10 OctBLS: CPI Increased 0.2% in September; Core CPI increased 0.3%
89. 9 OctThursday: CPI, Unemployment Claims
90. 9 OctAAR: Rail Carloads Down YoY in September, Intermodal Up
91. 9 OctFOMC Minutes: "Some participants noted that there had been a plausible case for a 25 basis point rate cut at the previous meeting"
92. 9 Oct1st Look at Local Housing Markets in September
93. 9 OctMBA: Mortgage Applications Decreased in Weekly Survey
94. 9 OctWednesday: FOMC Minutes
95. 9 OctTrade Deficit Decreased to $70.4 Billion in August
96. 7 OctTuesday: Trade Balance
97. 7 OctICE Mortgage Monitor: Insurance Costs "Spike", Especially in Florida
98. 7 OctWholesale Used Car Prices Decreased in September; Down 5.3% Year-over-year
99. 7 OctHousing Oct 7th Weekly Update: Inventory up 0.4% Week-over-week, Up 36.7% Year-over-year
100. 6 OctSunday Night Futures
101. 6 OctMoody's: Retail Vacancy Rate Decreased Slightly in Q3
102. 5 OctReal Estate Newsletter Articles this Week: Freddie Mac House Price Index Increased Slightly in August
103. 5 OctSchedule for Week of October 6, 2024
104. 4 OctOctober 4th COVID Update: Wastewater Measure Declines Further
105. 4 OctQ3 GDP Tracking: Around 3%
106. 4 OctAsking Rents Mostly Unchanged Year-over-year
107. 4 OctComments on September Employment Report
108. 4 OctSeptember Employment Report: 254 thousand Jobs, 4.1% Unemployment Rate
109. 3 OctFriday: Employment Report
110. 3 OctSeptember Employment Preview
111. 3 OctRealtor.com Reports Active Inventory Up 31.9% YoY
112. 3 OctMoody's: Apartment Vacancy Rate Unchanged in Q3; Office Vacancy Rate at Record High
113. 3 OctISM® Services Index Increases to 54.9% in September
114. 3 OctWeekly Initial Unemployment Claims Increase to 225,000
115. 2 OctThursday: Unemployment Claims, ISM Services
116. 2 OctHeavy Truck Sales Decreased in September
117. 2 OctFHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
118. 2 OctADP: Private Employment Increased 143,000 in September
119. 2 OctMBA: Mortgage Applications Decreased in Weekly Survey
120. 2 OctWednesday: ADP Employment
121. 1 OctVehicles Sales Increase to 15.77 million SAAR in September
122. 1 OctConstruction Spending Decreased 0.1% in August
123. 1 OctBLS: Job Openings "Little Unchanged" at 8.0 million in August
124. 1 OctISM® Manufacturing index Unchanged at 47.2% in September

September 2024

1. 30 SepTuesday: Job Openings, ISM Mfg, Construction Spending, Vehicle Sales
2. 30 SepFreddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year
3. 30 SepFed Chair Powell: Economic Outlook
4. 30 SepFinal Look at Local Housing Markets in August and a Look Ahead to September Sales
5. 30 SepHousing Sept 30th Weekly Update: Inventory up 0.8% Week-over-week, Up 36.7% Year-over-year
6. 29 SepSunday Night Futures
7. 29 SepRealtor.com Reports Active Inventory Up 33.2% YoY
8. 28 SepReal Estate Newsletter Articles this Week: Case-Shiller National HPI Up 5.0% year-over-year in July
9. 28 SepSchedule for Week of September 29, 2024
10. 27 SepSeptember 27th COVID Update: Wastewater Measure Declining
11. 27 SepFannie and Freddie: Single Family Serious Delinquency Rate Ticked Up in August
12. 27 SepICE: "Home prices continued to cool in August, with prices up +3.0%" YoY
13. 27 SepQ3 GDP Tracking: Around 3%
14. 27 SepPCE Measure of Shelter Increases to 5.3% YoY in August
15. 27 SepPersonal Income increased 0.2% in August; Spending increased 0.2%
16. 27 SepFriday: Personal Income & Outlays
17. 26 SepSeptember Vehicle Sales Forecast: 16.1 million SAAR, Up 2% YoY
18. 26 SepInflation Adjusted House Prices 1.5% Below 2022 Peak; Price-to-rent index is 7.8% below 2022 peak
19. 26 SepNAR: Pending Home Sales Increase 0.6% in August; Down 3.0% Year-over-year
20. 26 SepWeekly Initial Unemployment Claims Decrease to 218,000
21. 26 SepQ2 GDP Growth Unrevised at 3.0% Annual Rate
22. 25 SepThursday: GDP, Unemployment Claims, Durable Goods, Fed Chair Powell, Pending Home Sales
23. 25 SepICE: Mortgage Delinquency Rate Decreased in August
24. 25 SepNew Home Sales Decrease to 716,000 Annual Rate in August; Median New Home Price is Down 9% from the Peak
25. 25 SepNew Home Sales Decrease to 716,000 Annual Rate in August
26. 25 SepMBA: Mortgage Applications Increased in Weekly Survey
27. 24 SepWednesday: New Home Sales
28. 24 SepA few comments on the Seasonal Pattern for House Prices
29. 24 SepCase-Shiller: National House Price Index Up 5.0% year-over-year in July; Over last 3 months, FHFA Index has increased at a 0.7% Annual Rate
30. 24 SepCase-Shiller: National House Price Index Up 5.0% year-over-year in July
31. 23 SepTuesday: Case-Shiller House Prices, Richmond Fed Mfg
32. 23 SepMBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.31% in August
33. 23 SepLA Ports: Inbound Traffic Increased Sharply Year-over-year in August
34. 23 SepWatch Months-of-Supply!
35. 23 SepHousing Sept 23rd Weekly Update: Inventory up 1.6% Week-over-week, Up 37.2% Year-over-year
36. 22 SepSunday Night Futures
37. 22 SepThe Top Ten Job Streaks: Current Streak is in 5th Place
38. 21 SepReal Estate Newsletter Articles this Week: Existing-Home Sales Decreased to 3.86 million SAAR in August
39. 21 SepSchedule for Week of September 22, 2024
40. 20 SepSeptember 20th COVID Update: Wastewater Measure Declining
41. 20 SepQ3 GDP Tracking: Close to 3%
42. 20 SepHotels: Occupancy Rate Decreased 1.7% Year-over-year
43. 19 SepFriday: Misc
44. 19 SepRealtor.com Reports Active Inventory Up 33.0% YoY
45. 19 SepNAR: Existing-Home Sales Decreased to 3.86 million SAAR in August; Median House Prices Increased 3.1% Year-over-Year
46. 19 SepNAR: Existing-Home Sales Decreased to 3.86 million SAAR in August
47. 19 SepWeekly Initial Unemployment Claims Decrease to 219,000
48. 18 SepThursday: Unemployment Claims, Philly Fed Mfg, Existing Home Sales
49. 18 SepFOMC Projections
50. 18 SepFOMC Statement: 50bp Rate Cut
51. 18 SepAIA: Architecture Billings Declined in August; Multi-family Billings Declined for 25th Consecutive Month
52. 18 SepHousing Starts Increased to 1.356 million Annual Rate in August
53. 18 SepHousing Starts Increased to 1.356 million Annual Rate in August
54. 18 SepMBA: Mortgage Applications Increased in Weekly Survey
55. 17 SepWednesday: Housing Starts, FOMC Announcement
56. 17 SepLawler: Early Read on Existing Home Sales in August
57. 17 SepNAHB: Builder Confidence Increased in September
58. 17 SepIndustrial Production Increased 0.8% in August
59. 17 SepRetail Sales Increased 0.1% in August
60. 16 SepTuesday: Retail Sales, Industrial Production, Homebuilder Survey
61. 16 SepPart 2: Current State of the Housing Market; Overview for mid-September 2024
62. 16 SepUpdate: The Art of the Soft Landing
63. 16 SepQ2 Update: Delinquencies, Foreclosures and REO
64. 16 SepHousing Sept 16th Weekly Update: Inventory up 1.4% Week-over-week, Up 37.4% Year-over-year
65. 15 SepSunday Night Futures
66. 15 SepFOMC Preview: Fed to Cut Rates
67. 14 SepReal Estate Newsletter Articles this Week: The "Home ATM" Mostly Closed in Q2
68. 14 SepSchedule for Week of September 15, 2024
69. 13 SepSeptember 13th COVID Update: Wastewater Measure Still High
70. 13 Sep2nd Look at Local Housing Markets in August
71. 13 SepPart 1: Current State of the Housing Market; Overview for mid-September 2024
72. 13 SepQ3 GDP Tracking: Mid 2% Range
73. 12 SepFriday: Misc
74. 12 SepRealtor.com Reports Active Inventory Up 33.4% YoY
75. 12 SepThe "Home ATM" Mostly Closed in Q2
76. 12 SepFed's Flow of Funds: Household Net Worth Increased $2.8 Trillion in Q2
77. 12 SepCoreLogic: 1.11 million Homeowners with Negative Equity in Q2 2024
78. 12 SepWeekly Initial Unemployment Claims Increase to 230,000
79. 11 SepThursday: Unemployment Claims, PPI, Q2 Flow of Funds
80. 11 SepEarly Look at 2025 Cost-Of-Living Adjustments and Maximum Contribution Base
81. 11 SepCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.2% in August
82. 11 SepAsking Rents Mostly Unchanged Year-over-year
83. 11 SepYoY Measures of Inflation: Services, Goods and Shelter
84. 11 SepBLS: CPI Increased 0.2% in August; Core CPI increased 0.3%
85. 11 SepMBA: Mortgage Applications Increased in Weekly Survey
86. 10 SepWednesday: CPI
87. 10 SepCoreLogic: US Home Prices Increased 4.3% Year-over-year in July, "Notable Cooling"
88. 10 SepUpdate: Lumber Prices Unchanged YoY
89. 10 SepLeading Index for Commercial Real Estate Increased 3% in August
90. 10 SepICE Mortgage Monitor: House Price Growth Slows, Inventory Surges in Florida and Texas
91. 9 SepTuesday: Misc
92. 9 Sep1st Look at Local Housing Markets in August
93. 9 SepWholesale Used Car Prices Increased in August; Down 3.9% Year-over-year
94. 9 SepHousing Sept 9th Weekly Update: Inventory Down 0.1% Week-over-week, Up 38.0% Year-over-year
95. 8 SepSunday Night Futures
96. 8 SepFreddie Mac House Price Index Increased Slightly in July; Up 4.4% Year-over-year
97. 8 SepInflation Adjusted House Prices 1.6% Below 2022 Peak; Price-to-rent index is 7.7% below 2022 peak
98. 7 SepCase-Shiller: National House Price Index Up 5.4% year-over-year in June; FHFA House Price Index Declined Slightly month-over-month in June
99. 7 SepSchedule for Week of September 8, 2024
100. 6 SepSeptember 6th COVID Update: Wastewater Measure Has Peaked
101. 6 SepQ3 GDP Tracking: Low-to-Mid 2%
102. 6 SepCatching Up: New Home Sales Increased to 739,000 Annual Rate in July
103. 6 SepComments on August Employment Report
104. 6 SepAugust Employment Report: 142 thousand Jobs, 4.2% Unemployment Rate
105. 5 SepFriday: Employment Report
106. 5 SepAugust Employment Preview
107. 5 SepCalculated Risk Returns! Existing Home Sales Increased to 3.95 million SAAR in July
108. 5 SepISM® Services Index Increases to 51.5% in August
109. 5 SepWeekly Initial Unemployment Claims Decrease to 227,000
110. 5 SepADP: Private Employment Increased 99,000 in August
111. 5 SepThursday: Unemployment Claims, ADP Employment
112. 4 SepVehicles Sales Decrease to 15.13 million SAAR in August

August 2024

1. 31 AugSchedule for Week of September 1, 2024
2. 27 AugFrom 2007 and 2008: The Compleat UberNerd
3. 24 AugSchedule for Week of August 25, 2024
4. 22 AugDecember 2006: Tanta joined CR!
5. 19 AugCalculated Risk on Vacation until Sept 5th
6. 19 AugLA Port Traffic Increased Sharply Year-over-year in July
7. 19 AugLawler: Early Read on Existing Home Sales in July and 3rd Look at Local Housing Markets
8. 19 AugHousing August 19th Weekly Update: Inventory up 0.8% Week-over-week, Up 40.4% Year-over-year
9. 18 AugSunday Night Futures
10. 18 AugHotels: Occupancy Rate Increased 0.5% Year-over-year
11. 17 AugReal Estate Newsletter Articles this Week: Housing Starts Decreased to 1.238 million Annual Rate in July
12. 17 AugSchedule for Week of August 18, 2024
13. 16 AugAugust 16th COVID Update: Wastewater Measure Might be Peaking
14. 16 AugEarly Q3 GDP Tracking: Low-to-Mid 2%
15. 16 AugHousing Starts: Single Family Down Year-15% over-year in July; Multi-Family Down 18% YoY
16. 16 AugHousing Starts Decreased to 1.238 million Annual Rate in July
17. 15 AugFriday: Housing Starts
18. 15 AugRealtor.com Reports Active Inventory Up 35.5% YoY
19. 15 AugMBA: Mortgage Delinquencies Increased in Q2 2024
20. 15 AugNAHB: Builder Confidence Declined in August
21. 15 AugIndustrial Production Decreased 0.6% in July
22. 15 AugRetail Sales Increased 1.0% in July
23. 15 AugWeekly Initial Unemployment Claims Decrease to 227,000
24. 14 AugThursday: Retail Sales, Unemployment Claims, Industrial Production, Homebuilder Survey
25. 14 AugCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.2% in July
26. 14 AugEarly Look at 2025 Cost-Of-Living Adjustments and Maximum Contribution Base
27. 14 AugPart 2: Current State of the Housing Market; Overview for mid-August 2024
28. 14 AugYoY Measures of Inflation: Services, Goods and Shelter
29. 14 AugBLS: CPI Increased 0.2% in July; Core CPI increased 0.2%
30. 14 AugMBA: Mortgage Applications Increased in Weekly Survey
31. 13 AugWednesday: CPI
32. 13 AugSummer Teen Employment
33. 13 AugFannie "Real Estate Owned" inventory Decreased 10% in Q2 2024
34. 13 AugPart 1: Current State of the Housing Market; Overview for mid-August 2024
35. 12 AugTuesday: PPI
36. 12 AugCPI Previews
37. 12 Aug2nd Look at Local Housing Markets in July
38. 12 AugHousing August 12th Weekly Update: Inventory up 1.3% Week-over-week, Up 40.5% Year-over-year
39. 11 AugSunday Night Futures
40. 10 AugReal Estate Newsletter Articles this Week: Early Reports Suggest New Cycle Low for NAR reported Sales in July
41. 10 AugSchedule for Week of August 11, 2024
42. 9 AugAugust 9th COVID Update: Wastewater Measure Increasing
43. 9 AugUpdate: Lumber Prices Up Slightly YoY
44. 9 AugEarly Q3 GDP Tracking: Mid-2%
45. 9 AugHotels: Occupancy Rate Increased 0.8% Year-over-year
46. 8 AugLeading Index for Commercial Real Estate Increased 8% in July
47. 8 AugRealtor.com Reports Active Inventory Up 35.9% YoY
48. 8 AugAtlanta Fed: Home Ownership Affordability Monitor
49. 8 AugWeekly Initial Unemployment Claims Decrease to 233,000
50. 7 AugThursday: Unemployment Claims
51. 7 AugLas Vegas June 2024: Visitor Traffic Up 1.8% YoY; Convention Traffic Down 7.9%
52. 7 Aug1st Look at Local Housing Markets in July
53. 7 AugWholesale Used Car Prices Increased in July; Down 4.8% Year-over-year
54. 7 AugMBA: Mortgage Applications Increased in Weekly Survey
55. 6 AugWednesday: Mortgage Applications
56. 6 AugHow Much will the Fannie & Freddie Conforming Loan Limit Change for 2025?
57. 6 AugNY Fed Q2 Report: Household Debt Increased, Mortgage Originations Remain Low
58. 6 AugTrade Deficit Decreased to $73.1 Billion in June
59. 6 AugCoreLogic: US Home Prices Increased 4.7% Year-over-year in June as "Prices Cool"
60. 5 AugTuesday: Trade Deficit, Q2 Quarterly Report on Household Debt and Credit
61. 5 AugFed Q2 SLOOS Survey: Banks reported Tighter Standards and Weaker Demand for almost All Loan Types
62. 5 AugICE Mortgage Monitor: Existing Home Inventory Surges in Florida and Texas
63. 5 AugHeavy Truck Sales Increased in July
64. 5 AugHousing August 5th Weekly Update: Inventory up 1.0% Week-over-week, Up 39.9% Year-over-year
65. 5 AugSunday Night Futures
66. 4 AugHotels: Occupancy Rate Decreased 0.4% Year-over-year
67. 3 AugReal Estate Newsletter Articles this Week: Case-Shiller House Price Index Up 5.9% YoY
68. 3 AugSchedule for Week of August 4, 2024
69. 2 AugAugust 2nd COVID Update: Wastewater Measure Increasing
70. 2 AugRealtor.com Reports Active Inventory Up 37.1% YoY
71. 2 AugVehicles Sales Increase to 15.8 million SAAR in July
72. 2 AugAsking Rents Mostly Unchanged Year-over-year
73. 2 AugComments on July Employment Report
74. 2 AugJuly Employment Report: 114 thousand Jobs, 4.3% Unemployment Rate
75. 1 AugFriday: Employment Report
76. 1 AugJuly Employment Preview
77. 1 AugInflation Adjusted House Prices 1.9% Below 2022 Peak; Price-to-rent index is 7.6% below 2022 peak
78. 1 AugConstruction Spending Decreased 0.3% in June
79. 1 AugISM® Manufacturing index Decreased to 46.8% in July
80. 1 AugWeekly Initial Unemployment Claims Increase to 249,000

July 2024

1. 31 JulThursday: Unemployment Claims, ISM Mfg, Construction Spending, Vehicle Sales
2. 31 JulFOMC Statement: No Change to Fed Funds Rate
3. 31 JulFreddie Mac House Price Index Increased Slightly in June; Up 5.1% Year-over-year
4. 31 JulNAR: Pending Home Sales Increase 4.8% in June; Down 2.6% Year-over-year
5. 31 JulADP: Private Employment Increased 122,000 in July
6. 31 JulMBA: Mortgage Applications Decreased in Weekly Survey
7. 30 JulWednesday: FOMC Statement, Pending Home Sales, Chicago PMI
8. 30 JulHVS: Q2 2024 Homeownership and Vacancy Rates
9. 30 JulComments on May Case-Shiller House Prices, FHFA: House Prices Unchanged in May
10. 30 JulBLS: Job Openings "Unchanged" at 8.2 million in June
11. 30 JulCase-Shiller: National House Price Index Up 5.9% year-over-year in May
12. 30 JulTuesday: Case-Shiller House Prices, Job Openings
13. 29 JulFannie and Freddie: Single Family Serious Delinquency Rate Mostly Unchanged in June, Multi-family Increased
14. 29 JulFinal Look at Local Housing Markets in June and a Look Ahead to July Sales
15. 29 JulHousing July 29th Weekly Update: Inventory up 1.3% Week-over-week, Up 39.4% Year-over-year
16. 28 JulSunday Night Futures
17. 28 JulFOMC Preview: No Change to Fed Funds Rate
18. 27 JulReal Estate Newsletter Articles this Week: Existing-Home Sales Decreased to 3.89 million SAAR in June
19. 27 JulSchedule for Week of July 28, 2024
20. 26 JulJuly 26th COVID Update: Wastewater Measure Might Have Peaked
21. 26 Jul"Snow Belt to Sun Belt Migration: End of an Era?"
22. 26 JulPCE Measure of Shelter Slows to 5.3% YoY in June
23. 26 JulPersonal Income increased 0.2% in June; Spending increased 0.3%
24. 26 JulFriday: Personal Income and Outlays
25. 25 JulHotels: Occupancy Rate Increased 1.0% Year-over-year
26. 25 JulRealtor.com Reports Active Inventory Up 36.9% YoY
27. 25 JulWatch Months-of-Supply!
28. 25 JulBEA: Real GDP increased at 2.8% Annualized Rate in Q2
29. 25 JulWeekly Initial Unemployment Claims Decrease to 235,000
30. 24 JulThursday: GDP, Unemployment Claims, Durable Goods
31. 24 JulAIA: Architecture Billings Declined in June; Multi-family Billings Declined for 23rd Consecutive Month
32. 24 JulNew Home Sales Decrease to 617,000 Annual Rate in June; Median New Home Price is Down 9% from the Peak
33. 24 JulNew Home Sales Decrease to 617,000 Annual Rate in June
34. 24 JulMBA: Mortgage Applications Decreased in Weekly Survey
35. 23 JulWednesday: New Home Sales, Architecture Billings Index
36. 23 JulJuly Vehicle Sales Forecast: 16.1 million SAAR, Up 1% YoY
37. 23 JulNAR: Existing-Home Sales Decreased to 3.89 million SAAR in June; Median House Prices Increased 4.1% Year-over-Year
38. 23 JulNAR: Existing-Home Sales Decreased to 3.89 million SAAR in June
39. 22 JulMBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.23% in June
40. 22 JulICE: Mortgage Delinquency Rate Increased in June
41. 22 JulNMHC: "Apartment Market Conditions Continue to Loosen"
42. 22 JulHousing July 22nd Weekly Update: Inventory up 2.6% Week-over-week, Up 39.1% Year-over-year
43. 21 JulSunday Night Futures
44. 21 JulExisting Home Sales Report: Watch Months-of-Supply
45. 20 JulReal Estate Newsletter Articles this Week: Single Family Starts Up Year-over-year in June; Multi-Family Starts Down 23% YoY
46. 20 JulSchedule for Week of July 21, 2024
47. 19 JulJuly 19th COVID Update: Wastewater Measure Increasing Sharply
48. 19 JulLawler: Early Read on Existing Home Sales in June
49. 19 JulCalifornia Home Sales Down 3% SA YoY in June; 4th Look at Local Housing Markets in June
50. 19 JulQ2 GDP Tracking: Mid-2%
51. 18 JulHotels: Occupancy Rate Decreased 3.7% Year-over-year
52. 18 JulRealtor.com Reports Active Inventory Up 35.8% YoY
53. 18 JulLA Port Traffic Increased Year-over-year in June
54. 18 JulWeekly Initial Unemployment Claims Increase to 243,000
55. 17 JulThursday: Unemployment Claims, Philly Fed Mfg
56. 17 JulFed's Beige Book: "Slight to modest pace of growth"
57. 17 JulSingle Family Starts Up Year-over-year in June; Multi-Family Starts Down 23% YoY
58. 17 JulIndustrial Production Increased 0.6% in June
59. 17 JulHousing Starts Increased to 1.353 million Annual Rate in June
60. 17 JulMBA: Mortgage Applications Increased in Weekly Survey
61. 16 JulWednesday: Housing Starts, Industrial Production, Beige Book
62. 16 Jul3rd Look at Local Housing Markets in June
63. 16 JulNAHB: Builder Confidence Declined in July
64. 16 JulRetail Sales Unchanged in June
65. 15 JulTuesday: Retail Sales, Homebuilder Survey
66. 15 JulPart 2: Current State of the Housing Market; Overview for mid-July 2024
67. 15 JulHousing July 15th Weekly Update: Inventory down 0.2% Week-over-week, Up 38.1% Year-over-year
68. 14 JulSunday Night Futures
69. 14 JulHotels: Occupancy Rate Decreased 0.9% Year-over-year
70. 13 JulReal Estate Newsletter Articles this Week: A Discussion of the Housing Market
71. 13 JulSchedule for Week of July 14, 2024
72. 13 JulJuly 12th COVID Update: Wastewater Measure Increasing Sharply
73. 12 Jul2nd Look at Local Housing Markets in June
74. 12 JulQ2 GDP Tracking: Around 2%
75. 12 JulAn Early Look at 2025 Cost-Of-Living Adjustments and Maximum Contribution Base
76. 11 JulFriday: PPI
77. 11 JulRealtor.com Reports Active Inventory Up 34.5% YoY
78. 11 JulPart 1: Current State of the Housing Market; Overview for mid-July 2024
79. 11 JulCleveland Fed: Median CPI increased 0.2% and Trimmed-mean CPI increased 0.2% in June
80. 11 JulYoY Measures of Inflation: Services, Goods and Shelter
81. 11 JulWeekly Initial Unemployment Claims Decrease to 222,000
82. 11 JulBLS: CPI Decreased 0.1% in June; Core CPI increased 0.1%
83. 10 JulThursday: CPI, Unemployment Claims
84. 10 JulLeading Index for Commercial Real Estate Increased 10% in June
85. 10 JulAAR: Rail Carloads Down YoY in June due to Decrease in Coal, Intermodal Up
86. 10 JulMBA: Mortgage Applications Decreased in Weekly Survey
87. 9 JulWednesday: Fed Chair Powell
88. 9 JulWholesale Used Car Prices Declined in June; Down 8.9% Year-over-year
89. 9 Jul1st Look at Local Housing Markets in June
90. 9 JulFed Chair Powell: Semiannual Monetary Policy Report to the Congress
91. 9 JulLance Lambert Interviews Me on the Housing Market
92. 8 JulTuesday: Fed Chair Powell Testimony
93. 8 JulFannie and Freddie: Single Family Serious Delinquency Rate Decreased in May, Multi-family Increased Slightly
94. 8 JulUpdate: Lumber Prices Down 20% YoY
95. 8 JulHousing July 8th Weekly Update: Inventory up 1.1% Week-over-week, Up 40.0% Year-over-year
96. 7 JulSunday Night Futures
97. 7 JulMoody's: Retail Vacancy Rate Unchanged in Q2
98. 6 JulReal Estate Newsletter Articles this Week: Office Vacancy Rate at New Record High
99. 6 JulSchedule for Week of July 7, 2024
100. 6 JulJuly 5th COVID Update: Wastewater Measure Increasing Sharply
101. 5 JulRealtor.com Reports Active Inventory Up 38.1% YoY
102. 5 JulMoody's: Apartment Vacancy Rate Unchanged in Q2; Office Vacancy Rate at New Record High
103. 5 JulComments on June Employment Report
104. 5 JulJune Employment Report: 206 thousand Jobs, 4.1% Unemployment Rate
105. 4 JulJune Employment Preview
106. 3 Jul"Mortgage Rates Move Lower"
107. 3 JulHeavy Truck Sales Unchanged in June
108. 3 JulFOMC Minutes: "Additional favorable data were required to give them greater confidence that inflation" was Moving to Target
109. 3 JulICE Mortgage Monitor: Existing Home Inventory Surges in Florida and Texas
110. 3 JulISM® Services Index Decreases to 48.8% in June
111. 3 JulTrade Deficit Increased to $75.1 Billion in May
112. 3 JulWeekly Initial Unemployment Claims Increase to 238,000
113. 3 JulADP: Private Employment Increased 150,000 in June
114. 3 JulMBA: Mortgage Applications Decreased in Weekly Survey
115. 2 JulWednesday: Trade Deficit, Unemployment Claims, ADP Employment, FOMC Minutes
116. 2 JulVehicles Sales Decrease to 15.3 million SAAR in June due to Cyberattack
117. 2 JulAsking Rents Mostly Unchanged Year-over-year
118. 2 JulBLS: Job Openings "Little Changed" at 8.1 million in May
119. 2 JulCoreLogic: US Home Prices Increased 4.9% Year-over-year in May as "Prices Cool"
120. 2 JulTuesday: Fed Chair Powell, Job Openings, Vehicle Sales
121. 1 JulFHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
122. 1 JulConstruction Spending Decreased 0.1% in May
123. 1 JulISM® Manufacturing index Decreased to 48.5% in June
124. 1 JulHousing July 1st Weekly Update: Inventory up 1.8% Week-over-week, Up 38.4% Year-over-year

June 2024

1. 30 JunMonday: ISM Mfg, Construction Spending
2. 30 JunFinal Look at Local Housing Markets in May and a Look Ahead to June Sales
3. 30 JunHotels: Occupancy Rate Decreased 2.5% Year-over-year
4. 29 JunReal Estate Newsletter Articles this Week: New Home Sales Decrease to 619,000 Annual Rate in May
5. 29 JunSchedule for Week of June 30, 2024
6. 28 JunJune 28th COVID Update: Wastewater Measure Increasing Sharply
7. 28 JunFreddie Mac House Price Index Increased in May; Up 5.9% Year-over-year
8. 28 JunQ2 GDP Tracking: 1.7% to 2.2%
9. 28 JunPCE Measure of Shelter Slows to 5.5% YoY in May
10. 28 JunPersonal Income increased 0.5% in May; Spending increased 0.2%
11. 28 JunFriday: Personal Income & Outlays, Chicago PMI
12. 27 JunLas Vegas May 2024: Visitor Traffic Up 4.6% YoY; Convention Traffic Up 2%
13. 27 JunRealtor.com Reports Active Inventory Up 36.1% YoY
14. 27 JunInflation Adjusted House Prices 2.3% Below Peak; Price-to-rent index is 7.6% below 2022 peak
15. 27 JunNAR: Pending Home Sales Decrease 2.1% in May; Down 6.6% Year-over-year
16. 27 JunWeekly Initial Unemployment Claims Decrease to 233,000
17. 27 JunQ1 GDP Growth Revised Up to 1.4% Annual Rate
18. 26 JunThursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales
19. 26 JunAIA: Architecture Billings Declined in May; Multi-family Billings Decline for 22nd Consecutive Month
20. 26 JunNew Home Sales Decrease to 619,000 Annual Rate in May; Median New Home Price is Down 9% from the Peak
21. 26 JunNew Home Sales Decrease to 619,000 Annual Rate in May
22. 26 JunMBA: Mortgage Applications Increased in Weekly Survey
23. 26 JunWednesday: New Home Sales
24. 25 JunJune Vehicle Sales Forecast: 15.9 million SAAR, Down 1% YoY
25. 25 JunA few comments on the Seasonal Pattern for House Prices
26. 25 JunComments on April House Prices, FHFA: House Prices Increased 0.2% in April
27. 25 JunCase-Shiller: National House Price Index Up 6.3% year-over-year in April
28. 24 JunTuesday: Case-Shiller House Prices
29. 24 JunMBA Survey: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.21% in May
30. 24 JunWatch Months-of-Supply!
31. 24 JunHousing June 24th Weekly Update: Inventory up 2.2% Week-over-week, Up 37.7% Year-over-year
32. 23 JunSunday Night Futures
33. 23 JunHotels: Occupancy Rate Decreased 0.6% Year-over-year
34. 22 JunReal Estate Newsletter Articles this Week: Single Family Starts Down Slightly Year-over-year in May; Multi-Family Starts Down 50%
35. 22 JunSchedule for Week of June 23, 2024
36. 21 JunJune 21st COVID Update: Wastewater Measure Increasing
37. 21 JunQ2 GDP Tracking: 1.8% to 3.0%
38. 21 JunNAR: Existing-Home Sales Decreased to 4.11 million SAAR in May; Median House Prices Increased 5.8% Year-over-Year
39. 21 JunNAR: Existing-Home Sales Decreased to 4.11 million SAAR in May
40. 20 JunFriday: Existing Home Sales
41. 20 JunRealtor.com Reports Active Inventory Up 36.0% YoY
42. 20 JunSingle Family Starts Down Slightly Year-over-year in May; Multi-Family Starts Down 50%
43. 20 JunHousing Starts Decreased to 1.277 million Annual Rate in May
44. 20 JunWeekly Initial Unemployment Claims Decrease to 238,000
45. 19 JunThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
46. 19 JunThe Art of the Soft Landing
47. 19 JunNAHB: Builder Confidence Declined in June
48. 19 JunMBA: Mortgage Applications Increased in Weekly Survey
49. 18 JunWednesday: Markets Closed, Homebuilder Survey
50. 18 JunLawler: Early Read on Existing Home Sales in May
51. 18 Jun4th Look at Local Housing Markets in May; California Home Sales Down 6% YoY in May
52. 18 JunIndustrial Production Increased 0.9% in May
53. 18 JunRetail Sales Increased 0.1% in May
54. 17 JunTuesday: Retail Sales, Industrial Production
55. 17 JunComparing the Current Housing Market to the 1978 to 1982 period
56. 17 JunLA Port Traffic Decreased Year-over-year in May
57. 17 JunHousing June 17th Weekly Update: Inventory up 1.5% Week-over-week, Up 37.3% Year-over-year
58. 17 JunSunday Night Futures
59. 16 JunBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
60. 15 JunReal Estate Newsletter Articles this Week: Low Level of Delinquencies and Foreclosures
61. 15 JunSchedule for Week of June 16, 2024
62. 14 JunJune 14th COVID Update: Weekly Deaths at New Pandemic Low!
63. 14 JunQ2 GDP Tracking: 1.8% to 3.1%
64. 14 Jun3rd Look at Local Housing Markets in May
65. 14 JunHotels: Occupancy Rate Decreased 0.1% Year-over-year
66. 13 JunRealtor.com Reports Active Inventory Up 36.0% YoY
67. 13 JunA Very Early Look at 2025 Cost-Of-Living Adjustments and Maximum Contribution Base
68. 13 JunPart 2: Current State of the Housing Market; Overview for mid-June 2024
69. 13 JunWeekly Initial Unemployment Claims Increase to 242,000
70. 12 JunThursday: Unemployment Claims, PPI
71. 12 JunFOMC Statement and Projections: No Change to Fed Funds Rate
72. 12 JunPart 1: Current State of the Housing Market; Overview for mid-June 2024
73. 12 JunCleveland Fed: Median CPI increased 0.2% and Trimmed-mean CPI increased 0.1% in May
74. 12 JunYoY Measures of Inflation: Services, Goods and Shelter
75. 12 JunBLS: CPI Unchanged in May; Core CPI increased 0.2%
76. 12 JunMBA: Mortgage Applications Increased in Weekly Survey
77. 11 JunWednesday: CPI, FOMC Statement
78. 11 JunCPI Previews
79. 11 Jun2nd Look at Local Housing Markets in May
80. 11 JunHotels: Occupancy Rate Increased 0.9% Year-over-year
81. 10 Jun"Mortgage Rates Slightly Higher to Start Pivotal Week"
82. 10 JunQ1 Update: Delinquencies, Foreclosures and REO
83. 10 JunAAR: Rail Carloads Down YoY in May, Intermodal Up
84. 10 JunHousing June 10th Weekly Update: Inventory up 1.1% Week-over-week, Up 37.8% Year-over-year
85. 9 JunSunday Night Futures
86. 9 JunFOMC Preview: No Change to Fed Funds Rate
87. 8 JunReal Estate Newsletter Articles this Week: "Home ATM" Mostly Closed in Q1
88. 8 JunSchedule for Week of June 9, 2024
89. 7 JunJune 7th COVID Update: Weekly Deaths at New Pandemic Low!
90. 7 JunWholesale Used Car Prices Declined in May; Down 12.1% Year-over-year
91. 7 JunThe "Home ATM" Mostly Closed in Q1
92. 7 JunFed's Flow of Funds: Household Net Worth Increased $5.1 Trillion in Q1
93. 7 JunQ2 GDP Tracking: 1.6% to 3.1%
94. 7 JunComments on May Employment Report
95. 7 JunMay Employment Report: 272 thousand Jobs, 4.0% Unemployment Rate
96. 6 JunFriday: Employment Report, Q1 Flow of Funds
97. 6 JunMay Employment Preview
98. 6 Jun1st Look at Local Housing Markets in May
99. 6 JunRealtor.com Reports Active Inventory Up 35.5% YoY
100. 6 JunTrade Deficit Increased to $74.6 Billion in April
101. 6 JunWeekly Initial Unemployment Claims Increase to 229,000
102. 5 JunThursday: Trade Deficit, Unemployment Claims
103. 5 JunUpdate: Lumber Prices Down Slightly YoY
104. 5 JunISM® Services Index Increases to 53.8% in May
105. 5 JunADP: Private Employment Increased 152,000 in May
106. 5 JunMBA: Mortgage Applications Decreased in Weekly Survey
107. 5 JunWednesday: ADP Employment, ISM Services
108. 4 JunHeavy Truck Sales Unchanged in May
109. 4 JunAsking Rents Mostly Unchanged Year-over-year
110. 4 JunBLS: Job Openings Decreased to 8.1 million in April
111. 4 JunCoreLogic: US Home Prices Increased 5.3% Year-over-year in April
112. 4 JunTuesday: Job Openings
113. 3 JunVehicles Sales Increase to 15.9 million SAAR in May; Up 2.5% YoY
114. 3 JunFreddie Mac House Price Index Increased in April; Up 6.5% Year-over-year
115. 3 JunICE Mortgage Monitor: "Home Prices Cool for Second Straight Month in April"
116. 3 JunConstruction Spending Decreased 0.1% in April
117. 3 JunISM® Manufacturing index Decreased to 48.7% in May
118. 3 JunHousing June 3rd Weekly Update: Inventory up 1.7% Week-over-week, Up 38.4% Year-over-year
119. 2 JunMonday: ISM Mfg, Construction Spending, Vehicle Sales
120. 2 JunHotels: Occupancy Rate Increased 1.6% Year-over-year
121. 1 JunReal Estate Newsletter Articles this Week: House Price Index Up 6.5% year-over-year in March
122. 1 JunSchedule for Week of June 2, 2024

May 2024

1. 31 MayMay 31st COVID Update: Weekly Deaths at New Pandemic Low!
2. 31 MayQ2 GDP Tracking: 1.8% to 2.8%
3. 31 MayFannie and Freddie: Single Family Serious Delinquency Rate Decreased in April, Multi-family Increased Slightly
4. 31 MayPCE Measure of Shelter Slows to 5.6% YoY in April
5. 31 MayPersonal Income increased 0.3% in April; Spending increased 0.2%
6. 31 MayFriday: Personal Income and Outlays
7. 30 MayRealtor.com Reports Active Inventory Up 36.5% YoY; Most Homes For Sale Since July 2020
8. 30 MayFinal Look at Local Housing Markets in April and a Look Ahead to May Sales
9. 30 MayNAR: Pending Home Sales Decrease 7.7% in April; Down 7.4% Year-over-year
10. 30 MayQ1 GDP Growth Revised Down to 1.3% Annual Rate
11. 30 MayWeekly Initial Unemployment Claims Increase to 219,000
12. 30 MayThursday: GDP, Unemployment Claims, Pending Home Sales
13. 29 MayLas Vegas April 2024: Visitor Traffic Up 3.8% YoY; Convention Traffic Up 36%
14. 29 MayFDIC: Number of Problem Banks Increased in Q1 2024
15. 29 MayInflation Adjusted House Prices 2.2% Below Peak; Price-to-rent index is 7.5% below 2022 peak
16. 29 MayMBA: Mortgage Applications Decreased in Weekly Survey
17. 28 MayWednesday: Beige Book, Richmond Fed Mfg
18. 28 MayA few comments on the Seasonal Pattern for House Prices
19. 28 MayComments on March House Prices, FHFA: House Prices Increased 0.1% in March
20. 28 MayCase-Shiller: National House Price Index Up 6.5% year-over-year in March
21. 27 MayTuesday: Case-Shiller House Prices
22. 27 MayHousing May 27th Weekly Update: Inventory up 2.9% Week-over-week, Up 37.0% Year-over-year
23. 26 MayTSA: Airline Travel about 12% Above 2019 Levels to New Record High
24. 25 MayReal Estate Newsletter Articles this Week: New Home Sales Decrease to 634,000 Annual Rate in April
25. 25 MaySchedule for Week of May 26, 2024
26. 24 MayMay 24th COVID Update: Weekly Deaths at New Pandemic Low!
27. 24 MayQ2 GDP Tracking: 1.8% to 3.5%
28. 24 MayWatch Months-of-Supply!
29. 24 MayHotels: Occupancy Rate Increased 0.2% Year-over-year
30. 24 MayMay Vehicle Sales Forecast: 15.8 million SAAR, Up 2% YoY
31. 23 MayFriday: Durable Goods
32. 23 MayRealtor.com Reports Active Inventory Up 35.5% YoY; Most Homes For Sale Since July 2020
33. 23 MayNew Home Sales Decrease to 634,000 Annual Rate in April
34. 23 MayNew Home Sales Decrease to 634,000 Annual Rate in April
35. 23 MayWeekly Initial Unemployment Claims Decrease to 215,000
36. 22 MayThursday: New Home Sales, Unemployment Claims
37. 22 MayAIA: Architecture Billings Decline in April; Multi-family Billings Decline for 21st Consecutive Month
38. 22 MayFOMC Minutes: "Recent increases in inflation had been relatively broad based"
39. 22 MayNAR: Existing-Home Sales Decreased to 4.14 million SAAR in April; Median House Prices Increased 5.7% Year-over-Year
40. 22 MayNAR: Existing-Home Sales Decreased to 4.14 million SAAR in April
41. 22 MayMBA: Mortgage Applications Increased in Weekly Survey
42. 21 MayWednesday: Existing Home Sales, FOMC Minutes, Architecture Billings Index
43. 21 MayLA Port Traffic Increased Year-over-year in April
44. 21 MaySingle Family Built-for-Rent Up 20% Year-over-year in Q1
45. 21 MayWhat Happened to "Paying off the National Debt"?
46. 21 May"Mortgage Rates Close Enough to Unchanged Over The Weekend"
47. 20 MayMBA Survey: Share of Mortgage Loans in Forbearance Remains at 0.22% in April
48. 20 May4th Look at Local Housing Markets in April; California Home Sales Up 4.4% YoY in April
49. 20 MayFed Vice Chair Philip Jefferson on Housing Dynamics
50. 20 MayHousing May 20th Weekly Update: Inventory up 1.7% Week-over-week, Up 36.0% Year-over-year
51. 19 MaySunday Night Futures
52. 19 MayThe Top Ten Job Streaks: Current Streak is in 5th Place
53. 18 MayReal Estate Newsletter Articles this Week: Housing Starts Increased to 1.360 million Annual Rate in April
54. 18 MaySchedule for Week of May 19, 2024
55. 17 MayMay 17th COVID Update: Weekly Deaths at New Pandemic Low!
56. 17 MayHotels: Occupancy Rate Increased 2.1% Year-over-year
57. 17 MayLawler: Early Read on Existing Home Sales in April & 3rd Look at Local Housing Markets
58. 17 MayEarly Q2 GDP Tracking: 1.9% to 3.6%
59. 16 MayRealtor.com Reports Active Inventory Up 35.0% YoY; Most Home For Sale Since August 2020
60. 16 MayMBA: Mortgage Delinquencies Increased Slightly in Q1 2024
61. 16 MaySingle Family Starts Up 18% Year-over-year in May; Multi-Family Starts Down Sharply YoY
62. 16 MayIndustrial Production Unchanged in April
63. 16 MayHousing Starts Increased to 1.360 million Annual Rate in April
64. 16 MayWeekly Initial Unemployment Claims Decrease to 222,000
65. 15 MayThursday: Housing Starts, Unemployment Claims, Industrial Production, Philly Fed Mfg
66. 15 MayCleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.3% in April
67. 15 MayNAHB: Builder Confidence Declined in May
68. 15 MayYoY Measures of Inflation: Services, Goods and Shelter
69. 15 MayRetail Sales "Unchanged" in April
70. 15 MayBLS: CPI Increased 0.3% in April; Core CPI increased 0.3%
71. 15 MayMBA: Mortgage Applications Increased in Weekly Survey
72. 14 MayWednesday: CPI, Retail Sales, NY Fed Mfg, Homebuilder Survey
73. 14 MayPart 2: Current State of the Housing Market; Overview for mid-May 2024
74. 14 MayNY Fed Q1 Report: Household Debt and Delinquency Rates Increased
75. 14 MayCPI Previews
76. 14 MayTuesday: PPI, Fed Chair Powell, Q1 Quarterly Report on Household Debt and Credit
77. 13 MayHeavy Truck Sales Increased in April
78. 13 May2nd Look at Local Housing Markets in April
79. 13 MayHousing May 13th Weekly Update: Inventory up 1.6% Week-over-week, Up 35.0% Year-over-year
80. 13 MaySunday Night Futures
81. 12 MayTrends in Educational Attainment in the U.S. Labor Force
82. 11 MayReal Estate Newsletter Articles this Week: Housing Starts: Record Average Length of Time from Start to Completion in 2023
83. 11 MaySchedule for Week of May 12, 2024
84. 10 MayMay 10th COVID Update: Weekly Deaths Continue to Decline
85. 10 MayPart 1: Current State of the Housing Market; Overview for mid-May 2024
86. 10 MayQ2 GDP Tracking: 3%+
87. 10 MayHotels: Occupancy Rate decreased 0.8% Year-over-year
88. 9 May"Mortgage Rates Technically at Lowest Levels in a Month"
89. 9 MayHousing Starts: Record Average Length of Time from Start to Completion in 2023
90. 9 MayRealtor.com Reports Active Inventory Up 35.1% YoY; New Listings Up 3.6% YoY
91. 9 MayWeekly Initial Unemployment Claims Increase to 231,000
92. 8 MayThursday: Unemployment Claims
93. 8 MayLeading Index for Commercial Real Estate Increased 6% in April
94. 8 May1st Look at Local Housing Markets in April
95. 8 MayUpdate: Lumber Prices Mostly Unchanged YoY
96. 8 MayMBA: Mortgage Applications Increased in Weekly Survey
97. 7 MayWednesday: Mortgage Applications
98. 7 MayAsking Rents Mostly Unchanged Year-over-year
99. 7 MayAAR: Rail Carloads Down YoY in April, Intermodal Up
100. 7 MayWholesale Used Car Prices Declined in April; Down 14.0% Year-over-year
101. 7 MayCoreLogic: US Home Prices Increased 5.3% Year-over-year in March
102. 6 MayTuesday: CoreLogic Home Price Index
103. 6 MayFed SLOOS Survey: Banks reported Tighter Standards, Weaker Demand for almost All Loan Types
104. 6 MayFannie "Real Estate Owned" inventory Decreased in Q1 2024
105. 6 MayICE Mortgage Monitor: Annual home price growth eased in March; "For-sale inventory has been growing sharply across Florida"
106. 6 MayHousing May 6th Weekly Update: Inventory up 0.6% Week-over-week, Up 33.1% Year-over-year
107. 5 MaySunday Night Futures
108. 5 MayHotels: Occupancy Rate decreased 1.2% Year-over-year
109. 4 MayReal Estate Newsletter Articles this Week: National House Price Index Up 6.4% year-over-year in February
110. 4 MaySchedule for Week of May 5, 2024
111. 3 MayMay 3rd COVID Update: Deaths Continue to Decline
112. 3 MayQ2 GDP Tracking: Solid Early Look
113. 3 MayInflation Adjusted House Prices 2.4% Below Peak; Price-to-rent index is 7.5% below 2022 peak
114. 3 MayComments on April Employment Report
115. 3 MayApril Employment Report: 175 thousand Jobs, 3.9% Unemployment Rate
116. 3 MayFriday: Employment Report
117. 2 MayApril Employment Preview
118. 2 MayRealtor.com Reports Active Inventory Up 33.3% YoY; New Listings Up 10.4% YoY
119. 2 MayLawler: Update on Mortgage Rates and Spreads and also New / Renewal Rents
120. 2 MayTrade Deficit at $69.4 Billion in March
121. 2 MayWeekly Initial Unemployment Claims at 208,000
122. 2 MayThursday: Unemployment Claims, Trade Deficit
123. 1 MayVehicles Sales Increase to 15.7 million SAAR in April; Up Slightly YoY
124. 1 MayConstruction Spending Decreased 0.2% in March
125. 1 MayFOMC Statement: No Change to Fed Funds Rate, "lack of further progress" on Inflation
126. 1 MayFreddie Mac House Price Index Increased in March; Up 6.6% Year-over-year
127. 1 MayBLS: Job Openings Decreased to 8.5 million in March
128. 1 MayISM® Manufacturing index Decreased to 49.2% in April
129. 1 MayADP: Private Employment Increased 192,000 in April
130. 1 MayMBA: Mortgage Applications Decreased in Weekly Survey

April 2024

1. 30 AprWednesday: FOMC Announcement, ADP Employment, Construction Spending, Job Openings, ISM Mfg, Vehicle Sales
2. 30 AprHVS: Q1 2024 Homeownership and Vacancy Rates
3. 30 AprComments on February House Prices, FHFA: House Prices Up 7.0% YoY
4. 30 AprCase-Shiller: National House Price Index Up 6.4% year-over-year in February
5. 30 AprTuesday: Case-Shiller House Prices
6. 29 AprQ1 2024 GDP Details on Residential and Commercial Real Estate
7. 29 AprHotels: Occupancy Rate decreased 0.3% Year-over-year
8. 29 AprEnergy expenditures as a percentage of PCE
9. 29 AprHousing April 29th Weekly Update: Inventory up 2.5% Week-over-week, Up 31.8% Year-over-year
10. 28 AprSunday Night Futures
11. 28 AprRealtor.com Reports Active Inventory Up 31.7% YoY; New Listings Up 13.5% YoY
12. 28 AprFOMC Preview: No Change to Fed Funds Rate
13. 27 AprReal Estate Newsletter Articles this Week: New Home Sales Increase to 693,000 Annual Rate in March
14. 27 AprSchedule for Week of April 28, 2024
15. 26 AprApril 26th COVID Update: Hospitalizations at Pandemic Low!
16. 26 AprLas Vegas March 2024: Visitor Traffic Up 0.4% YoY; Convention Traffic Down 37%
17. 26 AprFannie and Freddie: Single Family Serious Delinquency Rate Decreased, Multi-family Decreased in March
18. 26 AprPCE Measure of Shelter Slows Slightly to 5.8% YoY in March
19. 26 AprPersonal Income increased 0.5% in March; Spending increased 0.8%
20. 26 AprFriday: Personal Income and Outlays
21. 25 AprLawler: Observations on the Recent Surge in Net International Migration
22. 25 AprU.S. Births decreased in 2023
23. 25 AprNAR: Pending Home Sales Increase 3.4% in March; Up 0.1% Year-over-year
24. 25 AprBEA: Real GDP increased at 1.6% Annualized Rate in Q1
25. 25 AprWeekly Initial Unemployment Claims Decrease to 207,000
26. 25 AprThursday: Q1 GDP, Unemployment Claims, Pending Home Sales
27. 24 AprApril Vehicle Sales Forecast: 15.8 million SAAR, Up 1% YoY
28. 24 AprPhilly Fed: State Coincident Indexes Increased in 44 States in March (3-Month Basis)
29. 24 AprAIA: "Architecture firm billings retreat further in March"; Multi-family Billings Decline for 20th Consecutive Month
30. 24 AprFinal Look at Local Housing Markets in March
31. 24 AprMBA: Mortgage Applications Decreased in Weekly Survey
32. 24 AprWednesday: Durable Goods, Architecture Billings Index
33. 23 AprThe Normal Seasonal Pattern for Median House Prices
34. 23 AprNew Home Sales Increase to 693,000 Annual Rate in March; Median New Home Price is Down 13% from the Peak
35. 23 AprNew Home Sales Increase to 693,000 Annual Rate in March
36. 23 AprTuesday: New Home Sales
37. 22 AprMBA Survey: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in March
38. 22 AprHousing April 22nd Weekly Update: Inventory up 3.0% Week-over-week, Up 30.9% Year-over-year
39. 22 AprTSA: Airline Travel about 5% Above 2019 Levels
40. 22 AprDOT: Vehicle Miles Driven Increased 1.4% year-over-year in February 2024 SA
41. 21 AprSunday Night Futures
42. 21 AprWhen Do Market Participants Expect the Fed to Cut Rates?
43. 20 AprReal Estate Newsletter Articles this Week: Single Family Starts Up 22% Year-over-year in March; Multi-Family Starts Down Sharply
44. 20 AprSchedule for Week of April 21, 2024
45. 19 AprApril 19th COVID Update: Weekly Deaths Decreased
46. 19 AprQ1 GDP Tracking: Movin' on Up
47. 19 AprNMHC: "Apartment Market Continues to Loosen"
48. 18 AprHotels: Occupancy Rate Increased 2.8% Year-over-year
49. 18 AprRealtor.com Reports Active Inventory UP 29.1% YoY; New Listings Up 7.2% YoY
50. 18 AprNAR: Existing-Home Sales Decreased to 4.19 million SAAR in March; Median House Prices Increased 4.8% Year-over-Year
51. 18 AprNAR: Existing-Home Sales Decreased to 4.19 million SAAR in March
52. 18 AprWeekly Initial Unemployment Claims Unchanged at 212,000
53. 18 AprThursday: Unemployment Claims, Philly Fed Mfg, Existing Home Sales
54. 17 Apr4th Look at Local Housing Markets in March; California Home Sales Down 4.4% YoY in March
55. 17 AprFed's Beige Book: "Economic activity expanded slightly"
56. 17 AprLA Port Traffic Increased Year-over-year in March
57. 17 AprMBA: Mortgage Applications Increased in Weekly Survey
58. 17 AprWednesday: Beige Book
59. 16 AprLawler: Early Read on Existing Home Sales in March
60. 16 AprSingle Family Starts Up 22% Year-over-year in March; Multi-Family Starts Down Sharply
61. 16 AprIndustrial Production Increased 0.4% in March
62. 16 AprHousing Starts Decreased to 1.321 million Annual Rate in March
63. 15 AprTuesday: Housing Starts, Industrial Production
64. 15 Apr3rd Look at Local Housing Markets in March
65. 15 AprNAHB: Builder Confidence Unchanged in April
66. 15 AprRetail Sales Increased 0.7% in March
67. 15 AprHousing April 15th Weekly Update: Inventory up 2.6% Week-over-week, Up 29.6% Year-over-year
68. 15 AprMonday: Retail Sales, NY Fed Mfg, Homebuilder Survey
69. 14 AprBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
70. 13 AprReal Estate Newsletter Articles this Week: Current State of the Housing Market
71. 13 AprSchedule for Week of April 14, 2024
72. 12 AprApril 12th COVID Update: Weekly Deaths Decreased
73. 12 AprPart 2: Current State of the Housing Market; Overview for mid-April 2024
74. 12 AprQ1 GDP Tracking: Around 2%
75. 12 AprHotels: Occupancy Rate Increased 4.7% Year-over-year
76. 11 AprRealtor.com Reports Active Inventory UP 30.4% YoY; New Listings Up 30.1% YoY
77. 11 Apr2nd Look at Local Housing Markets in March
78. 11 AprWeekly Initial Unemployment Claims Decrease to 211,000
79. 10 AprThursday: Unemployment Claims, PPI
80. 10 AprPart 1: Current State of the Housing Market; Overview for mid-April 2024
81. 10 AprFOMC Minutes: Uncertainty about inflation; Need greater confidence
82. 10 AprCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.3% in March
83. 10 AprYoY Measures of Inflation: Services, Goods and Shelter
84. 10 AprBLS: CPI Increased 0.4% in March; Core CPI increased 0.4%
85. 10 AprMBA: Mortgage Applications Increased in Weekly Survey
86. 9 AprWednesday: CPI, FOMC Minutes
87. 9 AprCPI Preview
88. 9 AprAn Update on the House Price Battle Royale: Low Inventory vs Affordability
89. 9 AprMoody's: Retail Vacancy Rate Unchanged in Q1
90. 8 AprTuesday: Small Business Survey
91. 8 AprHotels: Occupancy Rate Decreased 5.6% Year-over-year Due to Easter Holiday
92. 8 Apr1st Look at Local Housing Markets in March
93. 8 AprLeading Index for Commercial Real Estate Decreased 9% in March
94. 8 AprHousing April 8th Weekly Update: Inventory down 0.9% Week-over-week due to Easter Holiday, Up 24.6% Year-over-year
95. 7 AprSunday Night Futures
96. 7 AprAAR: Rail Carloads Down YoY in March, Intermodal Up
97. 6 AprReal Estate Newsletter Articles this Week: Office Vacancy Rate at Record High
98. 6 AprSchedule for Week of April 7, 2024
99. 5 AprApril 5th COVID Update: Weekly Deaths Decreased
100. 5 AprQ1 GDP Tracking: 2% to 2.5%
101. 5 AprWholesale Used Car Prices Declined in March; Down 14.7% Year-over-year
102. 5 AprComments on March Employment Report
103. 5 AprMarch Employment Report: 303 thousand Jobs, 3.8% Unemployment Rate
104. 5 AprFriday: Employment Report
105. 4 AprMarch Employment Preview
106. 4 AprRealtor.com Reports Active Inventory UP 25.0% YoY; New Listings Down 7.8% YoY
107. 4 AprMoody's: Apartment Vacancy Rate Unchanged in Q1; Office Vacancy Rate at Record High
108. 4 AprTrade Deficit at $68.9 Billion in February
109. 4 AprWeekly Initial Unemployment Claims Increase to 221,000
110. 3 AprThursday: Unemployment Claims, Trade Deficit
111. 3 AprHeavy Truck Sales Decreased in March
112. 3 AprAsking Rents Mostly Unchanged Year-over-year
113. 3 AprISM® Services Index decreases to 51.4% in March
114. 3 AprADP: Private Employment Increased 184,000 in March
115. 3 AprMBA: Mortgage Applications Decreased in Weekly Survey
116. 3 AprWednesday: ADP Employment, ISM Services
117. 2 AprVehicles Sales Decrease to 15.5 million SAAR in March; Up 4% YoY
118. 2 AprFreddie Mac House Price Index Increased in February; Up 5.9% Year-over-year
119. 2 AprBLS: Job Openings Little Changed at 8.8 million in February
120. 2 AprCoreLogic: US Home Prices Increased 5.5% Year-over-year in February
121. 1 AprTuesday: Job Openings, Vehicle Sales
122. 1 AprICE Mortgage Monitor: The Impact of "Golden-Handcuffs" on Mortgage Payments
123. 1 AprConstruction Spending Decreased 0.3% in February
124. 1 AprISM® Manufacturing index Increased to 50.3% in March
125. 1 AprHousing April 1st Weekly Update: Inventory Up 0.9% Week-over-week, Up 26.0% Year-over-year

March 2024

1. 31 MarMonday: ISM Mfg, Construction Spending
2. 31 MarLas Vegas February 2024: Visitor Traffic Up 9.5% YoY; Convention Traffic Up 15%
3. 30 MarReal Estate Newsletter Articles this Week: House Price Index Up 6.0% year-over-year
4. 30 MarSchedule for Week of March 31, 2024
5. 29 MarMarch 29th COVID Update: Weekly Deaths Decreased
6. 29 MarFHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
7. 29 MarQ1 GDP Tracking: Just Over 2%
8. 29 MarPCE Measure of Shelter Slows to 5.8% YoY in February
9. 29 MarPersonal Income increased 0.3% in February; Spending increased 0.8%
10. 28 MarFriday: Personal Income and Outlays, PCE Prices, Fed Chair Powell
11. 28 MarRealtor.com Reports Active Inventory UP 25.5% YoY; New Listings up 14.9% YoY
12. 28 MarFinal Look at Local Housing Markets in February
13. 28 MarNAR: Pending Home Sales Increase 1.6% in February; Down 7.0% Year-over-year
14. 28 MarWeekly Initial Unemployment Claims Decrease to 210,000
15. 28 MarQ4 GDP Growth Revised Up to 3.4% Annual Rate
16. 27 MarThursday: GDP, Unemployment Claims, Pending Home Sales
17. 27 MarFannie and Freddie: Single Family Serious Delinquency Rate Decreased, Multi-family Decreased in February
18. 27 MarPhilly Fed: State Coincident Indexes Increased in 49 States in January (3-Month Basis)
19. 27 MarInflation Adjusted House Prices 2.4% Below Peak; Price-to-rent index is 7.5% below 2022 peak
20. 27 MarMBA: Mortgage Applications Decreased in Weekly Survey
21. 26 MarWednesday: Mortgage Applications
22. 26 MarA few comments on the Seasonal Pattern for House Prices
23. 26 MarComments on January House Prices, FHFA: House Prices Declined Slightly in January
24. 26 MarCase-Shiller: National House Price Index Up 6.0% year-over-year in January
25. 25 MarTuesday: Case-Shiller House Prices, Durable Goods, Richmond and Dallas Fed Mfg
26. 25 MarMarch Vehicle Sales Forecast: 15.6 million SAAR, Up 5% YoY
27. 25 MarNew Home Sales at 662,000 Annual Rate in February; Median New Home Price is Down 19% from the Peak
28. 25 MarNew Home Sales at 662,000 Annual Rate in February
29. 25 MarHousing March 25th Weekly Update: Inventory Up 1.1% Week-over-week, Up 23.9% Year-over-year
30. 24 MarMonday: New Home Sales
31. 24 MarExisting Home Sales: Lawler vs. the Consensus
32. 23 MarReal Estate Newsletter Articles this Week: Single Family Starts Up 35% Year-over-year in February
33. 23 MarSchedule for Week of March 24, 2024
34. 22 MarMarch 22nd COVID Update: Weekly Deaths Decreased
35. 22 MarICE: Mortgage Delinquency Rate Decreased in February
36. 22 MarQ1 GDP Tracking: Around 2%
37. 22 MarHotels: Occupancy Rate Decreased 1.4% Year-over-year
38. 21 MarRealtor.com Reports Active Inventory UP 23.8% YoY; New Listings up 17.8% YoY
39. 21 MarBofA "Should policy be set on OER if nobody pays it?"
40. 21 MarNAR: Existing-Home Sales Increased to 4.38 million SAAR in February; Median Prices Down 7.1 From Peak (NSA)
41. 21 MarNAR: Existing-Home Sales Increased to 4.38 million SAAR in February
42. 21 MarWeekly Initial Unemployment Claims Decrease to 210,000
43. 20 MarThursday: Unemployment Claims, Existing Home Sales
44. 20 MarFOMC Projections and Press Conference
45. 20 MarFOMC Statement: No Change to Policy
46. 20 MarAIA: "Moderation in the Slowdown in Business Conditions at Architecture Firms"; Multi-family Billings Decline for 19th Consecutive Month
47. 20 MarMBA: Mortgage Applications Decreased in Weekly Survey
48. 19 MarWednesday: FOMC Statement
49. 19 MarCalifornia February Existing Home Sales increase 1.3% YoY, Prices up 9.7% YoY
50. 19 MarSingle Family Starts Up 35% Year-over-year in February; Multi-Family Starts Down Sharply
51. 19 MarHousing Starts Increased to 1.521 million Annual Rate in February
52. 19 Mar"The Lock-In Effect of Rising Mortgage Rates"
53. 18 MarTuesday: Housing Starts
54. 18 MarMBA Survey: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February
55. 18 MarLA Port Traffic Increased Sharply Year-over-year in February
56. 18 MarNAHB: Builder Confidence Increased in March
57. 18 MarHousing March 18th Weekly Update: Inventory Up 1.3% Week-over-week, Up 22.2% Year-over-year
58. 18 MarSunday Night Futures
59. 17 MarFOMC Preview: No Change to Policy Expected
60. 16 MarReal Estate Newsletter Articles this Week: Current State of the Housing Market
61. 16 MarSchedule for Week of March 17, 2024
62. 15 MarMarch 15th COVID Update: Weekly Deaths Decreased
63. 15 MarLawler: Early Read on Existing Home Sales in February
64. 15 Mar3rd Look at Local Housing Markets in February
65. 15 MarGDP Tracking: Around 2%
66. 15 MarIndustrial Production Increased 0.1% in February
67. 15 MarFriday: NY Fed Mfg, Industrial Production
68. 14 MarRealtor.com Reports Active Inventory UP 21.7% YoY; New Listings up 15.8% YoY
69. 14 MarPart 2: Current State of the Housing Market; Overview for mid-March 2024
70. 14 MarRetail Sales Increased 0.6% in February
71. 14 MarWeekly Initial Unemployment Claims Decrease to 209,000
72. 14 MarThursday: Retail Sales, Unemployment Claims, PPI
73. 13 MarPart 1: Current State of the Housing Market; Overview for mid-March 2024
74. 13 MarQ4 Update: Delinquencies, Foreclosures and REO
75. 13 MarMBA: Mortgage Applications Increased in Weekly Survey
76. 13 MarWednesday: Mortgage Applications
77. 12 MarFavorable Weather Boosted Employment by About 100,000 in February
78. 12 Mar2nd Look at Local Housing Markets in February; Inventory Continues to Surge in Florida
79. 12 MarCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.3% in February
80. 12 MarYoY Measures of Inflation: Services, Goods and Shelter
81. 12 MarBLS: CPI Increased 0.4% in February; Core CPI increased 0.4%
82. 11 MarTuesday: CPI
83. 11 MarHotels: Occupancy Rate Decreased 0.3% Year-over-year
84. 11 MarLawler: Rent Trends at some Large Holders of Multifamily Properties
85. 11 MarHousing March 11th Weekly Update: Inventory Up 0.4% Week-over-week, Up 21.1% Year-over-year
86. 10 MarSunday Night Futures
87. 10 MarRealtor.com Reports Active Inventory UP 19.9% YoY; New Listings up 17.4% YoY
88. 9 MarReal Estate Newsletter Articles this Week: Price-to-rent index is 7.3% below recent peak
89. 9 MarSchedule for Week of March 10, 2024
90. 9 MarMarch 8th COVID Update: Weekly Deaths Decreased
91. 8 MarAAR: Rail Traffic Recovered in February
92. 8 MarGDP Tracking: Low 2% Range
93. 8 MarComments on February Employment Report
94. 8 MarFebruary Employment Report: 275 thousand Jobs, 3.9% Unemployment Rate
95. 8 MarFriday: Employment Report
96. 7 MarFebruary Employment Preview
97. 7 MarThe "Home ATM" Closed in Q4
98. 7 MarFed's Flow of Funds: Household Net Worth Increased $4.8 Trillion in Q4
99. 7 MarWholesale Used Car Prices Declined in February; Down 13.1% Year-over-year
100. 7 MarTrade Deficit at $67.4 Billion in January
101. 7 MarWeekly Initial Unemployment Claims Increase to 217,000
102. 7 MarThursday: Unemployment Claims, Trade Balance, Fed Chair Powell, Flow of Funds
103. 6 MarFed's Beige Book: "Economic activity increased slightly"
104. 6 MarAsking Rents Mostly Unchanged Year-over-year
105. 6 MarBLS: Job Openings Little Changed at 8.9 million in January
106. 6 MarFed Chair Powell: Semiannual Monetary Policy Report to the Congress
107. 6 MarADP: Private Employment Increased 140,000 in February
108. 6 MarMBA: Mortgage Applications Increased in Weekly Survey
109. 6 MarWednesday: Job Openings, Fed Chair Powell Testimony, Beige Book, ADP Employment
110. 5 MarInflation Adjusted House Prices 2.4% Below Peak; Price-to-rent index is 7.3% below recent peak
111. 5 MarISM® Services Index decreases to 52.6% in February
112. 5 MarCoreLogic: US Home Prices Increased 5.8% Year-over-year in January
113. 5 MarTuesday: ISM Services
114. 4 MarHeavy Truck Sales Increased in February
115. 4 MarLawler: Some Thoughts on Quantitative Easing and Quantitative Tightening
116. 4 MarICE Mortgage Monitor: "First-Time Homebuyers Make Up Record 47% of GSE Purchase Loans"
117. 4 MarHousing March 4th Weekly Update: Inventory Up 0.1% Week-over-week, Up 18.8% Year-over-year
118. 3 MarSunday Night Futures
119. 3 MarRealtor.com Reports Active Inventory UP 17.8% YoY; New Listings up 11.9% YoY
120. 2 MarReal Estate Newsletter Articles this Week: House Price Index Up 5.5% year-over-year in December
121. 2 MarSchedule for Week of March 3, 2024
122. 2 MarMarch 1st COVID Update: Weekly Deaths Decreased
123. 1 MarVehicles Sales Increase to 15.8 million SAAR in February; Up 6% YoY
124. 1 MarGDP Tracking: Low 2% Range
125. 1 MarFannie and Freddie: Single Family Serious Delinquency Rate Decreases Slightly in January
126. 1 MarConstruction Spending Decreased 0.2% in January
127. 1 MarISM® Manufacturing index Decreased to 47.8% in February
128. 1 MarFriday: ISM Mfg, Construction Spending, Vehicle Sales

February 2024

1. 29 FebFreddie Mac House Price Index Increased in January; Up 6.2% Year-over-year
2. 29 FebLas Vegas January 2024: Visitor Traffic Up 3% YoY; Convention Traffic Up 9%
3. 29 FebNAR: Pending Home Sales Decrease 4.9% in January; Down 8.8% Year-over-year
4. 29 FebPCE Measure of Shelter Slows to 6.1% YoY in January
5. 29 FebPersonal Income increased 1.0% in January; Spending increased 0.2%
6. 29 FebWeekly Initial Unemployment Claims Increase to 215,000
7. 28 FebThursday: Personal Income & Outlays, Unemployment Claims, Pending Home Sales, Chicago PMI
8. 28 FebFreddie Reports Surge in Multifamily Serious Delinquencies
9. 28 FebQ4 GDP Growth Revised Down to 3.2% Annual Rate
10. 28 FebMBA: Mortgage Applications Decreased in Weekly Survey, "Activity stalled"
11. 28 FebWednesday: GDP
12. 27 FebLawler: Update on American Homes for Rent (AMH)
13. 27 FebComments on December Case-Shiller and FHFA House Prices
14. 27 FebCase-Shiller: National House Price Index Up 5.5% year-over-year in December
15. 27 FebTuesday: Case-Shiller House Prices, Durable Goods, Richmond Fed Mfg
16. 26 FebFinal Look at Local Housing Markets in January
17. 26 FebNew Home Sales at 661,000 Annual Rate in January; Median New Home Price is Down 15% from the Peak
18. 26 FebNew Home Sales at 661,000 Annual Rate in January
19. 26 FebHousing February 26th Weekly Update: Inventory Up 0.7% Week-over-week, Up 15.6% Year-over-year
20. 26 FebMonday: New Home Sales
21. 25 FebFebruary Vehicle Sales Forecast: 15.5 million SAAR, Up 4% YoY
22. 24 FebReal Estate Newsletter Articles this Week: Existing-Home Sales Increased to 4.00 million SAAR in January
23. 24 FebSchedule for Week of February 25, 2024
24. 24 FebFeb 23rd COVID Update: Weekly Deaths Decreased
25. 23 FebHotels: Occupancy Rate Decreased 2.5% Year-over-year
26. 23 FebGDP Tracking: Q1 Boosted Slightly
27. 23 FebICE: Mortgage Delinquency Rate Decreased in January
28. 22 FebRealtor.com Reports Active Inventory UP 15.7% YoY; New Listings up 10.9% YoY
29. 22 FebNAR: Existing-Home Sales Increased to 4.00 million SAAR in January; Median Prices Down 8.4% from Peak NSA
30. 22 FebNAR: Existing-Home Sales Increased to 4.00 million SAAR in January
31. 22 FebWeekly Initial Unemployment Claims Decrease to 201,000
32. 22 FebThursday: Existing Home Sales, Unemployment Claims
33. 21 FebFOMC Minutes: "Most participants noted the risks of moving too quickly to ease the stance of policy"
34. 21 FebAIA: "Architecture Billings Index Reports Sluggish Conditions to Start 2024"; Multi-family Billings Decline for 18th Consecutive Month
35. 21 FebMBA: Mortgage Applications Decreased in Weekly Survey
36. 21 FebWednesday: FOMC Minutes, Architecture Billings Index
37. 20 FebMBA Survey: Share of Mortgage Loans in Forbearance Decreases to 0.22% in January
38. 20 FebLawler: Update on Invitation Homes Rental Trends
39. 20 FebDOT: Vehicle Miles Driven Increased 2.1% year-over-year in 2023
40. 20 FebSingle Family Built-for-Rent Almost Doubled Since 2020
41. 20 FebExisting Home Sales: Lawler vs. the Consensus
42. 19 FebTuesday: No major economic releases scheduled
43. 19 Feb3rd Look at Local Housing Markets in January; California Home Sales Up 5.9% YoY in January
44. 19 FebHousing February 19th Weekly Update: Inventory Down 0.2% Week-over-week, Up 12.9% Year-over-year
45. 18 FebHotels: Occupancy Rate Decreased 2.7% Year-over-year
46. 17 FebReal Estate Newsletter Articles this Week: Current State of the Housing Market for Mid-February
47. 17 FebSchedule for Week of February 18, 2024
48. 17 FebFeb 16th COVID Update: Weekly Deaths Decreased
49. 16 FebLawler: Update on “Is the “Natural” Rate of Interest Back to Pre-Financial Crisis Levels”
50. 16 FebRealtor.com Reports Active Inventory UP 13.9% YoY; New Listings up 9.5% YoY
51. 16 FebGDP Tracking: Q1 Moving Down
52. 16 FebSingle Family Starts Up 22% Year-over-year in January; Multi-Family Starts Down Sharply
53. 16 FebHousing Starts Decreased to 1.331 million Annual Rate in January
54. 16 FebFriday: Housing Starts, PPI
55. 15 FebFannie "Real Estate Owned" inventory Decreased in Q4 2023
56. 15 FebNAHB: Builder Confidence Increased in February
57. 15 FebIndustrial Production Decreased 0.1% in January
58. 15 FebRetail Sales Decreased 0.8% in January
59. 15 FebWeekly Initial Unemployment Claims Decrease to 212,000
60. 15 FebThursday: Retail Sales, Unemployment Claims, NY & Philly Fed Mfg, Industrial Production, Homebuilder Survey
61. 14 FebLA Port Inbound Traffic Increased Year-over-year in January
62. 14 FebPart 2: Current State of the Housing Market; Overview for mid-February 2024
63. 14 FebMBA: Mortgage Applications Decreased in Weekly Survey
64. 14 FebWednesday: Mortgage Applications
65. 13 FebCleveland Fed: Median CPI increased 0.5% and Trimmed-mean CPI increased 0.5% in January
66. 13 Feb2nd Look at Local Housing Markets in January
67. 13 FebYoY Measures of Inflation: Services, Goods and Shelter
68. 13 FebBLS: CPI Increased 0.3% in January; Core CPI increased 0.4%
69. 13 FebTuesday: CPI
70. 12 FebTrends in Educational Attainment in the U.S. Labor Force
71. 12 FebPart 1: Current State of the Housing Market; Overview for mid-February 2024
72. 12 FebHousing February 12th Weekly Update: Inventory Down 0.5% Week-over-week, Up 11.4% Year-over-year
73. 12 FebSunday Night Futures
74. 11 FebBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
75. 10 FebReal Estate Newsletter Articles this Week: Update on Mortgage Rates and Spreads
76. 10 FebSchedule for Week of February 11, 2024
77. 10 FebFeb 9th COVID Update: Weekly Deaths Increased
78. 9 FebAAR: January Carloads Down and Intermodal Up YoY
79. 9 FebPoor Weather Reduced Employment by About 50,000 in January
80. 9 FebEarly GDP Tracking: Solid Start for Q1
81. 9 FebUpdated Seasonal Factors for CPI
82. 9 FebFriday: Updated Seasonal Factors for CPI
83. 8 FebHotels: Occupancy Rate Decreased 0.1% Year-over-year
84. 8 FebRealtor.com Reports Active Inventory UP 12.2% YoY; New Listings up 12.8% YoY
85. 8 FebMBA: Mortgage Delinquencies Increase in Q4 2023
86. 8 FebWeekly Initial Unemployment Claims Decrease to 218,000
87. 8 FebThursday: Unemployment Claims
88. 7 FebUpdate: Lumber Prices Up 6% YoY
89. 7 Feb1st Look at Local Housing Markets in January
90. 7 FebWholesale Used Car Prices "Flat" in December; Down 9.2% Year-over-year
91. 7 FebTrade Deficit at $62.2 Billion in December
92. 7 FebMBA: Mortgage Applications Increased in Weekly Survey
93. 7 FebWednesday: Trade Deficit
94. 6 FebNY Fed Q4 Report: Household Debt Increased
95. 6 FebICE (Black Knight) Mortgage Monitor: "Positive Signs in Housing, Mortgage Markets"
96. 6 FebCoreLogic: US Home Prices Increased 5.5% Year-over-year in December
97. 6 FebTuesday: Q4 Quarterly Report on Household Debt and Credit
98. 5 FebFed SLOOS Survey: Banks reported Tighter Standards, Weaker Demand for almost All Loan Types
99. 5 FebLawler: Update on Mortgage Rates and Spreads
100. 5 FebISM® Services Index Increases to 53.4% in January
101. 5 FebHousing February 5th Weekly Update: Inventory Down 1.2% Week-over-week, Up 8.7% Year-over-year
102. 5 FebSunday Night Futures
103. 4 FebHeavy Truck Sales Increased in January
104. 3 FebReal Estate Newsletter Articles this Week: Case-Shiller National House Price Index Up 5.1% YoY
105. 3 FebSchedule for Week of February 4, 2024
106. 3 FebFeb 2nd COVID Update: Weekly Deaths Increased
107. 2 FebEarly GDP Tracking: Solid Start for Q1
108. 2 FebAsking Rents Mostly Unchanged Year-over-year
109. 2 FebComments on January Employment Report
110. 2 FebJanuary Employment Report: 353 thousand Jobs, 3.7% Unemployment Rate
111. 2 FebFriday: Employment Report
112. 1 FebVehicles Sales Decrease to 15.0 million SAAR in January; Down 1% YoY
113. 1 FebRealtor.com Reports Active Inventory UP 10.1% YoY; New Listings up 2.1% YoY
114. 1 FebJanuary Employment Preview
115. 1 FebInflation Adjusted House Prices 2.3% Below Peak; Price-to-rent index is 7.0% below recent peak
116. 1 FebConstruction Spending Increased 0.9% in December
117. 1 FebISM® Manufacturing index Increased to 49.1% in January
118. 1 FebWeekly Initial Unemployment Claims Increase to 224,000
119. 1 FebThursday: Unemployment Claims, ISM Mfg, Construction Spending

January 2024

1. 31 JanFreddie Mac House Price Index Increased in December; Up 6.6% Year-over-year
2. 31 JanFOMC Statement: No Change to Policy
3. 31 JanADP: Private Employment Increased 107,000 in January
4. 31 JanMBA: Mortgage Applications Decreased in Weekly Survey
5. 31 JanWednesday: FOMC Statement, ADP Employment, Chicago PMI
6. 30 JanFannie and Freddie: Single Family Serious Delinquency Rate Increased Slightly, Multi-family Unchanged in December
7. 30 JanHVS: Q4 2023 Homeownership and Vacancy Rates
8. 30 JanComments on November Case-Shiller and FHFA House Prices
9. 30 JanBLS: Job Openings Little Changed at 9.0 million in December
10. 30 JanCase-Shiller: National House Price Index Up 5.1% year-over-year in November
11. 30 JanTuesday: Case-Shiller House Prices, Job Openings, Housing Vacancies and Homeownership
12. 29 JanQ4 2023 GDP Details on Residential and Commercial Real Estate
13. 29 JanLas Vegas December 2023: Visitor Traffic Up 3% YoY; Convention Traffic Down 11%
14. 29 JanHousing January 29th Weekly Update: Inventory Down 0.6% Week-over-week, Up 7.9% Year-over-year
15. 28 JanSunday Night Futures
16. 28 JanFOMC Preview: No Change to Policy Expected
17. 27 JanReal Estate Newsletter Articles this Week: New Home Sales increase to 664,000 Annual Rate
18. 27 JanSchedule for Week of January 28, 2024
19. 27 JanJan 26th COVID Update: Weekly Deaths Increased
20. 26 JanU.S. Courts: Bankruptcy Filings Increase 17 Percent in 2023; 42% Below Pre-Pandemic Levels
21. 26 JanNAR: Pending Home Sales Increase 8.3% December; Up 1.3% Year-over-year
22. 26 JanPCE Measure of Shelter Slows to 6.4% YoY in December
23. 26 JanPersonal Income increased 0.3% in December; Spending increased 0.7%
24. 26 JanFriday: Personal Income and Outlays, Pending Home Sales
25. 25 JanRealtor.com Reports Active Inventory UP 8.6% YoY; New Listings up 3.4% YoY
26. 25 JanNew Home Sales increase to 664,000 Annual Rate in December; Average New Home Price is Down 14% from the Peak
27. 25 JanNew Home Sales increase to 664,000 Annual Rate in December
28. 25 JanBEA: Real GDP increased at 3.3% Annualized Rate in Q4
29. 25 JanWeekly Initial Unemployment Claims Increase to 214,000
30. 25 JanThursday: Q4 GDP, New Home Sales, Unemployment Claims, Durable Goods
31. 24 JanJanuary Vehicle Sales Forecast: 15.4 million SAAR, Up 2% YoY
32. 24 JanICE: Mortgage Delinquency Rate Increased in December
33. 24 JanFinal Look at Local Housing Markets in December
34. 24 JanAIA: "Architecture firm billings remain soft to end the year"; Multi-family Billings Decline for 17th Consecutive Month
35. 24 JanMBA: Mortgage Applications Increased in Weekly Survey
36. 24 JanWednesday: Architecture Billings Index
37. 23 JanNMHC and Fannie Mae Multi-Family Presentation
38. 23 Jan1.54 million Total Housing Completions in 2023 including Manufactured Homes; Most Since 2007
39. 23 JanTuesday: Richmond Fed Mfg
40. 22 JanMBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.23% in December"
41. 22 JanNMHC: "Apartment Market Continues to Loosen"
42. 22 JanUpdate on High Frequency Indicators: Airlines and Movie Tickets
43. 22 JanHousing January 22nd Weekly Update: Inventory Up 0.2% Week-over-week, Up 7.1% Year-over-year
44. 21 JanSunday Night Futures
45. 21 JanHotels: Occupancy Rate Decreased 2.8% Year-over-year
46. 20 JanReal Estate Newsletter Articles this Week: Existing Home Months-of-Supply above December 2019
47. 20 JanSchedule for Week of January 21, 2024
48. 20 JanJan 19th COVID Update: Weekly Deaths Increased
49. 19 JanQ4 GDP Tracking: Around 1.8%
50. 19 JanNAR: Existing-Home Sales Decreased to 3.78 million SAAR in December; Months-of-Supply above December 2019
51. 19 JanNAR: Existing-Home Sales Decreased to 3.78 million SAAR in December; Lowest Annual Sales Since 1995
52. 19 JanFriday: Existing Home Sales
53. 18 Jan4th Look at Local Housing Markets in December; California Home Sales Down 7.1% YoY in December
54. 18 JanLA Port Inbound Traffic Increased Year-over-year in December
55. 18 JanRealtor.com Reports Active Inventory UP 7.9% YoY; New Listings up 7.0% YoY
56. 18 JanSingle Family Starts Up Year-over-year in December; Near Record Number of Multi-Family Housing Units Under Construction
57. 18 JanWeekly Initial Unemployment Claims Decrease to 187,000
58. 18 JanHousing Starts Decreased to 1.460 million Annual Rate in December
59. 18 JanThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg
60. 17 JanLawler: Early Read on Existing Home Sales in December
61. 17 JanFed's Beige Book: "Little or no change in economic activity"
62. 17 JanNAHB: Builder Confidence Increased in January
63. 17 JanIndustrial Production Increased 0.1% in December
64. 17 JanRetail Sales Increased 0.6% in December
65. 17 JanMBA: Mortgage Applications Increased in Weekly Survey
66. 17 JanWednesday: Retail Sales, Industrial Production, Homebuilder Survey, Beige Book
67. 16 Jan3rd Look at Local Housing Markets in December
68. 16 JanMBA: "Office properties drove increase" in Q4 Commercial Real Estate Delinquencies
69. 16 JanAnnual Light Vehicle Sales Increase 12% in 2023; Heavy Trucks Sales up 6% YoY
70. 16 JanTuesday: NY Fed Mfg
71. 15 JanThe Housing Bubble and Mortgage Debt as a Percent of GDP
72. 15 JanHousing January 15th Weekly Update: Inventory Up 1.2% Week-over-week, Up 6.7% Year-over-year
73. 14 JanHotels: Occupancy Rate Decreased 0.7% Year-over-year
74. 13 JanReal Estate Newsletter Articles this Week: 2023 Annual Sales Likely Lowest Since 1995
75. 13 JanSchedule for Week of January 14, 2024
76. 13 JanJan 12th COVID Update: Hospitalizations Increased
77. 12 JanQ4 GDP Tracking: 1.3% to 2.2% Range
78. 12 Jan2nd Look at Local Housing Markets in December
79. 12 JanAAR: December Carloads and Intermodal Up YoY
80. 12 JanFriday: PPI
81. 11 JanCleveland Fed: Median CPI increased 0.4% and Trimmed-mean CPI increased 0.3% in December
82. 11 JanPart 2: Current State of the Housing Market; Overview for mid-January 2024
83. 11 JanYoY Measures of Inflation: Services, Goods and Shelter
84. 11 JanWeekly Initial Unemployment Claims at 202,000
85. 11 JanBLS: CPI Increased 0.3% in December; Core CPI increased 0.3%
86. 11 JanThursday: CPI, Unemployment Claims
87. 10 JanQuestion #1 for 2024: How much will the economy grow in 2024? Will there be a recession in 2024?
88. 10 JanPart 1: Current State of the Housing Market; Overview for mid-January 2024
89. 10 JanLeading Index for Commercial Real Estate Increased in December, Down 11% from Peak
90. 10 JanQuestion #2 for 2024: How much will job growth slow in 2024? Or will the economy lose jobs?
91. 10 JanMBA: Mortgage Applications Increased in Weekly Survey
92. 10 JanWednesday: Mortgage Applications
93. 9 JanQuestion #3 for 2024: What will the unemployment rate be in December 2024?
94. 9 Jan1st Look at Local Housing Markets in December
95. 9 JanQuestion #4 for 2024: What will the participation rate be in December 2024?
96. 9 JanTrade Deficit decreased to $63.2 Billion in November
97. 9 JanCoreLogic: US Home Prices Increased 5.2% Year-over-year in November
98. 9 JanTuesday: Trade Deficit, CoreLogic House Prices
99. 8 JanQuestion #5 for 2024: What will the YoY core inflation rate be in December 2024?
100. 8 JanMoody's: Apartment Vacancy Rate increased in Q4; Office Vacancy Rate in "Uncharted Territory" at Record High
101. 8 JanWholesale Used Car Prices Decreased 0.5% in December; Down 7.0% Year-over-year
102. 8 JanHousing January 8th Weekly Update: Inventory Down 2.7% Week-over-week, Up 5.7% Year-over-year
103. 8 JanSunday Night Futures
104. 7 JanQuestion #6 for 2024: What will the Fed Funds rate be in December 2024?
105. 6 JanReal Estate Newsletter Articles this Week: What will happen with house prices in 2024?
106. 6 JanSchedule for Week of January 7, 2024
107. 6 JanJan 5th COVID Update: Deaths and Hospitalizations Increased
108. 5 JanQ4 GDP Tracking: 1.4% to 2.5%
109. 5 JanQuestion #7 for 2024: How much will wages increase in 2024?
110. 5 JanComments on December Employment Report
111. 5 JanDecember Employment Report: 216 thousand Jobs, 3.7% Unemployment Rate
112. 5 JanFriday: Employment Report
113. 4 JanDecember Employment Preview
114. 4 JanAsking Rents Mostly Unchanged Year-over-year
115. 4 JanWeekly Initial Unemployment Claims Decrease to 202,000
116. 4 JanADP: Private Employment Increased 164,000 in December
117. 4 JanThursday: ADP Employment, Unemployment Claims
118. 3 JanVehicles Sales increase to 15.83 million SAAR in December; Up 17% YoY
119. 3 JanFOMC Minutes: "A lower target range for the federal funds rate would be appropriate by the end of 2024"
120. 3 JanQuestion #8 for 2024: How much will Residential investment change in 2024? How about housing starts and new home sales in 2024?
121. 3 JanBLS: Job Openings Little Changed at 8.8 million in November
122. 3 JanISM® Manufacturing index Increased to 47.4% in December
123. 3 JanMBA: Mortgage Applications Decreased Over a Two-Week Period in Latest Weekly Survey
124. 3 JanWednesday: Job Openings, ISM Mfg, FOMC Minutes
125. 2 JanQuestion #9 for 2024: What will happen with house prices in 2024?
126. 2 JanConstruction Spending Increased 0.4% in November
127. 1 JanTuesday: Construction Spending
128. 1 JanHousing January 1st Weekly Update: Inventory Down 2.9% Week-over-week, Up 4.4% Year-over-year