Housing Market
38 posts
Upside Surprises
The economy isn't landing; it's flying high. Following better-than-expected July reports for housing starts and industrial…
The Promised Land
The permabears will have to postpone their imminent recession yet again based on today's batch of US economic…
Rolling Expansion?
What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover.…
The Economic Week Ahead: June 20-23
It's a short and light week for economic data. We'll be focusing on May's…
Progress In Debt Ceiling Talks Lifts Stock Prices
Stock prices are up this morning on news that both the Democrats and the Republicans want to get a deal…
The Economic Week Ahead: May 15-19
The week ahead is jampacked with coincident and leading economic indicators. The most up-to-the-minute ones will be May 12 mortgage…
The Economic Week Ahead: March 20-24
The FOMC always seems to take center stage in the financial markets these days, and will certainly do so on…
More Soft Landing Stats
No boom, no bust. That describes yesterday's flash estimates for February's M-PMI and NM-PMI released by…
Rent Inflation Is Moderating
The CPI's rent of primary residence is showing no signs of peaking, rising to 8.6% y/y…
Copper, Mortgages, GDP, Breadth & Sentiment
Yesterday, the World Bank slashed its 2023 global economic growth rate outlook to 1.7% from its earlier projection of…
Is Santa Making A Comeback?
Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a…