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45 days ago

I've been thinking about this for some time.
After 21 years of writing this blog almost daily, I've decided to stop writing the daily updates on the blog.
However, the economic data "IV" is still in…

46 days ago

Weekend:
• Schedule for Week of January 11, 2026

Monday:
• No major economic releases scheduled.

From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 16 and DOW futures are dow…
Hotel occupancy was weak in 2025.   It is difficult to tell early in the year because travel is always weak in early January. 

From STR: U.S. hotel results for week ending 3 January
The U.S. hotel i…

47 days ago

Real Estate Newsletter Articles this Week:Housing Starts Decreased to 1.246 million Annual Rate ⊖

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a story from Calculated Risk › Calculated Risk

At the Calculated Risk Real Estate Newsletter this week:

Click on graph for larger image.

• Housing Starts Decreased to 1.246 million Annual Rate in October

• The "Home ATM" Mostly Closed in Q3

•…

48 days ago

Schedule for Week of January 11, 2026 ⊕

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a story from Calculated Risk › Calculated Risk

The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released.

For manufacturing, the December Industria…
The Federal Reserve released the Q3 2025 Flow of Funds report today: Financial Accounts of the United States.
The net worth of households and nonprofits rose to $181.6 trillion during the third quar…
Today, in the Calculated Risk Real Estate Newsletter: The "Home ATM" Mostly Closed in Q3

A brief excerpt:
During the housing bubble, many homeowners borrowed heavily against their perceived home equi…
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.246 million Annual Rate in October

A brief excerpt:
Note: The Census Bureau is still catching up. They released St…
The headline jobs number in the December employment report was slightly below expectations, however October and November were revised down by 76,000. The unemployment rate decreased to 4.4%.
Earli…
From the Census Bureau: Permits, Starts and Completions
Housing Starts:
Privately-owned housing starts in October were at a seasonally adjusted annual rate of 1,246,000. This is 4.6 percent below th…

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