by Calculated Risk on 9/29/2025 08:38:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Hold Flat to Start New Week It was an uneventful day for the bond market (and, thus, interest rates) as investors wait for clarity on this week’s potential government shutdown. It’s not the shutdown itself that would notable. Rather,…
by Calculated Risk on 9/29/2025 05:06:00 PM Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic) Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in August was 0.56%, up from 0.55% July. Freddie’s rate is up year-over-year from 0.52% in August 2024, however,…
by Calculated Risk on 9/29/2025 02:45:00 PM Today, in the Calculated Risk Real Estate Newsletter: Final Look at Housing Markets in August and a Look Ahead to September Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report, I pick up additional local market data that is…
by Calculated Risk on 9/28/2025 06:26:00 PM Weekend:• Schedule for Week of September 28, 2025 Monday:• At 10:00 AM ET, Pending Home Sales Index for August. The consensus is 0.1% increase in the index. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for September. From CNBC: Pre-Market Data and Bloomberg futures S&P 500…
by Calculated Risk on 9/28/2025 11:38:00 AM Today, in the Calculated Risk Real Estate Newsletter: Lawler: NAR “Fixes” Median Sales Price for July A brief excerpt: From housing economist Tom Lawler: While many folks didn’t notice it, the National Association of Realtor’s August Existing Homes Sales Report including a significant upward revision in median sales…
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • NAR: Existing-Home Sales Decreased to 4.00 million SAAR in August • New Home Sales increased to 800,000 Annual Rate in August • FHFA’s Q2 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Household Formation Drives Housing…
by Calculated Risk on 9/27/2025 08:11:00 AM The key report scheduled for this week is the September employment report on Friday. Other key indicators include Case-Shiller house prices for July, the September ISM Manufacturing and Services indices, and September auto sales. —– Monday, September 29th —– 10:00 AM: Pending Home Sales Index for August. The consensus…
by Calculated Risk on 9/26/2025 01:17:00 PM From BofA: Since our last weekly publication, 3Q GDP tracking increased to 2.6% q/q saar from 2.1% & BEA revised 2Q GDP up from 3.3% to 3.8% in the third estimate. [September 26th comment]emphasis added From Goldman: We boosted our Q3 GDP tracking estimate by 0.2pp to +2.8%…
by Calculated Risk on 9/26/2025 10:17:00 AM Today, in the Calculated Risk Real Estate Newsletter: FHFA’s Q2 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s…
by Calculated Risk on 9/26/2025 08:30:00 AM From the BEA: Personal Income and Outlays, August 2025 Personal income increased $95.7 billion (0.4 percent at a monthly rate) in August, according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)—personal income less personal current taxes—increased $86.1 billion (0.4 percent) and…