by Calculated Risk on 2/09/2025 08:19:00 AM From Dodge Data Analytics: Dodge Momentum Index Grows 6% in January The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 5.6% in January to 225.7 (2000=100) from the revised December reading of 213.6. Over the month, commercial planning increased 4.2% while institutional planning improved 8.7%. “Nonresidential…
ArchiveFeb 2025 (38)Jan 2025 (127)Dec 2024 (127)Nov 2024 (118)Oct 2024 (125)Sep 2024 (112)Aug 2024 (80)Jul 2024 (124)Jun 2024 (122)May 2024 (130)Apr 2024 (125)Mar 2024 (127)Feb 2024 (119)Jan 2024 (129)Dec 2023 (124)Nov 2023 (125)Oct 2023 (130)Sep 2023 (126)Aug 2023 (139)Jul 2023 (121)Jun 2023 (129)May 2023 (137)Apr 2023 (129)Mar 2023 (139)Feb 2023 (119)Jan 2023 (129)Dec 2022 (133)Nov…
by Calculated Risk on 2/08/2025 08:11:00 AM The key reports this week are January CPI and Retail sales. For manufacturing, the January Industrial Production report will be released this week. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. —– Monday, February 10th —– No major economic releases…
by Calculated Risk on 2/07/2025 07:20:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I’m currently using 4 weeks ago for “now”, since the most recent three weeks will be revised significantly. Note: “Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital…
by Calculated Risk on 2/07/2025 04:15:00 PM From Manheim Consulting today: Wholesale Used-Vehicle Prices Increased in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) moved 0.4% higher in January compared to December, causing the Manheim Used Vehicle Value Index (MUVVI) to increase to 205.6, a gain of 0.8% from a year…
by Calculated Risk on 2/07/2025 01:17:00 PM Today, in the Calculated Risk Real Estate Newsletter: Lawler: Revisions Almost Eliminate Household/Establishment Survey Employment Growth Gap A brief excerpt: From housing economist Tom Lawler: Revisions Almost Eliminate Household/Establishment Survey Employment Growth Gap Over the last few years there has been a sizable gap between trend growth in…
by Calculated Risk on 2/07/2025 10:53:00 AM Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in January A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to January 2019 for each local market (some 2019 data is not available). This…
by Calculated Risk on 2/06/2025 07:48:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday:• At 8:30 AM: Employment Report for December. The consensus is for 170,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. NOTE: For the household survey, new population controls will be…
In that post, I noted that the next recession would likely be caused by one of the following: • “An exogenous event such as a pandemic, significant military conflict, disruption of energy supplies for any reason, a major natural disaster (meteor strike, super volcano, etc), and a number of other low probability reasons. All of…
by Calculated Risk on 2/06/2025 12:13:00 PM Today, in the Calculated Risk Real Estate Newsletter: MBA: Mortgage Delinquencies Increased Slightly in Q4 2024 A brief excerpt: From the MBA: Mortgage Delinquencies Increase in the Fourth Quarter of 2024 The delinquency rate for mortgage loans on one-to-four-unit residential properties increased to a seasonally adjusted rate of…