by Calculated Risk on 9/19/2025 12:38:00 PM Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in August A brief excerpt: The NAR is scheduled to release August Existing Home sales on Thursday, September 25th at 10:00 AM. The consensus is for the NAR to report sales of 3.98 million…
by Calculated Risk on 9/19/2025 11:01:00 AM From BofA: Since our last weekly publication, 3Q GDP tracking moved up to 2.1% q/q saar from 1.7% & 2Q GDP is up two-tenths to 3.4%. [September 19th comment]emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +2.2% (quarter-over-quarter annualized). Our Q3 domestic final…
by Calculated Risk on 9/19/2025 08:11:00 AM What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory, new listings and median prices. On a monthly basis, they report total inventory. For August, Realtor.com reported active inventory was up 20.9% YoY, but still down 14.3% compared to the 2017 to 2019 same month…
Google, part of Alphabet, has announced massive investments in Africa: the company will build four new infrastructure hubs that will connect its latest submarine cables to different regions of the continent – north, south, west and east. These centers will include key telecommunications infrastructure – ground stations and data centers, and will form the basis…
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: State Employment and Unemployment (Monthly) for August 2025 Source link
by Calculated Risk on 9/18/2025 02:50:00 PM Hotel occupancy was weak over the summer months, likely due to less international tourism. The fall months are mostly domestic travel. From STR: U.S. hotel results for week ending 13 September The U.S. hotel industry reported mostly negative year-over-year comparisons, according to CoStar’s latest data through 13 September….
by Calculated Risk on 9/18/2025 10:59:00 AM Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on August Existing Home Sales, and Update on Mortgage/MBS Yields and Spreads A brief excerpt: From housing economist Tom Lawler: Early Read on Existing Home Sales in August Based on publicly-available local realtor/MLS reports released across the…
by Calculated Risk on 9/18/2025 08:30:00 AM The DOL reported: In the week ending September 13, the advance figure for seasonally adjusted initial claims was 231,000, a decrease of 33,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 263,000 to 264,000. The 4-week moving average was 240,000,…
by Calculated Risk on 9/17/2025 08:18:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday:• At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 240 thousand from 237 thousand last week. • Also at 8:30 AM, the…
by Calculated Risk on 9/17/2025 04:01:00 PM Container traffic gives us an idea about the volume of goods being exported and imported – and usually some hints about the trade report since LA area ports handle about 40% of the nation’s container port traffic. The following graphs are for inbound and outbound traffic at the…