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by Calculated Risk on 8/26/2025 09:00:00 AM S&P/Case-Shiller released the monthly Home Price Indices for June (“June” is a 3-month average of April, May and June closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P Cotality Case-Shiller…

by Calculated Risk on 8/25/2025 07:49:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Edge Slightly Higher From Long-Term Lows After last week’s Jackson Hole speech from Fed Chair Powell, rates fell to their lowest levels since October 3rd, 2024, narrowly surpassing the recent long-term low seen on August 13th. Powell tacitly suggested…

by Calculated Risk on 8/25/2025 01:46:00 PM From Intercontinental Exchange: ICE First Look at Mortgage Performance: Delinquencies Ease in July as Foreclosure Activity Edges Higher Intercontinental Exchange, Inc. (NYSE:ICE) … today released its July 2025 ICE First Look at mortgage delinquency, foreclosure and prepayment trends. The data shows that U.S. mortgage performance remains remarkably strong…

by Calculated Risk on 8/25/2025 10:44:00 AM Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 652,000 Annual Rate in July Brief excerpt: The Census Bureau reported New Home Sales in July were at a seasonally adjusted annual rate (SAAR) of 652 thousand. The previous three months were revised up.…The next graph…

by Calculated Risk on 8/24/2025 08:21:00 AM From J.D. Power: August New-Vehicle Sales Climb 8.2% as Consumer Spending Reaches Record $54.6 Billion; EV Share Hits All-Time High Brief excerpt: The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 16.1 million units, up 1.0 million units from August 2024.…“August new-vehicle sales…

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • NAR: Existing-Home Sales Increased to 4.01 million SAAR in July; Up 0.8% YoY • Housing Starts Increased to 1.428 million Annual Rate in July • California Home Sales Down Year-over-year for 4th Straight Month • 3rd Look at Local…

by Calculated Risk on 8/23/2025 08:11:00 AM The key indicators this week include July New Home Sales, the second estimate of Q2 GDP, Personal Income and Outlays for July, and Case-Shiller house prices for June. —– Monday, August 25th —– 8:30 AM ET: Chicago Fed National Activity Index for July. This is a composite index…

by Calculated Risk on 8/22/2025 02:21:00 PM From the Philly Fed: The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for July 2025. Over the past three months, the indexes increased in 41 states, decreased in eight states, and remained stable in one, for a three-month diffusion index of…

by Calculated Risk on 8/22/2025 12:24:00 PM From Goldman: We boosted our Q3 GDP tracking estimate by 0.1pp to +1.5% (quarter-over-quarter annualized). Our Q3 domestic final sales estimate stands at +0.3%. We left our past-quarter GDP tracking estimate unchanged at +3.1%. [August 21st estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for…