by Calculated Risk on 5/09/2025 08:12:00 AM From the Association of American Railroads (AAR) AAR Data Center. Graph and excerpts reprinted with permission. Recent shifts in U.S. policies on trade and immigration have introduced volatility in financial markets and heightened uncertainty for firms. The ultimate outcomes and impacts of these policy changes remain unclear. Nevertheless,…
by Calculated Risk on 5/08/2025 07:25:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Higher After Trade Deal Mortgage rates moved back up to the higher levels seen earlier this week after the official announcement of a trade deal between the U.S. and the U.K.…In the bigger picture, today’s mortgage rate increase…
by Calculated Risk on 5/08/2025 01:39:00 PM What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 30.6% YoY, but still down 16.3% compared to the 2017 to 2019 same month levels. …
by Calculated Risk on 5/08/2025 10:41:00 AM The U.S. hotel industry reported positive year-over-year comparisons, according to CoStar’s latest data through 3 May. … 27 April through 3 May 2025 (percentage change from comparable week in 2024): • Occupancy: 65.8% (+1.8%)• Average daily rate (ADR): US$164.33 (+2.2%)• Revenue per available room (RevPAR): US$108.06 (+4.1%) Performance…
by Calculated Risk on 5/08/2025 08:30:00 AM The DOL reported: In the week ending May 3, the advance figure for seasonally adjusted initial claims was 228,000, a decrease of 13,000 from the previous week’s unrevised level of 241,000. The 4-week moving average was 227,000, an increase of 1,000 from the previous week’s unrevised average of…
by Calculated Risk on 5/07/2025 07:59:00 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 of 223 thousand, down from 241 thousand last week. Source link
by Calculated Risk on 5/07/2025 04:01:00 PM From Dodge Data Analytics: Dodge Momentum Index Increases 1% in April The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 0.9% in April to 205.1 (2000=100) from the downwardly revised March reading of 203.1. Over the month, commercial planning grew 3.3% while institutional planning fell 4.2%….
by Calculated Risk on 5/07/2025 02:00:00 PM Fed Chair Powell press conference video here or on YouTube here, starting at 2:30 PM ET. FOMC Statement: Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate has stabilized at a…
by Calculated Risk on 5/07/2025 11:11:00 AM Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in April A brief excerpt: This is the first look at several early reporting local markets in April. I’m tracking over 40 local housing markets in the US. Some of the 40 markets are…
by Calculated Risk on 5/07/2025 09:32:00 AM From Manheim Consulting today: Wholesale Used-Vehicle Prices Increased in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were much higher in April compared to March. The Manheim Used Vehicle Value Index (MUVVI) increased to 208.2, an increase of 4.9% from a year ago and…