European markets start the month under pressure as Bitcoin posts its steepest daily decline since March. The selloff hits early and carries through the session, with Bitcoin trading around $85,900 after dropping about 6 percent. Ether is weaker as well, falling more than 8 percent to roughly $2,776. Traders who expected last month’s modest rebound…
by Calculated Risk on 12/12/2025 04:21:00 PM A few brief excerpts from a Goldman Sachs research note on shelter inflation: [R]apid multifamily supply growth amid a cooler labor market, slower immigration, and an already rising vacancy rate is likely to keep new lease rent growth subdued in 2026. … We forecast that PCE housing inflation…
by Calculated Risk on 12/12/2025 11:14:00 AM Hotel occupancy was weak over the summer months, due to less international tourism. The fall months are mostly domestic travel and occupancy is still under pressure! From STR: U.S. hotel results for week ending 6 December he U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest…
by Calculated Risk on 12/12/2025 08:05:00 AM Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in November A brief excerpt: Tracking local data gives an early look at what happened the previous month and also reveals regional differences in both sales and inventory. November sales will be mostly for…
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • No major economic releases scheduled. Source link
by Calculated Risk on 12/11/2025 04:40:00 PM From Cotality U.S. home equity dips further this fall Cotality … today released the Homeowner Equity Report (HER) for the third quarter of 2025. The report reveals a mixed picture of homeowner equity gains across the United States. Borrower equity decreased year over year, declining by $373.8 billion…
by Calculated Risk on 12/11/2025 01:12:00 PM Today, in the Calculated Risk Real Estate Newsletter: Mortgage Rates: The New Normal A brief excerpt: In June 2023, I wrote: Could 6% to 7% 30-Year Mortgage Rates be the “New Normal”? At that time, the Fed Funds rate was set at 5 to 5-1/4 percent and the…
by Calculated Risk on 12/11/2025 10:00:00 AM The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2025 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and…
by Calculated Risk on 12/11/2025 08:43:00 AM The Census Bureau and the Bureau of Economic Analysis reported: The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $52.8 billion in September, down $6.4 billion from $59.3 billion in August, revised. September exports were $289.3 billion,…
by Calculated Risk on 12/11/2025 08:30:00 AM The DOL reported: In the week ending December 6, the advance figure for seasonally adjusted initial claims was 236,000, an increase of 44,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 191,000 to 192,000. The 4-week moving average was 216,750,…