by Calculated Risk on 12/04/2025 04:01:00 PM 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 29 November The U.S. hotel industry reported mixed year-over-year comparisons, according to CoStar’s latest…
by Calculated Risk on 12/04/2025 01:42:00 PM From Cotality (formerly CoreLogic): US home price insights — December 2025 • Year-over-year price growth continues its downward trend, only rising 1.1% in October 2025. • Price declines expanded from six of the 100 largest metros in January to 32 by October, marking the broadest softening of prices…
by Calculated Risk on 12/04/2025 10:46:00 AM Today, in the Calculated Risk Real Estate Newsletter: Q3 Update: Delinquencies, Foreclosures and REO A brief excerpt: Even with the recent weakness in house prices, it is important to note that there will NOT be a surge in foreclosures that could lead to cascading house price declines (as…
by Calculated Risk on 12/04/2025 08:30:00 AM The DOL reported: In the week ending November 29, the advance figure for seasonally adjusted initial claims was 191,000, a decrease of 27,000 from the previous week’s revised level. This is the lowest level for initial claims since September 24, 2022 when it was 189,000. The previous week’s…
by Calculated Risk on 12/03/2025 08:16:00 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 218,000, up from 216,000 last week. Source link
by Calculated Risk on 12/03/2025 01:48:00 PM This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the November 2025 seasonally adjusted annual sales rate (SAAR) of 367 thousand. Note: “Heavy trucks – trucks more than 14,000 pounds gross vehicle weight.” Click on graph for larger image. Heavy…
From ADP: ADP National Employment Report: Private Sector Employment Shed 32,000 Jobs in November; Annual Pay was Up 4.4% “Hiring has been choppy of late as employers weather cautious consumers and an uncertain macroeconomic environment,” said Dr. Nela Richardson, chief economist, ADP. “And while November’s slowdown was broad-based, it was led by a pullback among…
by Calculated Risk on 12/02/2025 07:44:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for November. This report is for private payrolls…
by Calculated Risk on 12/02/2025 11:34:00 AM It was almost thirteen years ago when I wrote “The Future’s so Bright …” I noted that I was the most optimistic since the ’90s, and that things would only get better. I pointed out that housing starts would increase significantly over the next several years, that state…
by Calculated Risk on 12/02/2025 08:26:00 AM Today, in the Calculated Risk Real Estate Newsletter: Final Look at Housing Markets in October and a Look Ahead to November Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report, I pick up additional local market data that is…