by Calculated Risk on 11/19/2025 02:53:00 PM Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in October A brief excerpt: From housing economist Tom Lawler: Early Read on Existing Home Sales in October Based on publicly-available local realtor/MLS reports released across the country through today, I project that…
by Calculated Risk on 11/19/2025 02:00:00 PM From the Fed: Minutes of the Federal Open Market Committee, October 28-29, 2025. Excerpt: In their consideration of monetary policy at this meeting, participants noted that inflation had moved up since earlier in the year and remained somewhat elevated. Participants further noted that available indicators suggested that economic…
by Calculated Risk on 11/19/2025 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 $59.6 billion in August, down $18.6 billion from $78.2 billion in July, revised. August exports were $280.8 billion,…
by Calculated Risk on 11/19/2025 07:00:00 AM From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 14, 2025. The Market Composite Index, a measure of mortgage…
by Calculated Risk on 11/18/2025 08:23:00 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 8:30 AM, Trade Balance report for August from the Census Bureau. The consensus is…
by Calculated Risk on 11/18/2025 03:46:00 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…
by Calculated Risk on 11/17/2025 07:39:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Tuesday (RED will not be released due to government shutdown):• At 8:30 AM ET,Housing Starts for October. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for October. The consensus is for…
by Calculated Risk on 11/17/2025 11:44:00 AM Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in October 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. October sales will be mostly for…
by Calculated Risk on 11/17/2025 10:15:00 AM From the Census Bureau reported that overall construction spending decreased: Construction spending during August 2025 was estimated at a seasonally adjusted annual rate of $2,169.5 billion, 0.2 percent above the revised July estimate of $2,165.0 billion. The August figure is 1.6 percent below the August 2024 estimate of…
by Calculated Risk on 11/16/2025 06:59:00 PM Weekend:• Schedule for Week of November 16, 2025 Monday:• At 8:30 AM ET, The New York Fed Empire State manufacturing survey for November. The consensus is for a reading of 5.7, down from 10.7. • At 10:00 AM, Construction Spending for September. From CNBC: Pre-Market Data and Bloomberg…