GDP

by Calculated Risk on 3/18/2025 09:38:00 AM Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Increased to 1.501 million Annual Rate in February A brief excerpt: Total housing starts in February were above expectations; however, starts in December and January were revised down slightly, combined. The third graph shows the month-to-month comparison for…

by Calculated Risk on 3/17/2025 08:55:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Tuesday:• At 8:30 AM ET, Housing Starts for February. The consensus is for 1.383 million SAAR, up from 1.366 million SAAR. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for February….

by Calculated Risk on 3/17/2025 10:00:00 AM The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 39, down from 42 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Confidence Falls on Cost Uncertainty Economic uncertainty, the…

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • The “Home ATM” Mostly Closed in Q4 • Q4 Update: Delinquencies, Foreclosures and REO • Part 1: Current State of the Housing Market; Overview for mid-March 2025 • Part 2: Current State of the Housing Market; Overview for mid-March…

by Calculated Risk on 3/15/2025 08:11:00 AM The key reports this week are February Retail sales, Housing Starts and Existing Home Sales. The FOMC meets this week, and no change to policy is expected. For manufacturing, the February Industrial Production report and the March NY and Philly Fed manufacturing surveys will be released. —– Monday,…

by Calculated Risk on 3/14/2025 07:15:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I’m currently using 4 weeks ago for “now”, since the most recent three weeks will be revised significantly. Note: “Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital…

by Calculated Risk on 3/14/2025 11:36:00 AM From BofA: Our 1Q GDP tracking remains unchanged at 1.9% q/q saar and our 4Q GDP tracking is down two tenths to 2.3% q/q saar since our last weekly publication. [Mar 14th]emphasis added From Goldman: We lowered our Q1 GDP tracking estimate by 0.3pp to +1.3% last week….