GDP

by Calculated Risk on 5/12/2025 07:13:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Jump to 2 Week Highs After US/China Trade Talks Tariffs and trade policy have been a new and important consideration for the bond market for just over a month now. That matters to mortgage rates because mortgage pricing is…

by Calculated Risk on 5/12/2025 02:00:00 PM From the Federal Reserve: The April 2025 Senior Loan Officer Opinion Survey on Bank Lending Practices The April 2025 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the…

by Calculated Risk on 5/12/2025 10:31:00 AM Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in April A brief excerpt: It appears sales will be down year-over-year for the 3rd consecutive month, and sales-to-date in 2025 are trailing sales in 2024 – and 2024 was the lowest sales year…

by Calculated Risk on 5/11/2025 08:16:00 AM The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through April 2025. Note: This is an update to a post from several years ago. Unfortunately, this data only goes back to 1992 and includes only three recessions (the…

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Part 1: Current State of the Housing Market; Overview for mid-May 2025 • ICE Mortgage Monitor: Home Prices Continue to Cool • 1st Look at Local Housing Markets in April • Asking Rents Mostly Unchanged Year-over-year This is usually…

by Calculated Risk on 5/10/2025 08:11:00 AM The key reports this week are April CPI, Retail Sales and Housing Starts. For manufacturing, April Industrial Production, and the May NY and Philly Fed manufacturing surveys will be released. —– Monday, May 12th —– 2:00 PM: Senior Loan Officer Opinion Survey on Bank Lending Practices for April….

by Calculated Risk on 5/09/2025 07:10:00 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 5/09/2025 02:27:00 PM Plenty of data next week!  Note that the Blue Chip consensus is wide – and currently around 1%. From the Atlanta Fed: The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2025 is 2.3 percent on May 8, up from…

by Calculated Risk on 5/09/2025 11:00:00 AM Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-May 2025 A brief excerpt: This 2-part overview for mid-May provides a snapshot of the current housing market. Right now, the key story for existing homes is that inventory is…