by Calculated Risk on 8/15/2025 11:52:00 AM Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-August 2025 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-August 2025 I reviewed home inventory, housing starts and sales. I noted that…
by Calculated Risk on 8/15/2025 09:15:00 AM From the Fed: Industrial Production and Capacity Utilization Industrial production (IP) edged down 0.1 percent in July. Manufacturing output was unchanged after increasing 0.3 percent in June. In July, the index for mining declined 0.4 percent, and the index for utilities decreased 0.2 percent. At 104.0 percent of…
by Calculated Risk on 8/15/2025 08:30:00 AM On a monthly basis, retail sales increased 0.5% from June to July (seasonally adjusted), and sales were up 3.9 percent from July 2024. From the Census Bureau report: Advance estimates of U.S. retail and food services sales for July 2025, adjusted for seasonal variation and holiday and trading-day…
by Calculated Risk on 8/14/2025 08:45:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday:• At 8:30 AM ET, Retail sales for July is scheduled to be released. The consensus is for 0.5% increase in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey…
by Calculated Risk on 8/14/2025 06:21:00 PM From First American Chief Economist Mark Fleming Housing Market Returning to Reality as National Price Growth Cools Further in July, According to First American Data & Analytics Monthly Home Price Index Report Highlights • Annual house price appreciation is at the slowest rate since March 2012. • House…
by Calculated Risk on 8/14/2025 03:15:00 PM The U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest data through 9 August. … 3-9 August 2025 (percentage change from comparable week in 2024): • Occupancy: 68.0% (-1.0%)• Average daily rate (ADR): US$159.61 (-0.6%)• Revenue per available room (RevPAR): US$108.47 (-1.6%) emphasis added The following…
by Calculated Risk on 8/14/2025 12:26:00 PM Today, in the Calculated Risk Real Estate Newsletter: MBA: Mortgage Delinquencies Decreased Slightly in Q2 2025 A brief excerpt: From the MBA: Mortgage Delinquencies Decrease Slightly in the Second Quarter of 2025 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate…
by Calculated Risk on 8/14/2025 10:05:00 AM Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August 2025 A brief excerpt: This 2-part overview for mid-July provides a snapshot of the current housing market. The key stories this year for existing homes are that inventory increased…
by Calculated Risk on 8/14/2025 08:30:00 AM The DOL reported: In the week ending August 9, the advance figure for seasonally adjusted initial claims was 224,000, a decrease of 3,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 226,000 to 227,000. The 4-week moving average was 221,750,…
by Calculated Risk on 8/13/2025 07:30:00 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 initial claims to increase to 228 thousand from 226 thousand last week. • Also at 8:30 AM, The…