by Calculated Risk on 12/30/2025 09:00:00 AM S&P/Case-Shiller released the monthly Home Price Indices for October (“October” is a 3-month average of August, September and October closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P Cotality Case-Shiller…
by Calculated Risk on 12/29/2025 07:57:00 PM From Matthew Graham at Mortgage News Daily: New 2-Month Lows, Just Barely With another holiday closure on deck and light calendar of events, the rate market is off to another uneventful start this week. In fact, the average lender barely budged from last Friday. But it was enough…
by Calculated Risk on 12/29/2025 03:55:00 PM Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2026. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on…
by Calculated Risk on 12/29/2025 10:00:00 AM From the NAR: NAR Pending Home Sales Report Shows 3.3% Increase in November Pending home sales in October increased by 1.9% from the prior month and fell 0.4% year over year, according to the National Association of REALTORS® Pending Home Sales Report. … Month-Over-Month3.3% increase in pending home…
by Calculated Risk on 12/29/2025 08:11:00 AM Altos reports that active single-family inventory was down 2.9% week-over-week. Note that Inventory usually bottoms seasonally in January or February. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2025. The black line…
by Calculated Risk on 12/28/2025 06:20:00 PM Weekend:• Schedule for Week of December 28, 2025 • Question #6 for 2026: What will the Fed Funds rate be in December 2026? Monday:• At 10:00 AM ET, Pending Home Sales Index for November. The consensus is for a 1.0% increase in the index. • At 10:30 AM,…
by Calculated Risk on 12/28/2025 08:11:00 AM Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2026. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on…
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Fannie Mae Multi-Family Delinquency Rate Almost to Housing Bust High • Question #8 for 2026: How much will Residential investment change in 2026? How about housing starts and new home sales in 2026? • Question #9 for 2026: What…
by Calculated Risk on 12/27/2025 08:11:00 AM Happy New Year! Wishing you all the best in 2026. The key economic report this week is the Case-Shiller House Price Index. —– Monday, December 29th —– 10:00 AM: Pending Home Sales Index for November. The consensus is for a 1.0% increase in the index. 10:30 AM: Dallas…
by Calculated Risk on 12/26/2025 02:27:00 PM Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2026. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on…