by Calculated Risk on 11/23/2025 06:14:00 PM Weekend:• Schedule for Week of November 23, 2025 Monday:• At 8:30 AM ET, Chicago Fed National Activity Index for October. This is a composite index of other data. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for November. From CNBC: Pre-Market Data and Bloomberg futures S&P…
by Calculated Risk on 11/23/2025 09:28:00 AM This is something I check occasionally. The Department of Transportation (DOT) reported: Travel on all roads and streets changed by +2.0% (+5.4 billion vehicle miles) for September 2025 as compared with September 2024. Travel for the month is estimated to be 278.3 billion vehicle miles. The seasonally adjusted…
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • NAR: Existing-Home Sales Increased to 4.10 million SAAR in October • Lawler: Early Read on Existing Home Sales in October • California October Home Sales “Highest Level Since February”; 4th Look at Local Markets • 3rd Look at Local…
by Calculated Risk on 11/22/2025 08:11:00 AM Happy Thanksgiving! Special Note: There is still uncertainty on when some economic reports will be released. Items listed in RED have not been announced and will likely not be released this week. The key reports this week include the advance estimate of Q3 GDP, September New Home Sales and…
by Calculated Risk on 11/21/2025 11:56:00 AM From BofA: Since our last weekly publication, 3Q GDP tracking remains unchanged at 2.8% q/q saar. [November 14th estimate]emphasis added From Goldman: We boosted our Q3 GDP tracking estimate by 0.1pp to +3.8% (quarter-over-quarter annualized). Our Q3 domestic final sales estimate stands at +2.7%. [November 19th estimate] And…
by Calculated Risk on 11/21/2025 08:18:00 AM What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory, new listings and median prices. On a monthly basis, they report total inventory. For October, Realtor.com reported active inventory was up 15.3% YoY, but still down 13.2% compared to the 2017 to 2019 same month…
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM ET, University of Michigan’s Consumer sentiment index (Final for November). Source link
by Calculated Risk on 11/20/2025 02:42:00 PM Hotel occupancy was weak over the summer months, due to less international tourism. The fall months are mostly domestic travel and occupancy is still under pressure! From STR: U.S. hotel results for week ending 15 November The U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest…
by Calculated Risk on 11/20/2025 11:02:00 AM Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 4.10 million SAAR in October Excerpt: The fourth graph shows existing home sales by month for 2024 and 2025. Sales were up 1.7% year-over-year compared to October 2024. The last 2 months of 2025 will have…
by Calculated Risk on 11/20/2025 10:00:00 AM From the NAR: NAR Existing-Home Sales Report Shows 1.2% Increase in October Month-over-month • 1.2% increase in existing-home sales – seasonally adjusted annual rate of 4.10 million in October • 0.7% decrease in unsold inventory – 1.52 million units equal to 4.4 months’ supply Year-over-year • 1.7% increase…