January 16, 2026January 16, 2026 India’s unemployment rate edged up slightly in December 2025, while participation in the labour market continued to improve, according to the latest Periodic Labour Force Survey (PLFS) released by the Ministry of Statistics and Programme Implementation. The overall unemployment rate (UR) for persons aged…
I’ve been thinking about this for some time. After 21 years of writing this blog almost daily, I’ve decided to stop writing the daily updates on the blog. However, the economic data “IV” is still in my arm, and I’ll be writing a weekly economic summary at the end of each week (via a newsletter…
by Calculated Risk on 1/11/2026 07:50:00 PM Weekend:• Schedule for Week of January 11, 2026 Monday:• No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 16 and DOW futures are down 104 (fair value). Oil prices were up over the last week with WTI futures at $59.37…
by Calculated Risk on 1/11/2026 08:12:00 AM Hotel occupancy was weak in 2025. It is difficult to tell early in the year because travel is always weak in early January. From STR: U.S. hotel results for week ending 3 January The U.S. hotel industry reported positive year-over-year comparisons, according to CoStar’s latest data through…
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Housing Starts Decreased to 1.246 million Annual Rate in October • The “Home ATM” Mostly Closed in Q3 • 1st Look at Local Housing Markets in December • Asking Rents Decline Year-over-year • Update: The Housing Bubble and Mortgage…
by Calculated Risk on 1/10/2026 08:11:00 AM The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. —– Monday,…
by Calculated Risk on 1/09/2026 02:15:00 PM Today, in the Calculated Risk Real Estate Newsletter: The “Home ATM” Mostly Closed in Q3 A brief excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity – jokingly calling it the “Home ATM” – and this contributed to the subsequent housing bust, since…
by Calculated Risk on 1/09/2026 01:12:00 PM The Federal Reserve released the Q3 2025 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits rose to $181.6 trillion during the third quarter of 2025. The value of directly and indirectly held corporate equities increased $5.5 trillion and…
by Calculated Risk on 1/09/2026 10:34:00 AM Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.246 million Annual Rate in October A brief excerpt: Note: The Census Bureau is still catching up. They released Start data for September and October today, but we are still missing November data.…The third graph shows…
by Calculated Risk on 1/09/2026 09:59:00 AM From the Census Bureau: Permits, Starts and Completions Housing Starts:Privately-owned housing starts in October were at a seasonally adjusted annual rate of 1,246,000. This is 4.6 percent below the revised September estimate of 1,306,000 and is 7.8 percent below the October 2024 rate of 1,352,000. Single-family housing starts…