by Calculated Risk on 11/10/2025 07:56:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Edge Higher But Remain in November Range Bond markets are closed tomorrow for Veterans Day. When markets reopen on Wednesday, the prospects for ending the government shutdown may be coming into clearer view and that could cause enough market…
by Calculated Risk on 11/10/2025 02:38:00 PM From Dodge Data Analytics: Dodge Momentum Index Falls Back 7% in October The Dodge Momentum Index (DMI), issued by Dodge Construction Network, decreased 7.1% in October to 283.3 (2000=100) from the upwardly revised reading of 304.8. Over the month, commercial planning declined 2.9% and institutional planning slowed by…
by Calculated Risk on 11/10/2025 11:13:00 AM Today, in the Real Estate Newsletter: November ICE Mortgage Monitor: Home Prices “Firmed” in October, Up 0.9% Year-over-year Brief excerpt: Negative Equity Rates Have Increased • Negative equity rates, after years at record lows, have risen slightly toward more typical levels • As of Q4, 875K mortgage holders…
by Calculated Risk on 11/10/2025 08:11:00 AM Altos reports that active single-family inventory was down 1.7% week-over-week. Inventory usually starts to decline in the fall and then declines sharply during the holiday season. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line…
by Calculated Risk on 11/09/2025 06:19:00 PM Weekend:• Schedule for Week of November 9, 2025 Monday:• No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 33 and DOW futures are up 163 (fair value). Oil prices were down over the last week with WTI futures at $59.75 per…
by Calculated Risk on 11/09/2025 08:21:00 AM From the Association of American Railroads (AAR) AAR Data Center. Graph and excerpts reprinted with permission. In October 2025, total U.S. rail carloads were down a fraction (-0.03%) from October 2024, and 11 of the 20 major rail carload categories posted year-over- year declines. … U.S. rail intermodal…
At the Calculated Risk Real Estate Newsletter this week: TClick on graph for larger image. • Q3 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Increase Slightly • 1st Look at Local Housing Markets in October • Lawler: Single-Family Rent Trends at INVH and AMH • Asking Rents Mostly Unchanged Year-over-year • House Prices…
by Calculated Risk on 11/08/2025 08:11:00 AM The key (missing) reports this week are October CPI and Retail Sales. Items in Red will not be released due to the government shutdown. —– Monday, November 10th —– No major economic releases scheduled. —– Tuesday, November 11th —– Veterans Day Holiday: Most banks will be closed in…
by Calculated Risk on 11/07/2025 02:11:00 PM 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…
by Calculated Risk on 11/07/2025 09:27:00 AM From Manheim Consulting today: Wholesale Used-Vehicle Prices Decline in October The Manheim Used Vehicle Value Index (MUVVI) dropped to 202.9, reflecting a 2.0% decline in October’s wholesale used-vehicle prices (adjusted for mix, mileage, and seasonality) compared to September. The index is mostly unchanged compared to October 2024. The…