by Calculated Risk on 10/31/2025 01:58:00 PM From BofA: Since our last weekly publication, 3Q GDP tracking remains unchanged at 2.8% q/q saar. [October 31st estimate]emphasis added From Goldman: we estimate that GDP has grown about 2.2% annualized so far this year and 3.3% in Q3. [October 15th estimate] And from the Atlanta Fed: GDPNow…
by Calculated Risk on 10/31/2025 10:10:00 AM Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Up 1.0% Year-over-Year in September A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) decreased 0.04% month-over-month (MoM) on a seasonally adjusted (SA) basis in September. This is the sixth consecutive…
by Calculated Risk on 10/31/2025 08:11:00 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…
by Calculated Risk on 10/30/2025 07:20:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday:• At 8:30 AM ET, Personal Income and Outlays for September. • At 9:45 AM: Chicago Purchasing Managers Index for October. The consensus is for a reading of 42.0, up from 40.6 in September. Source link
by Calculated Risk on 10/30/2025 02:25:00 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 25 October The U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest…
by Calculated Risk on 10/30/2025 11:47:00 AM From the Las Vegas Visitor Authority: September 2025 Las Vegas Visitor Statistics Driven largely by slower midweek volumes, the destination saw a ‐8.8% YoY decrease in visitation, hosting approximately 3.1M visitors. Las Vegas convention attendance reached roughly 428k in September, down ‐18.7% YoY, reflecting in part the absence…
by Calculated Risk on 10/30/2025 08:52:00 AM Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.8% Below 2022 Peak Excerpt: It has been 19 years since the housing bubble peak, ancient history for many readers! In the August Case-Shiller house price index released Tuesday, the seasonally adjusted National Index (SA), was…
by Calculated Risk on 10/29/2025 07:51:00 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 not be released. • Also at 8:30 AM, Gross Domestic Product, 3rd quarter 2025 (advance estimate) will not be released. Source link
by Calculated Risk on 10/29/2025 02:00:00 PM Fed Chair Powell press conference video here or on YouTube here, starting at 2:30 PM ET. FOMC Statement: Available indicators suggest that economic activity has been expanding at a moderate pace. Job gains have slowed this year, and the unemployment rate has edged up but remained low through…
by Calculated Risk on 10/29/2025 10:50:00 AM Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Delinquency Rate Increased in September Excerpt: Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic) Freddie Mac reported that the Single-Family serious delinquency rate in September was 0.57%, up from 0.56% August. Freddie’s rate is up…