by Calculated Risk on 10/26/2025 08:21:00 AM Most analysts expect the FOMC to reduce the Fed Funds rate by 25bps at the meeting this week to a target range of 3-3/4 to 4 percent. Market participants currently expect the FOMC to also cut rates an additional 25bps at the December meeting. From BofA: The…
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • NAR: Existing-Home Sales Increased to 4.06 million SAAR in September • NMHC on Apartments: Market conditions “Soften” in Q3 • Lawler: Early Read on September Existing Home Sales, and Update on MBS Yields and Spreads • 2nd Look at…
by Calculated Risk on 10/25/2025 08:11:00 AM Boo! The FOMC meets this week and is expected to cut rates 25bp. The key economic reports that will be released this week include the Case-Shiller house price index for August, and October ISM manufacturing and services indexes. Items in Red will not be released due to the…
by Calculated Risk on 10/24/2025 04:00:00 PM From Intercontinental Exchange: ICE First Look at Mortgage Performance: Mortgage Performance Remains Strong as FHA Foreclosures Emerge Intercontinental Exchange, Inc. (NYSE:ICE) … today released the September 2025 ICE First Look at mortgage delinquency, foreclosure and prepayment trends. The data shows that overall mortgage performance remains historically strong, with…
by Calculated Risk on 10/24/2025 01:03:00 PM The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.2% in August. The 16% trimmed-mean Consumer Price Index increased 0.2%. “The median CPI and 16% trimmed-mean CPI are measures of core inflation…
by Calculated Risk on 10/24/2025 10:36:00 AM Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: Market conditions “Soften” in Q3 Excerpt: From the NMHC: Borrowing Conditions Continue to Improve While Most Respondents Report an Unchanged Market Market Tightness Index (31) came in well below the breakeven level of 50 this round, indicating lower…
by Calculated Risk on 10/24/2025 09:00:00 AM With the release of the CPI report this morning, we now know the Cost of Living Adjustment (COLA), and the contribution base for 2026. From Social Security: Social Security Announces 2.8 Percent Benefit Increase for 2026 The Social Security Administration (SSA) announced today that Social Security benefits, including…
by Calculated Risk on 10/24/2025 08:30:00 AM From the BLS: The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent on a seasonally adjusted basis in September, after rising 0.4 percent in August, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.0 percent…
by Calculated Risk on 10/23/2025 08:17:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday:• At 8:30 AM ET, The Consumer Price Index for September from the BLS. The consensus is for a 0.4% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to…
by Calculated Risk on 10/23/2025 02:49:00 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 18 October The U.S. hotel industry reported mixed year-over-year comparisons, according to CoStar’s latest…