by Calculated Risk on 9/26/2025 08:30:00 AM From the BEA: Personal Income and Outlays, August 2025 Personal income increased $95.7 billion (0.4 percent at a monthly rate) in August, according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)—personal income less personal current taxes—increased $86.1 billion (0.4 percent) and…
by Calculated Risk on 9/25/2025 08:00:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday:• At 8:30 AM ET, Personal Income and Outlays, August 2025. The consensus is for a 0.3% increase in personal income, and for a 0.5% increase in personal spending. And for the Core PCE price index to…
From J.D. Power: J.D. Power-GlobalData Forecast September 2025 Brief excerpt: Total new-vehicle sales for September 2025, including retail and non-retail transactions, are projected to reach 1,232,200, a 0.1% increase year over year, according to a joint forecast from J.D. Power and GlobalData. September 2025 has 24 selling days, one more than September 2024. Comparing the…
by Calculated Risk on 9/25/2025 02:40:00 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 down year-over-year. From STR: U.S. hotel results for week ending 20 September The U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest…
by Calculated Risk on 9/25/2025 10:54:00 AM Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.00 million SAAR in August Excerpt: The fourth graph shows existing home sales by month for 2024 and 2025. Sales were up 1.8% year-over-year compared to August 2024. Next month will also have an easy year-over-year…
by Calculated Risk on 9/25/2025 10:00:00 AM From the NAR: NAR Existing-Home Sales Report Shows 0.2% Decrease in August • 0.2% decrease in total existing-home sales1 month-over-month to a seasonally adjusted annual rate of 4.0 million. • 1.8% increase in sales year-over-year. • 1.53 million units: Total housing inventory, down 1.3% from July and up 11.7%…
by Calculated Risk on 9/25/2025 08:42:00 AM From the BEA: Gross Domestic Product, 2nd Quarter 2025 (Third Estimate), GDP by Industry, Corporate Profits (Revised), and Annual Update Real gross domestic product (GDP) increased at an annual rate of 3.8 percent in the second quarter of 2025 (April, May, and June), according to the third estimate…
by Calculated Risk on 9/25/2025 08:30:00 AM The DOL reported: In the week ending September 20, the advance figure for seasonally adjusted initial claims was 218,000, a decrease of 14,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 231,000 to 232,000. The 4-week moving average was 237,500,…
by Calculated Risk on 9/24/2025 08:52:00 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 be released. The consensus is for initial claims to increase to 234 thousand from 231 thousand last week. • At 8:30 AM, Gross Domestic…
by Calculated Risk on 9/24/2025 04:50:00 PM Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment including multi-family residential. From the AIA: ABI August 2025: Softness persists at architecture firms The AIA/Deltek Architecture Billings Index (ABI) score was 47.2 for the month of August 2025. The share of firms…