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Rent Inflation Is Moderating
The CPI's rent of primary residence is showing no signs of peaking, rising to 8.6% y/y…
Housing Market
29 posts
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Copper, Mortgages, GDP, Breadth & Sentiment
Yesterday, the World Bank slashed its 2023 global economic growth rate outlook to 1.7% from its earlier projection of…
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Is Santa Making A Comeback?
Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a…
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The Economic Week Ahead, Nov. 28-Dec. 2
We hope you had a chance to relax with your family and friends and to recharge your batteries during the…
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Housing: Multi-Family Boom vs Single-Family Bust
Single-family housing activity is falling into a recession. Single-family housing starts fell 29.5% ytd through October. Housing downturns have…
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What Is The Stock Market Discounting Today?
The stock market is ripping this morning despite disappointing earnings reported by some of the S&P 500'…
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The Housing Recession Deepens
Fed officials have described the housing downturn as a "correction." For example, in an October 6 speech, Fed…
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The Economic Week Ahead, Oct. 17-21
Investors will focus on this week's batch of Q3 earnings reports and forward earnings guidance from Corporate America.…
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The Fed Is Too Hawkish
Stock prices were beat down today by three downbeat and hawkish Fed officials (Fed Governor Lisa Cook, San Francisco Fed…
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Housing Already Hard Hit By Fed Tightening
Fed officials have been saying that they are aiming to raise the federal funds rate from an accommodative level to…
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Major Housing Crash?
Billionaire real estate investor Barry Sternlicht said he believes the economy is "braking hard" and that the continuation…
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Mixed Messages From Manufacturing & Housing
July was a good month for manufacturing and a bad one for the housing industry. Industrial production, which is one…
