at Calculated Risk on 1/03/2025 09:11:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I’m currently using 4 weeks ago for “now”, since…
at Calculated Risk on 1/03/2025 06:18:00 PM Wards Auto released their estimate of light vehicle sales for December: US Light-Vehicle Sales End 2024 With Long-Time High December, Q4 SAARs (pay…
JW Mason asserts that, in focusing on the real exchange rate, I’m on the side of relative prices being the primary determinant of flows. Here is one of the big…
at Calculated Risk on 1/03/2025 02:01:00 PM From Goldman: We left our Q4 GDP tracking estimate unchanged at +2.3% (quarter-over-quarter annualized) and our Q4 domestic final sales forecast unchanged at…
at Calculated Risk on 1/03/2025 10:37:00 AM Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.3% Below 2022 Peak Excerpt: It has been over 18 years…
at Calculated Risk on 1/03/2025 10:00:00 AM (Posted with permission). The ISM manufacturing index indicated contraction. The PMI® was at 49.3% in December, up from 48.4% in November. The employment…
Paul Krugman writes on The Dollar and the US Trade Deficit today, and reminds me of my favorite graph (makes an appearance each time I teach macro, and a version…
at Calculated Risk on 1/02/2025 07:21:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Mortgage rates as of Monday (a little lower on Tuesday). Friday:•…
Once again, Heritage’s EJ Antoni speaks (on Fox) about a manufacturing recession, focusing on employment. I’ll just point out that, according to the most relevant indicator, the manufacturing sector hasn’t…
at Calculated Risk on 1/02/2025 12:43:00 PM Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in November; Up 4.0% Year-over-year A letter excerpt: Freddie…
