Year-on-year looks better. Figure 1: Instantaneous Inflation Per Eeckhout (2023) for CPI (Blue) PCE Deflator (Green), PCE Deflator (Brown). Source: Bea, Bea via Fred, and Author’s Calculations. Figure 2: Instantaneous…
From Betting Markets, Economists: From Bloomberg, H/T Torsten Sloke:
Nber Business Cycle Dating Committee Key Indicators. Consumption (Preliminary) Falls Markedly. Figure 1: Nonfarm Payroll Incl Benchmark Revision Employment from CES (Bold Blue), Implied NFP from Preliminary Benchmark Through December…
bee Calculated Risk On 2/28/2025 10:47:00 AM Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in January; Up 3.9% year-over-year A letter excerpt: Freddie…
bee Calculated Risk On 2/28/2025 11:49:00 AM From Bofa: The second print of 4Q GDP Came in at 2.3% Q/Q Saar, unchanged from the advance print and a tenth higher…
bee Calculated Risk On 2/28/2025 08:30:00 AM The Bea Released the Personal Income and Outlays, January 2025 Report for January: Personal Income Increased $ 221.9 Billion (0.9 Percent at A…
bee Calculated Risk On 2/28/2025 08:57:00 AM Here is a graph of the year-over-year change in shelter from the cpi report and housing from the PCE report this morning, both…
bee Calculated Risk On 2/27/2025 07:23:00 PM Note: Mortgage rates are from mortgagenewsdaily.com and are for top tiger scenarios. Friday:• at 8:30 am et, Personal Income and Outlays For January.…
bee Calculated Risk On 2/27/2025 04:01:00 PM What this means: On a weekly base, realtor.com reports the year-over-year change in Active Inventory and New Listings. On a monthly basis, they…
From Trading Economics Today: Figure 1: Gray Line is Tradingeconomics forecast. Orange line at 1/21/2025. Source: Tradingeconomics, accessed 2/27/2025. Egg prices as measured here have risen 22% since 1/21. Interestingly,…
