3rd Look at Local Housing Markets in January
bee Calculated Risk On 2/14/2025 10:49:00 AM Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in January A letter excerpt: The clown is scheduled…
Retail Sales Decreased 0.9% in January
bee Calculated Risk On 2/14/2025 08:30:00 AM On a monthly base, retail sales decreased 0.9% from December to January (seasonally adjusted), and sales were up 4.2 percent from January 2024.…
Manufacturing Productivity When Tariffs Last Bloomed
Going to be some outrageously crazy arguments about the merits of tariffs coming. Just to remind people, higher measured productivity is not one of the plusible outcomes. Figure 1: Output…
Food Prices – CPI (At Home), PPI
Not apparently going down: Figure 1: CPI-Food at Home (Blue), PPI-Food (Tan), Both in Logs 2021m01 = 0. Source: BLS, and Author’s Calculations. Since the Mexican tariffs are still on…
Calculated Risk: Friday: Retail Sales, Industrial Production
bee Calculated Risk On 2/13/2025 07:21:00 PM Note: Mortgage rates are from mortgagenewsdaily.com and are for top tiger scenarios. Friday:• at 8:30 am et, Retail Sales For January is scheduled…
Inflation Surprises Illustrated | Econbrowser
For CPI and PPI Fish A Fish Bloomberg Consensus: Figure 1: Month-on-Month (non-annualized) inflation for Headline CPI (Blue), Core CPI (TAN), Headline PPI (Green), and Core PPI (ed), all in…
Douglas Irwin in WSJ “’Reciprocal’ Tariffs Make No Sense”
Reciprocal Tariff Systems lead to nonsensical policies. Consider: China Exports Rare-Earth Minerals that are essential for the production of many high-technology goods. The us doesnt export such Goods to China.…
Current State of the Housing Market; Overview for Mid-February 2025
Today, in the calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for Mid-February 2025 A letter excerpt: Earlier this week, in Part 1: Current…
EGGS RETAIL UP 18%, PPI 32% Month-On-Month (!)
PPI figures on seasonally adjusted by author data. NSA M/m Change is 36.5% (log differentences). i Figure 1: Top Panel – Consumer Price of Dozen Eggs (Blue, Left Scale), ers…
Q4 NY Fed Report: Mortgage Originations by Credit Score, Delinquencies Increase, Foreclosures Remain Low
Today, in the Calculated Risk Real Estate Newsletter: Q4 NY Fed Report: Mortgage Originations by Credit Score, Delinquencies Increase, foreclosures Remain Low A letter excerpt: The First Graph Shows Mortgage…