Inflation expectations, at party | Econbrowser
The Michigan Survey of Consumers Revealed that Republican respondents expected one year inflation to be zero as of January 2025. From Torsten Slok: Source: Slok (2025). While I’ve commented on…
Inventory Down 0.4% Week-Over-Week, Up 27.8% Year-Over-Year
bee Calculated Risk On 2/10/2025 08:11:00 AM Altos Reports That Active Single-Family Inventory was down 0.4% week-over-week. Inventory Always Declines Seasonally in the Winter and Usually Bottoms in Late January…
Calculated Risk: Sunday Night Futures
bee Calculated Risk On 2/10/2025 12:01:00 AM Weekend:• Schedule for Week of February 9, 2025 Monday:• No Major Economic Releases Scheduled. From CNBC: Pre-Market Data and Bloomberg Futures S&P 500…
Epu After Reciprocal Tariffs Announced, Before New Steel, Aluminum Tariffs
Up, up and away. Figure 1: EPU (Green, Right Scale), 7 Day Centered Moving Average Economic Policy Uncertainty (Brown, Right Scale), Trade Policy Uncertainty (Green, Left Scale), 7 Day Centered…
Leading Index for Commercial Real Estate increased 6% in January
bee Calculated Risk On 2/09/2025 08:19:00 AM From Dodge Data Analytics: Dodge Momentum Index Grows 6% in January The Dodge Momentum Index (DMI), issued by Dodge Construction Network, Grew 5.6%…
Mortgage Delinquencies increased slightly in Q4 2024
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Schedule for Week of February 9, 2025
bee Calculated Risk On 2/08/2025 08:11:00 AM The key reports this week are January CPI and retail sales. For Manufacturing, the January Industrial Production Report will be released this week.…
Calculated Risk: February 7th Covid Update: Covid in wastewater increasing
bee Calculated Risk On 2/07/2025 07:20 PM PM Note: Mortgage rates are from mortgagenewsdaily.com and are for top tiger scenarios. For deaths, I’m currently using 4 weeks ago for “Now”,…
One Year Inflation Expectations Upside Surprise
Michigan 1 year expectations at 4.3% vs 3.3% Bloomberg consensus. Figure 1: Year-on-year CPI Inflation (Bold Black), One Year Ahead Michigan (Red), NY Fed (Green), all in %. Source: BLS,…
Wholesale used car prices increased in January; Up 0.8% Year-Over-Year
bee Calculated Risk On 2/07/2025 04:15:00 PM From Manheim Consulting Today: Wholesale Used-Vehicle Prices increased in January Wholesale Used-Vehicle Prices (on a mix, mileage, and seasonally adjusted base) moved 0.4%…