Uncertainty – Economic and Trade Policy, Day by Day
Through 2/2/2025 (for EPU): Figure 1: Trade Policy Uncertainty (Blue, Left Scale), 7 Day Centered Moving Average (Redb, Left Scale), Economic Policy Uncertainty (Green, Right Scale), 7 Day Centered Moving…
Calculated Risk: Tuesday: Job Openings
bee Calculated Risk On 2/03/2025 08:31:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Stay Flat Despite Underlying Market Volatility We know that mortgage rates are driven by…
Vehicles Sales Decrease to 15.60 Million Saar in January
bee Calculated Risk On 2/03/2025 05:00 PM PM Wards auto released their estimate of light vehicle sales for January: US Light-Vehicle Sales Start 2025 with 4% increase in January (Pay…
Biggest Tax Increase Ever! | Econbrowser
In nominal dollar terms. Thanks, Trump. Notes: Tax increase associated with announced Trump tariffs on Canada, Mexico, and China assuming a unitary price elasticity of import demand (Orange Bar), and…
Bringing Down Grocery Prices, Trump Style
CPI Food at Home is 8% of Total CPI Weights, Fresh Vegetables and Fruit are 1.1%. Assume Half of Fresh Vegetable and Fruit are imported from Mexico (about 2/3 of…
Banks Reported Weaker Demand for Residential Real Estate
bee Calculated Risk On 2/03/2025 02:00 PM PM From the Federal Reserve: The January 2025 Senior Loan Officer Opinion Survey on Bank Lending Practices The January 2025 Senior Loan Officer…
“Lowest Calendar Year Home Price Growth of Any Year Since 2011”
bee Calculated Risk On 2/03/2025 11:49:00 AM Today, in the Real Estate Newsletter: Ice Mortgage Monitor: “Lowest Calendar Year Home Price Growth of Any Year Since 2011” Letter ExcerPT: Here…
ISM® Manufacturing Index increased to 50.9% in January
bee Calculated Risk On 2/03/2025 10:00 AM AM (Posted with permission). The ISM Manufacturing Index Indicated Expansion. The PMI® was at 50.9% in January, up from 49.2% in December. The…
Construction Spending increased 0.5% in December
bee Calculated Risk On 2/03/2025 10:17:00 AM From the Census Bureau Reported That Overall Construction Spending Increased: Construction Spending during December 2024 was estimated at a seasonally Adjusted Annual Rate…
Inventory Down 0.3% Week-Over-Week, Up 27.7% Year-Over-Year
bee Calculated Risk On 2/03/2025 08:11:00 AM Altos Reports That Active Single-Family Inventory was down 0.3% week-over-week. Inventory Always Declines Seasonally in the Winter and Usually Bottoms in Late January…